Understand Backoffice settings

Backoffice Settings groups configuration by responsibility.

• Company Setup holds company and office information, plus a summary of company documents.
• Dispatch → Operations includes dispatch assignment rules.
• Team & Permissions controls who can access platform areas.
• Payments contains payment and preauthorization behavior. Business → Billing controls invoice and pro forma rules, affiliate and driver settlements, and sections for Payments, Collections, Customer statements, and Remit-to and payment instructions.
• Reservations → Booking readback controls the review shown before a phone booking is saved. Reservations → Terms and Conditions holds the terms customers accept at checkout; see terms and conditions.
• Compliance sets when documents count as expiring soon or expired, the maximum waiver duration, whether subjects without a published requirement pack count as not ready, and document review rules.
• Website contains addresses, Site details, the booking snippet, Allowed websites, and platform-dependent Chat AI controls.
• Pricing and Zones take authorized users to Studio.
• Labels contains shared classification values.
• Personal → Sounds holds your own notification sound choices for this browser. These apply only to you.

Set up a website address

1. Open Settings → Website → Addresses. If several sites are available, select the one you want to configure.
2. Add a domain you own, such as example.com. Adding the name without www also reserves its www address; the page groups their DNS instructions together.
3. Expand Set up DNS and copy the displayed record types, names, and values into your domain provider. Use the records shown for your site.
4. Select Check now after saving the DNS records. Follow the status and certificate messages, then use Visit site when it becomes available.

The first address is the main address. Additional addresses redirect to it by default. Use Make primary to change the main address, or the option to serve the site on an additional address when that is the intended setup. If custom addresses are unavailable under your plan, the page explains this.

Put the booking form on your website

In Booking app on your own website, copy the Snippet and paste it into the page that should contain the form. Enable Show the booking app; turning it off hides the form wherever the snippet is used. Use the edit icon on Maximum width to leave it empty for full width or enter a valid pixel width, then select the tick to save. These settings apply to existing snippets, so you do not need to paste the code again after changing them.

Under Allowed websites, add each other website that hosts the form as an address such as https://www.example.com, without a port, path, or spaces. https://example.com and https://www.example.com are separate entries. A website builder that wraps the snippet in its own frame also needs that frame’s address. Your own website addresses listed under Addresses can already show the form.

This list manages the website permissions used for embedding and API access together. Check any entry with an incomplete-setup message before testing. If the list could not be read, reload it; that message does not mean the list is empty.

Check the published booking flow

Open the actual website page on a desktop browser and a phone. Check address entry and editing, country and phone selection, browser back and forward navigation, and scrolling around the map. On a test booking, correct any inline errors and wait for the submission result before trying again. Check the submission result and locate the matching reservation or quote request before repeating the action.

For dispatch policy changes, follow operations settings. For company documents, follow company and office details.

Edit website details

Choose the site, then open Site details → Edit. Company identity is shown under From Company Setup; use Edit in Company Setup for those shared details. Website phone and email can override the company defaults. Review the tagline, favicon URL, business hours, social links, trust badges, title suffix, and description, then select Save. Field errors keep the form open so you can correct them. Finish or cancel editing before changing sites.

The separate Published switch controls publication. After saving or publishing, check the public site. Chat AI can show Disabled by platform and Not live on your websites; saving its tenant preferences does not activate an unavailable chat service.