Solutions by business type
Solutions by business type
Who this is for: owners and managers who want a ready-made project for the kind of business they run, and want to know what each business type installs before they pick one.
What it covers: how to start from a business type, the full list of business types, what each building block ("module") does, and how to change things afterwards. Integrators who install or package modules by script should read .
1. What this is
Tell the product what kind of business you run (a salon, an auto-repair shop, a restaurant, a courier company) and it builds a working project for you: the tables (customers, invoices, work orders, stock), the forms that fill them, the calendars and boards that work them, and the dashboards that watch them. Everything it creates is yours to rename, extend or delete. You start from a working setup instead of a blank page.
A business type is a ready-made bundle of modules. A module is one building block, such as Invoicing & Payments or Bookings. You can install a business type as it is, or tick modules one by one.
2. Set up by business type
Who can do this: the Owner right on the project. See the .
There are two ways in.
In a new project. Choose Create & set up when you create the project. The dialog Set up from modules opens at once. On the first-run screen you can also choose Build my own and pick the closest business type from the grid. That path builds the project in one step and installs the business type's suggested add-ons as well. The first-day walk-through is .
In an existing project. Open the Project Outlines menu (the layout-list button in the navigator) and choose Set up from modules. The dialog has three tabs:
Tab | What it is for |
|---|---|
By business type | Business types grouped by industry (Personal care & beauty, Retail, Food & beverage and so on). Each card shows a short description and the modules it installs |
By module | The modules, grouped as Foundation, Processes and Extensions. Tick or untick them. A live preview on the right lists the tables that will be created |
Map | The same modules as a diagram of what depends on what. Click a module to select or clear it |
Steps:
On By business type, pick the card closest to your business. The dialog jumps to By module with the bundle already ticked: the core modules plus a few suggested add-ons.
Review the preview. Modules that other modules need are added for you and marked "added automatically". Shared foundations (people, contacts, catalogue, locations) are reused if the project already has them, so nothing is doubled up.
Optional: untick add-ons you do not need, or tick extra modules.
Optional: change the folder name in the box at the bottom. The default is Project setup.
Choose Install selected. The tables, views and dashboards appear in the navigator. A message tells you if some steps need attention.
Things to know:
Sample data. Picking a business type also fills the new tables with a few realistic rows (clients, services or products, today's schedule), so the first screen is not empty. Ticking modules by hand does not add sample rows. Seven business types come with sample data: Salon / Barber / Spa, Fitness / Yoga studio, Clinic / Practice, Auto repair shop, Retail shop / Boutique, Restaurant / Bar and Agency / Consulting. Sample rows are written only into tables that this install created, never into tables you already had. Replace them with your own data.
Run it again later. Installing more modules into an existing project is additive. Foundations you already have are reused, and the domain tables of a module are always created fresh.
Not ready? Choose I’ll set this up later.
Careful: a second install of the same module creates a second set of its own tables (its "Processes" tables are not merged). Install a module again only if you want a separate copy.
3. Business-type catalogue
Installed by default modules come with the card. Suggested add-ons are pre-ticked in the dialog and easy to untick. Wherever a business needs shared foundations (a customer book, a product catalogue, locations), those come along automatically.
Personal care & beauty
Business type | Who it's for | What you get | Installed by default | Suggested add-ons |
|---|---|---|---|---|
Salon / Barber / Spa | Salons, barbers, spas, nail studios | Appointments against your services, a client book, and invoicing | Customers, Bookings, Invoicing & Payments | Booking website, Skills & HR, Shift management, Booking reviews, Memberships, Store Credit |
Health & wellness
Business type | Who it's for | What you get | Installed by default | Suggested add-ons |
|---|---|---|---|---|
Fitness / Yoga studio | Studios running group classes | Group classes with enrollment and attendance, a member book, and billing | Customers, Classes & Enrollment, Invoicing & Payments | Bookings (1:1 sessions), Memberships, Shift management |
Clinic / Practice | Dental, chiropractic, physical therapy, optometry, mental health | Patient records and visit notes, appointment scheduling, a patient book, and invoicing | Customers, Patient Records, Bookings, Invoicing & Payments | Booking website, Skills & HR, Shift management, Booking reviews |
Home & field services
Business type | Who it's for | What you get | Installed by default | Suggested add-ons |
|---|---|---|---|---|
Trades (plumber, electrician, HVAC…) | Plumbers, electricians, HVAC, handymen, landscapers | Dispatched work orders with labour and parts drawn from stock, billed to the customer | Customers, Field service, Inventory & Stock, Invoicing & Payments | Purchasing |
Cleaning services | Recurring-visit cleaners | Scheduled jobs and customer invoicing | Customers, Field service, Invoicing & Payments | Inventory & Stock (supplies) |
Automotive
Business type | Who it's for | What you get | Installed by default | Suggested add-ons |
|---|---|---|---|---|
Auto repair shop | Garages and repair shops | Repair orders with labour and parts, parts inventory, and customer invoicing | Customers, Field service, Inventory & Stock, Invoicing & Payments | Purchasing |
Retail
Business type | Who it's for | What you get | Installed by default | Suggested add-ons |
|---|---|---|---|---|
Retail shop / Boutique | Shops, boutiques, hardware stores | Counter sales, on-hand stock, restocking via purchase orders, and a customer book | Inventory & Stock, Point of Sale, Purchasing, Customers | Online store (website), Reviews, Promotions, Delivery & fulfilment, Invoicing & Payments, Store Credit, Shift management |
Food & beverage
Business type | Who it's for | What you get | Installed by default | Suggested add-ons |
|---|---|---|---|---|
Cafe / Food counter | Cafes and food counters | Fast counter sales that draw down ingredient stock | Inventory & Stock, Point of Sale, Customers | Online store (website), Delivery & fulfilment, Purchasing, Shift management |
Restaurant / Bar | Restaurants, bistros, bars, brewpubs | A dining-table reservations book with double-booking protection, and a guest book | Reservations, Customers | Point of Sale, Inventory & Stock, Shift management |
Professional services
Business type | Who it's for | What you get | Installed by default | Suggested add-ons |
|---|---|---|---|---|
Agency / Consulting | Agencies, consultancies, marketing firms | A B2B sales pipeline (companies, contacts, deals) feeding invoicing | Sales pipeline (CRM), Invoicing & Payments | Customers (consumer book) |
Repair & technical
Business type | Who it's for | What you get | Installed by default | Suggested add-ons |
|---|---|---|---|---|
Repair shop (electronics, bike…) | Electronics, bike and appliance repair | Bench work orders, parts stock, and customer invoicing | Field service, Inventory & Stock, Invoicing & Payments, Customers | Purchasing |
Education & training
Business type | Who it's for | What you get | Installed by default | Suggested add-ons |
|---|---|---|---|---|
Tutoring / Lessons | Tutoring centres, music, language, art and dance schools | Group classes with enrollment and attendance, a student book, and invoicing | Customers, Classes & Enrollment, Invoicing & Payments | Bookings (1:1 lessons), Memberships (recurring tuition) |
Daycare / Preschool | Daycare, preschool, after-school programs | Recurring tuition with class rosters and attendance, a family book, and invoicing | Customers, Classes & Enrollment, Memberships, Invoicing & Payments | None |
Real estate & property
Business type | Who it's for | What you get | Installed by default | Suggested add-ons |
|---|---|---|---|---|
Property Management | Landlords, letting agents, small property managers | A unit register and per-tenant leases that invoice rent each cycle, a tenant book, and a property dashboard (occupancy, rent roll) | Customers, Property Management, Invoicing & Payments | Field service (maintenance jobs raised against a unit) |
A real-estate sales agency (listings as deals) fits Agency / Consulting better.
Events & entertainment
Business type | Who it's for | What you get | Installed by default | Suggested add-ons |
|---|---|---|---|---|
Events / Ticketing | Event organisers, workshops, conferences, concerts, fundraisers | An events book with venue double-booking protection, capacity and ticket sales, a registrations book, and invoicing | Customers, Events & Ticketing, Invoicing & Payments | Point of Sale (merch, concessions) |
Manufacturing & production
Business type | Who it's for | What you get | Installed by default | Suggested add-ons |
|---|---|---|---|---|
Manufacturing / Workshop | Small workshops, assembly, food production | Bills of materials and production orders that consume component stock and produce finished goods, restocking via purchase orders, and invoicing | Production, Inventory & Stock, Purchasing, Invoicing & Payments | Customers |
Memberships & clubs
Business type | Who it's for | What you get | Installed by default | Suggested add-ons |
|---|---|---|---|---|
Gym / Club / Membership | Gyms, clubs, co-working spaces, associations, subscription businesses | Recurring membership plans billed into invoicing, with a member book | Customers, Memberships, Invoicing & Payments | Bookings (facility booking), Classes & Enrollment |
Transportation & logistics
Business type | Who it's for | What you get | Installed by default | Suggested add-ons |
|---|---|---|---|---|
Courier / Taxi / Trucking | Couriers, taxi, moving, towing, trucking | Vehicle and driver dispatch with double-booking protection, a customer book, and invoicing | Customers, Dispatch & Fleet, Invoicing & Payments | None |
If none of these fits, tick modules yourself on By module, or describe your business to the assistant on the first-run screen (, path 2).
4. What each module does for you
Every business type is assembled from the modules below. The last column says which business types install the module by default, and which only suggest it.
Module | What it does for you | Installed by default in | Suggested in |
|---|---|---|---|
Bookings | Customer appointments against your services, people and locations: a calendar your front desk can book against | Salon, Clinic | Fitness, Tutoring, Gym / Club |
Booking reviews | Customer reviews of the practitioner after a booking, with an average rating and a review count kept on the practitioner | Salon, Clinic | |
Booking website | A public, mobile-friendly appointment site on top of Bookings: customers pick a service, a practitioner and a time | Salon, Clinic | |
Invoicing & Payments | Invoices, payments and credit notes with auto-numbered ids, outstanding balances and aging so you can see what is overdue. Bills people or companies | Salon, Fitness, Clinic, Trades, Cleaning, Auto repair, Agency, Repair shop, Courier, Manufacturing, Tutoring, Daycare, Gym / Club, Property Management, Events | Retail |
Store Credit | A customer credit wallet (credit from overpayments, returns or goodwill) applied to future invoices, with a guard against spending more than the balance | Salon, Retail | |
Inventory & Stock | On-hand stock per item (optionally per location), a reorder point, a low-stock view and an inventory dashboard. Stock is the running total of a movements table | Trades, Auto repair, Retail, Cafe, Repair shop, Manufacturing | Cleaning, Restaurant |
Purchasing | Vendors and purchase orders with auto-numbered ids and totals | Retail, Manufacturing | Trades, Auto repair, Cafe, Repair shop |
Point of Sale | Receipt-based counter sales with payment methods and totals. No invoice: payment is immediate | Retail, Cafe | Restaurant, Events |
Reviews | Customer star ratings and written reviews per product, with an average rating and count on the catalogue | Retail | |
Online store (website) | A public, mobile-friendly storefront over your catalogue: product browsing, cart and checkout. Creates a site you can edit | Retail, Cafe | |
Promotions | Order-level coupon codes for the storefront (percent or fixed off) with an active flag, a validity window and a minimum order | Retail | |
Delivery & fulfilment | Carrier shipments over orders: one shipment record per order with carrier, tracking and a status lifecycle | Retail, Cafe | |
Memberships | Priced plans (weekly, monthly, quarterly, annual) and per-member subscriptions that generate an invoice each cycle and flip to past due when unpaid, with a status board and a recurring-revenue dashboard. Needs Invoicing & Payments | Daycare, Gym / Club | Salon, Fitness, Tutoring |
Classes & Enrollment | Group class sessions with capacity, member enrollment and attendance: live enrolled count, seats left, a "full" highlight, a class calendar and board, and double-booking protection on the instructor | Fitness, Tutoring, Daycare | Gym / Club |
Field service | Work orders with labour and materials, a dispatch board and calendar, and double-booking protection on the assigned technician | Trades, Cleaning, Auto repair, Repair shop | Property Management |
Dispatch & Fleet | A fleet register and auto-numbered trips with pickup and dropoff, a scheduled window and a fare, on a dispatch board. Double-booking protection covers both the vehicle and the driver | Courier / Taxi / Trucking | |
Patient Records | A patient file (date of birth, allergies, emergency contact, history) kept separate from your customer book, plus an encounters book with chief complaint, clinical note, diagnosis and follow-up, and a clinical dashboard. Clinical data is never exposed to the portal automatically | Clinic / Practice | |
Reservations | A floor plan of tables with seats and sections, plus a reservations book with guest, party size and booked window: calendar, host board, dashboard, and double-booking protection per table | Restaurant / Bar | |
Events & Ticketing | Events with venue, capacity and ticket price, plus a registrations book with attendee, quantity, ticket type and amount. Live registered count and seats left, a "sold out" highlight, an events calendar, and a dashboard with fill rate and ticket revenue | Events / Ticketing | |
Production | Bills of materials and auto-numbered production orders. Posting an order consumes components from stock and adds the finished item to stock | Manufacturing / Workshop | |
Property Management | A property register (type, address, status, rent) and per-tenant leases that generate a rent invoice each cycle and advance the next invoice date, with a lease status board and a property dashboard. Needs Invoicing & Payments | Property Management | |
Sales pipeline (CRM) | Leads, deals, quotes, orders and activities with pipelines, a Won-stage gate, a sales dashboard and follow-up automations | Agency / Consulting | |
Shift management | Shift templates, the roster, availability, time off, coverage targets and swap requests | Salon, Fitness, Clinic, Retail, Cafe, Restaurant | |
Skills & HR | A skills catalogue and per-person skill and certification tracking | Salon, Clinic |
Shared foundations. These are added for you when a module needs them, and reused if you already have them: People directory, Contacts & Companies, Products, Services and Locations. Customers is added automatically by Classes & Enrollment, Events & Ticketing, Memberships and Property Management; the other business types list it by name. Customers is a consumer address book (clients, patients, guests, students). Contacts & Companies is the B2B address book. Three more foundations are never added on their own, so tick them on By module if you want them: Product categories (a category tree whose attribute sets say which product fields are required, recommended or hidden), Price lists (tiered prices with regions, customer groups, currency rates and tax rates) and Ledger (a bare movements table for your own running balances).
The customer portal is not a module. It is a secure window into the project for your customers. They see only what you share (invoices, orders, documents), can submit forms, and can co-edit shared documents where you allow it. Nothing is shared until you turn it on, and clinical records are never shared automatically. See .
Self-hosted only. Needs your administrator: the Online store (website) and Booking website modules create a site, but the site goes live only if your administrator has registered a storefront template for that site type. See .
5. Make it yours
Everything the setup creates is editable. It is a starting point.
What tables, columns, forms, dashboards and the portal are, and how they fit together, is in .
6. Two end-to-end flows
Book, serve, invoice, get paid (salon, clinic, trades).
A customer or your front desk makes a booking (or you open a work order). It appears in the calendar and on the board. On a work order, the same technician cannot be booked twice for overlapping times.
You serve the customer and move the record to its done state.
You raise an invoice. It gets the next number automatically (for example INV-2026-0042).
You record the payment. Payments add up on the invoice, and the invoice moves to Paid when the outstanding amount reaches zero.
Anything not yet paid is sorted into an Aging bucket (Current, 1-30, 31-60, 61-90, 90+ days overdue), which the invoicing dashboard charts.
Buy stock, sell at the counter, see what to reorder (retail, cafe).
You raise a purchase order to a vendor.
When the goods arrive, stock goes up. Stock is the running total of the rows in the movements table. A receipt is a plus row.
You sell at the counter. A completed sale writes minus rows, so stock goes down.
The Low stock view lists items whose on-hand quantity is at or below their Reorder point. Items with no reorder point set do not appear.
Careful: the built-in screens have no Receive or Complete sale button. The movement rows for steps 2 and 3 are written when a signed-in user's session calls the receive or complete action of the API, or when someone adds the movement rows by hand. Changing a purchase order or sale to Received or Completed in the grid changes its status only. It does not move stock. The actions are described in .