Business Settings

Business Settings lets you manage important business rules, scheduling policies, AI Assistant settings, and integrations from one place.

Open Business Settings

1. Open Settings from the sidebar.
2. Click Business Settings.

Business Settings has four tabs:

• General
• Scheduling
• AI Assistant
• Integrations

1. General

The General tab contains core settings that control how your business handles bookings and payments.

Default Staff Payout

Set the percentage of booking revenue that is automatically allocated to staff members.

Payment Expiry Timeout

Set how many minutes a booking slot should be held while waiting for the customer to complete payment.

Recurring Bookings

Enable this option to allow customers to book recurring appointments.

When enabled, recurring booking options will appear on your booking page and can also be offered by the AI Agent. Discounts can be applied based on your recurring plan settings.

Click Manage Plans to configure your recurring booking plans.

2. Scheduling

The Scheduling tab contains rules for customer self-service, including rescheduling and cancellations.

Rescheduling Policy

Configure when and how customers can reschedule their bookings.

• Reschedule Fee: Choose a fixed fee or percentage and enter the amount.
• Deadline: Set how many hours before the appointment customers can reschedule.
• Disable if Amount Exceeds: Prevent rescheduling for bookings above the specified amount.
• Public Policy Text: Add the policy customers will see on the invoice and booking details.

Cancellation Policy

Configure when and how customers can cancel their bookings.

• Cancellation Fee: Choose a fixed fee or percentage and enter the amount.
• Deadline: Set how many hours before the appointment customers can cancel.
• Disable if Amount Exceeds: Prevent cancellation for bookings above the specified amount.
• Public Policy Text: Add the cancellation policy customers will see.

3. AI Assistant

The AI Assistant tab controls your AI-powered customer communication settings.

Enable AI Assistant

Enable this option to allow the AI Assistant to handle inbound calls, qualify leads, and answer common customer questions.

Outbound Contact Delay

Set how many minutes Booky AI should wait before the AI Assistant makes its first contact attempt with a new lead.

4. Integrations

The Integrations tab contains the settings needed to connect your Booky AI business with supported services.

Twilio

To configure your Twilio integration, enter:

• Twilio Phone Number
• Account SID
• Auth Token

Save Your Changes

After changing any setting, click Save Changes in the top-right corner to apply your updates.