Knowledgebase
Settings

Customise settings, labels, SMS and booking forms

Adjust branding, repair form fields, labels, statuses, customer portal, email, SMS, security and backups.

Settings page for branding and workspace customisation
Screenshot from the Manage Repairs demo workspace.

Before you start

Settings control how the workspace behaves for your shop. Owners should review these before giving staff full daily access.

Important sections on this page

Use these focused screenshots when matching the guide to the real screen.

Settings sidebar submenu showing branding, booking form, repair settings, customer portal, email, SMS and security

Settings menu areas

Use the settings submenu to move between branding, booking form, repair settings, customer portal, email, SMS, security and backups.

  • Review Booking Form before staff start taking repairs.
  • Use Email and SMS settings for customer communication setup.
  • Use Security and Backups to review account protection.

Step-by-step

  1. Open Settings from the sidebar.
  2. Use Branding to set shop identity and colour options.
  3. Use Booking Form to adjust the fields staff complete when booking repairs.
  4. Use Labels Settings to manage labels, statuses and checklist items.
  5. Use Customer Portal settings to control what customers see on tracking pages.
  6. Use Email Settings and SMS Settings for customer communication setup.
  7. Use Security and Backups to review account protection and data options.

Good to know

Keep the booking form simple enough for staff to complete while a customer is waiting.

Test SMS settings before relying on automated customer messages.

Related guides

Continue with related workflows.

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