Society Settings
Role Required: SOCIETY_ADMIN
Navigation: Sidebar → Settings
Last Updated: March 2026 | Portal Version: 1.0
Overview
The Settings section lets you configure key operational policies for your society. These settings control how refunds are processed, how agreements are generated, when notifications are sent, and other society-level behaviors. Changes apply to new transactions only — existing bookings and refunds retain their original settings.
Settings Categories
| Category | What It Controls |
|---|---|
| Refund Settings | Cancellation policies, buffer periods, fees |
| Agreement Settings | Agreement generation mode, document types |
| Fee Configuration | Fees and charges (see Fee Configuration) |
| Payment Schedules | Milestone plans (see Payment Schedules) |
| Partner Banks | Banks for payment processing |
Refund Settings
Navigate to: Settings → Refund Settings
Configurable Fields
| Setting | Description | Default |
|---|---|---|
| Allow User Cancellation | Can citizens cancel confirmed bookings? | Yes |
| Cancellation Window Days | Days after booking during which cancellation is allowed (null = unlimited) | Unlimited |
| Require Approval for Refund | Must admin approve before refund is processed? | Yes |
| Refund Buffer Days | Days to wait before processing an approved refund (gives you time to contact the citizen) | 0 |
| Revocation Window Days | Days within which a citizen can withdraw their cancellation request after submitting it | 0 |
| Enable Cancellation Fee | Whether a cancellation fee is deducted from the refund amount | Yes |
| Cancellation Fee Type | How the fee is calculated: PERCENTAGE of amount paid, or a FLAT ₹ amount | PERCENTAGE |
| Cancellation Fee Value | The fee amount — percentage (e.g., 5 for 5%) or flat ₹ amount, depending on fee type | 5% |
| Max Cancellation Fee | Optional ₹ cap on the cancellation fee (null = no cap) | No cap |
| Refund Processing Mode | IMMEDIATE — refund processed as soon as approved; BATCHED — refunds queued for batch processing | IMMEDIATE |
| Release Plots on Approval | Automatically release the plot back to AVAILABLE when cancellation is approved | Yes |
| Notify User on Refund | Send notification to the citizen when their refund is processed | Yes |
| Notify Admin on Refund | Send notification to the admin when a refund is processed | Yes |
| Notify Admin on Buffer Expiry | Alert the admin when a refund's buffer period expires and action is needed | Yes |
How to Update Refund Settings
- Navigate to Settings → Refund Settings
- Review current settings
- Edit the fields you want to change
- Click Save
- Changes take effect for new refund requests only
Refund Workflow Modes
Based on your settings, the refund workflow operates in one of two modes:
Manual Mode (RequireApprovalForRefund = Yes):
Request → Revocation Window → Buffer Period → Admin Reviews → Approve/Reject → Process Refund
Automatic Mode (RequireApprovalForRefund = No):
Request → Revocation Window → Buffer Period → Auto-approved → Auto-process Refund
Processing Modes
| Mode | Behavior |
|---|---|
| IMMEDIATE (default) | Refund is processed as soon as it is approved (or auto-approved) |
| BATCHED | Approved refunds are queued and processed in bulk at scheduled intervals |
Agreement Settings
Navigate to: Settings → Agreement Settings
Agreements are legal documents generated when a booking is confirmed (advance payment received). Configure how and when these are generated.
Generation Modes
| Mode | Behavior |
|---|---|
| AUTOMATIC (default) | Agreements generated immediately after payment confirmation — no admin action needed |
| APPROVAL_REQUIRED | After payment, agreement is queued for admin approval before generation |
| DISABLED | No automatic agreement generation — must be triggered manually |
Configurable Fields
| Setting | Description | Default |
|---|---|---|
| Generation Mode | AUTOMATIC / APPROVAL_REQUIRED / DISABLED | AUTOMATIC |
| Default Agreement Type | Type of agreement document to generate | PLOT_BOOKING_AGREEMENT |
| Notify on Pending Approval | Alert admin when agreements need approval | Yes |
| Notify on Generation | Notify citizen when agreement is ready | Yes |
| Expiry Days for Approval | Days before an unapproved agreement expires | 7 |
| Enable Bulk Approval | Allow approving multiple agreements at once | Yes |
How to Update Agreement Settings
- Navigate to Settings → Agreement Settings
- Select the desired Generation Mode
- Configure notification and approval preferences
- Click Save
Enabled Document Types
You can configure which document types are auto-generated:
- Plot Booking Agreement — primary booking contract
- Additional document types may be configured by the platform
Notification Preferences
Notifications are controlled at multiple levels:
Refund Notifications (in Refund Settings)
| Event | Setting |
|---|---|
| Refund processed | Notify User on Refund |
| Refund processed (admin copy) | Notify Admin on Refund |
| Buffer period expired | Notify Admin on Buffer Expiry |
Agreement Notifications (in Agreement Settings)
| Event | Setting |
|---|---|
| Agreement Pending Approval | Notify on Pending Approval |
| Agreement Generated | Notify on Generation |
Payment Reminders (per Layout)
Configured in the Layout Settings → Reminder Configuration:
- Days before due date for each reminder
- Active/inactive toggle per reminder
- See Payment Schedules for details
Partner Banks
Partner banks are financial institutions associated with your society's layouts for payment processing.
Viewing Partner Banks
- Navigate to the Layout Detail → Partner Banks tab
- See the list of banks configured for that layout
Partner Bank Information
| Field | Description |
|---|---|
| Bank Name | Financial institution name |
| Branch | Branch name/code |
| Account Number | Society's account number |
| IFSC Code | Bank IFSC code |
| Contact Person | Bank relationship manager |
Partner banks are typically configured during layout creation and managed by Society Admin or Super Admin.
Common Scenarios
"I want to disable cancellations for my society"
- Go to Settings → Refund Settings
- Set Allow User Cancellation to No
- Save
- Citizens will no longer see the "Cancel Booking" option
- Admin-initiated cancellations are still possible
"I want a 2-day cooling-off period before processing refunds"
- Go to Settings → Refund Settings
- Set Refund Buffer Days to 2
- Save
- New cancellation requests will wait 2 days before proceeding to admin review
"I want agreements to require my approval before being sent to citizens"
- Go to Settings → Agreement Settings
- Change Generation Mode to APPROVAL_REQUIRED
- Save
- After payment, agreements will be queued for your approval instead of auto-generating
"How do I add a cancellation fee?"
- Go to Settings → Refund Settings
- Ensure Enable Cancellation Fee is turned on
- Choose Cancellation Fee Type: PERCENTAGE or FLAT
- Set Cancellation Fee Value (e.g., 5 for 5%, or 500 for a flat ₹500 fee)
- Optionally set a Max Cancellation Fee cap (e.g., ₹10,000)
- Save
- All new refunds will have this fee deducted from the refundable amount
Related Pages
- Fee Configuration — Configure booking fee types and amounts
- Payment Schedules — Milestone-based payment plans
- Refund Management — How settings affect refund processing
- Layout Management — Partner banks and layout-level configs