Parent Account Settings

Modified on Mon, 20 Jan at 3:16 PM

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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