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Knowledgebase
Payment Links
4 Articles
Payment Links Overview
Payment Links – Setup
Payment Links – Sending Payment Request
Stripe Integration
Calendar
96 Articles
Adding a Custom Background Pattern to Your Online Booking
What Are The Different Calendar Views In Client Diary
Viewing Appointment Logs
Multi Sites – Restricting Employee Access to Another Site’s Calendar
Emailing Future Appointments to Clients
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Point of Sale
50 Articles
Creating a Surcharge for use at Point of Sale
How To Apply Xero To Client Diary
How to Create / Redeem a Voucher at POS
How to Take an Appointment to the Point of Sale
Setting up your Sustainable Salons Fee
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Employees
31 Articles
How to Re-activate an Employee
How to Set Employee Rosters
Viewing Appointment Logs
Setting up Employee Security Groups
How to Setup Employee Targets
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Marketing
45 Articles
Before Appointment Instruction Marketing Overview
How to view your previous SMS campaigns
Setting up SMS reminders
Turning off Before Appointment Instruction Messages
How to Edit a Client’s Marketing Preferences
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Clients
69 Articles
How To Do A Group Checkout
How To Add Custom Info On to Your Client Receipts
Viewing the “Walk-In” Client’s Transaction History
Client Account Balance Report
How to edit or delete an existing transaction
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Reports
34 Articles
Non Returning Clients Report
Client Account Balance Report
How to edit or delete an existing transaction
Xero setup – basic guidelines and example
Viewing Employee Weekly Targets
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Online Booking
39 Articles
Copy a Service Bundle to Another Site/Location
Using Quick Replies
Setting up Employee Security Groups
Editing a Service Bundle
Adding a Custom Background Colour to Your Online Booking
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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
61 Articles
How to Change Business Name Listed In Your Online booking SMS Reminders
Using the Telegram Bot to Check Your Bookings
Setting up a New Client Diary System
Setting up Employee Security Groups
Refunds
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Troubleshooting
23 Articles
Changing the URL Link Address for Online Booking
My receipts / reports won’t print
How to Gather Error Logs
How Can I Get Fast Help?
What to Look for When a Client Does Not Get Their SMS Message or Their Booking Does Not Confirm
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Products
21 Articles
How To Resend or Download and View Past Order Histories
How To Add/Edit Products
How to Use a Barcode scanner
How to delete things (Clients, Services, Products, etc)
Calculating your Stock on Hand
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Services
36 Articles
Deleting / De-Activating a Service Bundle
How to Copy a Class to Another Location
How to delete things (Clients, Services, Products, etc)
Setting up Service Bundles for Online Booking
Service Resources Overview
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Mobile
17 Articles
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
Mobile App – How to view another employee’s Calendar
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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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