The General Settings section allows you to define general application defaults and other settings.
- Browse to the General Settings screen under the Settings menu.
- Alter the required settings and then click the Save button to save your changes.
General
- Set the default Country that will be used for new Clients.
- The Default Receipt Type field sets the default Payment Type for new Receipts.
- Set the Default Tax based on your Country Requirements.
- You can set the Default Invoice Item to one of the options in the drop down list in order for the Invoice to be defaulted to the specific Type. This can however be changed on the Invoice itself as well.
Vouchers
- Type can be set to either Gift Card or Gift Voucher
- When vouchers are redeemed at your business you can set how left-over credit is treated in the Voucher Redemption field.
- Voucher Tax will normally be None as Tax will be applied once a Voucher is redeemed and not sold. This will also depend on your Country Requirements
- If you have more than one Site on your ChiDesk Account, you can chose to Share Vouchers between sites by selecting this option.
Check In
- You can set the Specific Appointment State that you would like to use for when you set a Client Appointment to Checked In
- When a Client's Appointment is Cancelled, you can select which State should be used from the drop down list.
- Invoice On Check In can be selected when the system needs to automatically create an Invoice for the client when they are set to Checked In
Expiry Periods
- Set the default number of months that your Vouchers expire after using the Voucher Expiry field.
- Set the default number of months that your Coupons expire after using the Coupon Expiry field.
Printing & Reports
- Set the Default Report Settings to use when running reports.
- If you have a 80 mm receipt printer attached to your computer tick the the Use Receipt Printer check box to use this report format for invoices and receipts.
- If you want to automatically print invoices when you save them tick the Auto Print Invoices check box.
- If you want the invoice to only print after you've captured the receipt then tick the Auto Print After Receipt check box.
- If you want to automatically print receipts when you save them tick the Auto Print Receipts check box.
Loyalty
- Enter the number of Loyalty Points that should be earned for every unit of Sell Price. For example, if a Client should earn 10% back for every $1 spent, then you would enter 0.1 under the Point Calculation field. This will be used to automatically set the default Loyalty Points when entering Sell Prices.
- Should the Client's Loyalty Points expire at some point, you can add the Expiry Period in days from this field.
Stock Transfer
- If you have more than one Site and you perform Stock Transfers from one site to another, you can determine from here which Sell Price needs to be taken.
Clients
- Set a Default Client which will be used for all new Invoices. It's useful to have a Walk In client set here to handle any quick sales.
- The Hotel Client field sets the default Client to be used for any Invoice where a Room number is entered.
- Tick the Invert Account Balance check box if you want to see a credit Client account balance as a positive number.
- If you have more than one Site on your ChiDesk Account, you can select Share Clients if all Clients should be visible at all sites.
- Enter a From Name and From Email address.
- Enter you Smtp Server, port number and whether or not to use SSL.
- Enter your username and password.
- Leave the Max Per Minute setting to 5 to avoid being flagged as a spam sender.
- Click Test to ensure your settings have been captured correctly.
Global Settings
Global settings are settings that apply across all Sites.
- Set the default Business Name that will be used on emails to your Users and Clients.
- Set the Language you would like to use across your ChiDesk Account
- Select a Login Screen Logo. This will be used on all login screens and in the members area to brand your ChiDesk account.