Documentation

BookWell Documentation

Find guides, tutorials, and answers to help you install, configure, and manage BookWell.

General Settings

The General Settings tab manages global variables including company metadata, localization formats, default appointment statuses, currency scopes, and front-end step overrides.

Step 1 — Access General Settings

To access global configurations, log into your WordPress admin panel and navigate to:

BookWellNow → Settings → General

[screenshot]

Step 2 — Verify Timezone Notice

The timezone banner displays your active WordPress configuration. Accurate bookings rely on correct time calculation:

  • Inspect the amber **Current WordPress Time Zone** display badge.
  • If offset gaps exist, click the purple Change button to redirect to global WordPress settings and synchronize your regional zone.

Step 3 — Populate Company Metadata

Provide company details that will be automatically inserted into client transactional notifications:

  1. Company Name: Input your business name (e.g. “My Studio”). Acts as the %company_name% variable.
  2. Company Phone Number: Set the primary support helpline.
  3. Company Address: Input the physical location or office bounds.

Step 4 — Configure Formatting & Default Rules

Align date, time, and scheduling rules to match your regional preferences:

Setting FieldConfiguration ScopeAdministrative Value
Default Date FormatPHP-accepted date selectorStandardizes how dates are shown (e.g. “April 20, 2026”).
Default Time FormatPHP-accepted time selectorSets 12-hour (AM/PM) or 24-hour schedules.
Default Appointment StatusApproved / Pending dropdownSets the initial status for newly booked appointments.
Default Time Slot StepDropdown selectorSets slot intervals (e.g., “As Per Service Duration”).
Default Payment StatusPending / Paid dropdownControls payment tracking statuses on checkout.
CurrencyStandard financial dropdownSets the active business currency (e.g., “US Dollar”).
Currency PositionBefore / After dropdownPositions currency symbols (e.g. “$10” or “10$”).
Default Phone CodeCountry flag code listSets the default international dialing prefix.
Admin Font FamilySystem typography dropdownSets the font family (e.g., “Poppins”) for the admin dashboard.

Step 5 — Apply Front-end Checkout Overrides

Simplify the scheduling experience for your customers by overriding standard form steps using the switches at the bottom of the form:

  • Hide Categories (Default Off): Toggle to **On** to hide the category step in the frontend booking form. Ideal for businesses offering all services under a single category.
  • Hide Staff Selection Step: Toggle to **On** to skip the staff selection step. Customers will be assigned an available specialist automatically.

Timezone Warning: Incorrect WordPress timezone settings will cause booking offsets and schedule conflicts. Always verify your current WordPress Time Zone is synchronized before opening booking slots!

Need Help?

Can't find what you're looking for? Our support team is ready to help.

Was this article helpful to you?

How can we help?