Configuring a location
Settings overview
Settings live at two levels. Location settings apply to one branch and are where most day-to-day configuration happens. Account settings apply to the whole business. Knowing which is which saves a lot of hunting.
Location settings
Switch to a branch, then choose Location settings. Every one of these can differ between branches — a busy city shop and a quiet suburban one genuinely want different capacity, hours and wording.
| Location details | Name, address, time zone, the picture your team sees, contact details and opening hours. |
| Services | What customers can ask for, and how long each takes. |
| Resources | The people and places that do the work. |
| Queues | The lines customers join. |
| Schedules | Working hours for individual services and resources. |
| Localisation | Languages, currency and the words customers see. |
| Display settings | What your team sees against each visit. |
| Customer messages | Which automatic messages go out, and on which channels. |
| Team notifications | Alerts to your own staff. |
| Test numbers | Your own phones, so testing isn’t mistaken for misuse. |
| Bookings | Booking windows, approval and what customers may change. |
| Waitlist | Capacity, hours, wait estimates, end-of-day clearing and customer actions. |
| Customer details | What you ask people when they join or book. |
| Custom design | Branding on your public pages. |
| Automation | Acting automatically on things nobody is watching. |
Account settings
Available in the account view under Account settings. These apply everywhere at once.
| Business information | Your name, website, public short link, brand assets and sidebar image. |
| Plan and billing | Subscription, limits, invoices and usage. |
| Roles and permissions | What each role in your team can do. |
| Sender numbers | Which number texts and calls come from. |
| Integrations | API keys and webhooks. |
| Audit log | Who changed what. |
| Resources and services | The same lists, managed across every branch at once. |
| Waitlist overview | Which branches appear on your public busy-ness page. |
| Localisation | Defaults for new branches, wording on account-wide pages, and date and time format. |
Settings that are not built yet
Some pages are placeholders
A handful of entries in both menus open a page that does not configure anything yet — among them arrival behaviour and the various list display options. Where the underlying feature works on defaults, this documentation says so on the relevant page rather than pretending the settings exist.
A sensible order to work through them
- Location details and hours — nothing else behaves correctly without these.
- Queues — at least one, or nobody can join.
- Registration fields — decide what you ask before people start joining.
- Customer messages — read them before your customers do, and choose their channels.
- Waitlist and booking rules — capacity, estimates and what customers may do themselves.
- Everything else, once you know what you actually need.