> ## Documentation Index
> Fetch the complete documentation index at: https://docs.planeconnection.com/llms.txt
> Use this file to discover all available pages before exploring further.
# How to Configure FBO Settings
> Set up your FBO workspace configuration including tills, product mix, service fees, payment gateways, POS stations, receipt templates, and general settings.
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.
## 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.
## Configure Tills
Tills are the cash registers used for POS transactions. Each till tracks opening and closing floats, expected and actual cash, and variance.
### Step 1: Navigate to the tills page
Go to **FBO > Tills** to view all configured tills.
### Step 2: Create a new till
Click **New Till**. Enter the till details:
| Field | Description |
| ----------------- | ------------------------------------------------------------------------ |
| **Name** | A descriptive name (e.g., "Front Desk Register", "Ramp Till"). |
| **Opening Float** | The starting cash amount placed in the till at the beginning of a shift. |
### Step 3: Save the till
Click **Save**. The till is created in **Closed** status. Open it when you are ready to begin processing transactions.
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](/en/reference/fbo-pos-reference#tills) for till field
details.
## Configure POS Stations
Stations represent physical POS terminals at your facility. Each station can be linked to a default till.
### Step 1: Navigate to station settings
Access POS station configuration from **FBO > Settings**.
### Step 2: Add a station
Click **New Station** and enter:
* **Name** -- a descriptive identifier (e.g., "Lobby Terminal", "Hangar Office")
* **Location** -- the physical location within the facility
* **Default Till** -- the till that transactions from this station are recorded against
### Step 3: Save the station
Click **Save**. The station is available for use immediately.
## Configure Service Fees
Service fees are extra charges applied to bookings. They can be fixed amounts or percentage-based.
### Step 1: Access service fee settings
Navigate to **FBO > Settings** and locate the service fees section.
### Step 2: Add a service fee
Define a new fee with:
* **Key** -- an internal identifier for the fee (e.g., "ramp\_fee", "after\_hours\_surcharge")
* **Fee Type** -- `fixed` (flat dollar amount) or `percentage` (percentage of the booking total)
* **Value** -- the fee amount (dollars for fixed, decimal for percentage)
### Step 3: Save the fee
Click **Save**. The fee is available for selection when creating or editing bookings.
## Configure Tax Codes
Tax codes define the tax rates applied to products and bookings. Each tax code can contain multiple tax components.
### Step 1: Navigate to tax codes
Go to **FBO > Tax Codes** to view existing codes.
### Step 2: Create a tax code
Click **New Tax Code** and enter:
* **Name** -- a descriptive name (e.g., "State Sales Tax", "Airport Facility Fee")
* **Rate** -- the composite tax rate as a decimal (e.g., `0.07` for 7%)
* **Applies To** -- the scope of the tax code (all products, specific categories, or bookings)
### Step 3: Add tax components (optional)
For compound tax codes, add individual components. Each component can have exceptions for monthly or yearly rates and exemptions after a specified number of days.
### Step 4: Save the tax code
Click **Save**. The tax code is available for assignment to products, unit categories, and bookings.
## Configure Deposit Policies
Deposit policies define prepayment requirements for bookings.
### Step 1: Navigate to deposit policies
Go to **FBO > Deposit Policies** to manage policies.
### Step 2: Create a policy
Define a new deposit policy with:
| Field | Description |
| ------------------------ | -------------------------------------------------------------------------------------- |
| **Name** | Policy name (e.g., "Standard 50% Deposit"). |
| **Type** | `percentage` (of booking total) or `fixed` (flat amount). |
| **Value** | The deposit amount or percentage. |
| **Applies To** | Which entity type the policy covers (e.g., bookings). |
| **Refundable** | Whether the deposit is refundable. |
| **Refund Deadline Days** | Number of days before check-in that a cancellation must occur to qualify for a refund. |
### Step 3: Save the policy
Click **Save**. The policy can be assigned to unit categories or individual bookings.
Changing a deposit policy does not retroactively affect existing bookings. Only new bookings
created after the change use the updated policy.
## Related
Process orders using the tills and stations you have configured.
Invoices and transactions that use your tax codes and service fees.
Assign rate codes, tax codes, and deposit policies to units.
End-to-end tutorial for configuring your FBO from scratch.