Topic
Settings & admin
Services and pricing, who can see what, and moving your data in from another system.
Contents
Articles
23Services and pricingAdd the services clients book, with their price, length, team, online booking and forms, and set different prices at each location.Smart pricing for quiet and busy hoursSet off-peak prices that fill quiet hours and peak prices for your busiest times, on a weekly schedule, and see what they earn.Roles and permissionsThe four built-in roles, how to make your own, how to choose whose records a role reaches, and how to see the app as a role sees it.Import your data from Fresha or another systemMove clients, loyalty balances, gift cards, packages, memberships and more, mapped column by column, de-duplicated, and reversible in one click.Working with multiple locationsAdd a location, publish its page, see what each location keeps for itself and what the business shares, and archive a location you've closed.Set up online bookingTurn on your public booking page, choose what clients can change, set notice, buffers and time slots, choose who is emailed about online bookings, and share booking links.Links and QR codesMake a short link or QR code that opens exactly what you choose, and see how many visits and bookings each one brings in.Connect card payments with StripeConnect Stripe so you can take card payments, deposits and fees, follow its status, and choose when your takings are paid into your bank.Set your payment policyChoose whether clients add a card or pay a deposit when they book, set late-cancellation and no-show fees, and give a service or location its own policy.Set your tip policyChoose whether clients are offered a tip, the suggested amounts, and how tips are shared between providers and support staff.Set up tax ratesAdd the taxes you charge, single or combined such as GST + PST, choose the default for services and products, and give a service its own rate.Set up rooms and equipmentAdd rooms and machines at each location, link them to the services that need them, and take one out of service for repairs.Brand and appearanceAdd your logo, set your colours, fonts and venue layout in Brand studio, and set how your emails look and sign off.Publish your online presence pageBuild each location's public page with photos, hours and amenities, publish it so clients can find and book you, and take it down when you need to.Set up the online shopChoose what clients can buy online, set shipping and returns, change it for one location, and share your shop link or a button for your website.Configure loyalty points, tiers, and referralsTurn on loyalty, set how points are earned and what they're worth, add rewards and tiers, and set up refer-a-friend rewards.Embed booking on your websiteCopy the booking button code into your website so clients book in a panel over your page without leaving your site.Set up conversion trackingConnect Google Analytics, Google Ads and Meta so your ads learn which clicks became real bookings, then test that conversions arrive.Get found on GoogleCopy each location's booking link and QR code, and add the link to your Google Business Profile so clients can book from Search and Maps.Read the audit logFind who changed what and when, filter the log by record, action, person and date, and export it for a compliance review.Data privacy and retentionChoose how long completed form answers are kept, preview what would be cleared, protect records with legal holds, and switch clinical charting on.Region & formats: currency, time zone and formatsSet your business country, currency, time zone, time format, first day of the week, calendar colours and form link expiry.Transfer ownership of your businessHand ownership of your business to another admin, what the new owner can do, and what happens to your own account.
Elsewhere