Global Settings

Global Settings is a crucial module that allows businesses to configure various operational aspects to ensure smooth management and tailored functionality. Within this module, you can set up the following:

  1. Payment Options: Customize and manage different payment methods available to customers, such as credit cards, cash, digital wallets, and more. This ensures flexibility and convenience in transactions.

  2. Commissions: Establish commission structures for services, allowing you to define how commissions are calculated and distributed based on the service your client availed.

  3. Loyalty Program: If applicable, you can configure a loyalty program to reward repeat customers, encouraging brand loyalty and increasing customer retention through points, discounts, or exclusive offers.

  4. Class Types: Define various class types for categorizing services which can help in organizing and analyzing business operations more effectively.

  5. Adding a Company Owner: This feature allows you to input details for company owners, granting them broader access to view and manage all their branches within the Clibase system.

  6. Position Management: Set up different positions for staff members, facilitating better role assignment and ensuring appropriate access levels for various job functions.

  7. Customized Access Levels: Create and manage customized access levels for staff accounts, allowing you to control what information and features each user can access based on their role within the organization.

Last updated