Settings overview
Where to find every business and personal setting, and how saving works.
Updated 2026-06-14
Settings is split in two places: Business Settings (everything about the business — shared by the whole team) and Personal Settings (your own profile and notifications). Open either from the dashboard menu.
Every setting saves on its own as you type or toggle — there is no Save button. A small toast in the corner confirms each change (and offers Retry if a save fails). The only exceptions are the create/edit dialogs for services and locations, which have an explicit Save button.
Business Settings
The left rail lists every section. Sections appear based on your plan and role — the Payments, Team, and Subscription sections are owner-only.
| Section | What it controls |
|---|---|
| Business Info | Name, logo, brand color, booking address, payment methods, contact, social links, billing address. |
| Regional | Email language and which languages your booking page supports. |
| Booking Policy | Lead time, cancellation window, approval, card-on-file, waiting list, reviews, and policy text. |
| Payments | Connect Stripe or Square to accept payments and pair card readers. |
| Taxes | GST/QST tax rates applied to taxable services. |
| Accounting | Fiscal year, expense categories, and admissible percentages. |
| Gift Certificates | Default expiry, background image, and certificate labels. |
| Locations | Your clinic addresses and the at-home option. |
| Services | Service categories, services, durations, prices, colors, and buffers. |
| Email / SMS | Automated message rules and timing. |
| Questionnaire / Service Notes | Intake forms and treatment-note templates. |
| Marketplace | Your public business profile. |
| Team | Employees, permissions, working hours. |
| Subscription | Your plan and billing. |
On a phone the sections show as a grid of tiles; tap one to open it and use the back arrow to return to the grid.
Personal Settings
These belong to you, not the business:
- Professional profile — your photo, title, experience, languages, and bio.
- Receipt types — the insurance receipt headers you issue.
- Working hours — when you accept bookings (owners always; employees with the right permission).
- Google Calendar — two-way calendar sync.
- Notifications — which alerts you receive and your booking reminders.
What's next
- Business information — name, brand, and contact.
- Services — categories, prices, colors, and buffers.
- Locations — addresses, hours, and photos.
- Payments — accept client payments.
- Personal settings — your profile and alerts.