Settings

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title: Settings category: Settings & Account order: 1 description: Team settings, domain & email, integrations, roles, modules, and more.

Settings

Settings are accessed from the sidebar. They control your team configuration, integrations, notifications, roles, modules, and more.

Where to find it

• Sidebar: Settings.
• The settings layout shows a left navigation: General, Integrations, Notifications, Roles & Permissions, API Tokens, Modules, Customize, Webhooks.

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General

• Route: /teams/{team}
• Team name — Update your team's display name.
• Create team — Create additional teams (each with its own subdomain, settings, and data).
• Delete team — Permanently delete a team and all its data.
• Team members — Manage members from here or from the Team page.

Domain & Email

• Route: /settings/domain-email
• Custom SMTP — Enable custom SMTP to send emails from your own domain. Configure host, port, username, password, encryption, and from address. Use Test email to verify.
• Custom domain — Set and verify a custom domain for your booking pages. Follow the DNS verification steps provided.

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Integrations

Calendar connections

• Route: /settings/integrations
• Connect Google Calendar, Microsoft Outlook, or Apple iCloud Calendar.
• After connecting, select which calendars to check for conflicts and which to create new events on.
• Refresh — Re-fetch calendar list from the provider.
• Disconnect — Remove the connection.

See Integrations — Calendars for step-by-step setup.

Video conferencing

• On the same Integrations page, connect Zoom and Microsoft Teams.
• Once connected, bookings with those locations automatically create meeting links.
• Google Meet works through Google Calendar — no separate connection needed.
• Enable/disable — Toggle automatic meeting creation per provider.

See Integrations — Video Conferencing for details.

Payments

• Route: /settings/payments
• Stripe Connect — Connect your Stripe account to receive payments for bookings and invoices. Complete the Stripe onboarding flow. Once connected: open Stripe dashboard, disconnect.
• PayPal — Enter API credentials (Client ID, Secret), choose sandbox or live mode. Disconnect when needed.

See Integrations — Payments for setup.

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Notifications

Notification defaults

• Route: /settings/notification-defaults
• Configure the default email and SMS templates for confirmations, reminders, and follow-ups.
• Event types can use these defaults or override with custom templates.

Slack

• Route: /settings/slack
• Connect your Slack workspace to receive booking notifications in a channel.
• Connect Slack — Authorize via OAuth and choose a channel.
• Disconnect — Remove the Slack connection.
• Supports slash commands and interactive messages when configured.

See Integrations — Slack for details.

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Roles & Permissions

• Route: /settings/roles-permissions
• List roles — See all roles (e.g. Admin, Editor, Staff, and custom roles).
• Create role — Add a new role with a custom name.
• Edit permissions — For each role, toggle specific permissions:
  • Manage event types / services
  • View and manage events / bookings
  • Manage team members
  • Access finance (invoices, transactions, etc.)
  • Manage settings and integrations
  • View analytics
  • And more granular permissions.
• Delete role — Remove a custom role (built-in roles cannot be deleted).

Roles are assigned to team members when inviting or editing them on the Team page.

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API Tokens

• Route: /settings/api-tokens
• Create token — Give it a name and optional permission scopes. The token is shown once — copy it immediately.
• Revoke — Delete a token to revoke access.
• Tokens authenticate requests to the /api/v1/ endpoints using Authorization: Bearer {token}.

See Integrations — API for available endpoints.

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Modules

• Route: /settings/modules
• Enable or disable optional modules:
  • Locations — Physical location management and location-based booking.
  • Finance — Invoices, transactions, taxes, coupons, gift cards, commissions.
  • Reviews — Customer review collection and moderation.
• When a module is disabled, its sidebar item, pages, and related features are hidden.

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Customize

• Route: /customize and sub-routes.
• Control the appearance and behavior of your public booking site.
• See Customize for full details on all sections.

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Webhooks

• Routes: /settings/webhooks (list), /settings/webhooks/create, /settings/webhooks/{id}/edit.
• Create webhook endpoints that receive real-time POST requests when events occur.
• Configure URL, optional signing secret, and which events to listen for.
• Test — Send a test payload to verify your endpoint.

See Integrations — Webhooks for available events and payload format.

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Billing (user-level)

• Route: /user/billing
• Manage your SchedulingKit subscription:
  • Subscribe to a plan (Starter, Professional, Business).
  • Swap plan — Upgrade or downgrade.
  • Cancel / Resume subscription.
  • Payment methods — Add, remove, or set default payment method.
  • Download invoices — Download billing invoices.
  • Billing portal — Open the Stripe billing portal for full account management.

This is for your SchedulingKit subscription, not for receiving client payments (that's Stripe Connect under Payments).