Where things live in OneBookPlus

Settings

Settings opens on Business Profile. Everything else in this group is one click from there.

Your name, ABN and address

Settings, then Business Profile. This is the Settings home, and what you put here prints on documents.

Logo and brand colour

Settings, then Brand

Password, two-factor and trusted devices

Settings, then Sign-in & Security. Two-factor offers three methods and you pick one: an authenticator app, a code by text message, or a code by email. The authenticator app is the strongest and the only one that also covers the iPhone app. Recovery codes are available for all three, and ticking "trust this device" skips the code on that device for 30 days.

Requiring two-factor for everyone

Settings, then Sign-in & Security, then Team security. Owners and admins only. Members get a 7-day grace period before it stops them signing in, and they still choose which of the three methods to use.

How an invoice or quote looks

Settings, then Document Appearance. Template, colour, font, header layout and logo size, and which details print.

The default due date on new invoices

Settings, then Document Appearance, then Payment terms & branding, then Default payment terms (days). The due date on an individual invoice can still be changed on the invoice itself.

Invoice and quote number sequences

Settings, then Document Numbering

Taking card payments

Settings, then Card Payments. Connect Stripe here. Its Processing section holds auto-charge defaults, failed-charge retries, surcharging, and "Email a receipt on payment", which is the switch that stops customers getting a receipt email when a payment succeeds.

Automatic card charges, receipts and retries after a failed charge

Settings, then Payment Rules

Deposits, cancellations and house rules for stays

Settings, then Accommodation Policies. Hotels only.

Stopping booking confirmation emails to customers

Settings, then Notifications, then Booking confirmation emails, then "Email customers a booking confirmation"

Customer and staff text messages

Settings, then Notifications, then Text messages. Customer booking texts, staff new-booking texts and prepaid package texts, alongside appointment reminders and operator alert routing.

Your plan, invoices and payment method

Settings, then Billing & Plan. Saving a card here does not start a subscription. Choosing a plan and subscribing does.

Extra logins for people who sign in

Settings, then Billing, then Team seats. Owner only. Seats are added to the existing subscription, so they prorate and appear on the same invoice, and removing one credits the unused part. Only people who sign in need a seat: staff who are rostered, booked and paid but never log in are free and unlimited on every plan.

Bringing a customer list in

Settings, then Import Data. For a short list, the Contacts page has "Paste a list", which takes lines straight from a notes app in any order, shows the parsed rows to confirm and skips duplicates. Up to 200 per paste; the CSV importer is the tool for bigger books.

Getting your data back out

Settings, then Export Data

Removing example records added by a sample-data button

Settings, then Sample Data. Import Data, Export Data and Sample Data sit together under Data.

Custom fields and booking message wording

Settings, then Custom Fields and Booking Messages

Your website address, email sending domain, email signature and SMS sender name

Settings, then Website Domain, Email Sending Domain, Email Signature and SMS Sender Name. All four sit under Domains & sending. Website Domain shows for an owner or admin once the website builder is on. SMS Sender Name is where you apply to send texts as your business name, or ask for your own number.

Calendar sync, connected services, API keys and webhooks

Settings, then Calendar Sync & Display, Integrations, API Keys and Webhooks. All four sit under Integrations. Calendar Sync & Display shows for businesses that take bookings. The Integrations page lists the outside services you can connect, such as Stripe, Google and Zapier, and how each one is doing. Owners and admins can open it.

Locations, team and the audit log

Settings, then Locations, Team and Audit Log

Read the full walkthrough of Document Appearance

Your website

The My Site group appears once the website builder is on. Its Overview opens the website menu, where these pages are listed.

The description Google shows, and the picture on shared links

My Site, then Overview, then Growth, then SEO. SEO also holds the switch that lets search engines list your site.

Google Analytics, ad pixels, live chat and search engine verification codes

My Site, then Overview, then Settings, then Integrations. Custom CSS is here too. Most tracking and chat services, and custom CSS, need the Plus or Growth plan. Google Analytics, Plausible and the verification codes do not.

Trades and construction

Jobs-led businesses. PDF Forms sits in the Clients group of the sidebar next to contacts and sites. The rows under it are public pages rather than screens, so they open without signing in.

Your own fillable PDF proposal or contract, sent to a client to fill in and sign

Clients, then PDF Forms. Upload a PDF that already has form fields, fill in your side straight onto the document, and send a private link. The client fills in what you left for them, draws a signature and submits. You both get the completed copy with a completion record on the last page, and the signed copy is filed under Documents and on the contact. You can also send one from a quote, a contact or a job.

Working out a progress claim, with the retention and the GST

onebookplus.com.au/tools/progress-claim-template. A public page, so it opens without signing in and there is nothing to install. Enter the contract sum including GST, approved variations, everything claimed on earlier claims, and this claim as an amount or as a percentage, then the retention rate and any cap. It gives you the retention withheld on this claim, the net amount payable now, the GST inside that amount, the GST on the retention that does not fall due until the retention is invoiced or received, the retention held to date, and the balance left on the contract, then downloads the claim as a PDF, a blank fillable PDF for the next job, or the schedule as a CSV.

Choosing accounting software for a building business

onebookplus.com.au/for/builders/accounting-software. A public buyer's guide rather than a sales page: what a build needs that a general ledger does not, the realistic options with the price each vendor publishes and the day that page was read, and an honest list of what OneBookPlus does not do, near the top rather than in a footnote.

QBCC minimum financial requirements, and which category your figures support

onebookplus.com.au/for/builders/qbcc-minimum-financial-requirements. Queensland only, and a public page. Each financial category with its maximum revenue and required net tangible assets, the current ratio, what each category has to lodge and when, the MFR report triggers and the exemptions, plus a calculator that works out which category your own figures support.

When a written building contract is required, and the most you may take as a deposit

onebookplus.com.au/for/builders/building-contract-rules-by-state. A public page covering every state and territory, with four rules kept apart that most published summaries roll into one: the contract value above which a written contract is required, the maximum deposit, whether stage percentages are prescribed by legislation, and the value above which home warranty insurance is required. Every figure names the instrument it comes from, the provision, and the date it took effect.

When the GST on a progress claim, and on the retention, falls due

onebookplus.com.au/for/builders/gst-on-progress-claims. A public page: attribution on the cash and non-cash bases, how Division 156 applies to a progressive supply, when the GST on retention becomes payable, and what a claim has to contain to be a valid tax invoice, worked through one numbered example.

Rostering, timesheets and the time clock

The Rostering group appears once the Timesheets, Rostering & Payroll app is installed. Its price is on the app's page in the marketplace.

Staff records and pay rates

Rostering, then Employees

A person's clock-in PIN

Rostering, then Employees, open the employee, then Kiosk PIN. Set a 4-digit PIN, generate one, or remove it.

The in-shop time clock

Rostering, then Timesheets, then Time clock kiosk. Switch it on, then open the address it shows on any tablet, spare phone or shop computer and add it to the home screen. Staff tap their name and type their PIN to clock on, and tap their name again on the way out to enter break minutes. There is no login and nothing to install, and staff clocking in this way do not use a paid seat.

Approving recorded hours

Rostering, then Timesheets. Every punch lands here as a pending entry, and approved hours feed the pay run.

Pay runs, payslips, STP, awards and leave

Rostering, then Payroll, Payslips, STP, Awards and Leave

Job time entries for a tradie on their own phone

The /dashboard/clock screen. A different thing from the staff time clock above. Member Check-in, the QR or PIN screen on a tablet, is for gym and studio customers arriving, not for staff hours.

Read the timesheets and clock-in guide

Hair, beauty and barbering

The Salon group appears once the Salon Suite is installed. Its price and trial length are on the app's page in the marketplace.

The appointment book

/dashboard/salon/book, in the Salon group. A column per stylist, with check in, complete, no show, and "Move to" another stylist. Working on your own? The empty state has an "Add me" button that creates you as the only stylist and opens your column.

Services, prices and durations

/dashboard/bookings/services, the Service Menu row in the Salon group. The same services page every business uses. Per service: name, price, minutes, category, price options the client picks from, a deposit as a percentage or a fixed amount, bookable online and confirm automatically. With the suite installed, each service also has a Salon section: a price for each stylist level, who does the service (with a stylist's own price and length), and "Needs a patch test".

Taking a deposit on a salon booking

Set the deposit on the service in the Service Menu, then connect Stripe at Settings, then Card Payments. The "Take payments on bookings" switch lives there too. Without both, the deposit field does nothing.

Charging what each stylist costs

/dashboard/salon/staff for each stylist's level, then the Salon section on each service at /dashboard/bookings/services. Give each stylist a level on the Staff page, then set each level's price, and any stylist's own price or length, on the service. The public booking page charges what that stylist costs, not the base price, and clients picking "Choose your professional" only see people eligible for the service they chose.

Rebooking reminders

/dashboard/bookings/services, then Reminders to book again on the service. Set how long after a visit each email goes: one reminder on every plan, up to four on Starter and above. When the appointment is marked complete in the appointment book, the client is scheduled a reminder for when they are due again. The first reminder's wait is also what Book again suggests in the appointment book. They need an email on their record for it to send.

Booking settings and setup

/dashboard/bookings/availability and /dashboard/salon/onboarding, both re-homed into the Salon group

See what OneBookPlus does for salons

Real estate

Split across two sidebar groups: Compliance, and Properties. Both groups appear once their app is installed, Trust Accounting and the Property Management Suite, and the prices are on their pages in the marketplace. The listings feed app below is free.

Trust accounting (pilot test)

/dashboard/trust-accounting, in the Compliance group. In a pilot test with NSW agencies, starting with sales trust: numbered receipts, payments by cheque or EFT with the client's direction recorded, a numbered ledger for each client, journals between clients, the monthly three-way reconciliation, and the cash book, receipts register, client ledger and reconciliation reports for your auditor. Records are reversed, never edited or deleted. Rental trust accounts are a cashbook only for now. Pilot agencies keep their current trust records alongside it.

Leases, rent, inspections and compliance

/dashboard/property-management

Tenancy applications, owner statements and portal links

/dashboard/property-management/applications, /statements and /portal-links

A listings feed for your own website

The free Portal Push XML app. Publishes a REAXML and JSON feed of your listings at a URL unique to you.

Taking your rent roll with you

Settings, then Export Data. Exports properties, leases, the rent ledger and landlord statements as CSV, one file per dataset. It shows even on an empty account, so you can see what leaving with your data looks like before bringing any in.

See what OneBookPlus does for real estate

Pest control

Appears once the Timber Pest & Termite Reports app is installed. Its price and trial length are on the app's page in the marketplace.

The register of inspection reports

/dashboard/pest, in the Jobs group. Four report types: timber pest inspection, pre-purchase timber pest inspection, annual termite re-inspection, and an AS 3660.2 termite management record.

Starting a report

/dashboard/pest/new. Seeds the nine areas AS 4349.3 expects an inspection to cover: interior, roof void, subfloor, exterior, roof exterior, grounds and gardens, fences and retaining walls, outbuildings and garage, and trees and stumps within 50m.

What each area records

Inside the report, per area. Access (inspected, limited access, or not inspected with the reason), a moisture meter percentage, thermal notes, species, a severity, free notes and up to 12 photos. Live activity, damage, workings, conducive conditions, borers and fungal decay are separate tick boxes, not one "problem found" flag, because they mean different things.

Sending a report to the client

Inside the report, once the inspector's name is filled in. Issuing locks the report and mints a link the client opens without a login. Download PDF works at any time, and a report that has not been issued is stamped DRAFT across the PDF. A report cannot be issued until the inspector's name is filled in. Voiding an issued report stops the link resolving, so it genuinely withdraws it, and an issued report can be voided but never deleted.

The chemical treatment record

/dashboard/pest/treatments. Product, APVMA number, active constituent, batch number, dilution rate, quantity applied, application method, target pest, treated areas, weather, temperature, wind, technician and licence, and a warranty-until date. Search covers the address, the product and the target pest. It is an internal record, not something posted out with the invoice, and a treatment does not have to be attached to a report.

See what OneBookPlus does for pest control

What OneBookPlus does not do

These come up often enough to be worth stating plainly, so nobody spends an afternoon looking for a screen that is not there.

• Can I change the price on a single booking?

  No. A booking takes its price from the service attached to it, and there is no price field on the booking. Either edit the line amount when you invoice the booking, or create a second service at the price you need.

• Can staff clock in with a card, a fob or a fingerprint?

  No. Card swipes, key fobs and fingerprint or face readers are not supported. The 4-digit PIN on the time clock kiosk is the method today.

• Does the Salon Suite include a till?

  No. The suite does not include a till, tips, client colour-formula cards, no-show fee enforcement or retention analytics. A patch test switch adds a sentence to the client's confirmation and reminder, but it is a notice, not an enforcement: it does not block a booking or record a result.

• Do listings go to realestate.com.au or Domain?

  No. Neither portal takes listings from a feed URL: REA takes REAXML pushed by a registered feed provider, and Domain takes them through its Listing Management API. Keep your existing uploader pointed at the portals and use the OneBookPlus feed for your own website.

• Is trust accounting ready to replace my trust records?

  Not until the pilot is done. NSW sales trust accounting is in a pilot test with a small number of agencies, who keep their current trust records alongside it until it has been through real month ends. Rental trust is a cashbook only for now. Installing the app does not by itself make an agency compliant: trust rules differ in every state and are independently audited, so confirm your obligations with your regulator or auditor.

• Does the pest app make a report compliant?

  No. The app is shaped around what AS 4349.3 expects a timber pest report to contain, but the judgement in the report is the inspector's, and pest management licensing is set state by state. Software does not certify a report.

• Is there an Android app?

  Not yet. The native app is on the Apple App Store for iPhone and iPad. On Android, open onebookplus.com.au in your browser, sign in, and add it to your home screen.