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Point of Sale 50 Articles

  • Creating a Surcharge for use at Point of Sale
  • How To Apply Xero To Client Diary
  • How to Create / Redeem a Voucher at POS
  • How to Take an Appointment to the Point of Sale
  • Setting up Your Sustainable Salons Fee
  • View all articles

Online Booking - 2026 20 Articles

  • 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
  • Online Portal
  • View all articles

Employees 33 Articles

  • How to Re-activate an Employee
  • Setting Which Employees can be Booked via Online Booking
  • How to Set Employee Rosters
  • Viewing Appointment Logs
  • Adding Employee Profile Photos
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Marketing 45 Articles

  • Before Appointment Instruction Marketing Overview
  • How to View Your Previous SMS Campaigns
  • Setting up SMS Reminders
  • Turning off Before Appointment Instruction Messages
  • How to Edit a Client’s Marketing Preferences
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Clients 69 Articles

  • How to do a Group Checkout
  • How To Add Custom Info On to Your Client Receipts
  • Viewing the “Walk-In” Client’s Transaction History
  • Client Account Balance Report
  • How to Edit or Delete an Existing Transaction
  • View all articles

Reports 34 Articles

  • Non Returning Clients Report
  • Client Account Balance Report
  • How to Edit or Delete an Existing Transaction
  • Xero Set Up – Basic Guidelines and Example
  • Viewing Employee Weekly Targets
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Online Booking 38 Articles

  • Copy a Service Bundle to Another Site/Location
  • Adding a Custom Background Colour to Your Online Booking
  • Setting up Employee Security Groups
  • Editing a Service Bundle
  • How to Disable Online Booking for Specific Locations
  • View all articles

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
  • View all articles

System 62 Articles

  • How to Set Your Opening Hours
  • How to use EziPay, SalonPay, BeautyPay etc
  • Receipt Overview
  • Viewing Employee Weekly Targets
  • How Can I Get Fast Help?
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Troubleshooting 23 Articles

  • Troubleshooting Online Booking Verified Messages
  • How to Reset my Password and/or PIN
  • When You Have More Than 1000 Clients
  • I’m Based in Canada. Why is my SMS Not Sending?
  • How to Add/Edit Timezones and Why They are Required in Client Diary
  • View all articles

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 Stock Take (Without Variants)
  • View all articles

Services 36 Articles

  • How To Apply Service Skills To Employees
  • Editing After Appointment Follow-Up Marketing Messages
  • Setting Online Booking Service Name and Description
  • How To Apply A Custom Colour To Certain Services
  • Turning off After Appointment Follow-Up 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
  • View all articles

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
  • View all articles

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
  • View all articles

Payment Links 4 Articles

  • Stripe Integration
  • Payment Links Overview
  • Payment Links – Setup
  • Payment Links – Sending Payment Request

Calendar 96 Articles

  • How to Edit an Appointment
  • Time For Your Appointment reminder / No Future Appointment reminder
  • Adding Your Own Custom Reason in Block Outs
  • Service Bundles Overview
  • Setting up a New Site / Location
  • View all articles
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