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  1. Home
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  3. 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
  • View all articles

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
  • View all articles

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
  • View all articles

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
  • View all articles

Forms 8 Articles

  • Form Management – Form Security
  • Forms Overview
  • Form Management – Create & Edit
  • Form Management – More Tools
  • Form Management – Duplicating Forms
  • View all articles

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
  • View all articles

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
  • View all articles

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
  • View all articles

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
  • View all articles
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