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Global Settings ​

Configure settings that apply across all your venues.

Overview ​

Global Settings allow you to define preferences, policies, and configurations that apply to your entire account and all venues. These settings ensure consistency across your portfolio and simplify management.

Global Settings Overview

Account Settings ​

Business Information ​

Configure your business details:

  • Business Name - Legal entity name
  • Trading Name - Public-facing brand name
  • Company Registration - Business registration number
  • VAT Number - For VAT-registered businesses
  • Business Type - Restaurant, pub, cafe, etc.
  • Contact Details - Primary business contact information

General Settings

Primary Contact ​

Set the main contact for your account:

  • Name and title
  • Email address
  • Phone number
  • Preferred contact method
  • Time zone

Billing Contact ​

Separate billing contact (if different from primary):

  • Accounts/finance team contact
  • Billing email address
  • Invoice delivery preferences

User Management ​

Account Users ​

Manage who has access to your account:

  • Admin Users - Full account access
  • Manager Users - Venue management access
  • Staff Users - Limited operational access
  • Read-Only Users - View-only access

Adding Users ​

To add a new user:

  1. Go to Global Settings > Users
  2. Click Add User
  3. Enter email address and name
  4. Select role and permissions
  5. Assign to specific venues
  6. Send invitation

User Roles ​

Account Owner

  • Full access to everything
  • Billing and subscription management
  • Can add/remove users
  • Cannot be removed

Administrator

  • Manage all venues
  • User management
  • Access to settings
  • Cannot modify billing

Manager

  • Manage assigned venues
  • View reports and analytics
  • Update bookings and tables
  • Limited settings access

Staff

  • View reservations
  • Manage bookings for assigned venue
  • Update customer information
  • No settings access

Read-Only

  • View-only access
  • Reports and analytics
  • Cannot modify anything

Permission Levels ​

Fine-tune access for each user:

  • Create/edit/delete reservations
  • Manage venue details
  • Access financial data
  • View customer information
  • Modify staff rotas
  • Generate reports
  • API key management

Staff and Rota Settings

Notification Settings ​

Email Notifications ​

Configure email notifications for:

  • New reservations
  • Booking modifications
  • Cancellations
  • Payment confirmations
  • Staff schedule changes
  • System updates
  • Marketing communications

SMS Notifications ​

Enable SMS alerts for:

  • Urgent booking changes
  • Last-minute cancellations
  • High-priority issues
  • Capacity warnings

Notification Recipients ​

Set who receives different types of notifications:

  • All users
  • Specific roles
  • Venue-specific staff
  • Custom distribution lists

Default Policies ​

Cancellation Policy ​

Set default cancellation rules:

  • Free Cancellation Period - Hours before reservation
  • Cancellation Fee - Percentage or fixed amount
  • No-Show Fee - Charge for missed reservations
  • Grace Period - Minutes after reservation time

TIP

Individual venues can override global policies if needed.

Reservation Settings

Booking Rules ​

Default booking parameters:

  • Minimum Party Size - Smallest group accepted
  • Maximum Party Size - Largest group accepted
  • Booking Window - How far in advance customers can book
  • Minimum Notice - Minimum hours before reservation
  • Default Duration - Standard reservation length
  • Buffer Time - Minutes between reservations

Deposit Requirements ​

Configure deposit settings:

  • Deposit Amount - Percentage or fixed amount
  • When Required - Party size threshold
  • Refund Policy - When deposits are returned
  • Payment Methods - Accepted deposit payment types

Communication Templates ​

Email Templates ​

Customize email templates for:

  • Booking Confirmation - Sent when reservation created
  • Booking Reminder - Sent before reservation
  • Booking Modification - Sent when details change
  • Cancellation Confirmation - Sent when booking cancelled
  • Review Request - Sent after dining experience
  • Special Offers - Marketing communications

Template Variables ​

Use these variables in templates:

  • {customer_name} - Customer's name
  • {venue_name} - Name of venue
  • {booking_date} - Reservation date
  • {booking_time} - Reservation time
  • {party_size} - Number of guests
  • {booking_reference} - Confirmation number
  • {venue_address} - Venue location
  • {venue_phone} - Venue contact number

Branding ​

Customize email appearance:

  • Logo upload
  • Brand colors
  • Font selection
  • Header/footer content
  • Social media links

Integration Settings ​

Payment Processing ​

Configure payment integrations:

  • Payment Provider - Stripe, PayPal, etc.
  • Merchant Account - Your account details
  • Accepted Payment Methods - Cards, digital wallets
  • Currency - Default currency for transactions
  • Tax Settings - VAT/tax calculations

Third-Party Integrations ​

Connect external services:

  • POS Systems - Point of Sale integration
  • Accounting Software - Xero, QuickBooks, etc.
  • Marketing Tools - Mailchimp, HubSpot, etc.
  • Review Platforms - TripAdvisor, Google, etc.
  • Analytics - Google Analytics, custom tracking

Social Media ​

Link your social media profiles:

  • Facebook
  • Instagram
  • Twitter/X
  • LinkedIn
  • TikTok

Security Settings ​

Authentication ​

Configure account security:

  • Password Requirements - Minimum complexity
  • MFA Policy - Require multi-factor authentication
  • Session Timeout - Auto-logout after inactivity
  • IP Whitelisting - Restrict access by IP address

Data Protection ​

Privacy and data settings:

  • Data Retention - How long to keep customer data
  • GDPR Compliance - EU data protection settings
  • Customer Data Access - Who can view customer details
  • Data Export - Customer data download options
  • Right to Erasure - Customer data deletion requests

Audit Log ​

Track account activity:

  • User logins
  • Settings changes
  • Data exports
  • User additions/removals
  • API key creation

Reporting Defaults ​

Default Report Settings ​

Configure standard reports:

  • Date Range - Default period for reports
  • Comparison Period - Previous period comparison
  • Metrics Display - Which metrics to show
  • Chart Types - Preferred visualizations
  • Export Format - PDF, Excel, CSV

Scheduled Reports ​

Set up automatic reports:

  • Frequency - Daily, weekly, monthly
  • Recipients - Who receives reports
  • Content - Which metrics to include
  • Delivery Time - When reports are sent

Regional Settings ​

Localization ​

Configure regional preferences:

  • Time Zone - Default time zone
  • Date Format - DD/MM/YYYY or MM/DD/YYYY
  • Time Format - 12-hour or 24-hour
  • Currency - Default currency symbol
  • Language - Interface language
  • Number Format - Decimal separator style

Operating Hours ​

Default operating hours template:

  • Standard opening/closing times
  • Split shifts configuration
  • Holiday closures
  • Seasonal hours

Data Management ​

Import/Export ​

Bulk data operations:

  • Import Customers - Upload customer database
  • Import Bookings - Migrate existing reservations
  • Export Data - Download all data
  • Backup Schedule - Automatic data backups

Data Cleanup ​

Automated data maintenance:

  • Archive Old Bookings - Auto-archive past reservations
  • Remove Duplicates - Detect duplicate customers
  • Inactive Customers - Flag customers without recent bookings
  • Data Validation - Check for incomplete records

Support Preferences ​

Support Contact ​

Configure support options:

  • Primary Support Contact - Who receives support tickets
  • Support Email - Dedicated support address
  • Support Hours - When your team is available
  • Escalation Path - Who to contact for urgent issues

Help Resources ​

Enable/disable help features:

  • In-app tooltips
  • Guided tours for new users
  • Help documentation links
  • Chat support widget
  • Support ticket system

Best Practices ​

Regular Reviews ​

Review global settings:

  • Monthly - User access and permissions
  • Quarterly - Templates and communications
  • Annually - Policies and terms

Documentation ​

Document your settings:

  • Keep a record of changes
  • Note reasons for specific configurations
  • Share with relevant team members
  • Include in staff training materials

Testing Changes ​

Before applying global changes:

  • Test with a single venue first
  • Review impact on existing bookings
  • Communicate changes to staff
  • Monitor for issues after deployment

Support ​

Need help with global settings?

Efficiency

Well-configured global settings save time and ensure consistency across all your venues.