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Knowledgebase
Clients
69 Articles
Client Deposits / Client Accounts Overview
How to Add Clients To Client Diary
How to Create Technical Note For Client
Using the Go to this Date on Calendar Button
Stripe Integration
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Reports
34 Articles
How to Use The Overall Summary Report
Petty Cash
How To Use The Detailed Transaction Report
Viewing the “Walk-In” client’s transaction history
How To Use Tax Options In Reports
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Online Booking
39 Articles
Turning on Deposits / Pre Payments for Online Bookings
Adding Online Booking to Your Website
Using QR Codes for Online Booking and Vouchers
Troubleshooting Online Booking Verified Messages
How Your Client Uses Online Booking
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Security
10 Articles
How To Use Tax Options In Reports
Multi Sites – Restricting Employee Access to Another Site’s Calendar
Multi Sites – Restricting Employee Access to Another Site’s Reports
How to Reset my Password and/or PIN
Dashboard Security
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System
62 Articles
How Can I Get Fast Help?
How to use EziPay, SalonPay, BeautyPay etc
Receipt Overview
Viewing Employee Weekly Targets
How to Change Your Admin Password
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Troubleshooting
24 Articles
When you Have More Than 1000 Clients
How to Reset my Password and/or PIN
How Add/Edit Timezones And Why They Are Required In Client Diary
I’m based in Canada. Why is my SMS not sending?
How To Update Your Credit Card
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Products
21 Articles
Editing Stock in Bulk
How to Order from Specific Suppliers
How To Do A Stocktake (Without Variants)
How To Do A Stock Transfer
How To Do A Stock Order
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Services
36 Articles
How To Apply A Custom Colour To Certain Services
Turning off After Appointment Marketing messages
Setting up Before Appointment Marketing
How To Add and Edit Services
Editing a Before Appointment Marketing message
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Mobile
17 Articles
Mobile App – How to Block out Time
Mobile App – How to move to another date
Viewing the latest news in the mobile app
Using the Dashboard in the Mobile App
Approving Online Bookings via the Mobile App
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Online Vouchers
13 Articles
How your customers purchase Online Vouchers
How to create and remove Promo Vouchers
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
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Forms
8 Articles
Form Management – Manually Sending to Clients
Form Management – Viewing Completed Forms
Form Management – Automate Your Forms
Form Management – Form Security
Forms Overview
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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 Cancel a No Show Client
How to View Cancelled Appointments
Adding Your Own Custom Reason in Block Outs
Service Bundles Overview
Setting up a New Site / Location
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Point of Sale
50 Articles
How to “Split” a bill
Online Voucher Overview
How to use EziPay, SalonPay, BeautyPay etc
How to do End of Day Financials
How to select an Online Voucher when at POS
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Employees
31 Articles
Changing the Order of Employees in the Calendar
Multi Sites – Restricting Employee Access to Another Site’s Reports
How To View Employees
Edit Rosters Directly from the Calendar
How To Setup Auto Log Out Timer For Staff
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Marketing
45 Articles
Time For Your Appointment reminder / No Future Appointment reminder
Editing After Appointment Marketing messages
Marketing to client’s who visited a specific site / location
Setting up SMS reminders for multiple sites/locations
Turning off After Appointment Marketing messages
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