Help

I want to tweak my shop settings

One page per area. Owner / admin only. Most of it you’ll touch once and forget.

Where to find it

Sidebar → Settings. The left side-nav lists every area. Owner and admin can edit everything; technicians and receptionists can’t see this section at all.

The areas

Each sub-page does one job. Click through, change what you need, hit Save. Audit log captures every change.

  • General — shop name, locale, timezone, the check-in disclaimer customers sign, your list of referral sources.
  • Tax — your country’s tax preset (UK VAT 20%, SA VAT 15%, AU GST 10%, NZ GST 15%) with a live preview. If your shop isn’t VAT-registered yet, set the rate to 0.
  • Payments — read-only badge showing which gateway you’re on (Stripe or Paystack) with a link to the keys page if you need to reconnect.
  • WhatsApp templates — the 7 default customer-facing messages (ticket received, estimate sent, invoice sent, payment received, ready for collection, review request, low-stock alert). Edit any of them; click Reset to put the default back. Live preview shows what the customer will actually see.
  • Email templates — same as WhatsApp templates but for the email channel.
  • Ticket statuses — rename the default statuses, change their colours, change their sort order. You can mark a status as "open" or "closed" but you can’t add brand-new state-machine states in v1 — that lands in v1.5.
  • Numbering — pick the starting number for your next estimate and invoice. We never let it go backwards once set, so think before you save.
  • AI keys — paste your Anthropic / OpenAI / Gemini keys. Stored encrypted per-tenant.
  • Team — invite people, change roles, remove access.
  • Pricing — connect a Google Sheet with your prices.
  • Account — cancel, export, audit log, billing.

When in doubt

The defaults are sensible. If you’re not sure what a setting does, leave it. Come back to it later when you have a real reason to change it.