--- title: "Settings" description: "The map of everything you can configure in Requiply: organization details, team access, integrations, pricing, booking rules, fields, and automations." canonical_url: "https://requiply.com/docs/en/guides/settings" --- # Settings > The map of everything you can configure in Requiply: organization details, team access, integrations, pricing, booking rules, fields, and automations. The Settings page is where you configure everything about your organization, from business details and team access to payment integrations and booking rules. Changes here affect your invoices, public website, and day-to-day operations. Open Settings with **Settings** at the bottom of the sidebar. The settings menu opens as its own card next to the page, with a **Search settings** box at the top, and the main sidebar collapses to icons to make room. Expand it again with the panel button at the top left. See [How the app is laid out](https://requiply.com/docs/en/guides/settings/menu-layout#how-the-app-is-laid-out). **Setting up Requiply for the first time?** Start with **Organization → Information** and **Date & Time**, then connect a payment provider, build out your **Categories** and **Pricing**, design your **Email Templates**, and finally wire up **Workflows** to automate client communication. ## Organization Settings ### Information [Organization info](https://requiply.com/docs/en/guides/settings/organization/info) lets admins edit the organization's name, contact details, logo, and other business info. This data appears on your invoices, your public website, and anywhere your organization is referenced across Requiply. ### Features [Features](https://requiply.com/docs/en/guides/settings/organization/features) switches optional organization-wide functionality on or off: **subrentals**, **pickup & return checklists**, **booking cost adjustments**, **sales** of goods such as memory cards and batteries (see [Sales](https://requiply.com/docs/en/guides/sales)), and on the Advanced plan **QR codes & barcodes** for inventory labels and mobile scanning. ### Accounts [Accounts](https://requiply.com/docs/en/guides/settings/organization/accounts) lets admins invite team members by email, set their role and permissions, and remove users from your organization. Invited people set their own password when they accept. ### Manage Locations [Locations](https://requiply.com/docs/en/guides/settings/organization/locations) store physical locations tied to your business, such as a warehouse, pickup point, or office. Locations show up on your invoices and appear during website checkout so customers know where to pick up their rental. ### Localization [Localization](https://requiply.com/docs/en/guides/settings/organization/localization) controls language settings for the Requiply interface and public-facing content. ### Date & Time [Date & time settings](https://requiply.com/docs/en/guides/settings/organization/date-and-time) configure your timezone and working hours. The working hours you define here are used to limit available pickup and return time slots during checkout. ### Employees [Employees and subcontractors](https://requiply.com/docs/en/guides/settings/organization/employees) stores the people and outside crews who do paid work, with fixed, hourly, or percentage rates. Assign them to services on bookings and to inventory tasks, and each profile shows what they are owed. ### Sidebar menu layout [Sidebar menu layout](https://requiply.com/docs/en/guides/settings/menu-layout) reorders and hides the sections and pages of the main menu, for yourself on your **Account** page or for everyone in a [permission group](https://requiply.com/docs/en/guides/settings/organization/accounts/permission-groups#menu-layout-for-a-group). ## Integrations ### Payments [Payments](https://requiply.com/docs/en/guides/settings/integrations/payments) connects a payment provider to accept online payments. Currently, Requiply supports **Plata by Mono** integration. ### Communications [Communications](https://requiply.com/docs/en/guides/settings/integrations/communications) connects a messaging provider — **TurboSMS**, **Kyivstar**, **Twilio**, or your own **Telegram** bot — so workflows can message the client on a booking automatically. ### Document signing [Document signing](https://requiply.com/docs/en/guides/settings/integrations/signing) connects an electronic document-flow provider — currently **Vchasno** — so PDFs saved to a booking can be sent for a qualified electronic signature and tracked from the booking's **Documents** card. ### AI [AI](https://requiply.com/docs/en/ai/mcp) connects Requiply to AI assistants through MCP so they can answer questions about your organization, inventory, availability, quotes, clients, bookings, and reports. This is separate from the [Requiply Assistant](https://requiply.com/docs/en/ai/requiply-assistant) built into the app, which needs no setup. ## Pricing ### Pricing Tiers [Pricing tiers](https://requiply.com/docs/en/guides/settings/pricing/pricing-tiers) create tiered pricing groups based on rental duration. A pricing tier group lets you define percentage-based rates that decrease as the rental period gets longer. For example, you might charge 100% for 1-2 days, 90% for 3-5 days, and 85% for 6+ days. Duration is counted in days or hours depending on the item's price type. Once created, pricing tier groups can be assigned to individual inventory items. ### Pricing Discounts [Pricing discounts](https://requiply.com/docs/en/guides/settings/pricing/pricing-discounts) creates named percentage-based discounts. These discounts are not applied automatically. They are designed to be assigned to specific clients under **Clients > Manage Clients**, giving those clients a consistent discount across their bookings. ## Bookings ### Booking statuses [Booking statuses](https://requiply.com/docs/en/guides/settings/bookings/statuses) manages the statuses a booking can be in, the allowed transitions between them, whether a status holds inventory, and its **lifecycle** (active, completed, or cancelled), which decides how the booking is counted on the Dashboard and in reports. Every status, the seven you start with included, can be renamed, recolored, or deleted. ### Booking creation [Booking creation](https://requiply.com/docs/en/guides/settings/bookings/booking-creation) controls booking creation, date selection, checkout behavior, and cart-related booking rules, including the status new bookings start in and the status booking requests arrive in. ### Booking duration [Booking duration](https://requiply.com/docs/en/guides/settings/bookings/booking-duration) controls how start and end date buffers work for your bookings. Buffers add padding between rentals, giving you time to prepare items before the next customer picks them up. ### Email Templates [Email templates](https://requiply.com/docs/en/guides/automations/email-templates) creates and manages templates used for client communication. Each template is built through a form-based editor with full HTML customization support. You can use dynamic variables to insert booking details, client info, and organization data into your templates. Templates are used when sending emails to clients, either manually from a booking or automatically via **Workflows**. ### Message templates [Message templates](https://requiply.com/docs/en/guides/automations/message-templates) creates the short messages workflows send over **SMS, Viber, and Telegram**. Templates use the same dynamic variables as email templates plus `{{#if …}}` blocks, and Telegram templates can add formatting, PDF attachments, and link buttons. ### Custom export templates [Custom export templates](https://requiply.com/docs/en/guides/automations/export-templates) designs the printable PDF documents Requiply generates from a booking — rental agreements, handover acts, packing lists, and similar paperwork. Templates use the same kind of dynamic variables as email templates, plus optional `{{#if …}}` blocks, and appear alongside the invoice in the **Export** dialog on every booking. ## Inventory ### Categories [Categories](https://requiply.com/docs/en/guides/inventory/categories) organize inventory into categories, such as Cameras, Audio Equipment, or Vehicles. Categories are flat. There is no nested or hierarchical structure. Assigning categories helps keep your catalog organized and makes it easier for customers to browse your rental website. ## Workflows ### Workflows [Workflows](https://requiply.com/docs/en/guides/automations/workflows) automate actions based on booking events using a simple **Trigger + Action** model. Each workflow pairs a trigger with an action and runs automatically for every future booking that matches. **Available triggers:** - **Booking created**: Fires when a new booking is made. - **Status reached**: Fires when a booking reaches a specific status. - **Payment status reached**: Fires when a booking's payment reaches a specific status. - **Relative time reached**: Fires at a configured offset before or after a booking's start or end time. **Available actions:** - **Send email**: Sends a selected email template, configured under **Bookings > Email Templates**, to the booking's client. - **Send email to list**: Sends a selected email template to a custom list of internal or external recipients (the booking's client is not included). ## Fields ### Entity fields [Entity fields](https://requiply.com/docs/en/guides/settings/fields/entity-fields) define custom fields, attributes, and metadata used to capture additional information across Requiply entities. ### Level configurations [Level configurations](https://requiply.com/docs/en/guides/settings/fields/level-configurations) map fields and behavior to entity levels or hierarchy levels, and decide which client and booking fields are required or shown when a new client or booking is created. ### Table column layout [Table column layout](https://requiply.com/docs/en/guides/settings/fields/table-columns) controls table layouts, column visibility, and ordering. ### Detail page fields [Detail page fields](https://requiply.com/docs/en/guides/settings/fields/detail-page-fields) controls which rows appear on item, item group, client, and booking detail pages, and in what order. ## Sitemap See the full [sitemap](https://requiply.com/docs/sitemap.md) for all pages.