The Settings tab is command central for how bookings behave. Here’s what each area controls, with links to the full guides.
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Settings
App preferences and configuration
How your business works
Appearance
Notifications
AI Agent
Booking Rules
Payments
Calendar Defaults
Account
Plan & billing
Settings overview
Changes don’t apply until you save: as soon as you touch a setting, a Save changes / Discard bar appears at the bottom of the page. Save commits everything you changed at once; Discard puts it all back. Change something back to its original value and the bar simply disappears — nothing to save. (Appearance is the one exception: theme changes apply instantly.)
How your business works
Choose Appointments (salons, studios, clinics) or Jobs & Field Service (trades). Jobs mode adds a job board, statuses, on-my-way texts, and problem capture on calls — same data either way, switch any time. See Run a trade business on Scheduley.
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How your business works
Same data either way — this shapes the language, the job workflow, and what your agent asks callers
AppointmentsSalons, studios, clinics — clients book time with you.
Jobs & Field ServiceTrades — plumbing, electrical, HVAC. Callers describe problems, your agent captures job details and the address, and your calendar becomes a job board.
Settings → How your business works
Booking Rules
Same-day booking, minimum notice, booking window — which slots clients are offered. See Booking rules.
Arrival window — tell clients “between 9 and 10” instead of an exact minute, everywhere: on calls, confirmations, and reminders. Your calendar keeps the exact slot.
Mobile services — travel to clients, with a service range and travel fee. See Offering mobile services.
Calendar Defaults
Time slot interval sets how often bookable start times are offered (every 15, 30, or 60 minutes), and buffer between appointments keeps an automatic gap around every booking — both enforced everywhere clients book: your website, booking page, and the AI agent. Minimize gaps packs your day: empty days offer the normal grid, but once a day has a booking, clients are only offered times right before or after existing appointments — no more stranded half-hours between visits.
Team notifications — text (or email) team members the moment a booking lands on their schedule, moves, or is reassigned
Rebooking nudges — clients with nothing booked get one friendly “ready for another?” text 4–12 weeks after their last visit, your choice of cadence
Review invite destination — your Scheduley review page or straight to Google. See Getting reviews
Want to see any client-facing text before clients do? Agent → SMS Auto-Replies → Preview texts on your phone sends you a sample of each one.
Blocking a client
The shield button on any client (under Clients) blocks them: your AI politely ends their calls in seconds, their texts get no reply, and online booking refuses them — while their history stays intact. Unblock anytime.
Payments tracking
Auto-mark paid takes bookkeeping off your plate — completed appointments are marked paid automatically, so Collected on Home and Reports stays accurate. Prefer to confirm each one? Leave it off and mark appointments paid from the Calendar. In Jobs mode, settle with Mark paid on the job instead.
Account basics
Your sign-in email and timezone live in Settings; your business name and public details are edited under Business info.
Deleting your account
At the bottom of Settings, Delete account permanently removes your business and sign-in — self-serve, no support ticket needed. Canceling your subscription is a separate, gentler thing (your data stays). See Canceling your subscription or deleting your account for the full rundown.
Changes take effect everywhere
Settings apply to your booking page, your website, and your AI Front Desk together — change once, updated everywhere.