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Reports 34 Articles

  • How To View Your Reward Points In Your Reports
  • Staff Capacity
  • Reward Points Overview Page
  • Cancellation Rate
  • Multi Sites – Restricting Employee Access to Another Site’s Reports
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Online Booking 39 Articles

  • How long Online Bookings Must Be Made Prior To The Appointment
  • Approving Online Bookings via the Mobile App
  • How to Change Business Name Listed In Your Online booking SMS Reminders
  • Viewing value of Online Booking & Voucher payments in Reports
  • Service Bundles Overview
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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 Assign Rewards To Clients (All Or Individual)
  • Telegram Bot Overview
  • How to Hide Non-Rostered Staff on the Calendar
  • Receiving Monthly Business Stats from Client Diary
  • How To Edit Your Existing Rewards
  • View all articles

Troubleshooting 24 Articles

  • How to Set Your Calendar View to 24 Hour Mode
  • How to Re-activate an Employee
  • Refunds
  • How Sms Credits Work In Client Diary
  • Changing the Business Location for Online Booking
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Products 21 Articles

  • How To Setup Low Stock Product Email Notification
  • How To Use Top Selling Products Report
  • How To Send Order
  • When Supplier Has To Be Added To A Product
  • How To View Past Order Histories
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Services 36 Articles

  • Copy a Service Bundle to Another Site/Location
  • How to Create / Edit a Class
  • Booking a Service Bundle
  • How to Add a Class to the Calendar
  • Taking payment for a Service Bundle
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Mobile 17 Articles

  • Find or create your Telegram Username – iOS
  • Add your Telegram Username to Client Diary
  • 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
  • View all articles

Online Vouchers 13 Articles

  • Separating Stripe for each Location
  • Stripe Integration
  • How to add / edit Preset Gift Vouchers
  • Online Voucher Setup
  • Online Voucher Overview
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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 97 Articles

  • Client Deposits / Client Accounts – Taking the client’s deposit
  • How To Auto Email Employees Their Appointments
  • How To Apply A Custom Colour To Certain Services
  • Setting up Service Bundles for Online Booking
  • Poor internet is making my calendar not refresh properly
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Point of Sale 50 Articles

  • How to Hold Transactions
  • Refunds
  • Receipt Overview
  • How to Open a Cash Drawer
  • Creating a Service Bundle
  • View all articles

Employees 31 Articles

  • Suggested reading for new staff
  • Dashboard Overview
  • How To Apply Service Skills To Employees
  • How to Hide Non-Rostered Staff on the Calendar
  • How To Use Top Selling Services Report
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Marketing 45 Articles

  • How To Add Custom Info On to Your Client Receipts
  • SMS all clients with no future appointment
  • SMS All Clients who have had a Specific Service
  • Birthday SMS Marketing
  • SMS all clients that have not visited recently
  • View all articles

Clients 69 Articles

  • How To View A Client’s History
  • How To Assign Rewards To Clients (All Or Individual)
  • How Your Client Uses Online Booking
  • How to Message Individual Clients in a Class
  • How to Edit a Note
  • View all articles
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