Taxes, payment methods, tags, customer sources and note topics

Tax, payment method, tag, customer source and note topic definitions are on the five cards of the Other Settings section of the My Business → Settings page: Taxes, Payment Methods, Tags, Customer Sources and Note Topics. A card opens a panel from the right; use the icons on the left of the panel to move between the cards.

Taxes

The Taxes card opens the Tax Rates panel.

1. 1

   Add a ready-made rate

   Press Add VAT Rate. The VAT Rate Selection window lists the ready-made rates (KDV %20, %10, %1, %0); tick the ones you want and press Save.

2. 2

   Define a custom rate if needed

   For a rate that is not in the list, press the Define a Custom VAT Rate link in the same window. VAT Title and VAT Percentage are required; the percentage must be greater than 0 and at most 100. Turn on the Default switch if you like and press Save.

3. 3

   Choose the default

   Use Set as Default in the three-dot menu on a row to make that rate the default; only one rate can be the default at a time and it carries a “Default” badge. The same menu holds Remove Default and Delete, plus Edit for rates you defined yourself.

The default rate is selected automatically on the service lines of a new appointment, when adding a service or product to a sales card, in a product sale and when adding a participant to a group event; you can change it on the line. For package sales and package templates you choose the rate yourself; service and product definitions have no VAT field. Without a default rate, lines start with no rate.

A newly created business comes with the rates valid in Turkey: 20% (default), 10%, 1% and 0%. If your tax list is empty, the "Add recommended VAT rates" button adds the same rates with one click.

Prices include VAT (on by default; saved as soon as you change it) decides whether the price you enter for a new appointment, a product sale or a service or product added to a sales card is VAT-inclusive: when on, a 1,500 ₺ service totals 1,500 ₺ and the VAT inside it is shown separately; when off, VAT is added on top of the price. You can still change it on each line; on a line without a VAT rate the included/excluded switch is disabled and reads “Select a VAT rate first”. New appointments, product sales and sales card lines in the mobile app also start from this setting. Amounts of past records do not change.

To open and change the Taxes page, your role needs the “Can change VAT rates in company settings” permission (“Şirket ayarlarında vergi oranlarını değiştirebilir” on the role screen).

Payment methods

The built-in methods — Nakit (cash), Kredi Kartı (credit card), Banka Havalesi (bank transfer) and Kripto Para (crypto) — are shown in grey with a lock icon; they cannot be changed or deleted. If you set up the Ödeal POS integration, the Ödeal method it adds is locked too. For a method specific to your business, press Add Payment Method, type its name in the Payment Method field and press Save; manage your own methods with Edit or Delete in the three-dot menu.

The methods defined here appear as options when you take payments (sales cards, packages, subscriptions, receivables, facility rentals), pay expenses and add a manual payment. Payment windows only preselect a method when the list holds a single method; because the four built-in methods are always on the list, you choose the right method each time.

To open and change the Payment Methods page, your role needs the “Can update payment methods in company settings” permission (“Şirket ayarlarında ödeme yöntemlerini güncelleyebilir” on the role screen).

Tags

Press New Tag, type the Tag Title, pick one of the five preset colours in the Color field and press Save. The colours are named Primary (blue), Success (green), Danger (red), Warning (yellow) and Info (purple). Manage tags with Edit or Delete in the three-dot menu on each row.

• You tag customers on the add customer form and on the customer card; the Customers list has a tag column and a tag filter.

• You add tags to a sales card on its detail page.

• In Campaigns → Segments you build an audience with the Tags rule.

To open and change the Tags page, your role needs the “Can define tags in company settings” permission (“Şirket ayarlarında etiket tanımlayabilir” on the role screen).

Customer sources

On the Customer Sources card, press the New Resource button (that is its label in the English interface), type the Source Name (up to 75 characters; e.g. Instagram, Google, signage) and press Save. Manage your own sources with Edit or Delete in the three-dot menu; deleting a source does not affect the customer records that use it.

The "Referans" (referral) source comes with the system and carries a System badge; it cannot be edited or deleted. When Referans is chosen in the Source / Channel field of the customer form, a Referring Customer field opens below it; pick the customer who recommended your business there (type at least 2 characters to search).

When adding a customer, you can also type a name that is not in the list into Source / Channel and create the new source on the spot with the “Create” option (in the web panel and the mobile app). Viewing, adding, editing and deleting sources are separate permissions (e.g. “Can add customer sources” — “Müşteri kaynağı (kanal) ekleyebilir” on the role screen).

Note topics

The Note Topics card lists the topics chosen in customer notes (e.g. Allergy, Hair dye formula), with the number of notes using each. New Topic adds one (2-75 characters; a second topic with the same name cannot be created). Edit in a row's menu renames the topic; the new name appears on every note in that topic.

Delete removes the topic from the lists but does not delete its notes: they keep showing the topic's name marked "(deleted)". If you create a topic with the same name again, the deleted topic comes back. Notes from the appointment form, online booking and imports are written under the “Genel” (General) topic, which carries the System badge. You can also create a topic while writing a note: type it in the Topic box of the note window and choose “Create topic …”. In the mobile app you open the topics from the customer card → Notes → Manage topics.

Opening the panel needs the permission to view note topics (“Not konularını görebilir”); adding, renaming and deleting are separate permissions (under the Note Topics heading on the role screen). The notes themselves are explained in the Customer notes article.