Skip to content
Client Diary
Menu
  • Features
    • All Features Overview
    • Appointments
    • Forms
    • Client Management
    • Online Booking & Payments
    • Add-Ons
  • How it works
  • Pricing
  • Support
  • News
  • Log In
  • Sign Up
  1. Home
  2. /
  3. Knowledgebase

Products 21 Articles

  • How to do a Received Delivery for Your Product Orders
  • How To Set Up Low Stock Product Email Notification
  • How To Use Top Selling Products Report
  • How To Send Order
  • When a Supplier Has to be Added to a Product
  • View all articles

Services 36 Articles

  • Creating a Service Bundle
  • How to Create / Edit a Class
  • Copy a Service Bundle to Another Site/Location
  • How to Add a Class to the Calendar
  • Booking a Service Bundle
  • View all articles

Mobile 17 Articles

  • Find or Create Your Telegram Username – Android
  • Find or Create Your Telegram Username – iOS
  • 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
  • View all articles

Online Vouchers 13 Articles

  • Using QR Codes for Online Booking and Vouchers
  • Separating Stripe for Each Location
  • Stripe Integration
  • How to Add / Edit Preset Gift Vouchers
  • Online Voucher Setup
  • View all articles

Forms 8 Articles

  • Forms Overview
  • Form Management – Create & Edit
  • Form Management – More Tools
  • Form Management – Duplicating Forms
  • Form Management – Manually Sending to Clients
  • View all articles

Payment Links 4 Articles

  • Payment Links Overview
  • Payment Links – Setup
  • Payment Links – Sending Payment Request
  • Stripe Integration

Calendar 96 Articles

  • Changing the Order of Employees in the Calendar
  • How To Apply The Preferred Employee Option To Clients
  • How To Apply A Custom Colour To Certain Services
  • Setting up Service Bundles for Online Booking
  • Poor Internet is Making my Calendar Not Refresh Properly
  • View all articles

Point of Sale 50 Articles

  • Applying a Discount
  • How To Add Custom Info On to Your Client Receipts
  • How to Zero a Credit When the Client Doesn’t Show
  • How to Hold Transactions
  • Refunds
  • View all articles

Online Booking - 2026 20 Articles

  • How to Toggle Email Notifications of Beta Online Booking
  • All Services Booked are Applied to One Employee
  • How Long Beta Online Bookings Must Be Made Prior To The Appointment
  • Limit How Far In Advance A Beta Online Booking Can Be Made
  • Creating an Announcement for Your Online Booking Beta
  • View all articles

Employees 33 Articles

  • How To Auto Email Employees Their Appointments
  • How to Reset my Password and/or PIN
  • Suggested Reading for New Staff
  • Dashboard Overview
  • How To Apply Service Skills To Employees
  • View all articles

Marketing 45 Articles

  • Sending Preset/Template SMS Messages
  • SMS All Clients With Future Appointments
  • Form Management – Automate Your Forms
  • How To Add Custom Info On to Your Client Receipts
  • SMS All Clients With No Future Appointment
  • View all articles

Clients 69 Articles

  • How to View Cancelled Appointments
  • How To Delete Client Notes
  • Client Deposits / Client Accounts – Fixing any Mistakes
  • How to Message all Clients in a Class
  • How to View a Client’s History
  • View all articles

Reports 34 Articles

  • How To Use Top Selling Services Report
  • Booking Rate
  • How To View Your Reward Points In Your Reports
  • Staff Capacity
  • Reward Points Overview Page
  • View all articles

Online Booking 38 Articles

  • Limit How Far In Advance An Online Booking Can Be Made
  • Approving Online Bookings via the Mobile App
  • How long Online Bookings Must Be Made Prior To The Appointment
  • Viewing Value of Online Booking & Voucher Payments in Reports
  • How to Change Business Name Listed In Your Online booking SMS Reminders
  • View all articles

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
  • View all articles

System 62 Articles

  • How To Assign Rewards To Clients (All Or Individual)
  • Telegram Bot Overview
  • How to Hide Non-Rostered Staff on the Calendar
  • Receiving Monthly Business Stats From Client Diary
  • How To Edit Your Existing Rewards
  • View all articles

Troubleshooting 23 Articles

  • How to Set Your Calendar View to 24 Hour Mode
  • How to Re-activate an Employee
  • Refunds
  • How SMS Credits Work In Client Diary
  • Changing the Business Location for Online Booking
  • View all articles
Follow Client Diary
Copyright © 2026 Client Diary – OnePress theme by FameThemes