ResNeo HelpDashboard

Settings overview

Every Settings tab and what it holds, what your team sees instead, the ?tab= links, and where the related work lives.

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 the owner and admins see the tabs below. Changing the plan, billing or payouts, or closing the business, also needs the owner or an admin with Billing, payouts and admins switched on. See Roles and permissions.

If your role is Front desk or 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. If you use Checkout, the till permissions can also give Front desk or Staff a Checkout tab or the takings and sales reports there.

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.
  • Payments at your venue: Card payments in person, for taking payment in the ResNeo app and cards at the till, and Checkout: your till, the full point of sale.
  • 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.
  • ResNeo marketplace: your free card on the marketplace at resneo.com/book, whether it is showing, your categories, and the switch to turn it off. See Your free ResNeo marketplace listing.

In a venue collective this tab opens on the shared page, with a switch between Combined page and its name, and This venue's own page. The host designs the combined page; every other venue sees it read only, with a note saying who hosts it. Your own page settings are still here on the second half of the switch, and a note explains that while the collective is live anyone opening your own address is taken to the combined page.

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. Admins without Billing, payouts and admins see this tab read only. 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: Your team, Your password and Signing out after a break. This is also where the owner can Transfer ownership. See Staff accounts, roles and permissions, Roles and permissions and The owner and transferring ownership.

Reports

Your figures and your exports, on tabs including Overview, New bookings (how many bookings were made per day, week or month), Revenue (the value of what is on the diary, called Booked value if you take payments with Checkout) and your client directory. Export your data sits at the bottom of Overview. 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. Link with a venue in the Active links card starts a link, and Venue collectives lower down is where a shared booking page is created, joined, left or ended. See Link with another venue.

What a collective changes here

Almost nothing. Each venue keeps its own Business hours, Staff, Payments, Communications, Compliance, Plan and its own clients and bookings. Three things are held steady while your venue is in a live collective, because the shared page depends on them:

  • Profile: you cannot change your Timezone, because every venue in a collective uses the same one.
  • Booking Settings: you cannot switch appointments off, because the collective page needs them.
  • Booking Page: the combined page belongs to the host, as above.

Leave the collective and all three come back. Leaving never changes your account links.

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=commission, ?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 the owner and admins get venue settings. Change their role on the Staff tab if they should have it
Everything on the Plan tab is greyed out You are an admin without Billing, payouts and admins Ask the owner to switch it on for you under Settings → Staff
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