Configure business settings

Open Settings. Browse the Client experience, Communications and Business operations groups, or use Search settings in the left panel to find a control by name or task. On a phone, use search at the top of Settings.

Set business defaults such as locale, time format, and policies.

Confirm role permissions for admin and non-admin users.

Review booking policies for cancellation and lead time.

Open Client portal to enable personal client access, choose visible sections, and set cancellation and rescheduling notice windows. Client portal accounts remain separate from staff workspace accounts.

The public business page and booking links are available from the start. Open Booking site to review the setup checklist and turn Online booking on or off.

Use AI agent access only after reviewing allowed actions, confirmation requirements, lead time, cancellation notice, and sensitive-data exposure settings.

Use Booking & links in Booking site to open or copy the public business page and services-only booking link.

Open Forms > Delivery settings to allow workspace-wide automatic email and SMS form sends. Each active form still chooses its own trigger, services and channels. SMS form sends require an active subscription with valid billing details.

Pay in person is selected by default in Sales & Payments. Select Accept online payments to open Stripe setup. Pay in person stays selected until verification is complete; then select Turn on online payments and Save changes.

When Schedmo Terminal is available for your country, use Sales and payments to create the POS location, review registered reader count, and pair a supported Stripe smart reader.

Manage sales reports and Xero from the dedicated tabs under Sales & Invoices, not from workspace settings.

Confirm package liability and revenue account codes with your bookkeeper before selling prepaid packages.

Document setting changes so your team knows what changed and why.