Branch Configurations

All of these configurations you are defining for the branch you are currently under. 

Para acceder a esta función, utilice la barra de búsqueda en el banner superior y busque “Configurations”

Appointment Configurations

Para acceder a esta función, utilice la barra de búsqueda en el banner superior y busque “Configurations”

Set the booking rules for staff and customers to follow, and customize the appearance of your appointment book.

Appointment Configurations: Booking

Configuration	Descripción
Card on File Requirement	When turned on it requires customers to have a card on file to book an appointment.
Advance Booking Window	Set how far in advance customers can book. Enter 0 for same-day bookings, or 7 to allow bookings starting a week from today etc.
Employee Selection Option	When turned on, it allows customers to view and select available employees when booking online.
Multiple Service Booking	When turned on, your customers will be able to book multiple services under the same reservation.
Service Credit Exemption	When turned on, it allows customers with active service credits to book without a card on file.
Positive Account Balance Exemption	When turned on, it allows customers to book without a card if their account balance exceeds $50.
Booking Policy	Add your booking policies here; these will appear in appointment confirmation emails.
Forms Policy	Include form-related policies, which will also appear in confirmation emails to keep customers informed.
Booking Disclaimer	Display important rules or conditions as a disclaimer on your booking page.

Appointment Configurations: Calendar 

Here you can define the configuration of your calendar in the appointment book.

Configuration	Descripción
Default Calendar View	Choose the default calendar view that will load each time you open the appointment book.
Default Calendar Type	Select whether the default view shows by employee or by room.
Calendar Toolbar Options	Choose which calendar views will appear in the toolbar. Click here to learn more about your options.
Show Full Screen	Enable this to allow the calendar to be viewed in full-screen mode.
Show Small Calendar	Turn on to display a small calendar on the right side of the appointment book for easier date navigation.

Transaction Configurations

Para acceder a esta función, utilice la barra de búsqueda en el banner superior y busque “Configurations”

Set the transaction rules for staff to follow.

Configuration	Descripción
Transaction Policy	Add transaction-related policies to display in confirmation emails and at the bottom of Customer receipts.
Mandatory Package Contract Updates	Require staff to update the package contract within the transaction before completing the sale.
Employee Assignment for Packages	When turned on it forces an employee to be assigned to every package before it can be sold.

Customer Referral Configurations

Para acceder a esta función, utilice la barra de búsqueda en el banner superior y busque “Configurations”

Set customer rules here.

Configuration	Descripción
Referral Reward Amount	Specify the amount customers receive for referring a new Customer. The reward is added to their account after the referred Customer completes a transaction.