Settings

Settings is a tab strip. Everything here shapes how the rest of the product behaves, and most of it you set once.

The tabs

Tab	What it controls
General	Identity, address, logo, timezone, invoice numbering, splash screen
Team	Members, per-side roles, invitations
Payments & Stripe	Connections, surcharges, fees, deposit defaults, tax
Service Fees	Named reusable fees for invoices
Card Readers	In-person card payment hardware
Contract Templates	Agreements and their merge tags
Task Templates	Reusable pre-event checklists
Notifications	What every automated email says
Reminders	When automated nags go out
Email Log	Every email the account has sent
Portal	Renter portal on/off and its options
Booking Widget	The embeddable inquiry form

Who can change settings

Settings access is a permission, separate from the per-side roles. Somebody can have full run of Rentals and no ability to change how the account is configured.

Billing is its own permission again.

The order to do it in

If you are setting up a new account, work through Your First Week rather than the tab strip left to right. Some settings block others — the timezone shapes every date, and the Stripe connection has to exist before deposits mean anything.

Settings that are not here

Two things that feel like settings but live in the main nav, because you change them often enough that burying them was wrong:

• Spaces
• Add-ons