From business and location settings to forms and agreements and everything in between—discover how easy it is to configure all your key business settings on Bookee CRM!
- Overview of Business and Location Settings
- Configuring Booking Settings: Calendar Views, Pricing, and Cancellation Policies
- Configuring Class Booking Settings and Waitlist Management
- Configuring Appointment Settings: Booking Windows, Auto-Submission, and Cancellation Policies
- Configuring Course Booking Settings: Visibility, Attendance, and Waitlist Management
- Configuring Payment Modes and Membership Cancellation Settings
- Customizing Customer Settings: Gender Options, Pronouns, and Custom Tags
- How to Configure Tax Settings: A Step-by-Step Guide
- Creating Shareable and Embedded Forms on Bookee
- Creating an Automated Activity-Based Form on Kenko
- Creating and Managing Agreements on Kenko
- How to Define and Assign Roles and Privileges for Staff
- Customizing App and Website Settings: Design, Credits, Labels, and Embedding
- Setting Up Business Emails and Email Settings with Domain Authentication
Customizing App and Website Settings: Design, Credits, Labels, and Embedding
Kovil
Updated on Oct 10, 2024
How to Customize Different App and Website Settings
In this video, we shall see how to customize different app and website settings.
Design Settings
The first one we'll get started with is the design settings. This includes:
Background color and brand color that the website and app will inherit. It can be changed from here.
Font family and text color can also be changed depending on our preference.
Default Desktop Views
We can set the default desktop view for classes that we wish to display to the clients:
Daily or weekly basis for classes.
Daily or weekly basis for appointments.
Credit Display Settings
This setting is for credit display, whether we want to hide or show the credits:
If the show credit is recommended for multi-credit pricing.
If we hide credits, then the clients would not know how many credits a certain class is for.
For simple pricing, for example, a 10 class pack where each credit is equal to one class, we don't have to show the credit.
For complex pricing, for example, a 20 credit pack with classes of one, two, or three credits, it is recommended that the credit be shown so that customers have an idea about the pricing.
Default Override Labels
Both the website and app include default override labels, which can be altered according to our preferences. For example:
Credit can be changed to class.
Instructor can be changed to yogi.
Related contact can be changed to friend.
Courses can be changed to series.
These changes will be immediately reflected on the client app and website.
Website Portal
This is where we get all the links for embedding a website in the website builder:
Embed code links can be used to embed the website.
This is completed as a part of the onboarding process by your account manager.
Menu Bar Settings
For users on Wix or GoDaddy, we suggest enabling the top menu bar. On the other hand, for users of modern website builders like Squarespace, Webflow, or even WordPress, we recommend this feature be kept off. The links can be used to have a seamless navigation because that gives a better experience.
Customer Apps
In customer apps, we have links of the bookings, apps, and active services. We can choose whether we want to keep them on or off.