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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
  • 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 Approve or Deny an Online Booking
  • How To Apply Service Skills To Employees
  • How to View a Clients Loyalty Program History
  • Approving or Denying an online booking via email
  • Using Quick Replies
  • View all articles

Point of Sale 50 Articles

  • How To Do A Group Checkout
  • How to Use a Barcode scanner
  • How to Take a Class to the Point of Sale
  • Creating a Surcharge for use at Point of Sale
  • How To Apply Xero To Client Diary
  • View all articles

Employees 31 Articles

  • How To Add Custom Info On to Your Client Receipts
  • How to Adjust Your Billing Plan when Adding Staff
  • How to Re-activate an Employee
  • How to Set Employee Rosters
  • Viewing Appointment Logs
  • View all articles

Marketing 45 Articles

  • Editing a Before Appointment Marketing message
  • SMS all clients who are new
  • Before Appointment Marketing Overview
  • How to view your previous SMS campaigns
  • Setting up SMS reminders
  • View all articles

Clients 69 Articles

  • How To Change the Paying Client In POS
  • How to View a Clients Loyalty Program History
  • Update client records on their own phone
  • How to Use Top Spending Client Report
  • How To Do A Group Checkout
  • View all articles

Reports 34 Articles

  • How To Apply Xero To Client Diary
  • How to Use Top Spending Client Report
  • Non Returning Clients Report
  • Client Account Balance Report
  • How to edit or delete an existing transaction
  • View all articles

Online Booking 39 Articles

  • Creating a Service Bundle
  • How to Zero a Credit When the Client Doesn’t Show
  • Copy a Service Bundle to Another Site/Location
  • Using Quick Replies
  • Setting up Employee Security Groups
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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 62 Articles

  • How To Redeem Your Clients Reward Points
  • Add your Telegram Username to Client Diary
  • How to Copy a Class to Another Location
  • Reward Points Overview Page
  • Find and start the Telegram Bot for the first time
  • View all articles

Troubleshooting 24 Articles

  • How Sms Credits Work In Client Diary
  • Changing the Business Location for Online Booking
  • My receipts / reports won’t print
  • Changing the link address for Online Booking
  • How Can I Get Fast Help?
  • View all articles

Products 21 Articles

  • When Supplier Has To Be Added To A Product
  • How To View Past Order Histories
  • How To Add/Edit Products
  • How to Use a Barcode scanner
  • How to delete things (Clients, Services, Products, etc)
  • View all articles

Services 36 Articles

  • Editing a Service Bundle
  • How to Copy a Class on the Calendar
  • Deleting / De-activating a Service Bundle
  • How to Copy a Class to Another Location
  • How to delete things (Clients, Services, Products, etc)
  • View all articles

Mobile 17 Articles

  • Using the Telegram Bot to check your bookings
  • 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
  • View all articles

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
  • View all articles
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