Set the operating rules
- Confirm timezone, currency, booking window, cancellation deadline, and customer self-service settings.
- Configure storefront and email language independently from the merchant admin language.
- Choose branding and sender information that customers will recognize.
- Enable only the integrations and communication channels the merchant intends to use.
Protect merchant and customer data
Keep Shopify access, integration credentials, app proxy tokens, and customer manage-booking links private. Use the minimum necessary data in support cases and exports.
Troubleshooting checklist
- 1
Confirm the correct store, timezone, date, service, specialist, and location.
- 2
Check working hours, conflicting appointments, calendar busy time, and active booking holds.
- 3
Review plan availability and the delivery history for failed automations.
- 4
Record the exact steps, expected result, and actual result before contacting support.