Organization
How organizations work in TatTool, and how organization settings affect everyone in your organization.
An organization is the shared workspace in TatTool. It contains your:
- Members and roles
- Locations
- Bookings and events
- Payments and reporting configuration
- Tags, settings, and extensions
Organization settings are global. Changes affect all members and multiple areas of the system.
To access organization settings: Settings → Organization
Fast answers
- Where do I change the organization name/logo? Settings → Organization → Organization Details
- Where do I change date/time formatting? Settings → Organization → Date & Time Settings
- Where do I set default payment behavior? Settings → Organization → Payment Settings
- Where do I set opening hours? Settings → Organization → Opening Hours
- Where do I manage offline payment methods? Settings → Organization → Offline Payment Methods
- Where do I manage locations? Settings → Organization → Locations
- Where do I invite/manage members? Settings → Organization → Members
- Where do I disable calendar access for a member? Settings → Organization → Members → member Actions → Change calendar access
- Where do I create tags for reporting? Settings → Organization → Tags
Access & Permissions
Access is role-based.
In most organizations:
- Owners and Admins can change organization settings (Organization Details, Locations, Members, Tags).
- Owners have exclusive access to destructive actions like deleting the organization.
If you can’t find a page
If you don’t see an organization settings page, you likely don’t have permission. Ask an owner/admin to make the change.
What Organization Settings Affect
Organization settings control:
- Branding and identity (logo, name, contact email)
- Date/time display logic (calendar, sheets, messages)
- Default payment behavior (tax defaults, verification workflow)
- Salary period defaults for Insight filters
- Opening hours used for availability and capacity calculations
- Which offline payment methods staff can select
- Organization lifecycle management (scheduled deletion)
Recommended Reading Order
Organization Settings
The main organization settings page: branding, communication, date/time formats, payments defaults, opening hours, offline payment methods, and deletion.
Start with the pages that control organization-wide defaults.
Locations
Locations represent where work happens. Every booking and consultation is assigned a location for scheduling, reporting, and communication.
Configure the places where bookings and reporting happen.
Members & Invites
Invite members, manage roles and calendar colors, assign locations, and configure revenue targets.
Invite people, set roles, and manage member defaults.
Calendar Access
Control whether a member can see and work with calendar data without removing them from scheduling.
Control whether a member can view calendar-related data.
Tags
Create tags to categorize bookings and unlock more detailed Insight filtering and reporting.
Create labels for booking categorization and reporting.