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Knowledgebase
Security
10 Articles
How to Reset my Password and/or PIN
Dashboard Security
Form Management – Form Security
Setting up Employee Security Groups
How to Change Your Admin Password
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System
62 Articles
How To Change The Currency Value In Client Diary
Changing the Business Location for Online Booking
Booking Rate
Zapier – Turning Off Your Zaps
How To Update Your Credit Card
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Troubleshooting
24 Articles
Online Status indicator and alert
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 Order
How To Do Stock Usage
Stock Ordering Overview
How To Do A Received Delivery For Your Product Orders
How To Setup Low Stock Product Email Notification
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Services
36 Articles
Before Appointment Marketing Overview
Change the Service Names for Booking Online
Turning off Before Appointment Messages
Adding Service Tags for use in online booking
Service Bundles Overview
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Mobile
17 Articles
Using the Dashboard in the Mobile App
Approving Online Bookings via the Mobile App
Telegram Bot Overview
Find or create your Telegram Username – Android
Find or create your Telegram Username – iOS
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Online Vouchers
13 Articles
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
Separating Stripe for each Location
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Forms
8 Articles
Form Management – Form Security
Forms Overview
Form Management – Create & Edit
Form Management – More Tools
Form Management – Duplicating Forms
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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 Process a Transaction / Charge a Customer
When you Have More Than 1000 Clients
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 – Taking the client’s deposit
How To Assign A New Card Number To Clients Rewards
Viewing the “Walk-In” client’s transaction history
Client Deposits / Client Accounts – using client credits to pay for a sale
How To Redeem Your Clients Reward Points
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Employees
31 Articles
How To Print The Employee Day Sheet
How to Edit Employee Details
Disabling Employees accessing the Database Outside of the Business
How to Assign An Existing Service To A Different Employee
Tiered Pricing / Pricing Levels Setup
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Marketing
45 Articles
SMS all clients coming up to Christmas
How To Use Sms Log (Reminders)
Using Quick Replies
How to create and remove Promo Vouchers
SMS Marketing Examples
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Clients
69 Articles
How to Approve or Deny an Online Booking
How To Turn On Child Accounts
How to Edit a Client’s Marketing Preferences
Staff Capacity
Adding a Custom Background Pattern to Your Online Booking
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Reports
34 Articles
How to Export Transaction Data
How to Setup to Send an Invoice to Xero unpaid.
How To See Your Projected Income In Client Diary
Xero – Difference Between Liability and Revenue
How To Use Top Selling Products Report
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Online Booking
39 Articles
How To Enable Auto Approved Online Bookings
Changing the Business Location for Online Booking
How To Adjust Your Online Booking Time Slots
Changing the link address for Online Booking
How to toggle email notifications of online booking
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