Configure Settings

You can check your settings by clicking on the Check Settings button from your Getting Started Helper bar at the top of the page.

Check settings button

If the helper bar is no longer visible you can find the settings by navigating the following starting at the main menu:

  • Settings (main menu)
  • Settings (main menu)
  • System (sub-menu bar)
  • Session Control tab
How to navigate to the Settings page using the main menu
How to navigate to the Settings page using the main menu.

The session control tab has a number of settings that controls how the software operates. Use these settings to tailor the software for your specific needs.

Each setting has a detailed explanation of its function. All you need to do is hover your cursor over the icon

Click on the System link from the sub-menu bar
Click on the System link from the sub-menu bar.

We recommend you have a look at the following settings:

  • Report Moderation Default
  • Enable Pre-Payment of Services
  • Client Cancellation & Policy
  • Show Inquiry Form
  • Allow Online Booking?
Click on Session Control from the list of tabs below the sub-menu bar
Click on Session Control from the list of tabs below the sub-menu bar.
Setting Up & Using The Inquiry Form
Branding And Word Translation
Understanding Your Calendar Settings