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Knowledgebase
Calendar
84 Articles
How to Cancel a No Show Client
How to Assign An Existing Service To A Different Employee
Deleting A Single Service In A Multi Service Appointment
How To Turn On Child Accounts
Taking payment for a Service Bundle
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Clients
70 Articles
How to Create Technical Note For Client
Adding Online Booking to Your Website
Merging Duplicate Clients – Automated Method
Setting up Before Appointment Marketing
Using Quick Replies
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Point of Sale
44 Articles
How to edit or delete an existing transaction
How to open a cash drawer
Creating a Service Bundle
Applying a Discount to Every Item
How To Change the Paying Client In POS
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Reports
24 Articles
How To Apply Xero To Client Diary
Petty Cash
Non Returning Clients Report
Viewing the “Walk-In” client’s transaction history
Xero setup – basic guidelines and example
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Marketing
39 Articles
How to view your SMS Usage / Statistics
How To Setup A Custom Sms
I’m based in Canada. Why is my SMS not sending?
How To Use Sms Log (Reminders)
Sending Preset/Template SMS messages
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System
34 Articles
Trouble Shooting
Reward Points Overview Page
How to view your SMS Usage / Statistics
How to Change Business Name Listed In Your Online booking SMS Reminders
Setting up a New Site / Location
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Employees
27 Articles
Multi Sites – Restricting Employee Access to Another Site’s Calendar
Suggested reading for new staff
Multi Sites – Restricting Employee Access to Another Site’s Reports
How To Apply Service Skills To Employees
How To Use The + Button
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Products
22 Articles
Adding and Editing Suppliers
How To Do A Stock Take (With Variants)
Editing Stock in Bulk
How to Order from Specific Suppliers
How To Do A Stocktake (Without Variants)
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Services
27 Articles
Change the service names for Booking Online
Setting up Service Bundles for Online Booking
Tiered Pricing / Pricing Levels Setup
After Appointment Marketing Overview
How To Apply Service Skills To Employees
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Security
8 Articles
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
How to reset my password and/or PIN
Setting up Employee Security Groups
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Mobile
17 Articles
Mobile App – How to cancel an appointment
Mobile App – Using a barcode scanner at POS on your phone or tablet
Viewing the latest news in the mobile app
Using the Dashboard in the Mobile App
Approving Online Bookings via the Mobile App
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Troubleshooting
22 Articles
Changing the link address for Online Booking
How to reset my password and/or PIN
How to Hold Transactions
I’m based in Canada. Why is my SMS not sending?
Troubleshooting Online Booking Verified Messages
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Online Booking
33 Articles
Adding Online Booking to Your Website
How to Change Business Name Listed In Your Online booking SMS Reminders
How Your Client Uses Online Booking
Service Bundles Overview
How to Approve or Deny an Online Booking
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Online Vouchers
9 Articles
How your customers purchase Online Vouchers
How to create and remove Promo Vouchers
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
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