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Knowledgebase
Payment Links
4 Articles
Payment Links Overview
Payment Links – Setup
Payment Links – Sending Payment Request
Stripe Integration
Calendar
97 Articles
Online Booking Overview
Sending Preset/Template SMS messages
How To Delete Notes
Setting up After Appointment Marketing
Toggling appointment movement confirmation question in the calendar
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Point of Sale
50 Articles
How To Change the Paying Client In POS
Taking payment for a Service Bundle
How to Take a Customer to POS
How To Do A Group Checkout
How to Use a Barcode scanner
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Employees
31 Articles
How To Use Top Selling Services Report
Viewing Employee Weekly Targets
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
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Marketing
45 Articles
Setting up Before Appointment Marketing
SMS all clients that have visited recently
Editing a Before Appointment Marketing message
SMS all clients who are new
Before Appointment Marketing Overview
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Clients
69 Articles
When you Have More Than 1000 Clients
Reward Points Overview Page
How To Add Custom Fields To Client Details
Review / Feedback SMS
How To Change the Paying Client In POS
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Reports
34 Articles
Multi Sites – Restricting Employee Access to Another Site’s Reports
Dashboard Security
How To Apply Xero To Client Diary
How to Use Top Spending Client Report
Non Returning Clients Report
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Online Booking
39 Articles
Service Bundles Overview
Adding Service Tags for use in online booking
Creating a Service Bundle
How to Zero a Credit When the Client Doesn’t Show
Copy a Service Bundle to Another Site/Location
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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 Assign A New Card Number To Clients Rewards
Find or create your Telegram Username – iOS
How to Create / Edit a Class
Stripe Integration
How To Redeem Your Clients Reward Points
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Troubleshooting
24 Articles
Refunds
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
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Products
21 Articles
How To Send Order
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
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Services
36 Articles
Taking payment for a Service Bundle
How to Take a Class to the Point of Sale
Editing a Service Bundle
How to Copy a Class on the Calendar
Deleting / De-activating a Service Bundle
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Mobile
17 Articles
Find and start the Telegram Bot for the first time
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
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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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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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