The parent account manages and oversees all associated child accounts. On the Settings page, certain configurations apply universally across all child accounts when changed at the parent level, while others remain independent and must be adjusted separately for each account.
This article details the settings on the Settings page that impact child accounts.
| Section | Setting | Description |
| Dashboard Color Settings | Top Navigation Colors | Sets the color of the top navigation bar on the Dashboard. |
| Secondary Navigation Colors | Adjusts the color of the secondary navigation bar, located below the top navigation. | |
| Footer Colors | Defines the color of the footer section. | |
| Web Mobile View Colors | Controls the color scheme for the web mobile view. | |
| Mobile App Color Settings | Navigation Colors | Determines the color scheme of navigation elements in the mobile app. |
| Reconciliation Settings | Enable Reconciliation | Activates and configures reconciliation features. |
| Reconciliation Applies To | Specifies which transactions reconciliation should be applied to. | |
| % OF PRICE TO TRANSFER | Defines the percentage of the dollar value transferred between franchise accounts. | |
| SET RECURRING RECONCILIATION FREQUENCY | Configures how often reconciliation occurs. | |
| RESERVE BANK ACCOUNT AND POOL ACCOUNT (required for reconciliation) | Allows entry of reserve bank details, typically linked to a corporate account. The purpose of the reserve bank account must also be specified. | |
| 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 do not affect pricing. 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 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. |
| 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 |
| Booking Widget Color Settings | Booking Widget Colors | Customizes the appearance of the embedded appointment booking widget. |
| POS | Activate Inventory Reasons Dropdown | If enabled, you will be able to add as many refund reasons as you desire. The reasons added will be displayed in a list to choose from when processing a refund in POS at the child level. Learn more here |
Memberships | Activate Membership Cancellation Reasons Dropdown | If enabled, you will be able to enter as many cancellation reasons as you want. When canceling a membership at the child level, the added reasons will be provided in a list for you to choose from. Learn more here |
For more information contact us at [email protected] or (385) 233-6964.
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