Finding your way around Settings

The seven groups

Settings is where you tell Maelo how you work: what you charge, when you take bookings, what your clients hear from you, and who can get into your account. It is split into seven groups, and almost every question of the form "where do I change this?" is answered by knowing which group owns it.

• General is who you are. Profile Info holds your photo, your logo, your name and your username. Client Hub controls the banner and layout of the private space each client gets.
• Scheduling is when and where you work. Home Locations, Timezone, Booking Rules and Calendars.
• Appointments is what things cost. Appointment Rates sets your currency and hourly rate, Appointment Types sets the duration, price and deposit for each thing a client can book.
• Info/Policies is your paperwork. FAQ/Booking Policies, On-the-day Waiver and Aftercare Info. Decline reasons are not in Settings: you manage them in the decline window, where you use them.
• Notifications is who hears what. Branding styles every email Maelo sends for you, Client Notifications is what your clients receive, Personal Notifications is what reaches you.
• Payments is getting paid. Deposits & Fees, Final Payments, Tap to Pay, Receipts and Platform Fees.
• Account is the account itself. Account Info, Devices, Data & Privacy and Referral Program.

Search instead of hunting

There is a search box at the top of Settings marked Search settings…. It matches plain language, not just panel names, so typing "tax", "venmo", "2fa", "reschedule" or "google calendar" lands you on the right panel without you needing to know which of the seven groups owns it.

Results are grouped by section so you can see where you are about to go. Use the arrow keys to move through them and Enter to jump.

On desktop and on your phone

On a wide screen the seven groups run across the top as tabs, and the panels inside the group you picked run down the left. On a phone you get a grid of the seven groups instead, and you tap into a group, then into a panel. The back arrow takes you up one level.

Both are the same Settings with the same panels, so a link someone sends you opens to the same place on either.

Every panel has its own link

Each panel carries its own web address, so you can bookmark the ones you visit often and we can send you straight to a setting instead of describing a route through the menus. The rest of these docs link panels directly for exactly that reason.

• Profile Info, for your name, photo and username.
• Booking Rules, for notice windows and buffers.
• Deposits & Fees, for what you ask for up front.
• Personal Notifications, for what reaches you and how.
• Account Info, for your email, password and two-factor.

Where to start

If you are setting up for the first time, these are the things worth doing first: your username, your live links, your locations and hours, your booking rules, your currency and rate, connecting Stripe, and choosing which alerts reach you.

Not sure what a setting does? Open the options menu at the top right of Settings and choose Help to ask Maelo AI.

Settings save themselves

There is no Save button on most panels. Type or flip a switch and Maelo saves a moment later, showing you a small status line while it does. If a save fails you get a message telling you why, rather than a silent loss.