In this video, Blake walks you through everything inside the Menu and Settings sections of Allison — the control center for how your business runs day-to-day. If you’ve already watched the Getting Started video, this is the perfect next step to learn how to customize Allison for your team, your services, and the way you operate.
This video covers everything you’ll need to know to tailor Allison to your business — including how to:
Set up your company settings, hours, and blackout dates
Configure scheduling rules and appointment intervals
Choose your payment methods (Venmo, Zelle, Stripe, and more)
Create and customize your services and add-ons
Add employees, assign roles, and set their availability
Manage your customer database and track their history
Blake also gives a quick overview of quotes and drafts, showing how you can easily turn a job into a quote with just a couple of clicks.
Why This Video Matters
Getting your settings right early on helps you:
Save time later when scheduling and invoicing
Keep your team organized and informed
Automate key parts of your business (like notifications and scorecards)
Ensure your customers get a consistent and professional experience
Think of this as your setup foundation — once your services, employees, and settings are dialed in, Allison does the rest for you automatically.