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Knowledgebase
Forms
8 Articles
Forms Overview
Form Management – Create & Edit
Form Management – More Tools
Form Management – Duplicating Forms
Form Management – Manually Sending to Clients
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Payment Links
4 Articles
Payment Links Overview
Payment Links – Setup
Payment Links – Sending Payment Request
Stripe Integration
Calendar
96 Articles
How To Use The + Button
How to do a Group Checkout
Clients Note Overview Page
Deleting / De-Activating a Service Bundle
How to View “Unverified” Online Bookings
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Point of Sale
50 Articles
How to Sell a Gift Voucher
Reward Points Overview Page
Quoting a Customer
Applying a Discount
How To Add Custom Info On to Your Client Receipts
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Online Booking - 2026
20 Articles
Enable Services to be Booked Online
How to Toggle Email Notifications of Beta Online Booking
All Services Booked are Applied to One Employee
How Long Beta Online Bookings Must Be Made Prior To The Appointment
Limit How Far In Advance A Beta Online Booking Can Be Made
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Employees
33 Articles
Tiered Pricing / Pricing Levels Set Up
How to set up Online Booking in Client Diary
How To Auto Email Employees Their Appointments
How to Reset my Password and/or PIN
Suggested Reading for New Staff
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Marketing
45 Articles
Setting up Before Appointment Instruction Marketing
SMS All Clients That Have Visited Recently
Editing Before Appointment Instruction Message
SMS All Clients Who Are New
Before Appointment Instruction Marketing Overview
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Clients
69 Articles
When You Have More Than 1000 Clients
Reward Points Overview Page
How To Add Custom Fields To Client Details
Review / Feedback SMS
How to Change the Paying Client in the POS
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Reports
34 Articles
Multi Sites – Restricting Employee Access to Another Site’s Reports
Dashboard Security
How To Apply Xero To Client Diary
How to Use Top Spending Client Report
Non Returning Clients Report
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Online Booking
38 Articles
Service Bundles Overview
How to Zero a Credit When the Client Doesn’t Show
Creating a Service Bundle
Using Quick Replies
Copy a Service Bundle to Another Site/Location
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Security
10 Articles
Setting up Employee Security Groups
How to Change Your Admin Password
How to Setup Auto Log Out Timer for Staff
Disabling Employees Accessing the Database Outside of the Business
How To Use Tax Options In Reports
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System
62 Articles
How To Redeem Your Clients Reward Points
Add your Telegram Username to Client Diary
How to Copy a Class to Another Location
Xero Integration Pricing
Reward Points Overview Page
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Troubleshooting
23 Articles
How SMS Credits Work In Client Diary
Changing the Business Location for Online Booking
Changing the URL Link Address for Online Booking
My Receipts / Reports Won’t Print
How to Gather Error Logs
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Products
21 Articles
How To Send Order
When a Supplier Has to be Added to a Product
How To Resend or Download and View Past Order Histories
How to Add/Edit Products
How to Use a Barcode Scanner
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Services
36 Articles
Taking Payment for a Service Bundle
How to Copy a Class on the Calendar
Editing a Service Bundle
How to Copy a Class to Another Location
Deleting / De-Activating a Service Bundle
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Mobile
17 Articles
Find and Start the Telegram Bot for the First Time
Using the Telegram Bot to Check Your Bookings
Using the Telegram Bot to Check Your Roster
Mobile App – How to Cancel an Appointment
Using the Telegram Bot to Check Your Target
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Online Vouchers
13 Articles
How to Add / Edit Preset Gift Vouchers
Online Voucher Setup
Online Voucher Overview
How to Link Online Vouchers to Your Facebook / Website
How Your Customers Purchase Online Vouchers
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