You can configure your basic business preferences seamlessly on both the web version and the mobile app of MoeGo.
General settings
🖥️ Web version
Navigate to Settings > General settings
Select Preference, Tax or Advanced settings as needed
📱Mobile app
Navigate to Settings > General settings
Tap each section as needed
1. Preference
You can set up your business preferences under the "Preference" section, these settings will be applied to the entire business, including display for owner and staff accounts.
Country: This setting is configured during account sign-up.
To change the country, please contact our Support team.
Timezone: The timezone where your business operates.
This setting influences the display of appointment start and end times, staff working hours, and scheduled times for automatic messages.
Please Note:
The timestamps for messages sent and received in the message center, check-in/out times for appointments, and staff clock-in/out times are displayed according to your device's timezone.
Please ensure that your device's timezone matches your system timezone for accurate time records.
Currency: The currency your business uses for transactions and billing.
Date Format & Time Format: Defines how dates and times are displayed across the platform, including in calendars, appointments, messages, and more.
Unit of Weight & Unit of Distance: Sets the measurement units for weight and distance, affecting maps, appointment details, profiles, and other relevant sections.
Notification Sound: Allows you to control the "MoeGo" notification sound on your desktop.
Tips:
The "Notification sounds" setting option is only availble on the desktop, and can only control desktop notifications.
For the app version, please manage your notifications in your phone settings.
For more details, please refer to Setting up system notifications
Tax
You can set up different tax rates in this section to apply to your services, add-ons, and retail products.
Under the "Tax" section, click on "Add new tax" to add the tax name and its rate.
Click Save.
Once you've saved your tax rate, you can set up tax for your services by navigating to Settings > Service.
Select the service category such as "Grooming," "Boarding," "Daycare," or Add-ons.
Click on the specific service to be redirected to the Edit Service page, where you can apply the relevant tax settings.
Scroll down to the "Price & Duration" section, where you can select the desired tax rate you have previously saved in your tax settings.
Click "Save" to apply your changes.
If the service is already attached to existing appointments, you will see a pop up window "Confirm before saving".
You can choose to have the updated tax rate applied to all unconfirmed upcoming appointments and those with saved price or duration by selecting "Apply to all unconfirmed upcoming appointments as well".
If you do not select this option, the tax rate update will only apply to new appointments created in the future for this service. Existing unconfirmed appointments will remain unchanged.
To learn more details about setting up services, please refer to Set up Grooming Service
Please note: Changes to the tax rate applied to a service with selecting "Apply to all unconfirmed upcoming appointments as well" will only affect future unconfirmed appointments.
The updated tax rate will not be applied to already confirmed appointments.
Advanced settings
Under "Advanced Settings", you can toggle on the settings for the "Sharing upcoming appointments" and "Auto-create client profile for incoming calls/SMS".
Shared Upcoming Appointments
This setting allows you to control whether the total estimated price is displayed in the upcoming appointment link that you share with your clients.
You can toggle on the button "Show Total estimated price" for the price to be displayed.
To learn how to share a client's upcoming appointment list, please feel free to check more details in Share Client Appointments.
Auto-create client profiles for incoming calls/SMS
This setting allows you to control whether client profiles are automatically created from incoming calls or messages to your MoeGo Phone number, specifically for potential leads who do not have existing profiles in the system.
Setting Enabled:
Clients will be automatically added to your Clients & Pets list with their phone number as their name, labeled as "phonenumber_bysms" or "phonenumber_bycall" (e.g., "1234567890_bysms"). Their messages and calls will be directly visible in your Message Center.
Setting Disabled:
Client profiles will not be automatically created when potential leads contact you.
On the desktop version:
The lead records can be found under Clients & Pets > Options > View Leads. You can choose to create a client profile or dismiss the lead.
On the app version:
Leads are accessible under Clients & Pets by clicking the three dots in the top right corner and selecting "View Leads". You can tap on each record to either create a profile or dismiss the lead.