Skip to content
Client Diary
Menu
  • Features
    • All Features Overview
    • Appointments
    • Forms
    • Client Management
    • Online Booking & Payments
    • Add-Ons
  • How it works
  • Pricing
  • Support
  • News
  • Log In
  • Sign Up
  1. Home
  2. /
  3. Knowledgebase

Employees 31 Articles

  • How To Setup Auto Log Out Timer For Staff
  • How To Remove an Employee
  • How To Print The Employee Day Sheet
  • How to Edit Employee Details
  • Disabling Employees accessing the Database Outside of the Business
  • View all articles

Marketing 45 Articles

  • Welcome SMS
  • How to view your SMS Usage / Statistics
  • SMS all clients that have not visited at all
  • SMS all clients coming up to Christmas
  • How To Use Sms Log (Reminders)
  • View all articles

Clients 69 Articles

  • Client Deposits / Client Accounts – using client credits to pay for a sale
  • How To Add Child In The Client Add/Edit Area
  • Non Returning Clients Report
  • Booking Rate
  • How to Approve or Deny an Online Booking
  • View all articles

Reports 34 Articles

  • How To Use Tax Options In Reports
  • Viewing value of Online Booking & Voucher payments in Reports
  • How to Export Transaction Data
  • How to Setup to Send an Invoice to Xero unpaid.
  • How To See Your Projected Income In Client Diary
  • View all articles

Online Booking 39 Articles

  • How To Add Custom Terms And Conditions To Your Online Booking
  • Change the Service Names for Booking Online
  • Stripe Integration
  • How To Enable Auto Approved Online Bookings
  • Changing the Business Location for Online Booking
  • View all articles

Security 10 Articles

  • Multi Sites – Restricting Employee Access to Another Site’s Reports
  • How to Reset my Password and/or PIN
  • Dashboard Security
  • Form Management – Form Security
  • Setting up Employee Security Groups
  • View all articles

System 62 Articles

  • How Add/Edit Timezones And Why They Are Required In Client Diary
  • Adding Online Booking to Your Website
  • Dashboard Overview
  • Zapier – Creating a Zap
  • How To Change The Currency Value In Client Diary
  • View all articles

Troubleshooting 24 Articles

  • How To Update Your Credit Card
  • Setting up a new Client Diary system
  • Online Status indicator and alert
  • How to Calculate the Length of an SMS
  • Disabling Employees accessing the Database Outside of the Business
  • View all articles

Products 21 Articles

  • How To Do A Stock Transfer
  • How To Do A Stock Order
  • How To Do Stock Usage
  • Stock Ordering Overview
  • How To Do A Received Delivery For Your Product Orders
  • View all articles

Services 36 Articles

  • Editing a Before Appointment Marketing message
  • How to Assign An Existing Service To A Different Employee
  • Before Appointment Marketing Overview
  • Change the Service Names for Booking Online
  • Turning off Before Appointment Messages
  • View all articles

Mobile 17 Articles

  • Viewing the latest news in the mobile app
  • Using the Dashboard in the Mobile App
  • Approving Online Bookings via the Mobile App
  • Telegram Bot Overview
  • Find or create your Telegram Username – Android
  • View all articles

Online Vouchers 13 Articles

  • How to select an Online Voucher when at POS
  • How To Email An Existing Voucher To Clients
  • Viewing value of Online Booking & Voucher payments in Reports
  • How to Create / Redeem a Voucher at POS
  • Using QR Codes for Online Booking and Vouchers
  • View all articles

Forms 8 Articles

  • Form Management – Automate Your Forms
  • Form Management – Form Security
  • Forms Overview
  • Form Management – Create & Edit
  • Form Management – More Tools
  • View all articles

Payment Links 4 Articles

  • Payment Links Overview
  • Payment Links – Setup
  • Payment Links – Sending Payment Request
  • Stripe Integration

Calendar 97 Articles

  • Copying an Appointment to Another day
  • How to Edit a Note
  • Child Accounts Overview
  • Copy a Service Bundle to Another Site/Location
  • How to set up Online Booking in Client Diary
  • View all articles

Point of Sale 50 Articles

  • Client Deposits / Client Accounts Overview
  • How To Email An Existing Voucher To Clients
  • Petty Cash
  • Client Deposits / Client Accounts – Taking the client’s deposit
  • How To Assign A New Card Number To Clients Rewards
  • View all articles
Follow Client Diary
Copyright © 2025 Client Diary – OnePress theme by FameThemes