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Point of Sale 50 Articles

  • How to Take an Appointment to the Point of Sale
  • Setting up your Sustainable Salons Fee
  • Xero setup – basic guidelines and example
  • How to Edit Payment Methods
  • How to Add a New Payment Method
  • View all articles

Employees 31 Articles

  • How to Set Employee Rosters
  • Viewing Appointment Logs
  • Setting up Employee Security Groups
  • How to Setup Employee Targets
  • How To Use The + Button
  • View all articles

Marketing 45 Articles

  • Setting up SMS reminders
  • Turning off Before Appointment Messages
  • How to Edit a Client’s Marketing Preferences
  • How To Send A SMS To A Client Manually
  • Emailing Appointment Reminders
  • View all articles

Clients 69 Articles

  • How to edit or delete an existing transaction
  • Welcome SMS
  • How to Print Notes
  • Quoting a customer
  • Clients Loyalty Points Report
  • View all articles

Reports 34 Articles

  • How to edit or delete an existing transaction
  • Xero setup – basic guidelines and example
  • Viewing Employee Weekly Targets
  • Setting up Employee Security Groups
  • Client Deposits / Client Accounts – Viewing the client’s balance
  • View all articles

Online Booking 39 Articles

  • Setting up Employee Security Groups
  • Editing a Service Bundle
  • Adding a Custom Background Colour to Your Online Booking
  • Online Booking Overview
  • Setting up Service Bundles for Online Booking
  • View all articles

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
  • View all articles

System 62 Articles

  • Setting up Employee Security Groups
  • How to Change Business Name Listed In Your Online booking SMS Reminders
  • Using the Telegram Bot to check your bookings
  • Setting up a new Client Diary system
  • How to delete things (Clients, Services, Products, etc)
  • View all articles

Troubleshooting 24 Articles

  • My receipts / reports won’t print
  • Changing the link address for Online Booking
  • How Can I Get Fast Help?
  • How to Gather Error Logs
  • How to Hold Transactions
  • View all articles

Products 21 Articles

  • How To Add/Edit Products
  • How to Use a Barcode scanner
  • How to delete things (Clients, Services, Products, etc)
  • Calculating your Stock on Hand
  • How To Use The + Button
  • View all articles

Services 36 Articles

  • How to delete things (Clients, Services, Products, etc)
  • Setting up Service Bundles for Online Booking
  • Service Resources Overview
  • How To Use The + Button
  • After Appointment Marketing Overview
  • View all articles

Mobile 17 Articles

  • Mobile App – How to cancel an appointment
  • Using the Telegram Bot to check your target
  • 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
  • View all articles

Online Vouchers 13 Articles

  • How to add / edit Preset Gift Vouchers
  • Online Voucher Setup
  • Online Voucher Overview
  • How to link Online Vouchers to your facebook / website
  • How your customers purchase Online Vouchers
  • View all articles

Forms 8 Articles

  • Forms Overview
  • Form Management – Create & Edit
  • Form Management – More Tools
  • Form Management – Duplicating Forms
  • Form Management – Manually Sending to Clients
  • View all articles

Payment Links 4 Articles

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

Calendar 97 Articles

  • How to Create an Appointment
  • How To Add Appointment Notes
  • What Are The Different Calendar Views In Client Diary
  • Viewing Appointment Logs
  • Multi Sites – Restricting Employee Access to Another Site’s Calendar
  • View all articles
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