If you have a new staff member join your team we recommend the following topics to get them settled with Client Diary:
Calendar
How to create an appointment
Deleting / Cancelling an appointment
Editing an appointment
Blocking out time
Moving an appointment to another day
Adding appointment notes
Marking a client as a “no show”
Using the Waiting List
Approving / Denying an Online Booking
Clients
How to add a client
How to look up a client’s history
Assigning a preferred employee to a client
Adding a general note to a client
Adding a technical note to a client
Adding an alert note to a client
Editing a note
Send an SMS manually to a client
Point of Sale (POS)
How to take an appointment to POS
Applying discounts
“Splitting” bills
Edit / Delete a transaction when a mistake has been made
Holding transactions to restore later
Emailing a client their receipt
Using a barcode scanner to sell products
Overview of client Accounts / Deposits and how to use them
Selling a gift voucher
Performing a “Group” checkout
Reporting
Performing an End of Day / Cashing up
Using the Detailed Transaction History report to find errors in the day’s figures
Further topics can be found by looking at this list of topics