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Configuring Salon Settings

Customize how your salon operates, communicates, and integrates with external services.

Overview

The Settings page is where admins configure system-wide behavior for the salon. It is organized into five tabs covering general business information, notification preferences, security policies, third-party integrations, and appointment booking rules. Managers have access to a subset of these tabs. Use this journey when setting up the salon for the first time, onboarding new communication tools, or adjusting policies like cancellation fees and password requirements.

Prerequisites

1

Navigate to Settings

Click Settings in the main navigation. You'll land at /settings.

What you'll see: A two-column layout. The left column is a navigation panel listing the five setting tabs. The right column shows the content of the currently active tab (General is active by default).

At the top of the left navigation panel is a Search settings... input box. Type any keyword (e.g., "password", "cancel", "stripe") to filter the tab list to matching sections.

The five tabs are:

TabIconDescription
GeneralBuildingBusiness information, hours, and regional settings
NotificationsBellEmail, SMS, and push notification preferences
SecurityShieldPassword policies, authentication, and data retention
IntegrationsPlugThird-party services and API connections
AppointmentsCalendarBooking rules, cancellation policies, and confirmations

Click any tab in the left panel to load it in the right panel.

Settings page showing the two-column layout with the General tab active, displaying business information and hours fields
The Settings page with the General tab active, showing the two-column navigation layout
2

Configure General Settings

Click General in the left panel.

Business Information

Business Address

Business Hours

For each day of the week (Sunday through Saturday):

Regional Settings

After making changes, the Save Changes button becomes active. Click it to persist your changes. Click Reset to Defaults to discard unsaved changes and revert to the last saved state.

3

Configure Notifications

Click Notifications in the left panel.

This tab lets you control which automated messages are sent and when. Configure toggles for:

Email Notifications

SMS Notifications

Push Notifications

Quiet Hours

Template Customization

Click Save Changes after adjusting notification preferences.

Notifications settings tab showing email, SMS, and push notification toggle controls
The Notifications tab with toggles for email, SMS, push notifications, quiet hours, and templates
4

Configure Security

Click Security in the left panel.

Password Policy

Two-Factor Authentication

Session & Login Settings

Data Retention

Click Save Changes to apply security settings. Changes to password policy affect new passwords immediately; existing passwords are not invalidated unless you enforce re-login.

To review a history of setting changes, admins can access the audit log via GET /settings/audit-log.

Security settings tab showing password policy, two-factor authentication, session settings, and data retention controls
The Security tab with password policy, 2FA, session management, and data retention settings
5

Configure Integrations

Click Integrations in the left panel.

Each integration card shows the service name, its current connection status, and action buttons. Available integrations include:

Stripe (Payment Processing)

Email Service Provider

SMS Provider

Calendar Integration

CRM Integration

Accounting Integration

For each integration, the standard controls are:

Click Save Changes after updating any integration credentials.

Integrations settings tab showing cards for Stripe, Email, SMS, Calendar, CRM, and Accounting with connection status indicators
The Integrations tab with connection cards for Stripe, Email, SMS, Calendar, CRM, and Accounting
6

Configure Appointment Settings

Click Appointments in the left panel.

Booking Rules

Cancellation Policy

Confirmation Settings

Important: Policy changes apply only to new appointments. Existing appointments keep the policies that were in effect when they were booked.

Click Save Changes after adjusting appointment settings.

Appointments settings tab showing booking rules, cancellation policy, and confirmation settings
The Appointments tab with booking rules, cancellation policy, and confirmation settings

Tips & Best Practices

Tip: Configure General settings first before anything else. The business name, timezone, and currency are used across all other features.
Tip: Test integrations immediately after connecting them. Use the Test Connection button to confirm that API keys are valid before relying on the integration in production.
Tip: Set a realistic Minimum Advance Booking window. If your stylists need preparation time, a 2-4 hour minimum prevents last-minute bookings that can't be staffed.
Tip: Use the No-Cancel Period (in Appointment settings) to protect the last few hours before an appointment. Setting this to 2 hours means clients cannot cancel after a certain point, which reduces empty chair time.
Tip: Keep the Audit Log Retention period long enough to meet any local compliance requirements. 90 days is a common minimum for service businesses.

Common Issues

IssueSolution
Save Changes button is grayed outNo changes have been made yet. Edit a field to enable the button.
Stripe connection failingVerify the Stripe account is in the correct mode (live vs. test). Use the Test Connection button to confirm.
Business hours not savingEnsure each open day has both an open time and a close time filled in.
Settings appear to revert after refreshIf the frontend is temporarily using a localStorage fallback, your changes may not have persisted. Check with your admin that the backend settings API is reachable.
Two-factor authentication locked me outContact an admin. They can disable the 2FA requirement from this Security tab using another admin account.
Password policy change not enforcedNew password policies apply on the next password change or reset. Existing sessions are not immediately affected.

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