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Rules, Notifications, and Preferences (Web)

Purpose​

Configure booking automation rules, notification behavior, and workspace preferences on web.

Prerequisites​

  • Business registration is approved and workspace is active.
  • Your role has access to the feature module on the selected platform.

Step-by-step​

  1. Open Rules settings and configure automatic booking approval policy.
  2. Set automatic override approval for staff schedule overrides if your process requires it.
  3. Enable require phone number for bookings when contact capture is mandatory.
  4. Set minimum booking notice from 1 to 24 hours according to capacity planning.
  5. 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.

Common mistakes​

  • Disabling key booking notifications while troubleshooting noise.
  • Setting minimum notice too low for available staffing model.
owner web rules-notifications-and-preferences screenshot

Shared web rules and preference configuration workflow.