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Knowledgebase
Mobile
17 Articles
Add your Telegram Username to Client Diary
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
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Online Vouchers
13 Articles
Stripe Integration
How to add / edit Preset Gift Vouchers
Online Voucher Setup
Online Voucher Overview
How to link Online Vouchers to your facebook / website
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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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Payment Links
4 Articles
Payment Links Overview
Payment Links – Setup
Payment Links – Sending Payment Request
Stripe Integration
Calendar
97 Articles
How to Set Your Opening Hours
How to Use The Waiting List In Client Diary
How to Set Your Calendar View to 24 Hour Mode
Emailing Appointment Reminders
Quoting a customer
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Point of Sale
50 Articles
How to Open a Cash Drawer
Creating a Service Bundle
Xero – Difference Between Liability and Revenue
How To Change the Paying Client In POS
Taking payment for a Service Bundle
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Employees
31 Articles
How To Apply Service Skills To Employees
How to Hide Non-Rostered Staff on the Calendar
How To Use Top Selling Services Report
Viewing Employee Weekly Targets
How To Add Custom Info On to Your Client Receipts
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Marketing
45 Articles
Birthday SMS Marketing
SMS all clients that have not visited recently
SMS All Clients who have seen a Specific Staff
Setting up Before Appointment Marketing
SMS all clients that have visited recently
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Clients
69 Articles
How to Edit a Note
How To Assign A New Card Number To Clients Rewards
Adding a custom banner image to your Online Booking
How to View a Clients Details in a Class
When you Have More Than 1000 Clients
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Reports
34 Articles
Reward Points Overview Page
Cancellation Rate
Multi Sites – Restricting Employee Access to Another Site’s Reports
Dashboard Security
How To Apply Xero To Client Diary
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Online Booking
39 Articles
How to Change Business Name Listed In Your Online booking SMS Reminders
Viewing value of Online Booking & Voucher payments in Reports
Service Bundles Overview
Adding Service Tags for use in online booking
Creating a Service Bundle
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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 Edit Your Existing Rewards
Find or create your Telegram Username – Android
Class Overview
Separating Stripe for each Location
How To Assign A New Card Number To Clients Rewards
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Troubleshooting
24 Articles
How to Re-activate an Employee
Refunds
How Sms Credits Work In Client Diary
Changing the Business Location for Online Booking
My receipts / reports won’t print
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Products
21 Articles
How To Use Top Selling Products Report
How To Send Order
When Supplier Has To Be Added To A Product
How To View Past Order Histories
How To Add/Edit Products
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Services
36 Articles
Booking a Service Bundle
How to Add a Class to the Calendar
Taking payment for a Service Bundle
How to Take a Class to the Point of Sale
Editing a Service Bundle
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