Examples

For: Owners & Managers

Real-world settings setups for different studios.

1. Setting up a new studio

Situation: You've just created your organization and want the basics right.

Setup steps:

1. On Organization, upload your Logo, set the Organization name and Default timezone, and Save changes.
2. Set your Default currency under Commerce, and sensible Booking and Check-in grace defaults.
3. Under Team, Invite staff with the right roles.

2. Onboarding a front-desk hire

Situation: A new front-desk staffer starts next week at one of your two sites.

Setup steps:

1. Under Team, Invite staff with the Staff role.
2. Once they accept, open Location access and scope them to just their site.
3. They now see the back office for that location only.

3. Cutting SMS costs

Situation: Your SMS credits are running down and you want to trim non-essential texts.

Setup steps:

1. On Notifications → Organization channel defaults, find your Org-initiated notifications.
2. Turn SMS off on the lower-priority ones (keep it for class reminders).
3. Save changes — transactional and system messages are unaffected.

4. Tightening the cancellation policy

Situation: Late cancellations are hurting class availability.

Setup steps:

1. On Organization → Booking & cancellation defaults, raise the Cancel cutoff (hrs before).
2. On No-show handling, switch to Charge a no-show fee and set the fee.
3. Save each card — every class without its own policy now follows the new rules.

Tips for all studios

• Get timezone and currency right up front — locations, plans, and products inherit them.
• Use Location access to keep multi-site staff focused on the sites they work at.