Account & settings
Users, roles, terms & conditions, reports and account-level settings.
Account settings: where every setting lives (Settings tabs, billing and plan, integrations)
A map of the tabs under Settings (Account, Users, My profile, Language, Customer flow, Emails, Payments, Taxes, Integrations, Billing) and their warning marks, what Stripe needs from you, the 12/24-hour clock and week start, the twelve booking languages, your plan and the Active locks licence, the trial launch date, the failed-payment banner and its grace period, and how account settings and location settings override each other.
Reports and exports: dashboard figures, revenue per location, CSV exports
What the dashboard shows (Bookings by, Locations, By location, Customer Nationality, Products), how to read revenue per location, every Export button in the admin and what each file contains, printing bookings, and which figures you get from Stripe instead.
Users and roles: invite colleagues, change roles, hand over the account
Add a colleague under Settings → Users (they get an invitation email and set their own password), what Account owner, Account member, Booking staff and Account viewer can do, why inviting needs a paid subscription, partner roles, and how to hand the account over to a new person.