Summary
In this guide, we will show you how to configure your General Settings within the System Configuration Module.
There are 22 different General Settings (2 should not be used):
| Settings | Description | Value |
| Auto mark bookings as attended | Any bookings not cancelled will be marked as attended overnight (used for centres with no access control) | Can be set to ad-hoc, class, fast-ticket, block_bookings |
| Custom reference name | The custom reference name for customers. | Do Not Use |
| Custom reference regex | The custom reference regex for validation. | Do Not Use |
| Customer Service Email | The email address to be used when sending emails to "Customer Service". | For OpenActive |
| Customer prefix | Prefix applied when customer accounts are generated e.g. OP0000001 | Enter Prefix |
| Default tax percentage | Determines how much tax should be applied to bookings etc, set to zero if tax exempt | Enter Tax % |
| Email addresses to be notified about memberships import status | Email addresses to be notified about memberships import status | Add email(s) |
| Email addresses to be notified upon pricing option creation. | You can add multiple emails, separated by comma. | Add email(s) |
| Email addresses to be notified upon pricing option tax modification. | You can add multiple emails, separated by comma. | Add email(s) |
| Organisation description | A brief description about the organisation | For OpenActive |
| Organisation legal name | The organisation's legal name | For OpenActive |
| Organisation logo | The organisation's logo | For OpenActive |
| Organisation name | The organisation's name | For OpenActive |
| Organisation social media links | The organisation's social media links (one per line) | For OpenActive |
| Organisation telephone | The organisation's telephone number | For OpenActive |
| Organisation URL | The organisation's url | For OpenActive |
| Pricing option display name on receipts | Whether to show the reference, friendly name or both on receipts. | Can set to Both, Friendly Name, or Reference |
| Recurring payments - Direct Debit lead time | The amount in days needed as a lead time to process Direct Debits before their payment date | E.g., 10 |
| Show core pricing checkboxes | Display the core pricing checkboxes when editing prices and adjustments (to avoid updating Core prices) | Set to Yes or No. |
| Show custom reference in customer's list | Whether to show the custom reference field for customers in customer's list | Set to Yes or No. |
| Show custom reference in customer's profile page | Whether to show the custom reference field for customers in customer's profile page. | Set to Yes or No. |
Step by Step Guide
1. From the home page, go to System Configuration
2. Go to Settings
3. Go to Manage Settings
4. From the category drop-down, select 'General Settings' and click on 'Search'.
5. Click on 'Edit' next to each setting to configure them. Add the desired value and click on Save.