• 🌍 Language and Theme

  In this section, you customize the region and appearance of your admin panel. Select your Country so the system adapts to local standards. Define the Currency used (for example, BRL) so service prices are displayed correctly. Choose your preferred Language for easier navigation and understanding. Set the Time zone according to your exact location. Select the system Theme, choosing between Light theme or Dark theme. Tip: It is essential to set theFew readers

• 💳 How to edit a payment method

  Go to Settings. Click Payments. Locate the payment method you want to change. Click the three dots Edit. Update the necessary information, such as name, conditions, status, or fees. Save the changes to finish. The changes take effect immediately after saving. 💳 How to edit a payment methodFew readers

• 💳 How to activate a payment method

  Go to Settings. Click Payments. Locate the payment method you want to change. Click the three dots Activate. Confirm the action. The changes take effect immediately after saving.Few readers

• General System Settings

  The Settings tab allows you to customize and adjust the entire system operation. Here, you can define general information, automatic messages, schedule settings, notifications, payments, forms, plans, and integrations, ensuring everything is configured according to your business needs. 📌 How to access the settings In the side menu, click Settings. Then select General Settings. Choose the desired tab to make adjustments. (https://storage.crisp.chat/users/helpdesFew readers

• 💳 How to deactivate a payment method

  Go to Settings. Click Payments. Locate the payment method you want to change. Click the three dots Deactivate. Confirm the action. The changes take effect immediately after saving.Few readers

• 🕒 Working hours

  In this tab, you manage your unit’s operating hours. Activate the days of the week when service will be available by checking the corresponding boxes. Set the Start and End working times for each active day. Click the “+” icon next to the times to add breaks, such as lunch hours (for example, 9:00 to 12:00 and 13:00 to 18:00). Leave unchecked the days with no service; the system will display them as Closed. Tip: Review these hours whenever there are seasonal chaFew readers

• 💳 How to create a payment method

  Go to the System Settings menu. Click Payments. Select + Payment. Enter the payment method name (for example, Pix, Credit Card, Cash). Define the payment conditions, such as installments, fees, or payout period, if applicable. Save the information to complete the registration. After this process, the new payment method will be available for use in sales, appointments, and system charges. (https://storage.crisp.chat/users/helpdesk/website/-/6/e/a/5/6ea5fc48ba53fc00/imagenoFew readers

• 📝 How to create a Client Anamnesis Form

  Go to Settings Forms. Click + New Form. Create your form by adding the desired fields. Save the information.Few readers

• 💳 Subscription plan

  Here you can view the currently subscribed plan and access more details about it. Tip: Check whether the plan meets your business needs and the number of services you use.Few readers

• 🌐 Google My Business

  In this section, you can connect your account to Google My Business. With this integration, your business can appear in Google Search and Google Maps, increasing visibility. Tip: Keeping this connection active helps attract new clients.Few readers

• 🧾 Tab: Registration Data

  In this tab, you manage the main account and business information. 👤 Administrator information This section contains the details of the account owner, such as name, phone number, and email address. These details are important for account identification and support-related contact. Tip: Keep this information up to date to avoid communication issues. 🏢 Business details In this section, you configure your company’s official information, which may be displayed to clients.Few readers

• 📍 Location

  Here you define where clients can find your business. Simply enter the address or place name to set the location correctly. Tip: Filling in the location accurately improves search results and future integrations. To edit your location, follow these steps: Go to Settings Registration Data. Next to Business Details, select Edit. In the Location field, update your address or location information. Save the changes. (https://storage.crisp.chat/users/helpdeFew readers