Settings Overview
Accessing Settings
All booking settings are found in the Settings dropdown:
- Log in with administrator permissions
- Visit your booking page in edit mode
- Click the gear icon in the header
- The settings dropdown opens
Available Settings
| Setting | Description | Default |
|---|---|---|
| Primary Color | Main brand color | Blue (#2B9ACE) |
| Tag Color | Secondary/badge color | Orange (#EA580C) |
| Price Display | Show service prices | Off |
| Account Panel | Require login/registration | Off |
| Questionnaire Panel | Ask pre-booking questions | Off |
| Custom Questions | Edit questionnaire questions | Default question |
| Practitioner Social Media | Show practitioner social links | On |
| Custom Subdomain | Your booking handle | Varies |
Settings by Category
Appearance Settings
Covered in the Customization section:
- Primary Color
- Tag Color (Secondary)
- Hero Image
- Logo and Photos
Booking Flow Settings
Covered in this section:
- Account Requirements
- Questionnaire Setup
- Calendar Settings
Display Settings
Mixed coverage:
- Price Display (see Service Pricing)
- Contact Display (see Practitioner Profiles)
Settings by Booking Mode
Office Priority Mode
Available settings:
- All appearance settings
- Account requirements
- Questionnaire settings
- Price display
- Practitioner social media toggle
- Custom subdomain (office handle)
Practitioner Priority Mode
Available settings:
- All appearance settings
- Account requirements
- Questionnaire settings
- Price display
- Contact display overrides
- Custom subdomain (practitioner handle)
Settings Persistence
Settings are saved automatically when changed:
- No “Save” button needed for most settings
- Toggles save instantly
- Color changes apply immediately
- Modal forms save on button click
Key Booking Flow Settings
Account Panel
Controls whether patients must log in or create an account:
| Setting | Effect |
|---|---|
| Off | Patients book as guests |
| On | Patients see login/register/skip options |
Questionnaire Panel
Controls whether patients answer questions before booking:
| Setting | Effect |
|---|---|
| Off | No questionnaire step |
| On | Patients answer pre-booking questions |
Calendar Settings
Configure how far ahead patients can see availability:
| Setting | Default | Purpose |
|---|---|---|
| Months Ahead | 18 months | Calendar dropdown range |
Settings Dependencies
Some settings interact with others:
SmartForms + Account
When a service has intake forms attached:
- Account panel is forced on
- Skip option is hidden
- Patients must log in to complete booking
Questionnaire + Custom Questions
When questionnaire is enabled:
- Default question shows if no custom questions
- Custom questions replace the default
- Up to 5 custom questions allowed
Best Practices
Start Simple
Begin with minimal settings:
- Leave account panel off for easy booking
- Skip questionnaire if not needed
- Add complexity as needed
Consider Patient Experience
Each enabled step adds friction:
- More steps = longer booking time
- Balance information needs vs. conversion
- Test the flow yourself
Regular Review
Periodically check settings:
- Are they still appropriate?
- Has anything changed in your practice?
- Are patients completing bookings?
Troubleshooting
Setting Not Saving
- Check your internet connection
- Refresh the page
- Try the setting again
- Look for error messages
Setting Doesn’t Appear
- Verify you’re logged in with correct permissions
- Some settings are mode-specific
- Check if you’re on the right page
Setting Has No Effect
- Refresh the page after changing
- Clear browser cache
- Check for override conditions (e.g., SmartForms)
Next Steps
Deep dive into specific settings:
- Account Requirements - Login and registration settings
- Questionnaire Setup - Pre-booking questions
- Calendar Settings - Booking horizon
- Contact Display - Phone/email settings