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Knowledgebase
Online Booking
38 Articles
How to Add Custom Terms and Conditions to Your Online Booking
Changing the Business Location for Online Booking
How To Enable Auto Approved Online Bookings
Changing the URL Link Address for Online Booking
How To Adjust Your Online Booking Time Slots
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Security
10 Articles
Multi Sites – Restricting Employee Access to Another Site’s Reports
How to Reset my Password and/or PIN
Dashboard Security
Form Management – Form Security
Setting up Employee Security Groups
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System
62 Articles
How to Add/Edit Timezones and Why They are Required in Client Diary
Changing the Business Location for Online Booking
Booking Rate
Zapier – Turning Off Your Zaps
How To Change The Currency Value In Client Diary
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Troubleshooting
23 Articles
How To Update Your Credit Card
How to Calculate the Length of an SMS
Disabling Employees Accessing the Database Outside of the Business
How to Log in to Client Diary
What Are The Different Calendar Views In Client Diary
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Products
21 Articles
How to do a Stock Transfer
How to do a Stock Order
How To Do Stock Usage
Stock Ordering Overview
How to do a Received Delivery for Your Product Orders
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Services
36 Articles
Editing Before Appointment Instruction Message
How to Assign an Existing Service to a Different Employee
Before Appointment Instruction Marketing Overview
Adding Service Tags for Use in Online Booking
Turning off Before Appointment Instruction Messages
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Mobile
17 Articles
Viewing the Latest News in the Mobile App
Using the Dashboard in the Mobile App
Approving Online Bookings via the Mobile App
Telegram Bot Overview
Find or Create Your Telegram Username – Android
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Online Vouchers
13 Articles
How to Select an Online Voucher When at POS
How To Email An Existing Voucher To Clients
Viewing Value of Online Booking & Voucher Payments in Reports
How to Create / Redeem a Voucher at POS
Using QR Codes for Online Booking and Vouchers
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Forms
8 Articles
Form Management – Automate Your Forms
Form Management – Form Security
Forms Overview
Form Management – Create & Edit
Form Management – More Tools
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Payment Links
4 Articles
Payment Links Overview
Payment Links – Setup
Payment Links – Sending Payment Request
Stripe Integration
Calendar
96 Articles
Copying an Appointment to Another day
How to Edit a Note
How To Add Child In The Client Add/Edit Area
Booking a Service Bundle
How Your Client Uses Online Booking
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Point of Sale
50 Articles
Client Deposits / Client Accounts Overview
How To Email An Existing Voucher To Clients
Petty Cash
Client Deposits / Client Accounts – Taking the Client’s Deposit
How To Assign A New Card Number To Clients Rewards
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Online Booking - 2026
20 Articles
Adding Online Booking Beta to Your Website
Setting Which Employees can be Booked via Online Booking
Adding Employee Profile Photos
Enable Services to be Booked Online
How to Toggle Email Notifications of Beta Online Booking
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Employees
33 Articles
How to Setup Auto Log Out Timer for Staff
How To Remove an Employee
How to Print the Employee Day Sheet
How to Edit Employee Details
Disabling Employees Accessing the Database Outside of the Business
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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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Reports
34 Articles
How To Use Tax Options In Reports
Viewing Value of Online Booking & Voucher Payments in Reports
How to Export Transaction Data
How to Set Up to Send an Invoice to Xero Unpaid
How To See Your Projected Income In Client Diary
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