Looking for help?

Search for articles, videos, and step-by-step instruction guides

Setting up your store options "General" tab

General

Setting up your store options "General" tab

Learn how to change your store name, domain, currency, customer payment options, and other general settings.

Last updated on 17 Dec, 2024

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

Image

By default, you will be brought to the General tab.  

Image

To view the settings for each section, click the "plus sign" icon to expand it.  

Image

There are fourteen subcategories in this General Store Options tab.  Click the section name below to view a detailed set-up guide.

 

Related Articles

Add your location name to the customer's address

Learn how to add your custom location names to the end of a customer's address.

How to enable/disable "Calendar View" and customize how the schedule looks

Learn how to enable or disable the calendar view and customize your calendar view preferences.

Enable/disable notes for booking price and time adjustments

Learn how to enable notes for the price and time adjustment options in the booking form.

Enable/disable customers from editing quotes

Learn how to allow or block customers from editing the quotes you have sent them.

How to enable multiple appointments per booking spot

Learn how to enable multispot scheduling so providers can be scheduled for multiple appointments at the same date and start time.

Set up your "Store Info" section

Learn how to change your store name, domain, currency, customer payment options, and other general settings.

How to set up automatic credit card holds/preauthorizations

Learn how to set up card preauthorizations, or card "holds", to secure payments made with credit cards.

Set up cancellation fees & reasons

Learn how to set up your cancellation settings, including when a customer can cancel and if fees will be charged.

How to set up reschedule fees

Learn how to set up and charge fees whenever a customer rescheduled and/or postpones their service.

Enable the provider live chat feature

Learn how to enable the provider live chat feature to send and receive messages from providers in your dashboard.

Enable/disable locations

Learn how to set up your general location preferences, including how to enable or disable locations in your booking form.

How to enable the multiple time zone feature

Learn how multiple timezones work and how to enable this feature.

How to set up payments and automatic charges

Learn how to set up your customer payments, including enabling automatic charges, pre-charges, and refunded payment rules.

Did you find this article helpful?
Previous

Setting up your store options "Customer" tab

Next