Setting up your business policies

You can set up general business policies like booking, cancellation, or wait list policies that apply to all your services, clients, and staff members.  

For more information on how to customize business policies for individual services, see Customize business policies for individual services. 

NoteAny updates to your business policies may take 10-15 minutes to take effect and will only affect the services you book moving forward. Any services booked before the updates will still use the original business policies that were in place when they were booked.

To set up your business policies:

  1. Click the App Drawer button .
  2. In the App Drawer, click View All.
  3. In the list, click Setup. You can filter the list by entering Setup into the Search field.
  4. On the Setup menu, click Business.
  5. On the Business menu, click Business Policies.
  6. On the Business Policies page, set up your business policies.
    • Booking Policy – How clients can book and cancel sessions with your business.
    • Wait List – Enable wait lists and determine how clients are promoted from them.
    • Automatic Attendance Tracking – How clients’ attendance is tracked when they book services.
    • Staff Policy – Enable automatic sign outs for inactivity and IP restrictions.
    • Automatic Payments – Enable automatic payment reattempts and/or charges for failed payments
    • Sign In Options – Enable clients and staff members to sign up and sign in to your business using their Facebook or Google accounts.
  7. Click SAVE.
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