On this page
Most tools are off until someone turns them on in site config. You cannot flip these switches in admin today. Ask your agent: “Turn on memberships” or “Turn off quotes.”
The generated feature catalog is the machine list. This page is the owner list.
Always on
These have no switch:
| What | Where you see it | Notes |
|---|---|---|
| Public website | Your domain | Pages, blog, /links. Edit pages and content. |
| Admin | /admin | A tour of admin. |
| Customers | Admin → Customers | Customers. |
| Staff | Admin → Staff | Owner invites people. |
| Leads | Admin → Leads | Always creates leads from lead forms. Turning this off is still planned. |
| Scheduling engine | Used by group sessions | Not a menu item of its own. Scheduling. |
| Message queue | Follow-up emails and texts | Messages. |
| Site config | Not in admin | Features, words, forms, pipeline. Ask your agent. |
Switches you can ask for
Every switch below defaults to off. If a tool needs another, the site will not start until both are on.
| Ask your agent to… | Config key | What you get | Also needs |
|---|---|---|---|
| Turn on the customer portal | customerPortal | Customers sign in at /portal. Staff invite them. | — |
| Turn on group sessions | groupSessions | Admin → Schedule, public /schedule. | — |
| Let customers book sessions | groupSessionBooking | /portal/sessions. Book-ahead days live in this switch (default 14). | group sessions, portal |
| Turn on memberships | memberships | Plans in Catalog, Memberships list, /portal/memberships. | payments, portal |
| Turn on session packs | sessionPacks | Packs in Catalog, credits, /portal/session-packs. | payments, portal |
| Turn on files | files | Admin → Files, /files/{slug} links. | — |
| Turn on payments | payments | Admin → Payments, pay links. | — |
| Turn on invoices | invoices | Admin → Invoices, /i/{token}. Payment terms (default 14 days) and tips (default off) live here. | payments, if they should pay online |
| Turn on quotes | quotes | Admin → Quotes, Catalog items, /q/{token}. Valid-for days (default 30) live here. | payments, if they should pay a deposit |
Toggles that are in admin
| Toggle | Where | Who |
|---|---|---|
| Let members cancel online | Admin → Memberships → Settings | Owner |
| File access Anyone vs Signed-in only | Admin → Files, per file | Staff |
| Plan or pack offered (active) | Admin → Catalog | Owner |
Config knobs that are not a yes/no switch
Ask your agent to set these. They are not in admin.
| Setting | Default | Effect |
|---|---|---|
groupSessionBooking.bookAheadDays | 14 | How far ahead a customer can book |
| Booking cutoff minutes | 15 | Stored in the database. Sign-ups close this many minutes before start. No admin screen. |
invoices.paymentTermsDays | 14 | Due date on new invoices |
invoices.tips | off | Tip on invoice pay links |
quotes.validDays | 30 | How long a new quote stays valid |
customerPortal.requestForm | none | A “New request” button in the portal |
| Vocabulary | customer / session / staff member | Words on your site |
| Pipeline stages and follow-ups | site CRM config | Leads, Messages |
Gym vs plumber
There is no “gym mode.” A gym starter turns on portal, group sessions, booking, memberships, packs, files, payments, and invoices. A trades starter turns on portal, files, payments, quotes, and invoices. You can ask for a different mix later, as long as the “also needs” column is satisfied.
Canonical: https://www.xylosoftware.com/cms/docs/turning-features-on