Configuration overview

Once your workspace is live (see Go live), day-to-day configuration splits across two consoles. Which one you use depends on whether a setting applies to the whole workspace or to a single branch.

Workspace-wide settings — management console

The management console is where an Organisation Admin shapes everything shared across branches. Its sidebar covers:

• Locations — the branch network: create, edit, archive (Branches).
• Services — the workspace-wide service catalogue and service groups (Services).
• Users — everyone in the workspace, their roles and invitations (Team).
• Languages — the workspace language catalogue (Languages).
• Access & identity — your identity provider and whether clients sign in (Identity provider).
• Plus matching rules, branding, notifications, location templates, bulk operations, analytics, and the audit log.

Per-branch settings — location manager console

The location manager console works one branch at a time. A Location Manager reaches the branches they are assigned to; an Organisation Admin reaches every branch of the workspace. Its main tabs hold the branch's live queue and priority rules, services and branch languages, team and schedule (operators, service windows, working hours, holidays and closures), clients, statistics, devices (TV screens and Tablets), and settings.

An account holds one management level, never both — but an organisation admin has both consoles: they shape the workspace in the management console and open any branch in the location manager console, moving between the two with the console rows in the account menu at the top right. There is no separate sign-in per console.

In this section

• Branches — create and edit branches, working hours, holidays and closures, archiving.
• Services — the service catalogue, durations, groups, and per-branch presentation.
• Team — members, invitations, roles, operators, schedules, absences, and passwords.
• Languages — the workspace catalogue and per-branch language settings.
• Matching rules — how clients are matched to operators: workspace defaults, branch overrides, VIP and priority tiers.
• Visit reasons — the per-branch catalogue operators tag visits with.
• Notifications — the notification settings page, what the platform emails, and editing the wording.
• Branding — your logo across the booking page, kiosk, and TV display.
• Identity provider — connect your OIDC identity provider and choose whether clients sign in.
• Displays & kiosks — pairing and managing in-branch displays, audio call-out, and the tablet kiosk.