Lockii
Lockii
  • Docs
  • Changelog
  • Feature requests
  • Support portal
    • Team Members & Permissions
    • Managing Locations
    • Configuring Pricing
    • Using the Schedule & Availability View
    • Customizing Pickup & Return Flows
    • Managing Customers
    • Managing Your Inbox & Alerts
    • Company Settings Overview
    • Stock Units & Instant Book Links
    • Creating & Managing Bookings
    • Reporting & Analytics
    • Lockii Mobile App
    • Using the Dashboard
    • Using the Bookings List
    • Global Search
    • Automated Customer Communications
    • Maintenance Management
    • Products & Inventory
    • Customizing Customer-Facing Language
    • Team Comments & Mentions
    • Team Comments & Mentions
    • Comments on Bookings & Customers
    • Managing Booking Change Requests
    • Handover Proof Documents
    • Managing Locations
Docs / Back Office

Company Settings Overview

A map of every settings tab — company details, preferences, billing, language, and more.

Lockii's Settings page is where you configure your entire business. This article maps every settings tab so you know where to find what you need.

In the app: Settings


Settings tabs

Tab

What it configures

Link

Company Details

Name, logo, contact info, tax rate, tax ID (shown on invoices), date/time format, default phone country

Open

Website & Embeds

Hosted pages, embed codes (including customer account widgets), custom domain, analytics

Open

Manage Members

Team invitations, roles, permissions

Open

Communications

Automated email and SMS message plans

Open

Booking Flow

Pickup/return forms, photos, quiz steps, instructions

Open

Preferences

Booking options, checkout terms, privacy policy, confirmation page, booking change request policies

Open

Pricing Details

Pricing templates, coupons, add-on services

Open

Integrations

Stripe, identity, insurance verification, SMS, GPS, API keys, MCP, webhooks

Open

Locations

Hire sites, GPS zones, operating hours, site access locks, Google review links

Open

Locks

iglooHome smart lock pairing and management

Open

Language

Customize customer-facing UI text and CSV import/export

Open

Billing

Your Lockii subscription plan

Open

Referrals

Partner referral program

Open


Dedicated editor pages

Several settings tabs now open items in their own editor page instead of inline modals:

  • Locations — click a location or Add Location to open the map-based editor

  • Pricing templates, coupons, and services — click any item in Pricing Details to open its editor

This keeps long forms (like location maps and coupon rules) easier to work with.


Preferences: terms and privacy

Under Settings → Preferences → Customer checkout terms, you can configure:

  • Short description — shown as a summary at checkout before customers open the full document

  • Full terms and conditions — rich text shown when customers expand terms at checkout and when they agree before pickup

  • Privacy policy — shown at checkout, on account pages, and appended to the terms agreement. Lockii ships a default template you can edit or reset at any time.

Lockii records a terms agreement on each booking after the customer confirms on their confirmation page. See Customer Pickup & Lock Codes.


Website & Embeds: customer account widgets

Under Settings → Website & Embeds, you can embed the customer account experience on your site:

  • <lockii-account> — inline account page where customers sign in and see their bookings

  • <lockii-account-button> — button that opens the account in a popup. Add label="My bookings" to customize the text.

See Customer Accounts for the full customer flow.


Quick start checklist

If you're setting up a new account, work through these tabs in order:

  1. Company Details — name, logo, tax, default phone country

  2. Integrations — connect Stripe

  3. Locations — add hire sites and set GPS zones

  4. Pricing Details — set rates

  5. Locks — connect iglooHome

  6. Website & Embeds — add to your site

  7. Communications — customise messages

  8. Booking Flow — pickup and return setup

  9. Preferences — terms, privacy policy, booking change request policies, and booking padding

See Getting Started With Self Hire for the full walkthrough.


Tips

  • Use Global Search (⌘K) to jump directly to any settings tab.

  • Most settings tabs have their own dedicated help article. Check the Back Office and Integrations sections.

  • Add your Tax ID under Company Details if you need it printed on customer invoices.

  • Set Default phone country under Company Details so checkout and customer forms pre-select the right country code for your market.

  • Start and end of booking padding under Preferences accept 15-minute increments (for example 0.25 = 15 minutes, 0.5 = 30 minutes). Lockii snaps values to the nearest 15 minutes automatically.

PrevManaging Your Inbox & Alerts
NextStock Units & Instant Book Links
Was this helpful?