How-To Guides/Settings

Settings

Company details, the businesses and locations in your group, and the system-wide options that sit under them.

Company details

Where to find itยทSettings

The settings landing page opens on your company details โ€” the legal and contact information used on documents, invoices and your public site.

Company details

Organization: businesses and locations

Where to find itยทSettings โ†’ Organization

A tenant can hold several businesses, and each business several locations. This is where that structure is managed.

Organization settings

Businesses

Each business has its own profile, bank details, branding and compliance settings. Sub-businesses can inherit from a parent.

Businesses
A business profile

Locations

The physical venues where trade happens โ€” each with its own address, opening hours and contact details.

Locations
A location
These screens moved. Settings โ†’ Business, Settings โ†’ Businesses, Settings โ†’ Locations and Settings โ†’ Venues all now redirect into Settings โ†’ Organization.

Security and access

Security settings

Password policy, session handling and the controls that protect the account.

Security settings

API keys

Keys for integrations that talk to Flexitill programmatically.

API keys
Treat API keys like passwords. Issue one per integration so a single key can be revoked without breaking everything else.

Notifications and appearance

Notifications

Which events generate a notification, who receives it, and by which channel.

Notification settings

Appearance

Branding for the system itself and for the emails it sends.

Appearance settings
Email colour schemes

Compliance, data and service companies

Compliance

Document and compliance settings for staff paperwork.

Compliance settings

Imported data

A record of data brought in from other systems.

Imported data

Service companies

The firms that maintain your equipment, referenced from service records.

Service companies

Inventory, promotions and integrations

Inventory settings

Promotions

Recurring discounts, happy hours and buy-one-get-one offers applied automatically.

Promotions

Integrations

Connections to third-party services.

Integrations