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Knowledgebase
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
How to Approve or Deny an Online Booking
How To Apply Service Skills To Employees
How to Change the Calendar Time Slot Intervals
How to Use the Team Weekly Roster
Using the Go to this Date on Calendar Button
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Point of Sale
50 Articles
How to do a Group Checkout
How to Use a Barcode Scanner
How to Take a Class to the Point of Sale
Creating a Surcharge for use at Point of Sale
How To Apply Xero To Client Diary
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Online Booking - 2026
20 Articles
Adding Employee Profile Photos
Enable Services to be Booked Online
How to Toggle Email Notifications of Beta Online Booking
All Services Booked are Applied to One Employee
How Long Beta Online Bookings Must Be Made Prior To The Appointment
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Employees
33 Articles
Disabling Employees Accessing the Database Outside of the Business
How to Assign an Existing Service to a Different Employee
Tiered Pricing / Pricing Levels Set Up
How to set up Online Booking in Client Diary
How To Auto Email Employees Their Appointments
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Marketing
45 Articles
How to Create and Remove Promo Vouchers
SMS Marketing Examples
How to Calculate the Length of an SMS
How To Setup A Custom SMS
SMS All Clients in Your Database
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Clients
69 Articles
Adding a Custom Background Pattern to Your Online Booking
How to Book a Child when Booking Appointments
Client Deposits / Client Accounts – Viewing the Client’s Balance
Cancellation Rate
How To Add Appointment Notes
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Reports
34 Articles
How To See Your Projected Income In Client Diary
Xero – Difference Between Liability and Revenue
How To Use Top Selling Products Report
Dashboard Overview
How To Use Top Selling Services Report
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Online Booking
38 Articles
How To Adjust Your Online Booking Time Slots
Adding a Custom Banner Image to Your Online Booking
How to Toggle Email Notifications of Online Booking
How to View “Unverified” Online Bookings
Limit How Far In Advance An Online Booking Can Be Made
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Security
10 Articles
Dashboard Security
Form Management – Form Security
Setting up Employee Security Groups
How to Change Your Admin Password
How to Setup Auto Log Out Timer for Staff
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System
62 Articles
How To Update Your Credit Card
Update Client Records on their Own Phone
Cancellation Rate
How to Adjust Your Billing Plan When Adding Staff
How to Create Rewards Programs
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Troubleshooting
23 Articles
How to Log in to Client Diary
What Are The Different Calendar Views In Client Diary
How to Set Your Calendar View to 24 Hour Mode
How to Re-activate an Employee
Refunds
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Products
21 Articles
How To Do Stock Usage
Stock Ordering Overview
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
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Services
36 Articles
Turning off Before Appointment Instruction Messages
How to Update Service Categories
Service Bundles Overview
Class Overview
Creating a Service Bundle
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Mobile
17 Articles
Approving Online Bookings via the Mobile App
Telegram Bot Overview
Find or Create Your Telegram Username – Android
Find or Create Your Telegram Username – iOS
Add your Telegram Username to Client Diary
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Online Vouchers
13 Articles
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
Separating Stripe for Each Location
Stripe Integration
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