Rules, Notifications, and Preferences (Owner Web)
Purpose
Run rules, notifications, and preferences directly from Owner Web workspace with role-appropriate permissions.
Prerequisites
- Active OWNER profile is selected for the target business.
- Business registration is approved and module access is enabled.
- You have required data prepared for this workflow (staff, services, or policy settings).
Step-by-step
- Open Rules settings and configure automatic booking approval policy.
- Set automatic override approval for staff schedule overrides if your process requires it.
- Enable require phone number for bookings when contact capture is mandatory.
- Set minimum booking notice from 1 to 24 hours according to capacity planning.
- Review notification and preference settings for theme, language, and reminder behavior.
Decision points
- If no-show risk rises, increase minimum notice and keep reminders enabled.
- If notification volume is high, tune promotional categories without disabling critical booking events.
Expected result
Rules and preference settings reflect policy, risk tolerance, and communication standards. Owner role can complete this workflow end-to-end and continue to owner-only controls when needed.
Common mistakes
- Disabling key booking notifications while troubleshooting noise.
- Setting minimum notice too low for available staffing model.
- Applying changes without confirming impact on currently scheduled appointments and staff assignments.
Owner web wrapper for shared rules and preferences workflow.