Setting up your business policies

You can set up your business’s policies for activities like bookings, cancellations, or wait lists that apply to all your services, clients, and staff members.

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

NoteAny updates to your business policies may take 10–15 minutes to take effect. If you change your business policies involving payments, the updates 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. For more information, see Business policy settings.
    • Booking – Determine how clients can book sessions with your business.
    • Cancellation – Determine how clients can cancel sessions with your business, and what penalties are applied to clients who have frequent late cancels and/or no-shows.
    • Wait List – Enable wait lists and determine how clients are promoted from them.
    • Attendance Tracking – Determine how clients’ attendance is tracked when they book services.
    • Time Zone – Enable client control of the time zone on their profile.
    • Security – 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.
    • Client Vaccination – Enable vaccination status on the Overview page of client profiles.
  7. Click SAVE.
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