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Knowledgebase
Reports
34 Articles
Client Deposits / Client Accounts Overview
Calculating your Stock on Hand
How to Use The Overall Summary Report
Petty Cash
How To Use The Detailed Transaction Report
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Online Booking
39 Articles
Adding a Custom Background Pattern to Your Online Booking
How to set up Online Booking in Client Diary
How to Reduce Gaps Between Online Bookings
Turning on Deposits / Pre Payments for Online Bookings
Adding Online Booking to Your Website
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Security
10 Articles
Disabling Employees accessing the Database Outside of the Business
How To Use Tax Options In Reports
Multi Sites – Restricting Employee Access to Another Site’s Calendar
Multi Sites – Restricting Employee Access to Another Site’s Reports
How to Reset my Password and/or PIN
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System
62 Articles
How to Set Your Opening Hours
How to view your SMS Usage / Statistics
How to Setup to Send an Invoice to Xero unpaid.
Adding a Custom Background Colour to Your Online Booking
How Can I Get Fast Help?
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Troubleshooting
24 Articles
Troubleshooting Online Booking Verified Messages
Poor internet is making my calendar not refresh properly
When you Have More Than 1000 Clients
How to Reset my Password and/or PIN
How Add/Edit Timezones And Why They Are Required In Client Diary
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Products
21 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
36 Articles
How To Apply Service Skills To Employees
Editing After Appointment Marketing messages
Service Resources – Setting up
How To Apply A Custom Colour To Certain Services
Turning off After Appointment Marketing messages
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Mobile
17 Articles
Mobile App – How to Create an Appointment
Mobile App – How to Block out Time
Mobile App – How to move to another date
Viewing the latest news in the mobile app
Using the Dashboard in the Mobile App
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Online Vouchers
13 Articles
How to link Online Vouchers to your facebook / website
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
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Forms
8 Articles
Form Management – Duplicating Forms
Form Management – Manually Sending to Clients
Form Management – Viewing Completed Forms
Form Management – Automate Your Forms
Form Management – Form Security
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Payment Links
4 Articles
Stripe Integration
Payment Links Overview
Payment Links – Setup
Payment Links – Sending Payment Request
Calendar
97 Articles
How to Edit an Appointment
Time For Your Appointment reminder / No Future Appointment reminder
How To Add and Edit Block Out Notes
Turning off Before Appointment Messages
Client Deposits / Client Accounts – Viewing the client’s balance
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Point of Sale
50 Articles
How to edit or delete an existing transaction
Online Voucher Setup
Client Deposits / Client Accounts – Fixing any mistakes
How to “Split” a bill
Online Voucher Overview
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Employees
31 Articles
How to add employees
Multi Sites – Restricting Employee Access to Another Site’s Calendar
Changing the Order of Employees in the Calendar
Multi Sites – Restricting Employee Access to Another Site’s Reports
How To View Employees
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Marketing
45 Articles
Welcome SMS
How to view your SMS Usage / Statistics
SMS all clients that have not visited at all
SMS all clients coming up to Christmas
How To Use Sms Log (Reminders)
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Clients
69 Articles
Client Deposits / Client Accounts – using client credits to pay for a sale
How To Add Child In The Client Add/Edit Area
Non Returning Clients Report
Booking Rate
How to Approve or Deny an Online Booking
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