Administration

Admin setup

Configure business profile, customer portal, POS, services, users, system management, and settings.

Admin console areas

The admin console is role-restricted and gives administrators access to business configuration and reporting.

Major admin areas include dashboard, business profile, customer portal, POS, services configurations, user settings, system management, and admin tools.

Configuration checklist

  • Business contact information, locations, logos, and billing settings.
  • Customer portal settings and access behavior.
  • POS settings, inventory, gift cards, and payment enrollment.
  • Services, add-ons, subtypes, spaces, discounts, memberships, packages, and subscriptions.
  • Users, specialist profiles, schedules, permissions, agreements, notifications, tags, vaccinations, and surveys.