Set the platform up the way your business is actually built.
Operations is where the structure lives: companies, team roles with granular permissions, vendors, service areas, appointment types, tags, custom fields, taxes, statuses, and document numbering. Configure it once and every other product - scheduling, billing, communication - inherits the shape of your business.
Configure it once. Everything inherits it.
Software either bends to how a business is structured or forces the business to bend. Operations holds that structure in one place, so a two-company operation with different service areas and roles does not have to pretend it is a single flat team.
The structure you set here is not a settings page nobody visits again - it is the shape every other product reads from. Schedule plans inside your service areas, billing numbers documents your way, and every teammate sees exactly the slice their role allows.
Access by responsibility, not by trust
Admins, managers, dispatchers, and staff each get exactly the surface their role needs - per product area, not all-or-nothing. The bookkeeper sees billing, the dispatcher sees the board, and nobody has to hope a login is not misused.
- checkFine-grained permissions per product area
- checkRole changes apply everywhere, instantly
- checkThe same rules on web and mobile
Records that speak your language
A clinic tracks referral sources, a contractor tracks gate codes, an agency tracks retainer terms. Appointment types, tags, custom fields, and document numbering let every record carry the details your business actually runs on.
- checkCustom fields on clients, appointments, and more
- checkTags and appointment types you define
- checkDocument numbering that matches your books
One structure, read by every product.
Companies, roles, service areas, fields, and numbering - defined once, inherited by scheduling, billing, and communication.
Everything the structure layer should hold
Multi-company and location setup
Run more than one company or branch from a single workspace, each with its own identity and settings.
Roles and granular permissions
Give admins, managers, dispatchers, and staff exactly the access their job needs - across every product surface.
Vendors and service areas
Keep the vendor list and the geography you serve as structured data the rest of the platform can use.
Types, tags, fields, and numbering
Define appointment types, tags, custom fields, and document numbering so records speak your language from day one.
Companies, Vendors, Service Areas, Custom Fields, and the rest of the setup
The screens that make the rest of Genaya fit your business.
Companies
Several companies or brands in one workspace, each with its own logo, contact details, numbers, appointments, payments, taxes, and document numbering.
verifiedEvery planVendors
A directory of suppliers, partners, and referral sources with contacts, agreements, documents, and notes, tracked across leads, appointments, and expenses. Switched on in Settings under Features.
verifiedPro and upService Areas
Coverage zones drawn as map polygons or listed as zip codes, assigned to team members and used to route appointments. Switched on in Settings under Features.
verifiedEvery planCustom Fields
Your own inputs on appointments, clients, estimates, invoices, and bookings, grouped into collapsible sections. Switched on in Settings under Features.
verifiedEvery planTaxes and custom fees
Tax rates and custom fees per company with defaults, plus the tax ID name and number for the workspace, applied on every estimate and invoice.
verifiedEvery planStatuses and sub-statuses
Control which appointment statuses appear and who can set them, and add your own granular sub-statuses.
verifiedEvery planNumbering, tags, and field validation
Document numbering for appointments, invoices, and estimates, color-coded tags on every record type, and required-field rules per form.
verifiedEvery planHold music and audio library
Upload greetings and voicemail prompts for Call Flow steps and pick the audio callers hear while they wait in a queue.
verifiedEvery planShape the platform in three passes
Model the structure
Set up companies, locations, vendors, and service areas the way the business actually operates.
Set the access
Assign roles and fine-grained permissions so each person sees what their work requires.
Tune the details
Add the appointment types, tags, custom fields, and numbering schemes your records need - and every module follows.
Built for businesses with real structure
Owners of multi-entity businesses
Run two brands or five branches without buying five separate systems.
Administrators
Control who can see and do what, with permissions that match responsibilities instead of all-or-nothing access.
Growing teams
Add structure as complexity arrives, without migrating platforms to get it.
The structure every product reads from
Operations is not a silo of settings - it is the source the rest of Genaya inherits its shape from.
Team
Roles defined here decide what every teammate can see and do.
Schedule
Appointment types and service areas shape how the board plans work.
Appointments
Custom fields and numbering follow every appointment from creation to invoice.
Clients
Tags and fields keep client records consistent across companies.
Questions admins ask before setting up
Yes. Each company carries its own identity, phone numbers, appointments, payments, and taxes, so grouped businesses operate from one workspace without mixing their records (document numbering is one sequence for the whole workspace). Business includes 2 companies and Enterprise has no limit; extra companies are an add-on on any plan.
Access is role-based with fine-grained permissions per product area, so a dispatcher, a bookkeeper, and a field team member each get the view their role actually needs.
The setup screens - companies, appointment types, tags, taxes, statuses, numbering, field validation, hold music, and lead sources - are on every plan, including the free trial. Service Areas and Custom Fields are switched on in Settings under Features on any plan; Vendors needs Pro and up.
No. Genaya works out of the box with sensible defaults. Operations is where you refine the structure as the business grows - add a second company, tighten permissions, or introduce custom fields the day you need them.
Change their role and their access updates across every product surface immediately - schedule, billing, reporting, and communication all follow the same permission set, so there is nothing to update twice.
Yes. Each company in the workspace carries its own identity, document numbering, and configuration, while sharing the team members and tools you want in common.
Ready to make the platform fit the business?
Model your companies, set the access, tune the details - and let every product follow.