Settings
Configure services, pricing, policies, billing, and integrations.
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8 step-by-step guides
- 1Manage your school profile, headquarters, and public presenceKeep the school name, bio, branding, support details, and primary address accurate across the dashboard and public pages.Available under School settings for owners, admins, and staff with Settings access.
- 2Set up Assistant Skills, Connections, and MemoryReview what the Assistant may reuse, authorize personal connections safely, and activate only approved skills.Available when the school's plan and your position include Assistant access; school-wide approvals require owner or admin access.
- 3Manage locations, rooms, and closed datesMaintain teaching sites and rooms, block school-wide holidays, and deal explicitly with appointments already scheduled on a closure.Available under Facilities when the school's plan includes location and room management.
- 4Manage services, instruments, and pricing plansDefine what the school offers, set booking and enrollment defaults, maintain instruments, and keep pricing plans consistent.Available under Services for owners, admins, and staff with Settings access; payment synchronization requires additional billing access.
- 5Set billing platform access, defaults, and authorizationConnect the school payments account, review invoice and autopay defaults, and enable client billing only when live collection is ready.Available to owners and admins in a real school workspace; live payment setup is unavailable in demo schools.
- 6Set communication providers, delivery activity, and authorizationPrepare email and SMS senders and authorize client communications without accidentally activating sends.Available to owners and admins; live provider setup is unavailable in demo schools.
- 7Set make-up rules and the policy documentDefine cancellation and make-up behavior, publish the account waiver deliberately, and maintain a readable policy document.Available under Policies for owners, admins, and staff with Settings access; publishing should follow the school's approval process.
- 8Manage your profile, security, and school accessUpdate your own workspace profile, verify or recover your login, manage the current session, and review school logins when authorized.Profile and Security are available to signed-in team members; Access is owner/admin-only.