White-Label Settings
Customize branding, appearance, and widget behavior
The White-Label Settings panel allows you to fully customize how your widgets look and behave. Each widget type (Estimates, Booking, Portal, Payment) has its own configuration section with relevant settings.
Widget-Specific Configurations
Different widget types have different configuration tabs available:
AI Estimates Widget
Booking Widget
Customer Portal Widget
Payment Widget
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General Settings
Basic company information and widget-specific options.
Company Name*
Your business name that appears in widget headers and emails.
Logo URL
Full URL to your company logo (PNG or JPG recommended). Displayed in widget headers.
Use a square logo (1:1 ratio) for best results. Recommended size: 200x200px or larger.
Footer Text
Custom text displayed at the bottom of widgets (e.g., copyright, tagline).
Widget-Specific Options
Payment Widget
Pass Stripe card processing fees (~3.15% + $0.30) to the customer instead of absorbing them as the merchant.
Allow customers to pay via Venmo in addition to card payments.
Your @venmo-username that customers will send payments to.
Shown when: Venmo enabled
Allow customers to enter a discount code at checkout. Each email address can only use a code once — usage is tracked in your Google Sheet.
The code string customers must enter (case-insensitive). e.g., SAVE20, VIP, WELCOME.
Shown when: Discount code enabled
The percentage discount applied when the code is used (5% – 50%).
Shown when: Discount code enabled
AI Estimates Widget
Charge a fee before generating an AI estimate.
The amount to charge in cents (e.g., 500 = $5.00).
Shown when: Estimate fee enabled
Booking Widget
Require a deposit when booking an appointment.
The deposit amount in cents (e.g., 2500 = $25.00).
Shown when: Deposit enabled
For businesses with multiple locations. When enabled, customers choose a location when booking. Each location has a name and address. The selected location is tracked in the "Location" column of your Google Sheet.
Add each business location with a name (e.g., "Downtown Office") and full address. Customers see radio buttons to select their preferred location.
Shown when: Multi-location enabled
Customer Portal Widget
Let customers cancel their appointment from the job portal. Cancellations are checked against a configurable time window.
How far in advance a customer must cancel to avoid potential charges (12, 24, 48, or 72 hours before the appointment).
Shown when: Cancellation enabled
A brief message shown to customers explaining your cancellation policy (max 150 characters).
Shown when: Cancellation enabled
Branding
Customize colors, fonts, and visual appearance to match your brand.
Header Colors
Three-color scheme for widget headers:
- •Background (supports gradients like `linear-gradient(135deg, #667eea, #764ba2)` or solid colors)
- •Text color (e.g., `#FFFFFF` for white text)
- •Border/Accent color for decorative elements
Button Colors
Three-color scheme for buttons:
- •Background color
- •Text color
- •Hover color (shown on mouse over)
Typography
Font families for text:
- •Heading Font (e.g., `"Inter", sans-serif`)
- •Body Font (e.g., `system-ui, sans-serif`)
Primary Color
Color PickerMain brand color used for primary actions and highlights.
Accent Color
Color PickerSecondary color for accents and interactive elements.
Contact Information
Business contact details displayed in widgets (not available for Portal and Payment widgets).
Phone Number
Business phone number customers can call.
Example: (555) 123-4567
Email Address
Contact email for customer inquiries.
Example: info@yourbusiness.com
Business Address
Physical address or service area.
Example: 123 Main St, City, State 12345
AI Settings (Estimates Only)
Configure how the AI generates estimates for your business.
System Prompt
Instructions for the AI estimator. Include your pricing structure, service types, and any specific guidelines.
Be specific! Include base prices, labor rates, and how to handle different service scenarios. The AI uses this to generate accurate estimates.
Allow Edits
ToggleWhen enabled, customers can edit the AI-generated estimate before submitting. When disabled, the estimate is view-only.
Example System Prompt
You are an estimator for ABC Auto Detailing. Base pricing: - Basic wash: $50 - Full detail: $150-300 (depending on vehicle size) - Paint correction: $300-500 For SUVs and trucks, add 25% to base pricing. Always mention our satisfaction guarantee. Estimates valid for 30 days.
Availability (Booking Only)
Set your business hours and booking parameters.
Business Hours
Define your operating hours:
- •Start Hour (24-hour format, e.g., 9 = 9:00 AM)
- •End Hour (24-hour format, e.g., 17 = 5:00 PM)
- •Slot Duration (in minutes, e.g., 30, 60)
Business Days
Select which days you accept bookings. Click to toggle each day on/off.
Allow Overlapping Bookings
ToggleEnable if you have multiple providers who can handle simultaneous appointments.
Service Providers (Booking Only)
Manage the team members who can be assigned to bookings.
Providers List
Add names of team members who handle appointments. Customers may see these names when booking.
You can add, remove, or reorder providers. If you have one provider, you can leave this empty and bookings will not ask for provider selection.
Show Estimate Reference
ToggleDisplay a field for customers to enter a related estimate number when booking.
Booking Reasons (Booking Only)
Define the reasons customers can select when booking appointments.
Booking Reasons
Create custom booking intents with:
- •ID (lowercase, no spaces, e.g., `consultation`)
- •Display Name (shown to customers, e.g., "Consultation")
- •Icon (emoji like 💬, 🔧, 🚨)
Quick Templates
Use these pre-built templates to get started quickly:
General Services
Beauty & Spa
Medical
Notifications (Booking Only)
Configure calendar sync and notification settings.
Calendar Provider
Choose your calendar integration (Google Calendar recommended).
Calendar Email
The email address associated with your calendar for booking sync.
For Google Calendar, follow the Google Calendar integration guide to set up a service account.
CC Notification Email
Additional email address to receive copies of all booking notifications.
Payment Settings
Configure payment options for your widgets.
Payment Provider
Select your payment processor.
Hourly Rate (Portal only)
Your base hourly rate for calculating job costs in the customer portal.
Enable Payment Collection
ToggleAllow customers to make payments through the job portal.
Services Management
Define and manage the services displayed in your estimate and booking widgets.
Service Configuration
Each service you create includes:
- •Service Name - The display name customers see
- •Price - Fixed amount or range (e.g., $150 or $100-$200)
- •Duration - Time to complete in hours (e.g., 2.5)
- •Category - Group similar services (e.g., Premium, Basic)
- •Description - Detailed explanation of the service
- •Features - Bullet-point list of inclusions
Service Options
Additional settings for each service:
- •Materials Included - Shows green badge when materials are in the price
- •Popular Service - Highlights service with "Popular" badge
- •Image URL - Optional image for visual representation
Widget Visibility
Control where each service appears:
- •Show in Estimate Widget - Service appears in AI estimates
- •Show in Booking Widget - Service available for booking appointments
You can hide services from specific widgets while keeping them in your configuration for future use.
Widget-Specific Options
AI Estimates Widget
Services marked for estimates appear in the service selector when customers request quotes.
The AI uses your service prices and descriptions to generate accurate estimates based on customer photos and descriptions.
Booking Widget
Service durations are used to calculate available time slots in the booking calendar.
Categories help organize services in the booking interface for easier customer selection.
Email Templates
Customize automated notification emails sent to customers.
Available Templates
Configure emails for different events:
- •New Estimate Email - Sent when AI estimate is generated
- •Booking Confirmation - Sent immediately after booking
- •Appointment Reminder (Coming Soon)
- •Cancellation Notice (Coming Soon)
Template Configuration
Each email template includes:
- •Subject Line - Email subject with placeholders (max 200 chars)
- •Reply-To Email - Where customer replies are sent
- •CC Recipients - Additional emails to receive copies (max 5)
- •HTML Template - Formatted email body with full styling
- •Plain Text Version - Fallback for text-only email clients
Dynamic Placeholders
Use placeholders to personalize emails:
- •{{customerName}} - Customer's full name
- •{{companyName}} - Your business name
- •{{estimateId}} - Unique estimate number
- •{{price}} - Total price or estimate
- •{{date}} - Appointment date
- •{{time}} - Appointment time
- •And many more context-specific variables
Click placeholders in the editor to copy them. Use Preview mode to see how they'll be replaced with real data.
Email Features
Advanced email capabilities:
- •Live Preview - See exactly how emails will appear
- •Placeholder Testing - Preview with sample data
- •Validation - Real-time checking for errors
- •Book Now Button - Optional CTA for estimate emails
- •Conditional Content - Show/hide sections based on settings
Widget-Specific Options
AI Estimates Widget
Includes price breakdown, timeline, materials list, and validity period.
Optional button linking to your booking widget for immediate scheduling.
Booking Widget
Shows date, time, duration, provider, and location details.
Includes calendar invite attachments when Google Calendar is connected.
Pro Tips
Preview Before Saving
Always use the Preview button to see how your changes will look before saving.
Consistent Branding
Use the same colors and fonts across all widgets for a cohesive brand experience.
Test Your AI Prompt
After updating the system prompt, test the AI estimator with various scenarios to ensure accurate results.
Mobile-Friendly Colors
Ensure your color choices have enough contrast to be readable on mobile devices.