Settings
Set Up & Settings for Auxo Workshop
16 articles
- Initial Setup - System Configuration ⚙️How to set up the Workshop Details tab of System Configuration, covering company details, workshop hours, payment methods, job settings and more.
- 🗂️ Tag ManagementCreate, rename, recolour, and delete Job tags from one central screen in System Configuration.
- 👥 Add or Edit Staff / Technicians 👥How to add new staff and set up technicians in Auxo Workshop
- How to Set Up & Use Online BookingGet up and running with Auxo Workshop's impressive Online Booking feature
- ✉️ How to Edit or Create a Communications TemplateCreate and manage reusable SMS and email templates to send consistent, personalised messages to customers directly from Auxo Workshop.
- User Security / Roles & PermissionsHow to control security and user access using User Roles in Auxo Workshop
- How to reset your password 🔒Simple steps to reset your password in Auxo Workshop
- Users / Staff - How to remove a user's access to Auxo WorkshopRead here if you need to disable/remove a staff member's access to Auxo Workshop.
- Geographic Login RestrictionsIf travelling abroad, you may not be able to access Auxo Workshop due to geo-blocking. Read more in this article...
- The Pricing MatrixHow to set up and use the Pricing Matrix in Auxo Workshop.
- 🧩 Setup - Parts CategoriesManage and customise your parts categories in Auxo Workshop
- 🎨 Personalised InvoicesCustomise the layout, branding, and content of your invoices, estimates, and pro forma invoices in Auxo Workshop.
- Advanced Online Booking CustomisationsCustomise your booking page with banners, colours, logos and more (Elite Plan or above)
- Customer & Supplier GroupsOrganise contacts into groups for smarter discounts, reporting, and bulk actions
- 🔒 Setting Up Multi‑Factor Authentication (MFA/2FA) in Auxo WorkshopStep-by-step guide for enabling and using MFA with Google or Microsoft Authenticator
- 🤖 Automating Service and WOF RemindersSet up rules that automatically send service and WOF reminders on a schedule, using the saved filters and templates you already have.