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Knowledgebase
Clients
69 Articles
How To Send A SMS To A Client Manually
How To Apply The Preferred Employee Option To Clients
Before Appointment Instruction Marketing Overview
How to Use the Client Merge Tool in Client Diary – Manual Merge
Form Management – Create & Edit
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Reports
34 Articles
Setting up Employee Security Groups
Client Deposits / Client Accounts – Viewing the client’s balance
Clients Loyalty Points Report
How to do End of Day Financials
List of Appointments Report
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Online Booking
39 Articles
Online Booking Overview
Setting up Service Bundles for Online Booking
How to Disable Online Booking for Specific Locations
How to Approve or Deny an Online Booking
Approving or Denying an Online Booking via Email
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Security
10 Articles
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
Multi Sites – Restricting Employee Access to Another Site’s Calendar
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System
61 Articles
How to delete things (Clients, Services, Products, etc)
Trouble Shooting
Using the Telegram Bot to Check Your Target
Recurring Appointment Overview
How To Link Mailchimp To Client Diary
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Troubleshooting
23 Articles
How Can I Get Fast Help?
What to Look for When a Client Does Not Get Their SMS Message or Their Booking Does Not Confirm
How to Hold Transactions
Poor Internet is Making my Calendar Not Refresh Properly
Troubleshooting Online Booking Verified Messages
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Products
21 Articles
How to delete things (Clients, Services, Products, etc)
Calculating your Stock on Hand
How To Use The + Button
How to Setup Product Variants
Adding and Editing Suppliers
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Services
36 Articles
How To Use The + Button
After Appointment Follow-Up Marketing Overview
Service Resources – Calendar
Tiered Pricing / Pricing Levels Setup
Setting up After Appointment Follow-Up Marketing
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Mobile
17 Articles
Mobile App – Using a Barcode Scanner at POS on Your Phone or Tablet
Mobile App – How to view another employee’s Calendar
Mobile App – How to Create an Appointment
Mobile App – How to Block out Time
Mobile App – How to move to another date
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Online Vouchers
13 Articles
Online Voucher Setup
Online Voucher Overview
How to Link Online Vouchers to Your Facebook / Website
How Your Customers Purchase Online Vouchers
How to Create and Remove Promo Vouchers
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Forms
8 Articles
Form Management – Create & Edit
Form Management – More Tools
Form Management – Duplicating Forms
Form Management – Manually Sending to Clients
Form Management – Viewing Completed Forms
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Payment Links
4 Articles
Payment Links – Setup
Payment Links – Sending Payment Request
Stripe Integration
Payment Links Overview
Calendar
96 Articles
Deleting / Cancelling an appointment
Turning on Deposits / Pre Payments for Online Bookings
Blocking Out Time and Holidays
Before Appointment Instruction Marketing Overview
How to interact with appointments on Mobile /Tablet
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Point of Sale
50 Articles
How to Add a New Payment Method
How to View/Edit Existing Gift Vouchers
Client Deposits / Client Accounts – Viewing the client’s balance
How to Enable / Disable Discount Reasons
How to Process a Transaction / Charge a Customer
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Employees
31 Articles
Setting up Employee Security Groups
How to Setup Employee Targets
How To Use The + Button
How to Use the Team Weekly Roster
How to add employees
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Marketing
45 Articles
How To Send A SMS To A Client Manually
Emailing Appointment Reminders
Adding Online Booking to Your Website
How To Link Mailchimp To Client Diary
After Appointment Follow-Up Marketing Overview
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