Settings

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Why It Matters

• Stay compliant — Enter correct business details, tax IDs, and policies so all invoices and emails are accurate.
• Match your workflow — Decide how bookings, payments, and notifications behave.
• Scale with ease — Add new locations, adjust hours, or update branding as your business grows.

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Key Areas

• Organisation Info — Set your business name, logo, contact details, and currency.
  Upload a favicon for your booking page and add your website link.
  This information appears automatically on invoices and confirmation emails.
• Locations & Time Zones — Add multiple branches or venues, each with its own address, time zone, and opening hours.
  Assign resources to locations so clients know exactly where their bookings take place.
• Subscription & Invoices — Manage your Oskar plan, billing details, and payment history.
  Configure invoice prefixes, legal notices, and tax IDs for accurate accounting.
• Payments & Checkout —
  • Connect Stripe for online payments.
  • Configure tax rates, default currency, and offline payment instructions (e.g. Cash on arrival).
  • Decide whether full payment or a deposit is required.
    Prices can be overridden per service if needed.
• Booking Policies — Define organisation-wide defaults for minimum notice, advance booking limits, and cancellation rules.
  Services and resources can override these locally.
• User Management — Invite staff, assign roles, and reset passwords.
  Permissions are managed in Staff, but all users are listed here for overview.
• Custom Fields & Forms — Create reusable fields (text, dropdown, date, multi-select) to collect client information.
  Decide if a field is required and choose its layout (half or full width).
  Attach these fields to services or events through their Form Settings.
• Notifications — Choose who receives booking confirmations, reminders, or cancellations.
  Enable SMS (if available) and add custom text or links to emails.
  Daily summary notifications help staff plan their schedules.
• Calendar Sync — Connect Google or Outlook calendars to automatically block personal events or export Oskar bookings.
  Choose between one-way or bi-directional sync and assign colours for each calendar.
• Integrations — Manage all connected tools from one place.
  Connect Stripe, Google Calendar, Zapier, or custom webhooks.
  Integration data and tokens are stored per workspace — see Integrations for details.

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Step-by-Step

1. Open Settings from the left menu.
   The sidebar lists categories such as Account, Organisation, Subscription, Payments, Locations, Custom Fields, Calendar Sync, and Integrations.
2. Review your organisation info.
   Add your logo, name, website, and address.
   Set your default language, currency, and time format.
3. Add locations.
   If you have multiple venues, create each one with address and contact info.
   Assign resources and set their individual opening hours.
4. Set up payments & checkout.
   Connect Stripe, define currency and tax, and configure offline payments.
   You can override currency and tax settings per service.
5. Define booking policies.
   Under Booking Policies, set global rules for lead time, approval requirements, and cancellations.
6. Create custom fields.
   Add reusable form questions for bookings (e.g. Allergies, Experience Level).
   Mark required fields and control their display width.
7. Adjust notifications.
   Choose which staff receive booking confirmations or reminders.
   Add SMS and custom email content if needed.
8. Sync calendars.
   Under Calendar Sync, connect external calendars to block or show availability.
   Configure read-only or two-way sync and colour labels.
9. Review subscription & invoices.
   Manage your plan, billing data, invoice prefix, and tax ID.
   Export past invoices or receipts anytime.
10. Connect integrations.
    Use the Integrations tab to link Stripe, Google, or Zapier.
    Copy embed codes for widgets or use the API for custom setups.