Admin Setup Tour

What admins can configure

A walk through the Setup area — available to Administrator-level users. Trial accounts see the interface with Medium Level access.

🔒 These tabs are visible to Administrator users only

Setup → Business

Business Settings

Business name, trading name, primary service, address and financial settings. Controls what appears on invoices, documents and the enquiry widget.

✦ Business and trading name

✦ Primary service description

✦ Business address and contact details

✦ Currency symbol and tax rate

✦ Date format (DD/MM/YYYY etc.)

✦ Hover tips and welcome screen on/off

Setup → Businesses / Locations

Businesses & Locations

Add multiple business locations or ventures and set a default per user. Locations appear on client records, jobs, mileage log and reports.

✦ Multiple businesses or locations

✦ Default location per user

✦ Activate / deactivate locations

Setup → Schedule

Appointment Types & Rooms

Define appointment types with duration and colour coding. Add rooms and resources. These appear in the scheduler for booking client sessions.

✦ Consultation, Follow-up, Extended…

✦ Colour-coded appointment types

✦ Rooms and resources management

✦ Duration in minutes per type

Setup → Value Lists

Editable Value Lists

All the dropdown values throughout the system are editable here — add, remove or reorder entries to match your business. Over 20 lists covering every client and administrative dropdown.

✦ Client contact types

✦ Job and project categories

✦ Income and expenditure categories

✦ Payment methods

✦ 20+ lists covering every dropdown

✦ Add your own values to any list

Setup → Users

User Management

Add staff with tiered access levels. Administrators have full access. High Level users can access accounts and settings. Medium Level users handle client records and jobs.

✦ Unlimited users

✦ Administrator, High, Medium, Low levels

✦ Enable / disable accounts

✦ Trial account pre-created (Medium Level)

Setup → Security 🔒 Admin only

Field-Level Encryption

Optional AES-256 encryption for sensitive client fields — email, phone, address, notes and case history. When enabled, a stolen database dump shows only unreadable ciphertext. Off by default.

Setup — Security shared hosting checklist

✦ AES-256-CBC encryption at rest

✦ Switchable on/off in Setup

✦ One-click encrypt / decrypt all records

✦ Key stored in config.php — never in DB

✦ GDPR Article 32 compliant

✦ Shared hosting checklist included

Setup → MTD / HMRC 🔒 Admin only

Making Tax Digital (optional add-on, pending HMRC approval)

Connect SoleTrader directly to HMRC using OAuth2. Your quarterly income and expenditure figures are pulled automatically from your accounts and submitted with one click — no manual data entry.

✦ OAuth2 — you authorise directly on HMRC's site

✦ We never see your HMRC credentials or tokens

✦ Tokens stored AES-256 encrypted in your own DB

✦ Quarterly figures pulled automatically from accounts

✦ One-click submission to HMRC

✦ Fraud prevention headers sent as required

Setup → Enquiry Widget

Client Enquiry Widget

A simple client enquiry form you can embed on your own website or share as a direct link — no live diary exposed. New enquiries land in your inbox and in the system for follow-up.

✦ Embed as an iframe on your own website

✦ Or share as a standalone link

✦ No live diary or client data exposed

✦ Enquiries emailed to you and logged in the system

✦ Toggle on / off in Setup

Setup → Import / Export

Import, Export & Backup

Export your data at any time as CSV — clients, jobs, income, expenditure and contacts. Full database backup available from the Backup tab. Your data is always yours.

✦ CSV export for clients, jobs, income and expenditure

✦ Contacts export

✦ Full database backup tab

✦ Your data is always yours — no lock-in

Ready to try it?

← Back to demo Purchase licence →