Business Setup

Start with the core identity fields that appear across booking pages, emails, invoices, and internal records:

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  Business Name

  The company name shown to customers, used as the anchor for booking, invoice, and communication templates.

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  Business Type

  Your industry and operating model, which helps keep service setup and workflow expectations aligned.

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  Description

  A short explanation of what you do, typically shown on customer-facing booking surfaces.

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  Logo

  Your brand logo used on invoices, booking pages, and other customer-facing touchpoints.

Operating hours affect more than one calendar view. They influence booking availability, schedule logic, and the customer’s expectation of when work can actually happen.

💡 Tip: keep normal hours clean here, and use holiday settings for exceptions instead of editing the weekly schedule every time.

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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

  Primary email for customer communication, billing messages, and reply handling where applicable.

• Phone Number

  Primary customer-facing phone number used on booking pages and business communications.

• Website

  Your website URL, which helps customers verify brand legitimacy and return to your main site when needed.

Reminder settings determine how aggressively ServiceHub keeps upcoming appointments visible to the customer before the visit:

💡 SMS reminders require phone verification and valid customer mobile data, so review both settings and contact quality.

Connect Stripe or Square so invoices, deposits, and customer-facing payment links all work from the same billing setup:

Set the defaults that keep billing consistent even when multiple office staff create 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 margin loss and internal inconsistency, especially when pricing decisions are shared across a team.

Templates control the customer-facing language used for confirmations, reminders, invoices, deposit requests, and follow-up steps:

Branding choices affect trust at the point of booking and payment, not just aesthetics:

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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)

Owner-level notifications keep the business aware of bookings, cancellations, and urgent changes without logging into the dashboard constantly:

• Email Notifications

  Get emails for new bookings, cancellations, reschedules

• SMS Notifications

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

Policies are part of the booking and billing workflow, not just legal boilerplate. Use them to set expectations before disputes happen:

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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.

💡 Use policies to set operational expectations clearly, then keep reminder and invoice language aligned with those same rules.

Staff notification settings matter because reminders only work when business-level rules, store-level toggles, and staff preferences all line up:

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

⚠️ Check both store settings and staff preferences if a reminder or assignment alert is not being delivered.