Guides
Policies & workflows
Set cancellation rules, membership terms, and manage approval queues, so the AI and your team follow the same policies.
Business policies
Go to Settings → Business → Policies.
Cancellation policy
- Define how far in advance customers can cancel or reschedule
- The AI agent uses these rules when handling WhatsApp cancellation requests
- Add clear wording to your Q&A knowledge base so customers get consistent answers
Membership policies
- Terms for freezes, transfers, and refunds on membership plans
- Referenced when staff sell or adjust memberships
Retail tax
Configure tax rates for product sales per branch (retail module on all plans).
Requests inbox
Go to Core → Requests (admins). Central queue for items needing approval:
| Request type | Who submits | Admin action |
|---|---|---|
| AI booking approval | WhatsApp agent (when approval mode is on) | Approve or decline, booking confirms on approval |
| Staff leave | Employee portal (Growth+) | Approve, updates staff availability |
| Expense reimbursement | Staff | Approve for payroll / accounting |
| Invoice cancellation | Staff / manager | Approve before voiding an invoice |
Filter by status: Pending, Approved, Rejected.