Index
General
To access the settings, click on the wheel located in the upper right corner of the screen. By clicking, you can see the configurations of the following modules:
System
For more information go to this link
General: Basic system configuration, company, location, language and culture, address, account, API, email, security, clients and system.
Custom fields: Add and manage custom fields.
Holidays: Define holidays, you can assign and delete.
Calendars: System calendar management.
Icons: Selection and customization of icons.
Users: User management, you can add new ones, export, import and edit users.
Profiles: User profile configuration.
App Market: Access to additional applications and modules.
Templates: Management of templates for different uses such as emails, cancellations, invoices, accesses.
Keyboard Shortcuts: Define keyboard shortcuts for quick actions.
Home Pages: Home page settings.
Countries: Country list management.
Regions: Settings for specific regions.
Menu: Customization of the navigation menu.
SIMEC Configuration: Specific settings for SIMEC.
Bookings
For more information go to this link .
Configuration: General settings for reservations, email, alerts and information in the customer area.
Debugger: Debugging tools for reservations.
Areas: Management of areas (golf, restaurant, tennis, academy, simulator) available for reservations.
Resource types: List of resource types.
Resources: Management of individual resources.
Reservation types: Different types of reservations available.
Views: Configuration of reservation views.
Packages: Management of reservation packages.
Origins: Sources of reserves.
Automatic extras: Setting up extras that are automatically added to reservations.
CRM
For more information go to this link.
Client zone files: Management of files related to clients.
Birthday Template: Templates for birthday communications.
Registration fields: Definition of customer registration fields.
Birthdays: Management of clients' birthdays.
Profile fields: Configuration of the customer profile fields.
Footer links: Link management in the footer.
Home cards: Customization of cards on the home page.
Home widgets: Add and configure widgets on the home page.
File Section: Area to store client-related files.
POS
For more information go to this link .
Configuration: General settings of the Point of Sale Terminal.
POS Listing: List and management of POS terminals.
Printers: Configuration and management of printers.
Types of cash: Definition of accepted types of cash.
Ecommerce
Configuration: General ecommerce settings.
Shipping costs: Setting shipping costs.
Billing
For more information go to this link .
Settings: General billing settings, such as deposits, invoices, and sales.
Taxes: Management of tax types, including VAT and other applicable taxes.
Families: Definition of product families for better categorization.
Subfamilies: Management of product subfamilies within each family.
Products: Administration of the list of products, their prices, descriptions and all their characteristics.
Dynamic pricing: Setting up rules for variable pricing based on specific criteria.
Payment methods: Definition and configuration of accepted payment methods, such as credit cards, bank transfers, etc.
Companies: Management of business customer information, including tax and contact data.
Invoice types: Creation and management of different types of invoices, such as proforma invoices, global invoices, etc.
Invoice series: Management of numerical series of invoices to maintain order and control.
Discount reason: Configuration and management of different reasons to offer discounts on invoices, for example for employees, management.
Stripe Settings: Specific settings to integrate and manage payments through Stripe.
Blog
For more information go to this link .
Settings: General blog settings, including themes, appearance, and posting permissions.
Bonuses
Dues
Configuration: General fee settings, automatic issuance and generate invoices. For more information go to this link .
Types of Quotas: Management of periodic quotas for services or products. For more information go to this link .
Addons: Administration of additional complements for products or services.
School
For more information go to this link .
Configuration: General settings of the school platform, such as course registration email from admin.
Course types: Definition and categorization of different types of courses offered.
Exercises: Management and creation of practical exercises for the courses.
Planning: Configuration of schedules, dates and course content.
Store
For more information go to this link .
Warehouses: Management of multiple warehouses, including name, average cost, valuation and stock.
Variants: Management of product variants, such as sizes, colors, etc.
Settings: General warehouse settings, such as stock, allow selling out of stock.
Suppliers: Management of information and relationships with product suppliers.
Restaurant
For more information go to this link .
Product Tags: Setting up tags for products, useful for quick identification and promotions.
Tools
For more information go to this link .
Translations: Translation management for the platform, ensuring multilingual support.
Contract Templates: Administration and customization of contract templates for different business uses.