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
Overview of Business and Location Settings
Kovil
Updated on Oct 10, 2024
How to Navigate and Update General Settings
In this video, we will explore how to navigate and update general settings at both business and location levels. We will cover the different settings available and how to update them effectively.
Business Level Settings
At the business level, you can update the following fields:
Email for notification footer
Email for marketing emails
Location Level Settings
In location settings, you can update the following details:
Location name
Location contact
Address
Inventory status (whether this location holds inventory or not)
Terms of Service
For the Terms of Service, you have two options:
Link to an external page if you have one
Add text directly as your Terms of Service policy