A Guide to Your Business Settings

Your business settings control how your school appears in the app, how clients and staff are contacted, and which optional behaviors are turned on. Most of these options live under your business profile on the General tab, grouped into cards such as Business Information, Business Settings, Branding, and Default Notifications. Changing them usually requires Owner access.

Use this guide to decide what to configure and why it matters—not just which field to fill in.

Business Information
Business Settings
Branding
CRM (PLUS customers only)
Review Popups (PLUS customers only)
Default Notifications

Business Information

This card is your school’s identity and contact layer: how you appear on documents, in the app, and in everyday communication.

Setting	Why it matters
Name / full name / tagline	The name is your account identifier; the full name and tagline are what people see in client-facing experiences. Consistency here reduces confusion when families compare emails to your website or invoices.
Contact email	The address families and partners expect to use for general inquiries. It anchors trust (“this is really the studio”) separate from automated notices.
Email from (reply-to)	This address is used as the reply-to on notification emails the platform sends to clients and staff. Why: When someone hits “Reply” on a lesson reminder or invoice notice, the response goes somewhere your team actually monitors—instead of into a no-reply void.
BCC email	An optional address that receives a blind copy of every email the system sends on your behalf. Why: Owners and admins often want a single archive or audit trail (e.g. compliance, dispute resolution, or training new front-desk staff) without logging into every client thread. Important: This generates a large volume of mail; use a dedicated inbox (or filtering rules) so it does not overwhelm your main mailbox.
Country, timezone, locale, currency	Timezone drives scheduling, reminders, and “today” everywhere in the app. Locale affects formatting (dates, numbers). Currency ties to how amounts are shown and processed; changing it may depend on how payments are set up for your account.
Tax ID / EIN	Optional. When provided, it can appear on yearly statements and similar client-facing financial documents so your records match what families need for taxes or reimbursement.
Website and social links	Surfaces your brand in emails, portals, and places where you want families to verify you or follow updates.
Phone numbers	Your main business phone is for general contact. If SMS is enabled for your account, the SMS phone number (and related compliance links, when shown) ties text messages to your brand and regulatory expectations. Per-location SMS is for when different locations should send texts from their own numbers instead of one global number.
Privacy policy URL / messaging terms URL	When SMS is in use, these links support transparent data and messaging practices—families see how you handle information and what they agree to by receiving texts.
Google Tag Manager ID	Lets your marketing or web team attach analytics to client-facing pages you control, so you can measure traffic and campaigns without changing core product code.

Business Settings

These options shape day-to-day operations and what clients and staff can see or do.

Setting	Why it matters
Client custom attributes	Extra fields your team uses internally (e.g. instrument, teacher preference, internal notes structure). They are not shown to clients—they exist so staff and managers capture consistent data for scheduling, billing, and reporting.
Gender display option	Controls how gender-related fields are labeled in forms (e.g. “Gender” vs “Gender / Pronouns”) so your intake matches how your community prefers to be asked.
Preset discounts	Saves common discount combinations your front desk applies during enrollment. Why: Speed and consistency—less manual math, fewer mistakes, and the same offers applied fairly across enrollments.
Variable-rate plan default household discount target (when available)	Sets the default for how multi-student or household discounts apply on certain plans until you override per sale. Why: Matches how your tuition is structured (e.g. per lesson vs plan total) so defaults match your policy.
Allow clients to post messages	When on, clients can leave comments visible to their assigned staff (and up the chain). Why: Reduces back-and-forth email for quick questions, but you should align it with how you want communication documented. The optional disclaimer sets expectations and liability in plain language.
Staff shared folder	A read-only library of files for all staff roles that can access it; only managers can change what is in it. Why: One source of truth for handbooks, recital maps, and PDFs instead of scattered links.
Time off policy & categories	The written policy is what staff must review when requesting time off; requiring approval routes requests through your workflow. Categories (vacation, sick, personal, etc.) Why: Clear rules and reporting—you can see why someone was out, not just that they were unavailable.
Include student names in event titles	Controls whether calendar subscriptions show student names in event titles. Why: Some schools want names for clarity on staff phones; others limit names on shared or projected calendars for privacy.
Birthday messages	Optional automated celebration for active members. Why: Small touch that improves retention and community without manual tracking.
Hide pricing on client profile	When enabled, summary pricing is hidden on the profile families see first; they can still dig into subscriptions/invoices where appropriate. Why: Useful if you want the portal to emphasize schedule and progress over price, or if you sell custom packages and generic numbers confuse people.

Related elsewhere: Self-booking options such as hiding signup fees or “starting at” pricing are configured where you manage self-booking and services so pricing behavior stays tied to how you sell lessons online.

Branding

Logos, colors, favicon, and background images control first impressions: login page, forms, and the client portal.

Why: Visual consistency signals legitimacy, matches your website, and makes the app feel like your studio rather than generic software. Follow the recommended image sizes in the editor so logos stay sharp on phones and desktops.

Setting	What it Does
Background image	Displayed on the login window for new & current clients
Form background image	Displayed on the window with the registration and/or lead form
Business logo	Displayed in the upper left hand of the app for all staff & clients as well as being displayed on self-booking links
Business icon	App icon
Favicon	Displayed on your browser tab

CRM (PLUS customers only)

If CRM is on for your account, you can tune the sales pipeline:

Setting	Why it matters
Client statuses	Defines the stages of your funnel (e.g. new lead, trial booked). Why: Everyone sees the same vocabulary; reporting and follow-ups stay aligned. (Some statuses are system-managed.)
Default status for new clients / “lost” prospect status	Automates where new records land and how you mark a lead that did not convert—why: clean pipeline metrics and less manual dragging between columns.
Tag categories	Groups tags (e.g. “Program interest,” “Lead source”) so tagging stays organized as you grow.
Auto-assign staff to new prospects	Optionally routes new self-registered leads to specific teachers or admins in priority order. Why: Speed-to-lead—no orphan prospects sitting unassigned.

Reviews Popup (PLUS customers only)

Controls whether and where a review prompt appears (including mobile and which locations).

Why: You capture feedback at the moment families are happiest, which helps public reviews and retention—without manually sending separate links every time.

Default Notifications

Here you set defaults for email and SMS notifications—what new clients and new staff start with before anyone customizes their own preferences.

Why: Reduces noise for people who never open settings (fewer “unsubscribe” complaints) while still letting clients change their own choices later. Note: In the product, changes here apply to newly created clients or staff, not retroactively to everyone; there may be separate tools or support workflows to bulk-apply changes if your account includes them.

The option to include staff bios in SMS appointment updates helps families know who they are meeting when names alone are not enough—especially useful for multi-teacher schools.