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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
97 Articles
How to Approve or Deny an Online Booking
How To Apply Service Skills To Employees
How to View a Clients Loyalty Program History
Approving or Denying an online booking via email
Using Quick Replies
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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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Employees
31 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
How to Set Employee Rosters
Viewing Appointment Logs
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Marketing
45 Articles
Editing a Before Appointment Marketing message
SMS all clients who are new
Before Appointment 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 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
39 Articles
Creating a Service Bundle
How to Zero a Credit When the Client Doesn’t Show
Copy a Service Bundle to Another Site/Location
Using Quick Replies
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
How To Redeem Your Clients Reward Points
Add your Telegram Username to Client Diary
How to Copy a Class to Another Location
Reward Points Overview Page
Find and start the Telegram Bot for the first time
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Troubleshooting
24 Articles
How Sms Credits Work In Client Diary
Changing the Business Location for Online Booking
My receipts / reports won’t print
Changing the link address for Online Booking
How Can I Get Fast Help?
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Products
21 Articles
When Supplier Has To Be Added To A Product
How To 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 on the Calendar
Deleting / De-activating a Service Bundle
How to Copy a Class to Another Location
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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