The parent account manages all the child accounts. On the settings page, you will find various settings. Some of these, when adjusted on the parent account, affect the child accounts, and some do not.
Settings that affect child accounts
Section | Setting |
Dashboard Color Settings |
Top Navigation Colors |
Secondary Navigation Colors | |
Footer Colors | |
Web Mobile Colors | |
Mobile App Color Settings | Navigation Colors |
Reconciliation Settings | Enable Reconciliation |
Reconciliation Applies To | |
% OF PRICE TO TRANSFER | |
SET RECURRING RECONCILIATION FREQUENCY | |
RESERVE BANK ACCOUNT AND POOL ACCOUNT (required for reconciliation) | |
Staff | Do Prices Vary By Staff Member? |
Do Service Durations Vary By Staff Member? | |
Clients | Enable Family Accounts? |
Booking Widget Color Settings |
Booking Widget Colors |
Custom CSS URL for booking widget |
Settings that do not affect child accounts
Section | Setting |
Calendar | Take Appointments |
Schedule Classes / Events | |
Multi-Staff Appointments | |
Disconnect Services By Default | |
Allow Clients To Be Added To Waitlist? | |
Make Waitlist Same-Day Only? | |
Waitlist Maximum | |
Display Waitlist Appointments On Day View? | |
Enable Split View | |
Color Code Appointments Automatically | |
Change Status to Completed: | |
Enable Service Multiplier Settings | |
Allow "Client Quick-Add" | |
Require Mandatory Client Fields To Be Completed Before Checkout | |
Permit Walk-ins Without Client Records | |
Allow Redo Appointments | |
Store Client Credit Cards? | |
Require A Description When Booking A Class | |
Show Appointment Start Button | |
Prerequisite Services | |
Enable Employee Appointment Intake Forms | |
Employee Intake Form Label | |
Show Previous Values On Employee Intake Forms | |
Enable Icon Custom Field | |
Enable Appointment Service Status | |
Appointment Service Status Options | |
Show Appointments In Agenda View Sorted by Start Date/Time | |
Display Service Count on Appointment Tiles | |
POS | Allow purchasing And Using Packages And Memberships On The Same Ticket |
Enable Gift Card Purchase | |
Enable Gift Card Expiration | |
Gift Cards Are Valid For: | |
Enable Refund To Gift Card | |
Apply Promotions In Order Of Highest To Lowest Item Cost | |
Choose Payment Methods | |
Activate Refund Reasons Dropdown | |
Require Open Register To Take Payment | |
Always Default "Save Card On File" Checkbox In Credit Card Dialogs To Unchecked | |
Automatically Close Ticket When Full Payment Is Taken By Credit Card | |
Allow Returns Without Receipt | |
Do Not Show Total Row On Closed Tickets report | |
Ignore AVS Response For Key-In/Card Not Present Transactions | |
Enable Fractional Quantities | |
Activate Inventory Reasons Dropdown | |
Allow Updating Cost Of PO After Submission | |
Send Purchase Order To Vendors Via FTP Instead Of Email | |
Enable Product Labels | |
Allow Refunding Packages Even After They Have Been Used | |
Use Computer Generated Sounds For Barcode Scans | |
Enable Auto Send Receipts By Email | |
Show Employee First And Last Name On Print Receipt | |
Show Client Phone Number On Printed Receipt | |
POS Receipt Footer Message | |
Online Bookings | Invite To Book Online Upon Client Record Creation |
Appointment Time Picker Intervals | |
Appointment Schedule Intervals | |
Online Booking Intervals | |
Allow Customizing Online Booking Interval Per Staff Member | |
Enable Calendar View In Online Booking | |
Default To Calendar View On Online Booking | |
How Far In Advance Can Clients Book? | |
Who Can Book You Online? | |
Allow Guest Checkout? | |
How Should Online Bookings Be Handled? | |
Advance Notice Required For New Customers | |
Advance Notice Required For Existing Customers | |
Use 24 hour Clock Instead Of AM/PM | |
Include Taxes In Display Price? | |
Show Location Phone Number When No Slots Are Available? | |
Enable Employee Filter For Online Booking | |
Employee Filter For Online Booking Label (e.g. Gender) | |
Employee Filter For Online Booking Options comma-separated (e.g. male,female) | |
Notifications | Would You Like To Allow SMS Notifications For MyTime Communicator Messages? |
Tipping | Allow Clients To Leave Tips? |
Automatically Request A Tip Split | |
Default Tip Buttons | |
Request Tips Via SMS For Prepaid Appointments? | |
Request Tips Via SMS For Non-Prepaid Appointments? | |
Tip Calculation Will Be Based On Ticket Subtotal (Instead Of Service Amount Only) | |
Reports | Take Daily Inventory Snapshot |
Include IDs In Report Downloads | |
Cancellation Policy | How Far In Advance Must Clients Cancel Their Appointment? |
If A client Fails To Cancel An Appointment In Advance, Should MyTime Charge Them? | |
Activate Cancellation Reasons Dropdown | |
Deposit Policy |
Enable Deposits |
Memberships | Enable Members-Only Services |
Allow Freezing Memberships? | |
Maximum Freeze Length Per Year | |
Should Value Credits Be Usable During Freeze Period? | |
Should Membership Contract Be Extended By Freeze Duration? | |
Should Item Credits Be Usable During Freeze Period? | |
Should Membership Discounts Apply During Freeze Period? | |
Should Item Credits Be Usable When Membership Is Suspended (Payment Failed)? | |
Should Value Credits Be Usable When Membership is Suspended (Payment Failed)? | |
How Many Times In A Month Should We Retry A Failed Payment For Membership? | |
Should Failed Payments From Previous Months Be Back charged? | |
Should Membership Price Be Grandfathered On Renewal? | |
Can Membership Credits Be Used For Tips? | |
Initiate Membership Termination After | |
Should Membership Contract Be Extended By Suspension Duration? | |
How long Should Value Credits Be Valid After Membership Termination? | |
How Long Should Item Credits Be Valid After Membership Termination? | |
The Day Of The Month When Monthly Payment Memberships Should Be Paid | |
The Day Of The Week When Weekly/Bi-Weekly Payment Memberships Should Be Paid | |
Activate Membership Cancellation Reasons Dropdown | |
Cancellation Reasons Include | |
Staff | Do You Have Staff Members (Besides Yourself)? |
Can Customers Book A Specific Staff Member? | |
Require Customers To Select A Specific Staff Member? | |
Do Prices Vary By Staff Member? | |
Do Service Durations Vary By Staff Member? | |
Track Compensation By Staff Member? | |
What Is Your Pay Cycle? | |
Calculate Service Commission Post Discount | |
Calculate Class Commission Post Discount | |
Calculate Product Commission Post Discount | |
Default Product Commission To | |
Calculate Back Bar Fees | |
Show Facility Fee Amount In Compensation Reports | |
Do Staff Members Need To Clock In/Out? | |
Enable Rapid User Switching | |
Auto-Lock Web App After: | |
Auto-Lock Mobile After: | |
Require Strong Passwords? | |
Minimum Password Length: | |
Clients | Enable Family Accounts |
Marketing |
Suggest External Review Site If client Rating Is Equal To Or Above |
Hide One-Off Manual Campaigns From Sent Tab In Marketing Module | |
Loyalty Program | Custom Name |
Earning Rules | |
Redemption Rules |
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