Onboarding

Policies & fees

Owner: Product – Onboarding Β· Last reviewed 2026-01-21 Β· Review every 90 days

Time to complete
12 minutes
Product version
0.1.0

TL;DR

  • Set default hours and prep time so every branch follows the same rules.
  • Define standard fees and payment options for bookings.
  • Decide if branches can change these defaults.

Steps

Step 1

Open Commercial β†’ Policies & fees

Go to Commercial β†’ Policies & fees to review your defaults.

Step 2

Adjust operating hours

Choose the days and times your locations are open, including after-hours windows if you offer them.

Step 3

Set prep time between bookings

Add a turnaround or cleaning window so vehicles are ready for the next customer.

Step 4

Review fees and payment options

Set any standard fees, confirm the currency and tax display, and choose which offline payment methods your team can record.

Step 5

Save and choose branch flexibility

Decide whether branches can change these defaults and save your updates.

Validate your work

  • Branches start with the hours, prep time, and fees you defined here.
  • Booking payments only show the offline methods you enabled.
  • The branch flexibility setting matches how much freedom you want to give managers.

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