Getting Started
Safe vs. Careful Actions
What you can freely experiment with, and where a mistake reaches real customers.
Not every part of the admin carries the same risk. Use this page to calibrate how careful to be.
Always safe
Do these freely, because they cannot affect customers:
- Looking at anything. Browsing lists, opening records, and reading details never changes them.
- Searching and filtering.
- Saving a draft in areas that have a Publish button. Drafts are invisible to customers.
- Previewing a page or the homepage.
Safe with a quick check afterwards
These go live when saved, but are easy to verify and easy to fix:
- Editing wording on a page, then checking the live page.
- Uploading a new image (it affects nothing until you attach it somewhere).
- Updating an image description (alt text).
- Reordering menu or footer links.
Slow down and double-check
These reach customers, money, or your team the moment you save:
| Action | Why it needs care | Before saving |
|---|---|---|
| Changing a price, discount, or duration | Customers are quoted and charged from these values | Confirm the approved amount; check the service page and booking flow after |
| Changing store hours or holiday dates | Controls when customers can book | Confirm dates, times, and which store; watch the timezone |
| Changing an order status | The customer can see their order progress, and status emails may be sent | Confirm you have the right order and the change reflects reality |
| Marking a payment Paid or handling a refund | This is your money record | Confirm the payment actually happened; follow your refund process |
| Replacing an image in Media | The same image may be used on several pages | Check where it is used first, or upload a new image instead |
| Changing a page slug (its URL) | Old links, menus, and shared links can break | Check menus, footers, and anywhere that links to the page |
| Inviting a user or changing access | People gain or lose control of this admin | Confirm the person and the level they actually need |
| Deleting anything | Deletion is permanent and has no undo | Prefer the item's Disable switch when one exists |
Ask before touching
- Scripts. This area injects code into your website. A wrong or malicious script can break pages or leak data. Never paste anything here that you did not get from your developer. See Scripts.
- Anything you don't recognize. If a field or area is not covered in this guide, it is probably managed for you. Ask before changing it.
The two permanent mistakes
Deleting a record and publishing a wrong price are the two mistakes that are hardest to walk back. Deleting has no undo; a wrong price may be seen (and booked) by customers within minutes. Everything else in the admin is fixable.