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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
Creating an Announcement for Your Online Booking Beta
How to Add Custom Terms and Conditions to Your Online Booking Beta
How to Set Up Beta Online Booking in Client Diary
Enable Online Booking Service Prices to Show
How to Reduce Gaps Between Online Bookings Beta
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Employees
33 Articles
How To Add Custom Info On to Your Client Receipts
How to Adjust Your Billing Plan When Adding Staff
How to Re-activate an Employee
Setting Which Employees can be Booked via Online Booking
How to Set Employee Rosters
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Marketing
45 Articles
Editing Before Appointment Instruction Message
SMS All Clients Who Are New
Before Appointment Instruction Marketing Overview
How to View Your Previous SMS Campaigns
Setting up SMS Reminders
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Clients
69 Articles
How to Change the Paying Client in the POS
How to View a Clients Loyalty Program History
Update Client Records on their Own Phone
How to Use Top Spending Client Report
How to do a Group Checkout
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Reports
34 Articles
How To Apply Xero To Client Diary
How to Use Top Spending Client Report
Non Returning Clients Report
Client Account Balance Report
How to Edit or Delete an Existing Transaction
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Online Booking
38 Articles
Creating a Service Bundle
Using Quick Replies
Copy a Service Bundle to Another Site/Location
Adding a Custom Background Colour to Your Online Booking
Setting up Employee Security Groups
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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
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System
62 Articles
Reward Points Overview Page
Find and Start the Telegram Bot for the First Time
How to Create / Redeem a Voucher at POS
How to Change Business Name Listed In Your Online booking SMS Reminders
Using the Telegram Bot to Check Your Bookings
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Troubleshooting
23 Articles
Changing the Business Location for Online Booking
Changing the URL Link Address for Online Booking
My Receipts / Reports Won’t Print
How to Gather Error Logs
How Can I Get Fast Help?
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Products
21 Articles
When a Supplier Has to be Added to a Product
How To Resend or Download and View Past Order Histories
How to Add/Edit Products
How to Use a Barcode Scanner
How to delete things (Clients, Services, Products, etc)
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Services
36 Articles
Editing a Service Bundle
How to Copy a Class to Another Location
Deleting / De-Activating a Service Bundle
Service Resources Overview
How to delete things (Clients, Services, Products, etc)
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Mobile
17 Articles
Using the Telegram Bot to Check Your Bookings
Using the Telegram Bot to Check Your Roster
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
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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
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