New Booking
AR
Alex Rivera
Admin

Business Settings

Branding, billing, taxes, cancellation policies and integrations.

Brand Identity

Reflected across invoices, portal & emails
Business logo
PNG or SVG · at least 512×512
Invoice color scheme automatically uses these brand colors (client request).

Business Profile

Currency & Localisation

Auto currency conversion at checkout
Display prices in customer's local currency using live FX rates.

Invoice Defaults

Configured
Show tax as a separate line
Display tax clearly before the invoice total.

Stripe Connect

Connected
acct_1PhX••••••••K3M2
Payouts to Chase ••••4421 · Next payout Oct 28

Cancellation Policy

Team & Roles

Control access levels for owners, admins and staff.
MemberRoleAccessStatus
Alex Rivera
alex@phtcleaningservices.co.uk
OwnerAll settingsActive
Sarah Chen
sarah@phtcleaningservices.co.uk
AdminBookings, staff, invoicesActive
Marcus Thorne
marcus@phtcleaningservices.co.uk
StaffAssigned bookingsPending

Danger zone

Delete workspace
This will permanently remove all bookings, staff, invoices and customers.