# Basic Settings Help ## Overview Basic Settings manages common settings that apply to the entire facility. Configure currency, tax rates, business hours, team members, and more.  ## Key Features - Facility name, currency, and timezone settings - App URL (facility slug) settings - App URL preview panel with copy buttons and QR code - Short URL portal (`go.unlockos.io/{slug}`) for guests - Tax rate and calculation type settings - Business hours settings (by day, with holiday support) - Seasonal business hours for date classes (classes themselves are created on the "Special Dates" tab) - Team member management --- ## Tabs | Tab Name | Description | |----------|-------------| | Facility Basic Settings | Configure basic facility info and business hours | | Special Dates | Sales blocks and date classes (Settings → the "Special Dates" tab) | | Team | Invite and manage team members | --- ## Facility Basic Settings Tab ### Facility Information | Field | Description | Required | |-------|-------------|----------| | Facility Name | Display name of the facility | Yes | | App URL | URL identifier (slug) used across all apps | No | | Facility Overview | Overview description of the facility (text or URL) | No | | Terms of Use | Facility terms of use (text or URL) | No | | Privacy Policy | Facility privacy policy (text or URL) | No | ### App URL (Facility Slug) The slug is the URL identifier used across all apps (delivery, reservations, check-in, etc.). **URL format:** `xxx.unlockos.io/{slug}` Example: setting the slug to `sakura-mansion` makes the app URLs follow the pattern `xxx.unlockos.io/sakura-mansion/`. #### Slug Rules | Condition | Description | |-----------|-------------| | Allowed characters | Lowercase letters (a-z), digits (0-9), hyphens (-) | | Minimum length | 3 characters | | Format | Must start and end with a lowercase letter or digit | | Uniqueness | Cannot duplicate another facility's slug | A real-time uniqueness check runs as you type. - Checkmark (✓): slug is available - Cross (✗): slug is already taken or the format is invalid #### Slug and QR Codes Once a slug is set, the registration QR codes shown on the Delivery Management "QR Codes" tab embed slug-based URLs (`resident.unlockos.io/{slug}/register?room=...`). If you change the slug, any previously printed QR codes (using the old slug) will stop working. Always reprint and redistribute QR codes after changing the slug. > The slug is auto-generated when a facility is created. You can edit it later, but be aware that changing it invalidates existing QR codes. #### App URL Preview Panel Once you have entered a valid slug (3+ characters, no conflicts), a preview panel appears below the slug field showing all app URLs for your facility. | Entry | URL format | |-------|------------| | Short URL (portal) | `go.unlockos.io/{slug}` | | Check-in | `checkin.unlockos.io/{slug}` | | Booking | `booking.unlockos.io/{slug}` | | Locker | `locker.unlockos.io/{slug}` | | Resident Registration | `resident.unlockos.io/{slug}/register` | | Front Desk | `frontdesk.unlockos.io/{slug}` | Each URL has a copy button. Click it to copy the full HTTPS URL to your clipboard. A brief "Copied" confirmation appears after clicking. The Short URL also displays a **QR code** (120 × 120 px). Guests can scan this QR code to reach the `go.unlockos.io/{slug}` portal page, which automatically lists or redirects to all available apps for the facility. > The preview panel is hidden while the slug is empty, fewer than 3 characters, or in a taken/invalid state. --- #### Facility Information Field Input Modes Each of the Facility Overview, Terms of Use, and Privacy Policy fields supports two input modes. Toggle between them using the radio buttons. | Input Mode | Description | |------------|-------------| | Text Input | Enter content directly in a text area | | URL | Enter a URL to an external page (e.g. your website's terms page) | If no input mode is selected, the field is saved as empty. These values are displayed on guest-facing screens such as reservation confirmations and delivery (okihai) instructions. ### Currency & Tax Settings | Field | Description | Required | |-------|-------------|----------| | Currency Selection | Currency to use (JPY/USD/EUR) | Yes | | Timezone | Facility timezone (used for pricing, day-of-week / holiday determination, and business hours) | Yes | | Tax Rate (%) | Applicable tax rate | Yes | | Tax Calculation Type | How to calculate tax | Yes | #### Tax Calculation Type Options | Option | Description | |--------|-------------| | Exclusive Tax | Add tax to pre-tax price | | Inclusive Tax | Tax included in displayed price | | Non-taxable | No tax | ### Holiday Settings | Field | Description | Required | |-------|-------------|----------| | Holiday Auto-detection Country Code | Country for automatic holiday detection (JP/US/DE) | No | > **This field does not control holiday rates on pricing plans.** Holiday detection used by fee calculation (choosing the Holiday, Day Before Holiday and Weekend rates) reads the **facility's "Country" setting in Facility Management**. Facilities with no country configured never detect holidays, and a public holiday is billed as its ordinary day of the week. See [Price Plan Settings](plan-form.md) for the day-type priority order and how to configure it. --- ### Business Hours Settings | Field | Description | Required | |-------|-------------|----------| | 24-Hour Operation | Enable for no business hour restrictions | No | | Default Weekday Business Hours | Business hours for Mon-Fri | No | | Default Weekend Business Hours | Business hours for Sat-Sun | No | #### Individual Day Settings Click "Show Individual Day Settings" to set different hours for each day. | Field | Description | |-------|-------------| | Sun-Sat | Business hours for each day (checkbox to enable) | #### Holiday Business Hours | Field | Description | |-------|-------------| | Use Default Business Hours | Check to apply default settings | | Holiday Open Time | Opening time on holidays | | Holiday Close Time | Closing time on holidays | #### Special Date & Season Hours Inside the Business Hours section. Each class you created on the **Settings → "Special Dates" tab** can carry its own business hours, or 24-hour operation, for that period only — "open until 22:00 through the summer", "24 hours during Obon" — without rewriting the settings by hand every season. New classes cannot be created here (that is the "Special Dates & Seasons" panel on the Special Dates tab). Per-class hours take priority over the **individual day-of-week settings** and flow through to bookable hours, check-in outside business hours and the auto check-out time at the same time. See [Seasonal Business Hours](seasonal-business-hours.md) for how to configure them, the priority order and the effect on existing reservations. > **Where a class is created and where its hours are saved are different.** The class itself is created on the Special Dates tab, but its hours are saved with **the save button in this Business Hours section** (they write the same data as your regular business hours). The fields are being rolled out facility by facility, so they may not be visible yet. --- ### Special Dates & Seasons (moved to the "Special Dates" tab) Creating **facility-defined date classes** — high season, Obon week, New Year's Eve — and charging a different rate during those periods has moved to **Settings → the "Special Dates" tab**. It used to sit directly below this Business Hours section; create and edit classes there now. Each class still appears in every price plan as a rate tab (a per-minute rate row on the Hourly Billing Plan) and takes priority over holidays, weekends and days of the week. See [Special Dates & Seasons](date-classes.md) for the fields, the limitations, and the effect on existing reservations. > The Special Dates tab also has **Sales Blocks** ([Sales Blocks](sales-blocks.md)) above Special Dates & Seasons. Special Dates & Seasons decides "what to charge on this date"; Sales Blocks decides "whether to sell this date at all". --- ### Outside Business Hours Policy | Field | Description | Required | |-------|-------------|----------| | Outside Business Hours Policy | Whether to allow check-ins outside business hours | Yes | #### Policy Options | Option | Description | |--------|-------------| | Allow | Check-ins allowed outside business hours | | Deny | Check-ins blocked outside business hours | --- ## Team Tab ### Member Invitation | Field | Description | Required | |-------|-------------|----------| | Email Address | Email address of member to invite | Yes | | Role | Permission level to grant | Yes | #### Permission Levels | Role | Description | |------|-------------| | Owner | All operations allowed (including settings, member management) | | Manager | Can manage daily operations | | Staff | Basic operations like check-in | | Viewer | View data only | ### Invitation List | Field | Description | |-------|-------------| | Status | Pending/Accepted/Cancelled/Expired | | Invited At | Date and time invitation was sent | | Expires At | Expiration date of invitation link | --- ## Buttons | Button | Description | |--------|-------------| | Save | Save settings | | Send Invite | Send invitation email to entered address | | Cancel | Cancel the invitation | | Delete | Remove member from facility | --- --- ## Rooms & Locks Tab ### Lock Assignment The **Lock Assignment** section inside the "Rooms & Locks" tab lets you associate a KEYVOX lock device with each room (or locker). #### Key Features - **One lock can be shared across multiple rooms.** For example, a coworking space can assign a single front-door KEYVOX unit to all booth rooms simultaneously. - Each room row has one dropdown. Selecting the same KEYVOX device on multiple rows saves correctly — the previous last-write-wins bug has been fixed. - Changing a room's lock immediately triggers a refresh so all other rows reflect the latest assignments. #### How to Use 1. Go to **Basic Settings** and click the **Rooms & Locks** tab. 2. Select the **Lock Assignment** sub-tab. 3. For each room row, click the dropdown in the "Lock" column and choose the KEYVOX device to assign. 4. The assignment saves immediately and the status badge switches to "Assigned". > **Note:** Devices classified as "Entrance" do not appear in the dropdown. Assign entrance devices in the **Entrance** sub-tab. #### Troubleshooting | Symptom | What to check | |---------|---------------| | No locks appear in the dropdown | Connect your KEYVOX devices first under "Lock Connection" | | Status badge does not change after selection | The dropdown is temporarily disabled while saving. It refreshes automatically once complete | | Cannot assign the same lock to two or more rooms | This is now fully supported. Make sure you are on the latest version | --- ## FAQ ### Q: Does changing the tax rate affect existing plans? A: Yes, the tax rate in Basic Settings applies to pricing calculations for all plans. ### Q: What happens when Outside Business Hours Policy is set to "Deny"? A: Attempting to check in outside business hours will display an error message and block the check-in. ### Q: Can I change a team member's permissions later? A: Currently, you cannot change permissions once invited. Please re-invite with the new permissions. ### Q: How long is the invitation email valid? A: Invitation links are valid for 7 days. Please re-invite if expired. ### Q: What happens if I don't set the App URL? A: Without a slug, QR codes cannot be generated on the Delivery Management "QR Codes" tab. A slug is required to use the resident delivery service. ### Q: What happens to existing residents if I change the slug? A: Changing the slug invalidates all previously issued QR codes and registration URLs. After changing, reprint and redistribute QR codes from the "QR Codes" tab. Residents who have already registered can continue using the app, but will need to access it via the new URL when logging in again. ### Q: What if I type characters that aren't allowed in the slug? A: The input field automatically converts uppercase letters to lowercase and removes any characters other than lowercase letters, digits, and hyphens. ### Q: "This URL is already in use" appears A: The slug you entered is used by another facility. Try a different value. A unique identifier derived from your building name works well (e.g. add a number like `your-building-2`). ### Q: Can I assign the same KEYVOX lock to multiple rooms? A: Yes. For example, you can assign a shared entrance lock to multiple booth rooms. Simply select the same device in each room's dropdown. ### Q: No rooms appear in the Lock Assignment section A: Create rooms first in the "Room List" sub-tab. Only rooms with "Active" status are shown. ### Q: Where are the Facility Overview, Terms of Use, and Privacy Policy displayed? A: They are shown on guest-facing screens such as reservation confirmation pages and delivery (okihai) instruction screens. Use URL mode if you already have a policy page on your website, or Text Input mode to enter content directly. ### Q: Can I switch between text and URL input modes at any time? A: Yes, you can switch using the radio buttons at any time. Note that switching input modes will not preserve previously entered content, so save before switching if needed. ### Q: What is the Short URL (go.unlockos.io)? A: `go.unlockos.io/{slug}` is a portal page that lists all active apps for your facility in one place (Check-in, Booking, Locker, etc.). Share this single URL with guests and they will be directed to the correct app automatically. If only one app is active, the portal redirects there directly. ### Q: Where can I find the Short URL QR code? A: The QR code for `go.unlockos.io/{slug}` is displayed in the App URL Preview panel on this settings page, directly below the slug input field. You can print it and display it at your facility entrance. ### Q: Do old URLs with facilityId or configId still work? A: Yes. Existing URLs that include `facilityId` or `configId` as query parameters continue to work and automatically redirect to the new slug-based URLs. There is no need to immediately replace them. ### Q: Why don't I see the App URL Preview panel? A: The panel only appears when the slug is at least 3 characters long and passes the uniqueness check. Make sure the slug field shows the green checkmark (✓) before looking for the panel. ### Q: Why don't I see the "Special Dates" tab? A: The `ui_settings_date_tab` feature flag is off for your facility. It has to be enabled per facility, so ask support to turn it on. Once enabled, the "Special Dates" tab shows both Sales Blocks and Special Dates & Seasons. See [Special Dates & Seasons](date-classes.md) for details. --- ## Related Pages - [Short URL Portal](go-portal.md) - How guests use go.unlockos.io to reach your apps - [Delivery Management](okihai-manager.md) - Issue resident registration QR codes - [Resident Delivery Service](okihai-resident.md) - The app residents access - [Special Dates & Seasons](date-classes.md) - Facility-defined date classes and per-season plan rates - [Sales Blocks](sales-blocks.md) - Stop selling a plan for specific dates - [Seasonal Business Hours](seasonal-business-hours.md) - Per-class business hours (summer extensions, 24 hours during Obon) - [Price Plan Settings](plan-form.md) - How day-of-week and holiday rates are chosen (effect of timezone and facility country) - Plan List - Check-in Configuration - Permissions