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Knowledgebase
Troubleshooting
24 Articles
How to Log in to Client Diary
What Are The Different Calendar Views In Client Diary
How to Set Your Calendar View to 24 Hour Mode
How to Re-activate an Employee
Refunds
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Products
21 Articles
Stock Ordering Overview
How To Do A Received Delivery For Your Product Orders
How To Setup Low Stock Product Email Notification
How To Use Top Selling Products Report
How To Send Order
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Services
36 Articles
Service Bundles Overview
How to Update Service Categories
Creating a Service Bundle
Class Overview
Copy a Service Bundle to Another Site/Location
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Mobile
17 Articles
Telegram Bot Overview
Find or create your Telegram Username – Android
Find or create your Telegram Username – iOS
Add your Telegram Username to Client Diary
Find and start the Telegram Bot for the first time
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Online Vouchers
13 Articles
How to Create / Redeem a Voucher at POS
Using QR Codes for Online Booking and Vouchers
Separating Stripe for Each Location
Stripe Integration
How to add / edit Preset Gift Vouchers
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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
How To Use The + Button
How To Do A Group Checkout
How to Book a Child when Booking Appointments
Editing a Service Bundle
Adding a custom banner image to your Online Booking
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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 to Every Item
How To Add Custom Info On to Your Client Receipts
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Employees
31 Articles
Tiered Pricing / Pricing Levels Setup
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
How To Setup A Custom Sms
SMS all clients in your database
Review / Feedback SMS
Sending Preset/Template SMS messages
SMS all clients with future appointments
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Clients
69 Articles
How To Add Appointment Notes
Clients Note Overview Page
Client Deposits / Client Accounts – allowing a client to owe you money / go into negative credit
How to Take a Customer to POS
How to View Cancelled Appointments
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Reports
34 Articles
How To Use Top Selling Products Report
Dashboard Overview
How To Use Top Selling Services Report
Booking Rate
How To View Your Reward Points In Your Reports
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Online Booking
39 Articles
How to toggle email notifications of online booking
Adding a custom banner image to your Online Booking
Limit How Far In Advance An Online Booking Can Be Made
How to View “Unverified” Online Bookings
How long Online Bookings Must Be Made Prior To The Appointment
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Security
10 Articles
Form Management – Form Security
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
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System
62 Articles
Online Status indicator and alert
Update client records on their own phone
Cancellation Rate
How to Adjust Your Billing Plan When Adding Staff
How to Create Rewards Programs
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