General Settings
The General Settings page allows you to configure how your facility shows up on your booking page, upload your liability waiver, set what kind of information is collected from clients, and a lot more.
You can visit the General Settings page by navigating to Settings > General (opens in a new tab) in the Swift Admin Dashboard.
Facility Details
Use this section to add or update basic information like name, address, phone number, etc. Any information that's entered here will show on your public booking page.
Accept Payments Online vs. In Person
There are two toggles here that you can control, letting you choose how customers will pay for services when they book them online.
- Reserve and Pay In-Person: Allow customers to make bookings on your page, and not pay for it at the time of booking. The booking will show up in the Calendar, marked as unpaid. You'll then be requred to collect payment when they walk-in, or off platform.
- Reserve and Pay Online: Allow customers to pre-pay with their credit card before they make a booking or purchase.
Important note - these settings are facility wide, and apply to all categories of services. They also do not affect how you can collect payment on the Admin side, this is just for your booking page.
Point of Sale
You can enter the code on the Stripe POS display here, to connect to the device. Learn more about this process on the Point of Sale page.
Tax Rates
You can collect tax on your services & products by adding them in this section. Simply click the "Add tax rate" button and choose a name and percentage for the rate.
Hit "Save" and the rate will now be saved on your facility.
Once it's been created, you can go to the individual service page and enable charging taxes with this newly created rate. For a given service (rental, lesson, membership, etc), you will see a toggle under "Advanced Settings" to "Collect tax".
Enable this toggle, and choose the newly created tax rate to start collecting tax from customers when they purchase this service. Don't forget to hit save!
Updating a tax rate
To edit an existing tax rate, just expand the rate you're looking to edit and update the name or percentage as needed. Once you hit Save, all future transactions will have the updated rate applied.
Deleting a tax rate
To stop charging a particular rate, simply click on the trash icon
Remember, this will not affect your past transactions so you can be sure that past reports will continue to remain accurate.
Registration Policies
You can determine how much information customers are required to enter into their profile the first time they sign up and make an account at your facility. Using the Registration Policy section on your settings (opens in a new tab) page you can make information required, optional, or not required.
The registration policies can be changed at anytime, and if you decide to require a new field of information, all your customers will be required to input it when they make a booking next.
Booking Policies
You can set policies around your bookings with regards to cancellation, rescheduling, and liability.
Cancellation Policy
You can set the number of hours that define your cancellation policy. Setting this field ensures that your customers won't be able to cancel their bookings last minute and abuse your facility services.
Here are a few examples of what you can set:
Off - Bookings can never be canceled or rescheduled prior to the booking time.
On and 0 Hours - Bookings can be canceled or rescheduled anytime prior to the booking time for a full refund.
On and 24 Hours - Bookings can be canceled or rescheduled up to 24 hours prior to the booking time for a full refund
Liability Waiver
To protect your business from potential liabilities related to injuries, it is essential that customers agree to a liability waiver outlining your terms and conditions.
Waiver Settings
You can manage the waiver requirement through the following settings:
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Off: When the waiver setting is turned off, customers are not required to agree to the waiver before making a booking.
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On: When the waiver setting is turned on, you must upload a waiver in PDF format. Customers must acknowledge this waiver when they sign up for an account with your facility or before completing their booking. The date and time of their acknowledgment will be recorded in their profile under the Profile tab for your reference.
Acknowledging the Waiver: If you want customers to agree to the waiver without making a booking, direct them to their account page at https://book.runswiftapp.com/account/waivers (opens in a new tab) to complete this process.
Signing the Waiver In Person: If a customer signs a paper form of the liability waiver in person, staff can manually update the customer’s profile to reflect that it has been acknowledged.
- First, your facility must have the In-Person Signatures enabled: Go to Settings > General > Liability Waiver. Enable “Allow staff to collect waiver signatures in person” and click Save.
- Update Customer Profile: Open the customer’s account and navigate to the Profile tab. Click the Sign Waiver button to record the acknowledgment.
Facility Branding
When setting up your facility on Swift, it's important to make sure you apply your own branding so that your public booking page looks personalized and professional. On the Swift general settings (opens in a new tab) page you can customize the Branding and Social links.
Branding
Set a logo and banner image for your website. Also add a description of your facility and what you offer.
Social Links
Add links to your social media pages so that you can drive traffic to your social pages