Watch: How to find any setting in SalesThumb (0:52)
Settings is the hub for everything about how your shop runs — services, pricing, team, payments, integrations, and account-level admin all live behind tiles on this one page. You'll get here from the sidebar: open the Insights & setup group and click Settings (it sits right below Reports). The page itself lives at /app/settings.
The seven groups
Tiles are sorted into seven groups, each shown as a filter pill above the tile wall with its own short blurb so you know what you're looking at:
- Essential — "The critical path — set these up to take quotes and get paid." Services, Installers & Bays, Appointment Tags, Online Booking, Sales Matrix Catalog, Shop Profile, Payments, Sales Tax, Payroll, Tech Pay, and Fees.
- Pricing & Catalog — "Packages, pricing rules, film SKUs, and fleet/contract pricing." Packages, Pricing Rules, Fleet Pricing, Quote Templates, and Film Catalog.
- Marketing & Communication — "Customer notifications, lobby TVs, storefront widgets, email, and the sales playbook." Lobby & Sales TVs, Storefront Widgets, Notifications, Sales Playbook, and Email Settings.
- Franchise & HQ — "Surveys, check-ins, and fund claims for shops linked to a franchise org." Franchise Satisfaction Survey, Monthly Pulse Check-in, National Marketing Fund, and Marketing Fund Claims.
- Customization — "Branding, custom fields, awards, and what your team sees in the nav." Appearance, Awards, Customize Menu, and Custom Fields.
- Operations — "Quality checklists, card terminals, the AI assistant, and integrations." Quality Control, AI Assistant, Card Terminals, and Integrations.
- Admin — "Account, team, and audit." Team & Permissions, Plans & Billing, Audit & activity, Security & 2FA, API Keys, Data Export, and Report Schedules (Owners, Admins, and Managers).
Click a pill to show just that group's tiles, or click All to see everything again. A pill disappears entirely if none of its tiles match your current search, so don't be surprised if one vanishes while you're typing — it'll come back once you clear the search box.
The setup line only shows up while you're incomplete
If your shop hasn't finished the basics yet, a single line of text appears near the top of the page — "Finish setting up your shop (X of 4 essentials done) · Next: …" — counting four steps in order: Add your services → Add installers & bays → Turn on online booking → Connect payments. Clicking it opens the first of those you haven't finished; the others have their own tiles in the Essential group. (The Online Booking tile is shown only to Owners and Admins, but nobody needs it to finish that step — it checks itself off once you have a service and an installer or bay.) Once all four are done, the line stops rendering entirely — that's intentional, not a bug. If you're looking for it later and can't find it, it means your setup is complete, not that something broke.
Status badges only apply to four tiles
Only the four tiles tied to that same setup line — Services, Installers & Bays, Online Booking, and Payments — show a live "configured" (green check) or "setup needed" (amber warning, "0 items") badge in the corner. Every other tile, including other Essential-group tiles like Shop Profile and Sales Tax, never shows a badge no matter how much you've filled in. Don't read a missing badge on those as "not set up" — it just means that tile doesn't have a live status indicator built for it.
Search, and one role-gated tile to know about
A search box above the tiles filters by title or description as you type (case-insensitive), and if nothing matches you'll see a plain "No settings match…" message instead of an empty page. One tile worth flagging: Customize Menu ("Hide features you don't use. Keep it simple.") is only visible to Owners, Admins, and Managers — a Technician logging in won't see it at all, which is expected, not a permissions error. It's worth knowing what it does before you use it: it hides sidebar nav items shop-wide for your whole team, not just for the person who toggled it.
An occasional card at the very top
If another organization has requested to link your shop into their org (an HQ-side "claim a standalone shop" action), you'll see a card above everything else on this page asking you to accept or decline. Accepting shares your shop's data with that org's admins and lets them manage it from HQ; the same card notes you can leave the organization later from Locations settings. Most shops will never see this card — it only renders when a request is actually pending.