Define deposit policies. Staff collect deposits at booking or checkout.
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Payment Plans
Configure installment plan defaults, enforcement tier, and contract terms.
Use , , , , , , , , .
Saved
Checkout Settings
Money-mechanics controls: commission basis, covered-line tip calculation, and line display.
Tax Rate (read-only)
Current rate:—— edit under Settings → Business Info
Commission Basis Mode
For non-benefit-covered service lines: base commission on the actual charged amount or the original menu price.
Covered-Line Behaviour
Controls how membership- and package-covered services behave for tips and display at checkout.
Saved!
Client Portal
Choose which optional onboarding modules clients see when personalizing their profile at /portal.
Onboarding Modules
Booking Confirmation
When on, online bookings (portal Book tab and Brea) are confirmed automatically — unless they fall inside your last-minute window with the "Require Confirmation" policy. Turn off to require staff confirmation for every online booking.
Gift Card Purchase Amounts
Comma-separated preset dollar amounts shown to clients buying a gift card in the Shop tab. Clients can also enter a custom amount.
Brea Conversation Limits
Caps on Brea chat usage in the Client Portal, to help control AI costs.
Controls how much configuration detail is visible across the platform.
Simple hides advanced payroll, barter, tiered commission, and staff debt panels.
Advanced shows everything.
Saved!
Tip Distribution
How tips are split among providers at checkout. This is the tenant-level default;
it can be overridden per ticket in the checkout modal.
Note: the legacy Tip_Distribution_Mode_Default field (Even / Lead_Provider / Custom)
is deprecated — this field is now canonical.
Saved!
Clock-In Configuration
Controls for the staff clock-in system. PIN requirements apply at the shared Clock screen.
Saved!
Shift & Time Management
View, correct, and manually enter shifts. Rows in locked payroll periods are read-only.
Manual Shift Entry
Saved!
Payroll
Pay Period
Saved!
Provider
Model
Gross Svc
Gross Ret.
Hrs
Formula Pay
Tips
Supply Ded.
Debt Ded.
Barter Adj.
Manual Adj.
NET
Run Total
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Default Compensation
▼
Global fallback when a provider has no active COMP_RULES row.
Saved!
Allocation
Revenue-allocation breakdown for a period — payroll cost, reserves, and margin.
Period
Edit Allocation Percentages
Margin at these rates—
Saved!
Payroll Cost
Commission derived—
Hourly wages derived—
Payroll remittance derived—
Total payroll cost—
Reserves
Product reserve ——
Business tax reserve ——
Margin—
Pick a start and end date, then Recalculate.
Set Parent Category
Approve & Lock Payroll Run
This action is irreversible.
Approving will permanently commit the following to the ledger:
Staff debt balances decremented by each provider's Debt Deduction amount
One-time barter agreements marked Settled
Recurring barter agreements recorded as applied for this period
The run will be locked — no further adjustments or re-drafts will be possible for this period.
Calc Detail —
Add Product
Add Staff Member
Contact
Schedule
Days Available
Services Offered
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Custom Pricing — leave blank to use standard price
Settings
Compensation (COMP_RULES)
Save this provider first to set up compensation and debt.
Commission Tiers
Saved!
Staff Debt
Save this provider first to set up compensation and debt.
No debt entries.
Add Debt Entry
How much is deducted from each pay cycle until the balance is paid off.
Portal Access / Login Passcode
Staff portal login requires a phone number.
Add Client
Loyalty Points
0
Booking History
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Add Offering
Pricing
Time Anatomy — all values in minutes
Options
▸
Save this service first, then reopen it to add add-ons.
New Appointment
Quick Add Client
SMS
Services
Select a service to see duration and total.
Task List
Loading tasks...
New Task
Cash Drawer
Not Started
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Checkout
?
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›
No profile found — create new client?
Services
Subtotal$0.00
Discount$0.00
+ Add reason
Tax$0.00
Fee$0.00
Tip
Tip split
Amount Due
$0.00
Change Due
$0.00
Add Payment
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Appointment Status►
Confirmed
Checked In
In Progress
Completed
No Show
Edit Appointment
Move Appointment
Cancel Appointment
Checkout
Move Appointment
Cancel Appointment
How would you like to cancel this appointment?
📲
Send cancellation notification
Logs intent for Twilio SMS (integration coming soon)
🔔
Cancel silently
Sets Silent Cancel flag — no notification sent
New Deposit Type
Add Package
Rigid per-service allocations governed by this package
Visits = number covered (use Visits or Discount%, not both). ∞ = unlimited uses with no decrement.
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Per-session value: —
Add Services
Add Membership
Basics▸
Per-slot value: —
Credits & Eligibility▸
No global credit pool — each client's usage is tracked per service via the benefit lines below. Configure individual service allocations in the Per-Service Benefit Lines section.
Allow entire categories here — or leave empty and pick specific services in the Services section below.
Services▸
Visits = number covered (use Visits or Discount%, not both). ∞ = unlimited uses with no decrement.