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Settings Overview
Settings Overview

Set Access rights, sync calendar, set notifications, operating hours, service area restrictions, and taxes

Eric Plamondon avatar
Written by Eric Plamondon
Updated over a week ago

Get familiar with different types of settings to manage your business seamlessly.

  1. Company - Manage your company profile like name, address, email, phone no., logo, etc.

๐Ÿ‘‰ Helpful resources - Detailed Article | Quick video | Product Tour

2. Personal Settings - Add details related to your work email, address, phone number, communication preference, and manage password in personal settings.

๐Ÿ‘‰ Helpful resources - Detailed Article | Quick video | Product Tour

3. Subscription - If you have an administrator/owner account, then you can manage your subscription in Settings > Subscription.

๐Ÿ‘‰ Helpful resources - Detailed Article

4. Access Rights - Manage your team's access rights from this tab. You can allow or disallow to view or edit customer data.

List Access - Access to the page which contains the list of all your customers, work and non-work hours

View Access - Access to the detailed view inside each customer account, work and non-work hours

Edit Access - Access to edit details about customers, work and non-work hours.

5. Bookings - You can Automatically schedule incoming Web Bookings, You can choose how far in the future do you want recurring bookings to be generated. For example - If your customer books a mobile car wash service each month for recurring 6 months. This would only reflect in your calendar if you would have allowed here to auto-create future bookings for Two Quarters.

6. Calendar Sync - Please note this feature requires "Grow Subscription". You can sync as many Google calendars as you want. PodiumIO Bookings will be reflected in your calendar too.

๐Ÿ‘‰ Helpful Resources: Detailed Article (Learn how to sync your Google calendar)

7. Employees - Please note this feature requires "Grow Subscription". Manage your team's (Service Providers) email, role, name, address, etc. Plus you can also notify employees that their account is created, reset their password, disable their account, etc.

8. Mobile Settings - For Grow Subscribers, your Service Providers (team) can stay connected on the road by downloading our app (Download from App Store | Google Play) . You can set if you would like to hide the "Completed Bookings" so you can organize the data better in the mobile app

9. Notifications - Notifications are communications that are sent on your companyโ€™s behalf to users of the system (administrators, service providers, customers, etc.). They can either be sent via email or text (if your subscription includes SMS messages).

๐Ÿ‘‰ Helpful Resources - Detailed Article | Related Articles

10. Operating Hours - Manage your business seamlessly by taking bookings in your operating and working hours

๐Ÿ‘‰ Helpful Resources - Detailed Article | Video | Product Tour

11. Service Area Restrictions - Please note this feature requires "Grow Subscription". Also known as zip code filtering, service areas allow you to specify groups of zip/postal codes that you service. If you choose to use it, this feature will stop bookings from outside your service area from ever reaching the system.

๐Ÿ‘‰ Helpful Resources - Detailed Article

12. Taxes - Taxes are set up automatically when you create your account and are determined based on your business address in Settings / Company.

๐Ÿ‘‰ Helpful Resources - Detailed Article

13. Work Hours - For companies with Grow subscriptions, work hours are the equivalent of the service providerโ€™s operating hours. They are set by default to the company operating hours and can be changed from settings > work hours

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