Settings

The Settings screen is the central configuration hub for your Zooza account. It provides access to all system-wide settings organized as navigation tiles.

Navigation: Go to Team & Settings → Settings.

Settings Tiles

Tile	Description
Billing periods	Manage billing periods (semesters, terms) to organize classes and bookings. See Billing Periods.
General	Account details, programme settings, session settings, calendar settings. See General.
Consents & Agreements	Manage consent forms and agreements for clients.
Access	Manage user accounts and permissions.
Locations	Manage venues and locations for classes.
Notification center	Configure notification preferences.
Billing	Manage invoice profiles and billing settings.
Payments	Configure payment templates and methods.
Make-up sessions	Configure make-up session rules.
Instructors rates	Manage instructor pay rates.
Labels	Create and manage labels for organizing programmes, classes, and clients.
Zooza Sites	Manage Zooza Sites (micro-sites).
Custom Holidays	Create and manage company-specific holiday periods used for session scheduling and cancellation rules. See Custom holidays.
Metadata keys	Define custom key/value pairs that can be attached to programmes and surfaced to the booking widget.
Custom contact fields	Your own questions for people who enquire through the contact form on your website, reusable on any contact form. See Custom contact fields.
Contact forms	What the contact form on your website asks, which consents it shows, and what happens with each enquiry. Every company has a default configuration. See Set up a contact form.
Shared sessions (beta)	Combine classes that run in the same room at the same time so the room's real capacity is respected. See Shared sessions.

Tools

Navigation: Settings → Tools.

The Tools section contains diagnostic and recovery utilities for owners and assistants. It is not visible to the instructor or receptionist roles.

Tool	Description
MATKO	Diagnose why a specific session is not visible to a client as a make-up option. Runs 19 eligibility checks and shows exactly which one is failing. See MATKO — Diagnose why a make-up session is not showing.
Where to find things	A quick reference for locating any screen in Zooza. See Where to find things.
System messages	Activity Zooza raises for you — see System messages.
Trash	Recover sessions, classes, and registrations deleted in the last 30 days. After 30 days, items are permanently removed. See Recover deleted sessions, classes, and registrations.

Billing Periods

Navigation: Settings → Billing periods.

Billing periods divide programmes into coherent periods (e.g. semesters: Spring 2023, Autumn 2023). This lets you work efficiently with classes and bookings within a given period.

Field	Description
Billing period name	Name of the period (e.g. "Ongoing Classes").
Active billing period	Check to set as the active period. The active period is displayed throughout the application.

Actions: Edit icon (rename) and X (delete).

Button: Create new billing period.

General

Navigation: Settings → General.

The Account Details

Field	Description
Company name	Your business name.
Sender's name in the SMS message	Name shown when sending SMS. Restriction: 10 characters only.
Email address	Main contact email for you and your clients.
URL on the invoice	Website URL displayed on invoices.
Application Communication Language	Language for widgets and email communication to clients. If customized templates don't match this language, clients still receive the customized versions.
Company logo	Upload logo in GIF, JPG, or PNG format.

Settings for Programmes

General settings for all programmes:

Field	Description
Set a limit for cancelling a scheduled session	When enabled, clients can cancel scheduled sessions within the defined limit.
Allow cancellations after the limit	If make-up sessions are enabled and the client cancels after the limit, the make-up session is not granted but a slot is freed for others. Attendance record shows "Did not attend".
Limit type	Fixed time (the day before at a specified hour) or Relative time (number of hours before the session).
Number of days	Days before the session when client may cancel. 0 = on the day of the session.
The time prior to which you allow clients to cancel	Exact time on the cancellation day. After this time, the user is informed they missed the limit.
Block cancellations on weekends and holidays	If enabled, the cancellation limit for Monday sessions will be Friday at midnight.
Time limit in hours for creating a tailored make-up session	Earliest time (hours before the regular session) when clients can create make-up sessions. If zero, default of 24 hours is used.
Time restriction in hours for offering a regular make-up session	Time limit in hours before a session starts, after which it won't be offered as a make-up option.

Sessions

Field	Description
Require instructors to complete summaries of sessions for their clients	When enabled, if the instructor does not complete the summary, a reminder is sent the next day.
Automatically cancel a session if it is empty	When the last client cancels, the session is automatically changed to "Cancelled" status.
Automatically close attendance	Number of days after which attendance is automatically closed for all participants in "Will be present" status. Set to 0 to disable. For one-off sessions, attendance is closed only for logged-in participants at closing time.
Custom Customer ID	Format template for client IDs. Allowed values: Unique ID (U), sequence number (1–10 minimum length). Each symbol needs curly braces.
Regenerate all customer IDs	Regenerate all IDs based on the current format.
Online meeting instructions	Rich text editor for instructions shown in clients' profiles for online sessions.

Cancellation reasons

Whenever a booking is cancelled, one of these reasons must be chosen. Each belongs to one of Zooza's fixed categories, which the Cancellations report groups by. Hidden reasons are no longer offered but past cancellations keep them. See Record why bookings get cancelled.

Programme info tab

What enrolled clients read on the programme screen in their Client Profile — what to bring, where to go, who to contact. One default for every programme, with exceptions per programme, and network-managed for franchises. See Tell enrolled clients the rules of your course.

Instructor permissions

Field	Description
Attendance management settings for instructors	Full report — instructors can set any attendance state (attended, did not attend, cancelled) and choose a make-up session for a client. Limited — instructors only get attended / did not attend; a client's own in-time cancellation (and the make-up credit it created) is not theirs to overwrite. Use Limited if instructors keep turning cancellations into no-shows — see Make-up Sessions FAQ.
Availability management settings for instructors	Full — instructors manage their own working hours and absences. Restricted administration — instructors can create availability and absences but any change, including deleting a wrongly entered absence, must be approved by the owner. Absences only — instructors can only request absences. If an instructor reports that the delete button on an absence is missing, this setting is why. See Instructor working hours.

Calendar

Field	Description
Show unscheduled/cancelled sessions	Show or hide cancelled sessions in the calendar.
For instructors: Show only those sessions for which they are listed as instructors	If checked, instructors only see sessions they're assigned to. If unchecked, they also see other sessions for classes they're listed on.

Calendar time slot display options (each can be toggled Yes/No):

• Programme name
• Class name
• Session name
• Attendance
• Instructor
• Location
• Time and duration

Notifications Center

The Notifications Center sends automatic alerts to you or your colleagues when specific events happen in Zooza — for example when a new booking is created, a payment is received, or a client is imported.

To set up a notification:

1. Go to Settings → Other → Notification center.
2. Click Add new notification.
3. Select the notification type from the list.
4. Enter the email address you want the notification sent to.
5. Click Create Notification.

Each notification entry supports one email address. To send the same notification to multiple addresses, create a separate notification entry for each.

Related

• Locations and Venues FAQ — common questions about locations.
• Holiday Settings Guide — how to configure holidays.
• Custom Holidays — create company-specific holiday periods.