The purpose of this article is to help you understand:
- Where to modify your general settings
- How to update settings for your basic store info, locations, addresses, calendar, rescheduling fees, cancelations, quotes, price and time adjustments, payments, credit card holds, time zones, chat, multi-spot rules, and access.
Where is the "General" tab?
During your initial account set-up, it is important to go through each section in Store Options before you begin importing customers, providers, and adding bookings. This will ensure that the system behaves how you would like it to efficiently run your business.
The General tab controls a wide variety of settings that control how you and your customers use the system. To access this section, go to:
Settings > General > Store Options > General
By default, you will be brought to the General tab.
To view the settings for each section, click the "plus sign" icon to expand it.
There are fourteen subcategories in this General Store Options tab. Click the section name below to view a detailed set-up guide.
- Store Info
- Location Settings
- Address Settings
- Calendar Settings
- Rescheduling Fees
- Price & Time Adjustment
- Put Credit Card on Hold
- Time Zone Settings
- Chat Settings
- Multispot Settings
- Access Settings