Parent Account Settings That Affect Child Accounts

Modified on Wed, 19 Feb at 11:31 AM

The parent account oversees and manages all associated child accounts. The Settings page offers a range of configuration options—some settings, when modified at the parent level, directly impact child accounts, while others remain independent.

This article outlines all settings on the Settings page that affect child accounts.

Settings That Affect Child Accounts

Section	Setting	Description
Dashboard Color Settings	Top Navigation Colors	Controls the color of the Dashboard's topmost navigation bar.
	Secondary Navigation Colors	Affects the Dashboard's secondary navigation bar, located just below the top navigation bar.
	Footer Colors	Sets the color of the footer section.
	Web Mobile View Colors	Determines the colors used in the web mobile view.
Mobile App Color Settings	Navigation Colors	Controls the color scheme of the navigation elements in the mobile app.
Reconciliation Settings	Enable Reconciliation	Allows you to enable and configure reconciliation features.
	Reconciliation Applies To	Specifies what reconciliation should be collected on.
	% OF PRICE TO TRANSFER	Defines the percentage of the dollar value transferred between franchise accounts.
	SET RECURRING RECONCILIATION FREQUENCY	Configures how often reconciliation will occur.
	RESERVE BANK ACCOUNT AND POOL ACCOUNT (required for reconciliation)	Lets you add reserve bank details, typically associated with a corporate account. The purpose of the reserve bank account must also be stated.
Staff	Do Prices Vary By Staff Member?	Prices are the same for all locations and staff members - Ensures uniform service pricing across all locations and staff members. Any price changes at one location apply to all locations. Staff titles are disregarded in this setting. Learn more here. Prices are set by location or staff member - Allows service prices to vary per staff member or location. If a staff member works at multiple locations, a separate price must be set for each. Learn more here. Prices are set by title per location or location group - Enables pricing variations based on staff titles, locations, or location groups. For example, senior staff may charge higher rates. Learn more here. Prices are the same for all locations and staff members in a location group - Configures pricing by location group rather than by individual staff members or titles. When a new location is added to the group, staff pricing aligns automatically. Learn more here.
Staff	Do Service Durations Vary By Staff Member?	Service durations are the same for all locations and staff members - Ensures uniform service durations across all locations and staff members. Any duration changes at one location apply to all locations. Staff titles are disregarded in this setting. Learn more here. Service durations are set by location or staff member - Allows service duration to vary per staff member or location. If a staff member works at multiple locations, a separate duration must be set for each. Learn more here. Service durations are set by title per location or location group - Enables duration variations based on staff titles, locations, or location groups. For example, junior staff may require a longer duration. Learn more here. Service durations are the same for all locations and staff members in a location group - Configures duration by location group rather than by individual staff members or titles. When a new location is added to the group, staff duration aligns automatically. Learn more here.
Clients	Enable Family Accounts?	This setting allows you and your clients to add a family member to an appointment or client record
Cancellation Policy	Activate Cancellation Reasons Dropdown	If enabled, you can require cancellation reasons for appointment cancellations. This setting only applies to appointments canceled by your staff members. When canceling appointments on your schedule or removing clients from the waitlist, staff members will be prompted to select a cancellation reason. The cancellation reason will be shown in the Cancellation Report. You can use the +Add link to add the reasons. Once enabled at the parent level, any reasons added at the parent level will take precedence over the child level. Learn more about cancellation reasons here.
*Booking Widget Color Settings*	Booking Widget Colors	This setting affects the appearance of the embedded appointment booking widget

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