Business Setup

Navigate to Settings → Business in your dashboard to configure:

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  Business Name

  The company name shown to customers

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  Business Type

  Your industry (cleaning, HVAC, landscaping, etc.)

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  Description

  A brief description of your business (shown on booking page)

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  Logo

  Your brand logo (shown on invoices and booking page)

Set the hours when customers can book appointments. You can set different hours for each day of the week.

💡 Tip: Manage holidays and special hours in the 'Holiday Settings' section.

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  Address

  Your business location (used for directions to customers)

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  Service Area

  For mobile services, define the areas you serve

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  Timezone

  The timezone used for all booking times

• Email Address

  Email for customer inquiries

• Phone Number

  Phone number for customer calls

• Website

  Your business website URL (optional)

Send automatic reminders to customers before appointments to reduce no-shows:

💡 SMS reminders require phone number verification.

Connect Stripe to accept online payments from invoices:

Customize default settings for your invoices:

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  Payment Terms

  Due on receipt, Net 7, Net 14, Net 30, etc.

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  Default Tax Rate

  Tax percentage automatically applied to invoices

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  Currency

  USD, JPY, EUR, GBP, and more

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  Maximum Discount Limit

  Set a maximum discount percentage (e.g., 20%) to prevent accidental over-discounting. When exceeded, a warning is shown.

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  Allow Staff to Override

  If enabled, managers and admins can apply discounts above the limit with confirmation. If disabled, only the owner can exceed the limit.

💡 Discount limits help prevent costly mistakes. The owner always sees a warning but can override.

Customize the content of emails and SMS sent to customers:

Reflect your brand on booking pages, emails, and invoices:

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  Logo

  Displayed on booking page, emails, and invoice headers

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  Tagline

  Catchphrase displayed below your business name

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  Language

  Language for emails and SMS (English or Japanese)

Get notified when new bookings or cancellations occur:

• Email Notifications

  Get emails for new bookings, cancellations, reschedules

• SMS Notifications

  Get instant SMS for urgent booking changes (requires phone verification)

Set up your business policies to protect both you and your customers:

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  Terms & Conditions

  Display your T&C on the booking page. Choose to show as informational text or require customer acceptance via checkbox.

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  Cancellation Policy

  Define your cancellation rules (notice period, fees, no-show policy). Use the AI wizard to generate a professional policy.

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  Where Policies Appear

  T&C shown on booking page and invoice emails. Cancellation policy included in job confirmation and reminder emails.

💡 Navigate to Settings → Policies to configure. AI-generated policies include a disclaimer that customers must acknowledge.

Keep your team informed about their assigned jobs:

Store-Level Settings

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  Staff Reminders

  Enable job reminders for staff at this store (24h, 1h before)

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  Daily Summary

  Send morning digest email with the day's schedule

Staff Preferences

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  Job Reminders — Receive reminders before assigned jobs
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  New Assignments — Get notified when assigned to a new job
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  Job Updates — Get notified when job time/location changes

⚠️ Both store-level AND staff-level settings must be enabled for notifications to be sent.