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This guide helps you configure your FBO workspace settings, including point-of-sale infrastructure, service fees, payment processing, and operational preferences.
Who should read this: FBO managers and administrators responsible for initial FBO setup and ongoing configuration changes.Prerequisites: You must have administrator or manager permissions for the FBO module.
The FBO module must be enabled for your workspace. Contact your workspace administrator if you do not see the FBO section in the sidebar.
Complete FBO settings configuration before going live with operations. Many settings — such as tills, tax codes, and service fees — affect how transactions are processed and cannot be retroactively applied to existing records.

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General Settings

Navigate to FBO > Settings to access the FBO configuration page. General settings are stored as key-value pairs and control workspace-level behavior. Common settings include:
  • FBO name and location — displayed on receipts, invoices, and reports
  • Operating hours — default hours for the facility
  • Currency — the currency used for all FBO transactions (defaults to USD)
  • Default payment method — the pre-selected payment method for new orders
Click Edit to modify settings, then Save to apply.

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Configure Tills

Tills are the cash registers used for POS transactions. Each till tracks opening and closing floats, expected and actual cash, and variance.
Only one till can be set as the default. The default till is pre-selected when creating new orders. See FBO Point of Sale Reference for till field details.

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Configure POS Stations

Stations represent physical POS terminals at your facility. Each station can be linked to a default till.

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Configure Service Fees

Service fees are extra charges applied to bookings. They can be fixed amounts or percentage-based.

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Configure Tax Codes

Tax codes define the tax rates applied to products and bookings. Each tax code can contain multiple tax components.

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Configure Deposit Policies

Deposit policies define prepayment requirements for bookings.
Changing a deposit policy does not retroactively affect existing bookings. Only new bookings created after the change use the updated policy.

Use the FBO Point of Sale

Process orders using the tills and stations you have configured.

Handle FBO Billing

Invoices and transactions that use your tax codes and service fees.

Manage FBO Units

Assign rate codes, tax codes, and deposit policies to units.

Set Up Your FBO

End-to-end tutorial for configuring your FBO from scratch.
Last modified on April 11, 2026