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 detailsContact details, address, opening hours and schedules.
ServicesWhat customers can ask for, and how long each takes.
ResourcesThe people and places that do the work.
QueuesThe lines customers join.
SchedulesWorking hours for individual services and resources.
LocalizationLanguages, currency and the words customers see.
Display settingsWhat your team sees against each visit.
Customer messagesThe automatic messages, and their wording.
Team notificationsAlerts to your own staff.
BookingsBooking windows, approval and what customers may change.
WaitlistCapacity, hours, wait estimates and customer actions.
Customer detailsWhat you ask people when they join or book.
Custom designBranding on your public pages.
AutomationActing automatically on things nobody is watching.

Account settings

Available in the account view under Account settings. These apply everywhere at once.

Business informationYour name, public short link and brand assets.
Plan and billingSubscription, limits, invoices and usage.
Roles and permissionsWhat each role in your team can do.
Sender numbersWhich number texts and calls come from.
IntegrationsAPI keys and webhooks.
Audit logWho changed what.
Resources and servicesThe same lists, managed across every branch at once.
Waitlist overviewWhich branches appear on your public busy-ness page.

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, saved replies, App Clips, link shortening, location-level custom design, account-level localization, 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

  1. Location details and hours — nothing else behaves correctly without these.
  2. Queues — at least one, or nobody can join.
  3. Registration fields — decide what you ask before people start joining.
  4. Customer messages — read them before your customers do.
  5. Waitlist and booking rules — capacity, estimates and what customers may do themselves.
  6. Everything else, once you know what you actually need.