General Settings
The Settings area of your admin dashboard is where you configure every aspect of your platform — from your business identity and color scheme to payment processing, email notifications, and your website's domain. Settings are organized across several dedicated pages, each accessible from the sidebar.
All settings pages share the same save pattern: a sticky header shows "Unsaved changes" when you have edits pending, and a Reset button appears to discard them. Click Update to save your changes.
General Settings
Security
| Setting | Notes |
|---|---|
| Minimum Password Characters | The shortest password your users are allowed to set. Range: 6–30 characters. |
| Require Uppercase and Lowercase Letters | Check to enforce mixed case in all passwords. |
| Require Special Characters | Check to require at least one special character (e.g., !, @, #) in all passwords. |
Branding
| Setting | Notes |
|---|---|
| Business Name | Your organization's name, used across the platform. |
| Tag Line | A short slogan or description displayed alongside your name. |
| Logo | Click Select to choose a logo from your media library. Recommended size: 512×512 px. A preview is shown once selected. |
Reward Settings
| Setting | Notes |
|---|---|
| Enable Rewarding System | Master toggle for the loyalty points program. All reward settings below are disabled until this is on. |
| Show User Points in Top Bar | Display each user's current point balance in the navigation bar. |
| Reading Article Points | Points awarded when a user reads an article. |
| Watching Video Points | Points awarded when a user watches a video. |
| Enable Signup Credit | Award points when a new user registers. |
| Signup Points | The number of points given on signup. Appears when signup credit is enabled. |
Stripe Integration
This section connects your platform to Stripe for online payments. It only appears if your account has the e-commerce or appointments feature enabled.
| Setting | Notes |
|---|---|
| Enable Stripe Payment | Master toggle. All payment fields below are disabled until this is on. |
| Enable Pay In-Person (Appointments only) | Allows customers to select "Pay at the time of appointment" instead of paying online. |
| Publishable Key | Your Stripe publishable API key. Click the eye icon to reveal/hide. |
| Secret Key | Your Stripe secret API key. Treat this like a password — never share it. |
| Webhook | Your Stripe webhook signing secret, used to verify incoming payment events. |
| Country | Your business country, used by Stripe for compliance and tax purposes. |
| Currency | The currency all prices are charged in (e.g., CAD, USD, EUR, AUD). |
| Tax | The tax percentage applied to purchases. |
| Shipping Cost | A flat shipping fee added to product orders. |
| Enable Shipping | Check to activate shipping for product purchases. |
| Invoice Prefix | A short text prefix added to all invoice numbers (e.g., INV- produces INV-1001). |
When Stripe is enabled and you save products, the platform syncs your product catalog with Stripe automatically. A status indicator shows whether the sync is idle, in progress, completed, or failed.
Google Integration
| Setting | Notes |
|---|---|
| Google Maps API Key | Used for address autocomplete and map display across your site. |
| Google Maps iOS SDK | API key for map features in your iOS mobile app. |
| Google Maps Android SDK | API key for map features in your Android mobile app. |
| Google Maps Places API | Key for the address autocomplete field (used in locations, staff profiles, etc.). |
| reCAPTCHA Site Key | Your Google reCAPTCHA v2/v3 site key for form spam protection. |
| reCAPTCHA Secret Key | Your reCAPTCHA secret key for server-side verification. |
All keys can be revealed or hidden using the eye icon next to each field.
Email Integration
Configure your SMTP server to send transactional emails — booking confirmations, order receipts, password resets, and more.
| Setting | Notes |
|---|---|
| Enable Email Integration | Master toggle. All SMTP fields below are disabled until this is on. |
| SMTP Host | Your mail server address (e.g., smtp.gmail.com, mail.yourdomain.com). |
| SMTP Port | The port your mail server uses. Default is 587 (TLS). |
| SMTP Encryption | Choose TLS or SSL depending on your mail provider's requirements. |
| SMTP Username | Your email account login (usually your full email address). |
| SMTP Password | Your email account password or app-specific password. |
| From Name | The sender name that appears in the recipient's inbox (e.g., "Green Dental"). |
| From Email | The email address emails are sent from (e.g., hello@greendental.com). |
| Reply-To | The address replies go to — useful if your sending address is a no-reply address. |
| Signature | A rich text email signature appended to outgoing emails. Supports formatting and links. |
Testing your email configuration Enter an email address in the Test Recipient Email field and click Send Test Email. If your SMTP settings are correct, a test message will arrive in that inbox within a few moments.
Email Templates
Once email integration is enabled, the Email Templates tab lets you customize every automated email your platform sends. Choose a template from the dropdown:
| Template | Sent when |
|---|---|
| New User | A new account is created |
| Set Password | A new user is prompted to set their password |
| Forgot Password | A user requests a password reset |
| Email Verification | A user needs to verify their email |
| Appointment Booked | A booking is confirmed |
| Appointment Rescheduled | A booking date or time is changed |
| Appointment Cancelled | A booking is cancelled |
| Product Purchased | An order is placed |
| Product Status Changed | An order status is updated |
| Subscription Completed / Successful / Cancelled / Paused / Resumed | Subscription lifecycle events |
| Form Submission | A website form is submitted |
For each template you can customize:
| Setting | Notes |
|---|---|
| Subject | The email subject line. Supports dynamic tokens (e.g., {{firstName}}). |
| Email Layout | Choose from four visual layouts: Classic, Framed, Slate, or Modern. |
| Email Content | The body of the email, written in the rich text editor. Click any token in the sidebar to insert it — tokens pull in live data like the customer's name, invoice link, or appointment details. |
| Primary / Secondary Colors | The accent colors used in the email layout. |
Click Preview to see a rendered HTML version of the email before saving.
App Settings
Color Scheme
Customize the colors of your mobile app.
Primary Colors
| Setting | Notes |
|---|---|
| Main Color | The dominant brand color used for buttons, links, and key UI elements. |
| Main Color (Light) | A lighter tint used for backgrounds and secondary surfaces. |
| Accent Color | A contrasting highlight color. |
| Accent Text Color | The text color used on top of the accent color. |
| Page Background | The main background color of app pages. |
| Status Bar | Choose Light or Dark to control the text and icon color in the device status bar. |
Top Menu
| Setting | Notes |
|---|---|
| Top Header Text | Color of the text in the top navigation bar. |
| Top Menu Background | Background color of the top navigation bar. |
| Button Background | Background color of navigation buttons. |
| Button Text | Text color on navigation buttons. |
Bottom Navigation
| Setting | Notes |
|---|---|
| Background | Background color of the bottom navigation bar. |
| Icon (Inactive) | Color of unselected tab icons. |
| Icon (Active) | Color of the currently selected tab icon. |
| Active Page Indicator | Choose how the active tab is highlighted: None, Line, Dot, or Shade. |
Content Sources
Map each section of the mobile app to the correct page in your platform:
- Home, Blog, Photo, Video, Appointment, Tickets
Each is a dropdown of your available app pages.
Footer
Enter the text displayed in the app's footer. Supports up to 3 lines.
Web Settings
General
| Setting | Notes |
|---|---|
| Default Header | Choose the header design used across all pages that don't have a custom header set. |
| Default Footer | Choose the footer design used across all pages without a custom footer. |
| Enable AI-Powered Search | Activates AI search on your website (requires AI configuration). |
| Custom 404 Template | Check to use a custom-designed page for visitors who hit a broken link. Click Edit 404 Template to build it. |
| Hide Header and Footer on 404 | Check to show only the custom 404 content with no navigation chrome. |
Branding
| Setting | Notes |
|---|---|
| Website Title | The name of your website, used in the browser tab and SEO. |
| Primary / Secondary / Accent Colors | The main color palette for your website's design system. |
| Page Background | The default background color for web pages. |
| Logo | Upload your website logo (recommended: 512×512 px PNG with transparent background). |
| Favicon | Upload the small icon shown in browser tabs (recommended: at least 48×48 px square). |
Templates
Browse and activate available website templates. Each template card shows a preview image, name, description, and version number. Click Activate to switch to a template. The currently active template is marked with an Active badge.
Meta Data
| Setting | Notes |
|---|---|
| Title | Text added before or after every page title in the browser tab (e.g., adding " — Green Dental" after each page name). |
| Title Position | Choose whether the site title appears Before or After the page name. |
| Site Language | Sets the HTML language attribute for SEO and accessibility. 17 languages available including English, French, Spanish, Arabic, Persian, Chinese, Japanese, and more. |
| Google Analytics Code | Your GA4 measurement ID (format: G-XXXXXXXXXX). Paste it here to enable analytics tracking across your site. |
| Sitemap | Click Open Sitemap to view your automatically generated sitemap at /sitemap.xml. Submit this URL to Google Search Console. |
Google Ads
| Setting | Notes |
|---|---|
| Enable Google Ads Tracking | Activates Google Ads conversion tracking on your site. |
| Google Ads Tag ID | Your Google Ads tag ID (format: AW-XXXXXXXXXX). |
Conversion Actions Click Add Conversion to create a conversion event (e.g., tracking when someone books an appointment or completes a purchase). Each conversion has a name, label, value, currency, and an enabled/paused toggle. Conversions appear in the list with edit and delete controls.
Custom Code
Three code editors let you inject custom code directly into your website's HTML — no file access required. Each editor supports syntax highlighting.
| Section | Notes |
|---|---|
| Custom Head HTML | Code added inside the <head> tag — use this for third-party scripts, meta tags, or tracking pixels that must load in the head. |
| Custom Body HTML | Code added just before the closing </body> tag — use this for chat widgets, analytics scripts, or anything that should load after the page content. |
| Custom CSS | Global stylesheet applied across your entire website — use this to override default styles or add site-wide design tweaks. |
Domain
Connect a custom domain to your website.
Backend ID Your platform's unique backend identifier. This is set once and locked after the first save.
Connected Domains All connected domains are listed with a status badge:
- Connected — active and working
- Setup in Progress — DNS changes are propagating
- Setup Required — DNS records need to be added
- Needs Attention — an issue requires action
To add a new domain, enter it in the domain field and click Connect. The platform provides the DNS records you need to add at your domain registrar — including record type (A, AAAA, CNAME, or TXT), hostname, and value. Each value has a copy button for convenience.
Click Refresh Status on any domain to check whether the DNS records have propagated. Click Remove to disconnect a domain (a confirmation dialog appears first).
Tips
- Set your business name and logo early. These appear across emails, the app, and the website — getting them right from the start saves you from having to update many places later.
- Test your email configuration before launch. Use the test email button to confirm your SMTP settings are working correctly. A broken email setup means customers won't receive booking confirmations or order receipts.
- Customize email templates before you go live. The default templates work, but branded emails with your colors and logo make a much stronger impression than generic system messages.
- Add Google Analytics before your first visitors arrive. Once the tracking code is in place you start building historical data immediately — there's no way to retroactively capture traffic you missed before adding it.
- Use Custom CSS sparingly. For small tweaks it works well, but large amounts of overrides can make your site harder to maintain. If you find yourself writing many CSS rules, consider whether a template change would be a cleaner solution.
- Set your DNS records as early as possible. Domain propagation can take up to 48 hours. Add your records early so the domain is ready by the time you're ready to launch.