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Knowledgebase
Products
21 Articles
How To Do A Received Delivery For Your Product Orders
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
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Services
36 Articles
Creating a Service Bundle
Class Overview
Copy a Service Bundle to Another Site/Location
How to Create / Edit a Class
Booking a Service Bundle
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Mobile
17 Articles
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
Using the Telegram Bot to Check Your Bookings
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Online Vouchers
13 Articles
Using QR Codes for Online Booking and Vouchers
Separating Stripe for Each Location
Stripe Integration
How to Add / Edit Preset Gift Vouchers
Online Voucher Setup
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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
Changing the Order of Employees in the Calendar
How To Apply The Preferred Employee Option To Clients
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
Applying a Discount to Every Item
How To Add Custom Info On to Your Client Receipts
How to Zero a Credit When the Client Doesn’t Show
How to Hold Transactions
Refunds
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Employees
31 Articles
How To Auto Email Employees Their Appointments
How to Reset my Password and/or PIN
Suggested Reading for New Staff
Dashboard Overview
How To Apply Service Skills To Employees
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Marketing
45 Articles
Sending Preset/Template SMS Messages
SMS all clients with future appointments
Form Management – Automate Your Forms
How To Add Custom Info On to Your Client Receipts
SMS all clients with no future appointment
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Clients
69 Articles
How to View Cancelled Appointments
How To Delete Client Notes
Client Deposits / Client Accounts – Fixing any mistakes
How to Message all Clients in a Class
How To View A Client’s History
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Reports
34 Articles
How To Use Top Selling Services Report
Booking Rate
How To View Your Reward Points In Your Reports
Staff Capacity
Reward Points Overview Page
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Online Booking
39 Articles
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
Approving Online Bookings via the Mobile App
How to Change Business Name Listed In Your Online booking SMS Reminders
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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 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
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Troubleshooting
23 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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