Overview

Settings overview

Use Settings to update account details, configure online booking, manage services and locations, and review account records.

Choose a Settings area

  • Profile contains your name, role, professional title, practice name, timezone, and currency. The email field is locked on this page.
  • Security contains password, data-download, data-removal, and account controls.
  • Team contains team and plan information available to the account.
  • Online Booking contains the public page content, booking link, cancellation rules, scheduling limits, and request-approval setting.
  • Availability contains the booking timezone and weekly hours.
  • Locations contains physical and online location records.
  • Services contains service names, durations, prices, billing codes, locations, and booking options.
  • Billing contains the subscription status and plan information shown for the account.
  • Agreements lists accepted or signed legal documents and their versions.
  • Connections (soon) is not available while it is labeled soon.
  • History contains the organization activity log and its filters.

Select an area in the Settings navigation to open it.

Understand your online-booking setup

Several Settings areas control the public booking page and booking rules:

  • Online Booking controls the page title, subtitle, booking link, cancellation policy, scheduling window, and booking-request approval method.
  • Availability controls the days and times clients or students can choose.
  • Locations and Services control where and what clients or students can book.

After saving Online Booking changes, open the booking link and review the public page before sharing it.

Save your changes

Pages such as Profile, Online Booking, and Availability include Save Changes.

  1. Update the settings you need.
  2. Select Save Changes.

Be careful with Security actions

Warning: Security includes Wipe All Data and Close Account. Review the on-screen scope and consequences before continuing. Download any data you are required to retain before using either control.

Use Settings to update account details, configure online booking, manage services and locations, and review account records.

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