Settings
Access the Settings page from the main navigation in the admin dashboard. Here you can configure how the app behaves, how notifications look, and who gets notified.
[Image placeholder] General settings section
General
| Setting | Description | Range |
|---|---|---|
| Default Expiration Days | How many days from creation until a layaway expires, by default. Staff can override this per layaway. | 1 to 365 days |
| Name Prefix | The prefix used when auto-generating layaway names (e.g., "LAY" produces names like LAY001, LAY002). | Any text |
Email Branding
[Image placeholder] Email branding settings section
These settings control how your notification emails look. Customize them to match your store's brand.
| Setting | Description |
|---|---|
| Shop Name | Your store name as shown in email headers |
| Shop URL | Link to your online store, included in emails |
| Email Address | The "from" address on notification emails |
| Logo | Upload your store logo to appear in email headers |
| Logo Width | Control the display size of your logo in emails |
| Accent Color | A color used for buttons and highlights in emails (use your brand color) |
[Image placeholder] Example notification email showing branding elements
Notifications
[Image placeholder] Notification settings section
Configure when notifications are sent, who receives them, and in what language.
Default Language
Choose the default language for notification emails:
- English (EN)
- French (FR)
Lead Time
How many hours before expiration the Expiring Soon notification is sent.
| Setting | Range | Default |
|---|---|---|
| Lead Time | 1 to 168 hours (up to 7 days) | 24 hours |
For example, if set to 48 hours and a layaway expires on Friday at 3 PM, the "Expiring Soon" email goes out on Wednesday at 3 PM.
Manager Emails
Add one or more email addresses for staff members who should receive manager notifications. These are the people responsible for following up on expiring or expired layaways.
Notification Toggles
Each notification type has separate toggles for customer and manager recipients:
| Notification Type | Customer Toggle | Manager Toggle |
|---|---|---|
| Expiring Soon | On/Off | On/Off |
| Expired | On/Off | On/Off |
| Expired with Open Order | On/Off | On/Off |
What each type does
- Expiring Soon: Sent X hours before expiration (based on your lead time setting). Only for layaways still in Reserved status. Sent once per layaway -- resets if you extend the expiration date.
- Expired: Sent when a Reserved layaway reaches its expiration date. Lets the customer know their hold has ended.
- Expired with Open Order: Sent when an In Progress layaway expires. Alerts your team that a linked order is still open and needs attention.
Suggested Configuration
| Store Type | Customer: Expiring Soon | Customer: Expired | Manager: All Types |
|---|---|---|---|
| Small retail | On | On | On |
| High volume | Off (reduce noise) | On | On |
| Premium/luxury | On | On | On |
Tips
- Set up notifications first -- this is the most important setting to configure after installation.
- Add at least one manager email so someone on your team is always notified about expiring layaways.
- Match your branding -- customers will trust emails more if they look like they come from your store.
- Adjust lead time based on your customer base. If most customers need a reminder further in advance, increase it.