Referrals, Contracts and Payroll stay out of your admin until you switch them on. A new business starts with all three off, so the sidebar shows only what the business uses.
A business that was already using a feature when this page was added keeps it on: referral links or referrals, any contract or contract template, contract e-signature switched on by Naayya, or payslips or pay rules.
Open features#
Select the business from the sidebar, then go to Admin > Settings > Features.
Switch a feature on or off#
- Go to Admin > Settings > Features.
- Find Referrals, Contracts or Payroll.
- Use the switch on that row.
When a feature is on, it appears in the admin sidebar and in search, and the row shows a link to open it. You do not need to reload the page.
Off means off for everyone. While a feature is off, its sidebar entry and admin pages are hidden, and nobody can start using it for your business: customers cannot create an invite link, and no new contract, pay rule or payslip can be created.
A feature in use stays on#
You can switch a feature off only while nothing depends on it. Otherwise the switch stays on and a message says why:
- Referrals: customers already hold referral links for your business. Links cannot be removed, so Referrals stays on.
- Contracts: a stored contract is active, a stored contract has a pending assignment, a template is Ready to send, or a contract is waiting for a signature.
- A stored contract keeps Contracts on, and it cannot be removed.
- End a pending assignment with Terminate in the contract's Assignments tab.
- Archive templates you no longer send: open the template and set Status to Archived.
- A contract waiting for a signature keeps Contracts on until it is signed, declined or expires.
- Payroll: a pay rule is active. Delete the active pay rules first: open Payroll, select Create, then Pay Rules. Deleting a pay rule cannot be undone. Payslips you already created stay.
Switching off deletes nothing. If you switch a feature on again, its records are still there.
| Feature | What it adds | Where it appears |
|---|---|---|
| Referrals | Customers invite friends with their own link, and you see who joined. See Referrals. | Admin > Referrals |
| Contracts | Send contracts to customers and staff, and keep the signed copies. See Contracts. | Admin > Contracts |
| Payroll | Set pay rules for teachers and create their payslips. See Payslips. | Payments > Payroll |
What stays with each person#
- Contracts: people keep the signed copies of contracts in their account.
- Payroll: teachers keep the payslips you sent them.
Who can switch features#
The business owner can switch features. An owner can also give another person the Activate business features permission. See Roles and permissions.
Everyone else sees each feature as On, Off or Not included, without a switch.
Not included in your plan#
A row that says Not included in your plan cannot be switched on. Select See plans to compare plans on Admin > Settings > Billing. See Plan Features.
Contract e-signature has its own requirements on top of the Contracts switch. See Send contracts for e-signature.
Other things you switch on#
- Classes, Services, Programs and Products are switched on in Admin > Settings > Offerings. See Switch offerings on and off.
- Marketing email and Instagram publishing are switched on in Admin > Settings > Messages.