Set a location's cancellation fees and brand on its branch page

Each location (branch) has its own page, opened from Branches in the Setup group of the sidebar. It holds the settings that belong to that location and nothing else, separate from the day-to-day appointment book, from company-wide settings, and from roles and permissions. Its hours, closures and booking rules are covered in their own articles. This article covers the layout of the page and two parts of it:

• Cancellation: the fee you charge when a client cancels late, and the fee you charge when a client does not show up. A strip at the top of the section shows what a client pays depending on how much notice they give: Free, then each tier such as More than 24 h before or Under 24 h, then No-show.
• Brand: an accent colour, logo, cover photo and a few other items for this location. Anything you do not customize follows your company's brand.

Everything on the screen applies only to the location named at the top.

How the page is laid out. At the top, a header shows the path (company, Branches, this branch), the branch name, a status line such as "7 days open", the timezone and "Starts every 15 min", a Booking link button that jumps to its link, and Open diary →. Below it, a card says "N things keep this branch from working well" when something needs attention: a timezone left at UTC or not set, hours not set, no Google Maps match, or a Google country different from the company's. Each item has a button that jumps to the section that fixes it. A menu follows with seven sections: Hours, Closures, Online rules, Cancellation, Payments, Google and link and Brand. A section with an open item has an amber dot. Pressing one scrolls to it. On a phone the menu scrolls sideways.

In Hours, Google and link and Brand, nothing changes until you press the page's save button.

1. Make sure you have access to the location. If you do not, the screen does not show its settings.
2. Decide your fees. Each one is either a fixed amount, entered in your company currency (for example 50 for 50 pesos), or a percent of the service price, from 1 to 100.
3. For brand images, have an image file ready (a photo saved as a standard image file). The company's own brand is set under My business, and this screen only overrides it for one location.

Open the screen

1. Open Setup and choose Branches. The list shows every branch you can reach, with its timezone and hours, its staff and its status.
2. Click the branch you want. Its page opens. All branches at the top takes you back to the list.

Set the cancel policy

1. Open Cancellation from the menu and look at Late-cancel fee tiers (hours before appointment). Each tier has an Hours before number, a fee type (Fixed (MXN) or Percent of service price) and the fee amount.
2. Press Add tier to add another tier, or Remove to delete one. At least one tier must remain.
3. Under No-show fee, choose Fixed (MXN) or Percent of service price and type the amount.
4. Press Save policy. The screen confirms with Policy saved.

The screen refuses to save and shows an error if a percent fee is outside 1 to 100, a fixed fee is not an amount of zero or more, an hours value is not a whole number of at least 1, or two tiers use the same number of hours.

Give this location its own brand

1. Open Brand from the menu. Its rows are Name and region, Brand color, Logo, Cover photo, About this branch and Branch country. Each row is flagged Inherited or Custom and says in one line what is in effect, for example Uses the company logo.
2. Press Customize on a row to open it.
3. For the colour, pick a colour or type its code, check the preview, and press Save accent.
4. For the logo or cover photo, press Override and choose an image file. The image is uploaded and saved right away. Once overridden, the button reads Replace.
5. To go back to the company's version, press Use the company's on that row.
6. The screen confirms with Brand saved.

• Fees. Your cancel policy sets the fees clients are subject to when they cancel late or miss an appointment. Clients do not see this screen.
• Brand. The accent colour, logo and cover photo you set here are what clients see for this location on your booking page. A location you leave alone shows the company brand.

• Multiplying by 100. Fixed fees are typed in your company currency: 50 is 50 pesos.
• Using the same hours twice. Each tier needs a different Hours before number.
• Picking a colour that is too pale. The screen asks for a darker shade because it must stay readable on the booking page.
• Expecting a brand change to affect every location. It affects this location only. Use the company's brand kit for all of them.
• Seeing a message that brand images are not set up. In that case the image buttons are not shown and only the colour can be set. Try again later or contact Zelun support.
• Seeing a message that you do not have permission to change this location's brand. Nothing was changed. Ask the account owner to give you access.
• Looking for opening hours in another place. Hours, timezone and the booking start interval are in the Hours section at the top of the same page.

Articles about locations, roles and account alerts are linked here.