Settings

Settings are organized into categories. On web, the Settings Index page shows five category cards. On mobile, settings appear in a single scrollable list.

Access: Managers have full access to all settings. Team members typically only see Account settings (their personal info).

Settings Categories (Web)

New in v4.2: The old Inbox, Portfolio, and Check-In settings pages have been consolidated into a single Settings > Sharing page with three accordion sections. Old bookmarks still work and redirect automatically.

Studio Profile

Configure your studio’s public-facing information.

Required fields: Studio name, address (street, city, state, postal code), phone, email

Optional: Website URL, license number, logo

Logo: Upload JPG or PNG (square/1:1 ratio recommended). Appears in the app, on forms, and on booking pages. Remove logo returns to default placeholder.

Business Hours (New in v4.2): Settings > Studio Profile now has a Business Hours card with per-day open/close times, a Closed switch, and a searchable timezone selector. Hours flow into the calendar off-hours overlay, the soft-warn on off-hours bookings, and the public booking form’s date picker. See Business Hours for the full walkthrough, including per-artist availability overrides.

How to update:

1. Settings > Studio Profile
2. Click “Edit”
3. Update fields
4. Upload or change logo
5. Save

See also: Studio info appears on receipts, consent forms, and client-facing pages.

Offerings

The Offerings page (labeled “Offerings” on the Settings index) is where you manage what your studio sells. Three tabs:

Services Tab

Each service has:

• Name
• Category (chosen from your service categories)
• ID / SKU (auto-generated, used for tracking)
• Default price with a Flat / Hourly toggle
• Form (optional) - link a consent or intake form to this service
• Description (optional, new in v4.2) - a short note about the service. When the service is added to a sale, the checkout line description prefills from this so repeat items carry a sensible default that staff can still edit per line.

There is no user-visible duration field on services.

Products Tab

Each product has:

• Name
• Category
• ID / SKU
• Price
• Description (optional, new in v4.2) - same prefill behavior as services. Useful for products like piercings and aftercare that should carry consistent line descriptions on the receipt.

Products are things you sell (aftercare, jewelry, merchandise).

Categories Tab

• Organize services and products into groups
• Two types: Service categories and Product categories
• Set the type when creating a category

Adding a service:

1. Settings > Offerings
2. Open the Services tab
3. Click “New Service”
4. Fill in name, category, price (flat or hourly), and optionally link a form
5. Save

Preferences

Regional, workflow, and per-device settings like theme and auto-lock.

Theme (New in v4.2)

A three-way toggle controls the app’s color theme:

• Light, forces light mode regardless of your device’s setting
• Dark, forces dark mode regardless of your device’s setting
• System, follows your operating system preference and switches automatically when your OS does

The theme applies across every page, modals, calendar, public pages, and status badges. Your selection persists on the same device across sessions.

Auto-Lock (New in v4.2)

When auto-lock is on, the app locks itself the instant you navigate back to the Home screen. It is not a timer, it fires on Home navigation. Turn auto-lock off on a dedicated tablet or counter machine where you don’t want the lock screen interrupting between sessions.

• Per device, saved to local storage on the current device only. Disabling auto-lock on the front-desk tablet does not affect your phone or laptop.
• Re-enable any time, toggle it back on if you start using the device in a less secure setting.
• New accounts default off: Fresh signups (Email, Google, and Apple paths) start with auto-lock disabled so first-time exploration isn’t gated by the staff PIN modal. Turn it on for any tablet you set up as a kiosk later.

See Kiosk Lock and Auto-Lock for the full kiosk-mode walkthrough.

Navigation Layout (New in v4.2, Web only)

A toggle labeled “Classic Top Bar” in Preferences controls whether you use the sidebar (default) or the legacy horizontal top-bar layout.

• Off (default): Sidebar navigation on the left side of the screen. This is the default for new users.
• On: Switches to the horizontal top bar across the top of the screen.

Switching takes effect immediately. Both layouts contain the same nav links.

This setting is web only. The mobile app uses a side menu and does not have a layout toggle.

Regional Settings

• Currency Symbol, e.g., $, €, £ (required)
• Symbol Placement, left or right of the amount
• Tax Percentage, applied to transactions at checkout (required)
• Phone Region, affects phone number formatting

Workflow Options

Payment Methods (Non-Stripe)

Toggle on/off which payment methods appear in checkout. Available options include Cash, Card (External), Debit, Venmo, CashApp, Crypto, Gift Card, Apple Pay, Afterpay, Google Pay, Zelle, and Other.

Stripe (credit/debit card) does NOT appear in this list. It is enabled automatically when Stripe Connect is configured (see Payments below).

Forms (Form Editor)

Web only. Customize intake form templates.

Features:

• Rich text editor (TinyMCE) for main form content
• Multi-language support per form
• Acknowledgement blocks (tattoo and piercing consent)
• Create/delete forms

Tabs per form:

• Questionnaire, main form content
• Preferences, acknowledgement blocks

Acknowledgement blocks:

• Toggle on/off individually
• Tattoo Acknowledgement 1 & 2, Piercing Acknowledgement 1 & 2
• Must not be blank if toggled on
• Saved alongside form content

Mobile: Form template editing is limited on mobile. Use the web app for full form customization.

Messages

The Messages page (labeled “Messages” on the Settings index, sometimes called Message Editor) is where you customize the automated SMS sent to clients.

Tabs in the editor (updated in v4.2):

• Booking Confirmation - a separate tab for the SMS that fires the moment you book an appointment. Edit the template, insert variables at the cursor, and preview with sample values. Includes a DEPOSIT_LINK variable when online deposits are enabled.
• Reminder Messages - the multi-message sequence editor. Set up to 5 reminder messages per appointment with their own timing (e.g., 1 month before, 1 week before, 1 day before). Each message can be toggled on or off individually, and one-click presets are available for common timings.

A “Completion Messages” tab is referenced in the codebase but hidden until the feature is re-enabled. You won’t see it in the editor today.

See Messages Reminders for the full walkthrough.

Message Variables

Insert these into your message text and they’ll be replaced when sent:

A live preview shows how the message looks with sample values substituted.

Click the reset button to restore the default template.

Using the check-in URL:

Add instructional text before the variable, e.g.:

“Please complete your check-in here: {APPOINTMENT_CHECKIN_URL}”

See Messages Reminders for more.

Sharing (New in v4.2)

The Sharing page is the single place to grab every public link, embed code, and QR code your studio uses to bring clients in. It replaces the older Inbox, Portfolio, and Check-In settings pages. Bookmarks to /settings/inbox, /settings/portfolio, and /settings/checkin still work and redirect here automatically.

The page is organized into three accordion sections:

Appointment Requests

Share a link so prospective clients can request an appointment. Requests show up in your Inbox for review before they become real appointments.

• Public link, a unique URL for your studio’s appointment request form, with copy and preview buttons.
• Embed code, an iframe snippet you can paste into your own website. Embedded forms include ?embed=1 and render without your studio logo or header for a clean fit.
• View All Requests, jumps straight to the Inbox to review pending requests.

See Booking Requests for full details on reviewing and converting requests.

Portfolio

Share a public portfolio so clients can browse your studio’s work before they book.

• Public link, a unique portfolio URL for your studio, with copy and preview buttons.
• Embed code, an iframe snippet for embedding the portfolio on your own website. The embed code includes ?embed=1 so embedded portfolios render without the studio header or logo.

See Portfolio for full details on managing portfolio images.

Check-In Forms

Let walk-in clients fill out their intake form before they reach the front counter.

• Walk-In Check-In Link, a unique URL for your studio. Anyone with the link can complete an intake form and join your queue.
• Embed code, an iframe snippet that renders the check-in form on your website without the studio header or logo.
• QR Code, a scannable code generated from your walk-in link. Download as a high-resolution PNG or click Print to open a print-friendly page with your studio name and “Scan to check in” instructions. Tape it to the front counter and clients can scan to check in from their phones.
• Appointment Check-In Links, a reminder that appointment-specific links are handled in the Message Editor via the {APPOINTMENT_CHECKIN_URL} variable.

See Check In Links for full details.

Payments

Set up and manage Stripe Connect for card processing.

Set up Stripe:

1. Settings > Payments
2. Click “Set Up Stripe” (or “Complete Stripe Setup” if you have a partial account)
3. Complete Stripe’s onboarding (business info, ID verification, bank account)
4. When you return from onboarding, the status updates automatically. No manual refresh button needed.

Account Status: Either “complete”, “incomplete”, or “new”. Once you reach “complete”, the Online Deposits section appears below.

Stripe Dashboard: Click “Open Stripe Dashboard” to open the Stripe Express Dashboard in a new window. View payments, payouts, and account settings there.

Online Deposits (New in v4.2)

Once your Stripe Connect account is complete, a new Online Deposits section appears on the Payments page. Set a fixed deposit amount that applies to every new appointment and optionally require the deposit to confirm a booking. Every new appointment generates a unique, one-time deposit link that you can include in the booking confirmation SMS via the DEPOSIT_LINK variable. Clients pay via a hosted Stripe checkout, and the appointment auto-confirms the moment the deposit clears.

See Payments Checkout for full details on online deposit collection.

Non-Stripe payment methods (Cash, Venmo, etc.) are configured in Settings > Preferences > Payment Methods.

Devices

As of v4.2, device management has moved to the unified Account Portal at account.tattoostudiopro.com/devices. The Settings > Devices card now opens that page in a new tab. Web, iOS, and Android sign-ins all show up in the same list.

The old in-app /settings/devices page is gone. Bookmarks redirect to the Account Portal automatically.

See Devices for full details on the consolidated list and how to actually revoke access for a former employee.

Backup

Export your data for safekeeping.

Download Backup, ZIP file of archived forms

Export Client Data, CSV of all client records

See Backup Export for full details.

Account Settings (Personal)

Manage your individual account (not studio-wide).

Profile Photo: Click/tap to upload; click Remove to delete.

Change Email:

1. Enter current password
2. Enter new email
3. Click “Change Email”
4. Verify new email via verification link (required)

Change Password:

• Minimum 12 characters
• Requires uppercase, lowercase, number, and special character
• Enter current password, new password, confirm
• Other sessions may require re-login after change

Subscription

View plan, change plans, manage billing.

See Subscription Billing for full details.

Troubleshooting

Settings not saving

• Verify required fields are filled
• Check internet connection
• Refresh and try again

Category card missing (web)

• Check your role, team members may only see Account settings
• Check subscription status

Form editor not loading

• Refresh the page
• Ensure JavaScript is enabled
• Try a different browser

Stripe account not connecting

• Complete all onboarding steps
• Verify business information is accurate
• Check browser popup blockers
• Contact Stripe support for onboarding issues

Related Docs

• Subscription Billing, Plans and pricing
• Messages Reminders, Booking confirmation and reminder sequencer
• Payments Checkout, Online deposits and Stripe Connect
• Check In Links, Walk-in check-in links and QR code
• Booking Requests, Appointment request inbox
• Portfolio, Public portfolio sharing
• Backup Export, Backup and export
• Devices, Device management