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⚙️ Settings: every tab explained

A map of all 13 Settings tabs, what each one does, and where to read more. Use this as the jumping-off point for setup.

Written by Marko Marjanovic

Who this is for: studio operators (admin panel) · Plan: mixed, see each tab · Product: Podyx V2

Settings is where your studio gets its rules, its look and its paperwork. There are thirteen tabs and you do not need all of them on day one. This page is the map: what each tab is for, where to read more, and where to jump to in the walkthrough video.

🆕 The new CMS navigation

The CMS navigation has been redesigned: a single column of expandable groups, in a light theme. This is what everyone on your team sees when they sign in. It is not something you switch on — it is the navigation.

Your core studio settings now sit in the Settings group of the sidebar:

  • Settings → General — your studio identity, language and time zone.

  • Settings → Team — Members, Roles, Security and Audit log.

  • Settings → Booking — Rules, Payment, Invoices, Integrations and API keys.

A few tabs that used to sit under Settings now live in other groups: Notifications is at Sales → Email notifications, and Appearance, Landing page, Custom domain and SEO (formerly Marketing) are under Storefront.

ℹ️ What each tab holds is unchanged. Only where you find it has changed.

If your studio was already running before the change, each staff member is shown a 3-minute intro video once, and can replay it any time from the sidebar.

Those same staff can switch back to the classic navigation with Switch to classic navigation in the sidebar footer, until 12 November. After that date the option is removed and everyone stays on the new navigation.

⚠️ If someone on your team has switched back to the classic navigation, they will be moved onto the new one on 12 November whether they are ready or not. It is worth them learning it now, while they can still flip back for a minute to check where something was, rather than losing the old column with no way back.

Studios created from now on get the new navigation only — there is no classic option and no intro video.

🎥 Watch the full Settings walkthrough

Watch the complete Settings walkthrough (about 19 minutes, chaptered by tab). Each section below links to its exact moment in the video.

🗺 The thirteen tabs at a glance

Listed in the order they appeared in the classic Settings menu. Each Read more article gives the tab's place in the new sidebar.

Tab

What it does

Read more

General

Studio name, language, address, contact details and website link

Team (roles are Premium)

Invite operators and staff, and assign them roles

Security

How much access Podyx support has to your CMS

Below on this page

Booking

Durations, increments, buffers, cut-offs, unpaid holds, checkout fields and the recording seats question

Custom domain

Put booking on your own web address

Payment
​Three sections in one tab

Connect Stripe, Square, cash or Pay Later. Also holds Tax and currency (currency, tax name and rate, how prices are entered and displayed) and Stripe Connect (booking-domain registration, live wallet and BNPL methods, checkout metadata fields)

Notifications

Edit system emails, build custom and re-engagement emails. Emails send in your studio's own language

Appearance (custom fonts and dark theme are Premium)

Logo, brand colors, fonts, theme, email banner

Landing Page

Hero, sections, section order, cover images

Terms & Conditions
​Two documents in one tab

Your Terms & Conditions and a separate Policy document, each with its own "require agreement at checkout" tick

Below on this page

SEO (Google Tag ID is Premium)

Page title, share image, Google Tag ID, social links

Below on this page

Integrations (Zapier and API are Premium)

Google Calendar, file sharing, Zapier and API access

Invoicing (Premium)

Company details, numbering, custom billing fields

⚠️ Set your currency in Settings → Booking → Payment → Tax and currency before you price anything, and get your invoice numbering right before you issue your first invoice. Both are painful to change later.

💡 Two settings in Tax and currency that often get confused: "Prices are entered" decides what the numbers in your catalog mean and changes what clients pay. "Tax display" only changes how prices look on your booking site.

🧭 Things that live outside Settings

A few settings people look for here live in other sidebar groups instead:

  • Pricing rules — your dynamic pricing rules, at Sales → Pricing rules.

  • Promo codes — Sales → Promo codes.

  • Blocked slots — Operations → Blocked slots.

  • Availability — Studio → Availability.

  • Bundle plans and Subscription plans — Offer → Bundle plans and Offer → Subscription plans.

ℹ️ Roles used to be a separate main-menu item. It now sits with your team at Settings → Team → Roles: you invite people and assign them a role under Members, and build and edit the roles themselves under Roles.

🛡 Security

This tab controls how much of your CMS the Podyx support team can see. You choose one of three levels:

  • Full access — support can inspect your CMS to fix a bug or resolve an issue.

  • Read-only access — support can look but not change anything.

  • No access — support cannot see your CMS at all.

💡 Turn full access on when you have raised a problem and need it investigated, then turn it back down. It is your data, and the narrower setting is the safer default.

📜 Terms & Conditions, and Policy

This tab holds two independent documents, each with a title, rich-text content and its own agreement setting:

  • Terms & Conditions — your booking contract.

  • Policy — a second document for whatever sits alongside your terms. The field prompts Privacy Policy, Cancellation Policy or Refund Policy.

Each carries a Require customers to agree at checkout tick, and both are on by default, so checkout is unchanged until you turn one off.

💡 Unticking does not hide the document. The page stays published and readable — it just drops the tick box from the booking flow. That is how you publish a cancellation policy clients can read without adding another checkbox to checkout.

Leaving a document's fields empty removes it entirely, rather than leaving an empty checkbox pointing at a blank page.

⚠️ Treat what you write here as your contract with the client, because that is exactly what it is. Check both display correctly before you go live.

✍️ Session editing: the owner has to accept the policy

Session editing lets clients change their own booked sessions — times, services, add-ons — with your studio approving the result. It is switched on, but it does nothing until the studio owner accepts the Session editing policy in Settings → Booking → Rules.

This is a deliberate two-step, and it is worth being clear about what it means. The capability being on does not mean your clients can suddenly move their bookings. Somebody with authority has to agree to the terms first.

Clients see no change at all until the policy is accepted. Nothing is exposed to them in the meantime — no new buttons on their booking, no new emails, nothing different on your booking page.

Until it is accepted, Edit session and Correct price in the CMS show a short summary of the policy with a way to accept it, rather than an error. So the acceptance can happen at the moment someone first tries to use it — you do not have to go hunting for the setting in advance.

⚠️ Only the studio owner can accept it. Operators and team members will see the summary, but cannot agree on the studio's behalf.

💡 If you want session editing working, the owner needs to go and accept. If you do not want it, doing nothing is a valid choice — clients will never see it.

For what session editing actually does once it is live — what clients can change and how your approval works — see Sessions.

📣 SEO

Find it at Storefront → SEO. Everything here shapes how your studio looks outside Podyx:

  • Website title and description — what shows in the browser tab and in search results.

  • Share image — the preview picture when someone posts your link.

  • Google Tag ID — for tracking and analytics.

  • Social links — these appear in your page footer. A link that is not a real web address is now refused on save rather than accepted and quietly broken.

Verify every link and tracking value before launch. A wrong tag ID means you collect nothing and will not notice for weeks.

✅ A sensible setup order

The menu order is not the order you should work in. If you are starting from scratch, go through it like this:

  1. General — your studio identity, including the language your emails will send in.

  2. Payment — set your currency in the Tax and currency section first, before anything has a price, then connect your processor and complete its onboarding.

  3. Booking — durations, increments, buffers and cut-offs.

  4. Notifications — the emails clients receive.

  5. Appearance and Landing Page — how it all looks.

  6. Terms & Conditions — your terms and your policy, before you take money.

Those six get you live. Team, Security, Custom domain, SEO, Integrations and Invoicing can follow once bookings are coming in. If you want clients to be able to edit their own sessions, that is a separate decision for the studio owner — the Session editing policy has to be accepted before anything reaches your clients. The same six tabs in the same order apply in the new CMS navigation — you reach General, Payment, Booking and Terms & Conditions in the Settings group, Notifications under Sales, and Appearance and Landing Page under Storefront.

Related: Studio Profile & General · Tax, VAT & Currency · Booking Rules · Connect Your Payments · Automated Emails & Notifications · Branding Your Booking Page · Build Your Landing Page · Sessions · Invoicing

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