General settings
Capabilities, localisation, booking defaults, and travel settings in Settings → General.
Settings → General controls workspace-wide defaults. There is no separate “business profile” editor in this tab today — company identity is set at signup and surfaced in portals through theme and email branding under System emails.
Capabilities
Choose which receiver types and location types your business uses:
- Receiver types: Person, Car
- Location types: Venue, On-site, Remote
Disabled types are hidden when creating receivers, locations, and services. See Receivers overview and Locations overview.
Frontend
Frontend theme key selects the visual preset for the customer portal and related customer-facing frontends (not email — see Email branding).
| Plan | Portal frontend |
|---|---|
| Starter | Default theme — field may be read-only or limited to the default key |
| Growth and Scale | Custom portal themes — ServEase sets available keys individually per workspace |
When your plan includes branding, open Frontend theme key and choose the key assigned to your tenant. Additional free community themes may be offered in the future.
Widget colours and layout are configured in the Widget creator (Theme section) — separate from this portal theme key.
Some workspaces have this field managed by ServEase (landlord-managed); it then shows as read-only.
Localization
Default language and time behaviour for the workspace:
| Field | Purpose |
|---|---|
| Locale | Primary language for visitors who are not signed in (portal/widgets). |
| Fallback locale | Used only when the primary locale is missing a translation string. |
| Time zone | Default wall clock for schedules and reports until a user sets a personal preference. |
Admins, employees, and customers can override display timezone in their own account settings. See Locale, timezone, and currency.
Billing defaults
Default currency — system default for new services and money displays. Individual services or bookings may still use other currencies where supported. Payment settlement follows each payment gateway account.
Booking defaults
Workspace-wide booking behaviour for new services (services can override some values):
- Customer cancellation cutoff (hours) — how long before start a customer may cancel online.
- Customer / admin confirmation timeouts — how long pending bookings remain before expiring.
- Paid booking confirmation — who must confirm paid bookings (auto, team leader, admin only).
- Unconfirmed auto-cancel — when unpaid or unconfirmed bookings are cancelled automatically.
- Booking terms URL — link shown when customers accept terms at checkout.
Customer cancellation refund policy
Defines default refund rules (destinations and time-based tiers) when a service does not override them. Used when customers cancel within the allowed window.
Travel defaults
Shown when On-site is enabled under Capabilities.
Average speed (km/h) estimates travel time between on-site appointments for availability. See On-site delivery.
Landlord-managed fields
Some workspaces have values enforced by ServEase operations (enterprise setups). Those fields show a “managed by landlord” badge and may be read-only.