🎉 New Welcome to reservie — V2 is now live and available for use. Get started →

Settings Overview

Updated May 26, 2026 6 min read

A complete tour of the Settings hub — your plan, billing, company info, currency, account access, cancellation policies, checkout, calendar, API and security.

What Settings is for

The Settings hub (sidebar → Settings) is where you configure everything that affects the whole account — not individual events or customers, but the studio itself: who you are, how you charge, what your customers see at checkout, who can sign in, and how you integrate with our API.

The page is a tabbed sidebar inside the page. Each tab is a different settings area:

TabWhat you change there
My PlanYour reservie subscription tier and add-ons
VideoSettings specific to Video on Demand
ConfigurationCompany info, address, contact details, logo
Payment SettingsCurrency the account uses
Account AccessTeam members and their permissions
Cancellation PoliciesDefault refund/cancellation rules
Checkout SettingsOptional checkout customisations (questionnaires, terms, fields)
Closed CalendarHolidays and dates when nothing is bookable
API ClientsProgrammatic API access tokens
SecurityPassword, 2-factor auth, sign-in history
Apple PayEnable Apple Pay at checkout and register custom domains

Read on for what each tab does.

My Plan

Your reservie subscription. Three plan tiers are visible — Starter, Growth, Pro — alongside any Add-ons you’ve activated (e.g. Reservie Mobile Connect, Video on Demand).

My Plan tab showing the three plan cards (Starter, Growth, Pro) with prices and features, plus the Add-ons section with Reservie Mobile Connect and Video on Demand

Plan cards

Each plan shows:

  • Monthly price
  • Transaction percentage (charged on top of the monthly fee)
  • Feature list — ticks for what’s included, crosses for what isn’t
  • Get started button to switch to that plan

The plan you’re on is highlighted. If your account predates current pricing, you’ll see a “You’re on a legacy plan” notice — you can stay on it or move to a current plan.

Add-ons

Below the main plan cards:

Use Manage billing in this area to open the Stripe customer portal where invoices, payment methods, and billing history live.

Video

Account-level settings for Video on Demand — for example, default upload quality preference and library defaults. Most VOD admin happens inside individual libraries; this tab is for the cross-cutting settings.

Configuration

Your company information — what customers see in confirmation emails, invoices, and receipts.

Configuration tab showing fields for Company name, Address, Town, Postal code, Country, Company email, Website address, Terms URL, Privacy Policy URL, Package URL, Mobile number, Unique reservie subdomain, plus Current and New logo upload areas

Basic Company Information

FieldNotes
Company name (required)What appears on emails and the customer portal. If you trade as a sole trader without a company, use your own name.
Address Line 1, 2, Town/City, Post/Zip code, CountryThe address printed on customer receipts and invoices
Your company emailThe address customer notifications are sent from (and where replies land)
Your website addressThe URL where your schedule is hosted — used in emails to link customers back to you
Terms and conditions URLLinked at customer checkout for your standard terms
Privacy Policy URLLinked from sign-up forms and footers
Package URLOptional URL for additional package info — used by some embedded widgets
Mobile numberCountry code + number, for SMS-style notifications and support contact
Unique reservie addressYour subdomain on reservie.net — your customer-facing booking URL

The Current logo is shown at the bottom — uploaded via the New Logo drop zone. JPG/PNG, max 1 MB, max 300×300 px. The logo appears in emails, the customer portal header, and invoice templates.

Delete account

A red Delete my account button at the very bottom. This is permanent and unrecoverable — if you need to pause rather than delete, talk to support first.

Payment Settings

A short tab with one critical setting: Currency.

CurrencyCode
British PoundGBP
EuroEUR
US DollarUSD
Australian DollarAUD
New Zealand DollarNZD
Swiss FrancCHF
Swedish KronaSEK
Norwegian KroneNOK

Payment Settings showing the Currency radio list with British Pound (GBP) selected and other currency options listed

Important: pick the currency that matches your Stripe payout currency. If they don’t match, Stripe charges currency-conversion fees on every transaction.

Stripe Connect itself (the link between your Stripe account and reservie) is set up under Integrations rather than here.

Account Access

Add team members, set their permissions, and remove old logins. Roles available include:

  • Super admin — full access (you, by default)
  • Admin — most management actions but can’t change billing or delete the account
  • Reception — front-desk operations: bookings, customer management, registers
  • Facilitator — sees only the events/registers they’re assigned to teach

Each invited user gets an email to set their password and confirm the address. See Account Access for the detailed walkthrough.

Cancellation Policies

Account-wide defaults for how cancellations and refunds are handled — for example:

  • “Customers can cancel up to 24h before; full refund.”
  • “Customers can cancel up to 6h before; refund as credit only.”
  • “No cancellations once booked.”

The policy applies to bookings unless overridden at the event level. See Cancellation Policies.

Checkout Settings

Optional ways to customise what happens at checkout:

  • Which questionnaires are presented
  • Whether terms acceptance is required
  • Custom fields collected (e.g. “How did you hear about us?“)
  • Per-product upsells

See Checkout Settings.

Closed Calendar

A list of dates when nothing is bookable — bank holidays, studio closures, your own holidays. Closed dates are honoured automatically by both the public booking flow and any auto-generated event dates.

See Closed Calendar.

API Clients

If you’re building an integration on top of reservie, this is where you generate machine-to-machine (M2M) API credentials. Each client has its own ID and secret, and can be revoked independently. See Getting Started with the API.

Security

Account-security settings for your own login:

  • Change password
  • Enable / manage two-factor authentication (TOTP)
  • Sign-in history (recent sessions and IPs)
  • Active sessions (sign out other devices)

If you’re a super admin, this is the right place to look first if something feels off — sign-in history will show you whether anyone’s accessed your account from an unfamiliar location.

Apple Pay

Enable the Apple Pay button at checkout, and register the domains where your booking widget lives. Your Reservie-hosted booking page is registered automatically — only custom-domain widget embeds (WordPress, self-hosted sites) need anything done here. Apple Pay is not supported on Wix or Squarespace embeds. Google Pay is enabled automatically alongside Apple Pay.

See Apple Pay for the full setup walkthrough.

Common scenarios

”I’m changing my company’s trading address.”

Configuration → Address Line 1 / Town / Postal code / Country, then Save. The change applies to all future emails and invoices; previously sent emails are unchanged.

”I want to add my partner as a co-admin.”

Account Access → Invite User. Pick the Admin role unless you specifically want them to manage billing (in which case Super admin).

”Stripe is charging me conversion fees.”

Payment Settings → Currency — make sure it matches your Stripe payout currency.

”We’ve decided to close the studio for two weeks in August.”

Closed Calendar — add the date range. No new bookings will be taken across those dates, and any auto-recurring events will skip them.

”I’m building an integration with our membership system.”

API Clients → Add Client. Generate the client ID and secret, store them in your integration’s secrets manager, never in source control.

Where to go next