Settings overview

Settings overview

Settings is where you set up your venue: your business details, your hours, your public booking page, your plan, your payments, your messages, your team and your reports. Day to day work with bookings and clients happens elsewhere in the sidebar.

Open Settings from the sidebar, or go to /dashboard/settings.

The one big idea: Settings holds the rules. Calendar Availability, Services, Bookings and Contacts hold the day to day work.

Who can open it

Only an admin sees the tabs below.

If your role is Staff, your sidebar shows Account where an admin's shows Settings, and it opens a much shorter page called Account settings with two cards: Your profile (your name, sign-in email and phone) and Password. Everything else is managed by an administrator.

How saving works

Most fields save on their own. A strip under the tabs reads Saving changes… and then Saved when a change has gone through, or shows Error with what went wrong. A few screens need you to press a button on purpose: Save opening hours, staff invites, and anything that hands you over to Stripe.

Your tabs, one by one

Profile

Your account and business contact details.

• Personal details & security: your own display name, sign-in email, phone and password. These apply to your login only.
• Venue profile & contact details: Name, Building / venue name, Street, Town / city, Postcode, Phone, Email, Business website, No-show grace period (minutes) (10 to 60) and Timezone. Your timezone decides when reminders go out and how closures line up with your wall clock, so set it before you rely on either.
• Data import: an Open Data Import button that takes you to the import wizard.

Business hours

Weekly opening hours for the whole venue, then Closures & special days for one-off dates. See Business hours and closures.

Booking Settings

• Models on your public page: tick which booking types are live (appointments, classes, events, resources). The card inside is headed Booking models.
• Require ResNeo sign-in to book: make guests sign in before they can book online.
• Taking payment in person: Take card payments at your venue for settling a balance on the day.
• Optional Booking features: Any available practitioner, Staff-first booking, Guest self-reschedule, Appointment waitlist, and Class packs, courses & memberships.

Booking Page

• URL & branding: your public web address, logo, cover photo, colours and the tabs guests see. Open booking page in a new tab shows you the live page.
• Website widget & QR code: Embed code with a Copy code button for your own website, and QR code with Download QR code for your reception desk.

Plan

Your ResNeo subscription: your tier and status, your free trial, SMS usage, calendar usage, Manage Billing, Change Appointments plan, and the Danger zone where you can Delete this venue. See Managing your plan and billing.

Payments

Stripe payments: connect a Stripe account so guests can pay your venue. This is money from guests to you, and is nothing to do with the Plan tab. See Connect Stripe to take payments.

Communications

Guest communications: every automatic email and text, when each one goes out, and your business notifications. See Guest communications (email and SMS).

Compliance

Patch tests, consent forms and intake questionnaires: Templates and types and General settings, where Enable compliance records for this venue turns the whole feature on. This tab only appears for admins on an Appointments plan.

Staff

Your team's logins: My account, Staff members and Security settings. See Staff accounts, roles and permissions.

Reports

Your figures and your CSV exports, on three tabs: Overview, Revenue (the value of everything on the diary, by day and by calendar) and your client directory. Reports live here now: an old /dashboard/reports bookmark sends you straight to this tab. See Exporting your data.

Refer & Earn

Refer a venue, get a free month: your referral code, your shareable link and Your referrals. It only appears when the referral programme is available on your account.

Linked Accounts

Link up with other ResNeo venues to share calendar visibility and booking access, and build a combined booking page. Admins only.

Deep links

Every tab has its own web address, so you can bookmark one or send it to a colleague:

• /dashboard/settings?tab=profile (the one you land on)
• ?tab=business-hours, ?tab=booking-settings, ?tab=booking-page, ?tab=plan, ?tab=payments, ?tab=comms, ?tab=compliance, ?tab=staff, ?tab=reports, ?tab=refer-earn, ?tab=linked-accounts

Two links jump to a section rather than a tab: #additional-booking-types opens Booking Settings at Models on your public page, and #booking-widget opens Booking Page at Website widget & QR code.

An address you cannot open, because your plan or your role does not have it, quietly lands on Profile instead. So does ?tab=data-import, because data import is a card on Profile and not a tab of its own.

Where the related work lives

• Calendar Availability (/dashboard/calendar-availability): your bookable calendars, each one's working hours, breaks, closures and planned hours.
• Services (/dashboard/appointment-services): what you offer, how long it takes and what it costs.
• Contacts (/dashboard/contacts): your client records. Your team can open this too.
• Compliance (/dashboard/compliance): the day to day view of forms due and expiring, once compliance is switched on.
• Data Import (/dashboard/import): bring clients and bookings across from an old system.

Common problems & fixes

Problem	Likely cause	Fix
A team member cannot find Settings	Their sidebar shows Account instead	That is correct. Only admins get venue settings. Change their role on the Staff tab if they should have it
There is no Compliance tab	It only shows for admins on an Appointments plan	Check your plan under Settings → Plan
There is no Refer & Earn tab	The referral programme is not available on your account	Nothing to fix here. Contact support if you were expecting it
There is no Linked Accounts tab	It is admin only	Sign in on an admin login
A ?tab= link keeps landing on Profile	That tab is not available to you, or the key is misspelt	Check the list of keys above. ?tab=data-import always lands on Profile, where the Open Data Import button lives
/dashboard/reports redirects me	Reports moved into Settings	Use Settings → Reports, or update the bookmark to /dashboard/settings?tab=reports
I changed a field and nothing said Saved	Some screens save only when you press the button	Look for Save opening hours or Send invitation at the bottom of the card

Next steps

• Business hours and closures
• Staff accounts, roles and permissions
• Managing your plan and billing
• A tour of your dashboard