Settings · ProSchedule – Online Appointment Booking Software for Service Businesses Documentation

ProSchedule provides comprehensive configuration options to customize your application according to your business needs. The settings system is organized into logical categories for easy management.

Use Cases

ProSchedule can run as a SaaS Platform, a single Organization, or a Personal calendar. You pick this in the installer (step 3) and can change it later here. See the dedicated guide: Deployment Use Cases.

Quick reference — Dashboard → Settings → Global → Use Case:

Setting	What it does
SaaS Platform	Workspaces, subscription plans, Stripe billing, usage limits, public registration and `/pricing`
Organization	One business with staff, contacts, and organizations. No SaaS billing. Registration off by default
Personal	One professional calendar. Users, CRM, chat, blog, FAQ, and registration stay hidden
Pricing	Public `/pricing` page. Available only in SaaS Platform

Application Modules (Chat, FAQ, Blog, Notes, Contacts, Organizations) can be toggled in SaaS and Organization. Personal keeps those modules off.

Install and demo import seed Home / FAQ / Contact / Footer copy for the selected use case. Switching later does not overwrite customized Front Pages, and does not delete users or workspaces. Leaving SaaS is blocked while paid Stripe subscriptions exist. See Public Site by Use Case.

⚙️ Settings Overview

[Placeholder: Settings dashboard screenshot]

The settings system includes:

General Settings: Basic application configuration
Business Settings: Business information and branding
Email Settings: Email configuration and templates
Calendar Settings: Calendar and scheduling preferences
Security Settings: Security and access control
Integration Settings: Third-party service integration
Advanced Settings: Advanced configuration options

🏢 General Settings

Application Configuration

[Placeholder: General settings interface screenshot]

Basic Information

Application Name: Your business or application name
Application URL: Your website URL
Application Logo: Upload your business logo
Favicon: Set custom favicon
Default Language: Primary language for the application
Default Timezone: Default timezone for scheduling

Display Settings

Theme: Light or dark theme selection
Color Scheme: Custom color palette
Font Settings: Typography preferences
Layout Options: Dashboard and interface layout
Mobile Optimization: Mobile interface settings

System Settings

Maintenance Mode: Enable/disable maintenance mode
Debug Mode: Development debug settings
Error Reporting: Error logging and reporting
Performance Settings: System performance optimization
Cache Settings: Caching configuration

Business Information

[Placeholder: Business settings interface screenshot]

Company Details

Company Name: Official business name
Business Type: Type of business or service
Industry: Industry classification
Company Size: Number of employees
Founded Year: Business establishment year

Contact Information

Primary Email: Main contact email
Phone Number: Primary phone number
Address: Business address
Website: Company website URL
Social Media: Social media links

Legal Information

Tax ID: Business tax identification
Business License: License information
Terms of Service: Terms and conditions
Privacy Policy: Privacy policy URL
Cookie Policy: Cookie policy settings

📧 Email Settings

SMTP Configuration

[Placeholder: Email settings interface screenshot]

Mail Server Settings

SMTP Host: Email server hostname
SMTP Port: Email server port (587, 465, 25)
Encryption: SSL/TLS encryption settings
Authentication: Username and password
From Address: Default sender email
From Name: Default sender name

Email Templates

Welcome Email: New user welcome message
Appointment Confirmation: Booking confirmation email
Appointment Reminder: Appointment reminder emails
Cancellation Notice: Cancellation notification
Password Reset: Password reset email
Custom Templates: Create custom email templates

Email Preferences

Email Frequency: How often to send emails
Reminder Timing: When to send reminders
Email Format: HTML or plain text
Signature: Default email signature
Footer: Email footer content

Notification Settings

[Placeholder: Notification settings interface screenshot]

Email Notifications

New Appointment: Notify on new bookings
Appointment Changes: Notify on modifications
Cancellations: Notify on cancellations
Reminders: Send appointment reminders
System Updates: System notification emails

SMS Notifications

SMS Provider: SMS service provider
API Configuration: SMS API settings
SMS Templates: SMS message templates
Delivery Reports: SMS delivery tracking
Cost Management: SMS usage monitoring

📅 Calendar Settings

Scheduling Configuration

[Placeholder: Calendar settings interface screenshot]

Time Settings

Business Hours: Default business hours
Time Format: 12-hour or 24-hour format
Date Format: Date display format
Week Start: First day of the week
Holiday Calendar: Holiday and vacation days

Booking Rules

Advance Booking: Minimum advance booking time
Cancellation Policy: Cancellation time limits
Rescheduling Rules: Rescheduling policies
Buffer Time: Time between appointments
Maximum Bookings: Daily booking limits

Availability Management

Default Availability: Standard availability schedule
Break Times: Lunch and break periods
Overtime Rules: Overtime scheduling rules
Emergency Slots: Emergency appointment slots
Recurring Patterns: Recurring availability patterns

Calendar Integration

[Placeholder: Calendar integration settings screenshot]

External Calendars

Google Calendar: Google Calendar sync
Outlook Calendar: Microsoft Outlook sync
Apple Calendar: iCal integration
Other Calendars: Custom calendar integration
Sync Settings: Synchronization preferences

Calendar Features

Two-Way Sync: Bidirectional calendar sync
Conflict Resolution: Handle scheduling conflicts
Time Zone Support: Multi-timezone support
Calendar Views: Available calendar views
Export Options: Calendar export formats

🔒 Security Settings

Access Control

[Placeholder: Security settings interface screenshot]

Authentication

Password Policy: Password requirements
Two-Factor Authentication: 2FA settings
Session Management: Session timeout settings
Login Attempts: Failed login protection
Account Lockout: Account lockout policies

Authorization

Role-Based Access: Role permission system
IP Restrictions: IP address restrictions
API Access: API authentication settings
Webhook Security: Webhook authentication
Data Encryption: Data encryption settings

Privacy and Compliance

[Placeholder: Privacy settings interface screenshot]

Data Protection

GDPR Compliance: GDPR compliance settings
Data Retention: Data retention policies
Data Export: User data export options
Data Deletion: Data deletion policies
Consent Management: User consent tracking

Audit and Logging

Activity Logging: User activity logs
System Logs: System event logging
Security Logs: Security event tracking
Compliance Reports: Compliance reporting
Data Backup: Backup and recovery settings

🔗 Integration Settings

Third-Party Services

[Placeholder: Integration settings interface screenshot]

Payment Processing

Stripe Integration: Stripe payment processing
PayPal Integration: PayPal payment processing
Square Integration: Square payment processing
Custom Gateways: Custom payment gateways
Webhook Configuration: Payment webhooks

Communication Services

Twilio Integration: SMS and voice services
SendGrid: Email delivery service
Slack Integration: Slack notifications
Microsoft Teams: Teams integration
Custom APIs: Custom service integration

Analytics and Tracking

Google Analytics: Website analytics
Facebook Pixel: Facebook tracking
Custom Tracking: Custom analytics
Performance Monitoring: System monitoring
Error Tracking: Error monitoring services

API Configuration

[Placeholder: API settings interface screenshot]

API Management

API Keys: Generate and manage API keys
Rate Limiting: API rate limiting
Access Control: API access permissions
Documentation: API documentation
Testing: API testing tools

Webhook Configuration

Webhook URLs: Configure webhook endpoints
Event Types: Select webhook events
Authentication: Webhook authentication
Retry Logic: Webhook retry settings
Logging: Webhook delivery logs

🚀 Advanced Settings

Performance Optimization

[Placeholder: Advanced settings interface screenshot]

Caching

Cache Driver: Cache storage driver
Cache Duration: Cache expiration times
Cache Tags: Cache tagging system
Cache Warming: Cache preloading
Cache Invalidation: Cache clearing rules

Database Optimization

Query Optimization: Database query optimization
Index Management: Database index management
Connection Pooling: Database connection pooling
Replication: Database replication settings
Backup Strategy: Database backup configuration

Development Settings

[Placeholder: Development settings interface screenshot]

Debug Configuration

Debug Mode: Enable/disable debug mode
Log Level: Logging verbosity level
Error Display: Error message display
Performance Profiling: Performance monitoring
Development Tools: Development utilities

Testing Configuration

Test Environment: Test environment settings
Mock Services: Service mocking
Test Data: Test data management
Automated Testing: Test automation
Quality Assurance: QA settings

📊 Settings Analytics

Configuration Monitoring

[Placeholder: Settings analytics dashboard screenshot]

Usage Analytics

Feature Usage: Which features are used most
Setting Changes: Track configuration changes
User Preferences: User preference patterns
Performance Impact: Settings impact on performance
Error Rates: Configuration-related errors

Optimization Recommendations

Performance Tips: Performance optimization suggestions
Security Recommendations: Security improvement suggestions
Feature Suggestions: Recommended feature configurations
Best Practices: Configuration best practices
Industry Standards: Industry-standard configurations

🎯 Best Practices

Configuration Management

Documentation: Document all configuration changes
Version Control: Track configuration versions
Testing: Test changes in development first
Backup: Backup configurations before changes
Monitoring: Monitor system after changes

Security Best Practices

Regular Updates: Keep settings current
Access Control: Limit configuration access
Audit Trails: Maintain configuration audit trails
Compliance: Ensure compliance with regulations
Incident Response: Have incident response plans

Performance Optimization

Regular Review: Review settings regularly
Performance Testing: Test performance impact
Resource Monitoring: Monitor resource usage
Optimization: Optimize based on usage patterns
Scaling: Plan for future scaling needs

🆘 Troubleshooting

Common Issues

Settings Not Saving:

Check user permissions
Verify form validation
Review system logs
Clear browser cache

Email Not Sending:

Verify SMTP settings
Check email credentials
Test email configuration
Review email logs

Calendar Sync Issues:

Verify calendar credentials
Check sync settings
Review sync logs
Test calendar connection

Getting Help

Check Documentation: Review this guide
Contact Support: Reach out to our support team
Community Forums: Ask questions in our community
Video Tutorials: Watch settings tutorial videos

Related Documentation:

Email Templates
Languages
Backup & Restore
Security Features