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Knowledgebase
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
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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
96 Articles
Client Deposits / Client Accounts – Taking the client’s deposit
How To Auto Email Employees Their Appointments
How to Set Your Calendar View to 24 Hour Mode
Emailing Appointment Reminders
Quoting a Customer
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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
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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
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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
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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
61 Articles
How To Edit Your Existing Rewards
Find or Create Your Telegram Username – Android
Class Overview
Separating Stripe for Each Location
How To Assign A New Card Number To Clients Rewards
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Troubleshooting
23 Articles
How to Re-activate an Employee
Refunds
How Sms Credits Work In Client Diary
Changing the Business Location for Online Booking
Changing the URL Link Address for Online Booking
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Products
21 Articles
How To Set Up 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 Resend or Download and View Past Order Histories
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