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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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Payment Links 4 Articles

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

Calendar 96 Articles

  • How to Use The Waitlist In Client Diary
  • How To Delete Client Notes
  • Setting up After Appointment Follow-Up Marketing
  • Toggling Appointment Movement Confirmation Question in the Calendar
  • Recurring Appointment Overview
  • View all articles

Point of Sale 50 Articles

  • Creating a Service Bundle
  • Xero – Difference Between Liability and Revenue
  • How to Open a Cash Drawer
  • Taking Payment for a Service Bundle
  • How to Take a Customer to POS
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Online Booking - 2026 20 Articles

  • 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
  • How to Add Custom Terms and Conditions to Your Online Booking Beta
  • How to Set Up Beta Online Booking in Client Diary
  • View all articles

Employees 33 Articles

  • How to Hide Non-Rostered Staff on the Calendar
  • How To Apply Service Skills To Employees
  • Viewing Employee Weekly Targets
  • How To Use Top Selling Services Report
  • How to Adjust Your Billing Plan When Adding Staff
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Marketing 45 Articles

  • SMS All Clients That Have Not Visited Recently
  • SMS All Clients Who Have Seen a Specific Staff
  • Birthday SMS Marketing
  • SMS All Clients That Have Visited Recently
  • Setting up Before Appointment Instruction Marketing
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Clients 69 Articles

  • How To Assign A New Card Number To Clients Rewards
  • Adding a Custom Banner Image to Your Online Booking
  • How to View a Clients Details in a Class
  • How to Edit a Note
  • Reward Points Overview Page
  • View all articles

Reports 34 Articles

  • Cancellation Rate
  • Reward Points Overview Page
  • Dashboard Security
  • Multi Sites – Restricting Employee Access to Another Site’s Reports
  • How to Use Top Spending Client Report
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Online Booking 38 Articles

  • Adding Service Tags for Use in Online Booking
  • How to Change Business Name Listed In Your Online booking SMS Reminders
  • How to Zero a Credit When the Client Doesn’t Show
  • Service Bundles Overview
  • Using Quick Replies
  • 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
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System 62 Articles

  • Find or Create Your Telegram Username – iOS
  • How to Create / Edit a Class
  • Stripe Integration
  • How To Assign A New Card Number To Clients Rewards
  • Add your Telegram Username to Client Diary
  • View all articles

Troubleshooting 23 Articles

  • Refunds
  • How SMS Credits Work In Client Diary
  • Changing the Business Location for Online Booking
  • Changing the URL Link Address for Online Booking
  • My Receipts / Reports Won’t Print
  • View all articles

Products 21 Articles

  • How To Use Top Selling Products Report
  • How To Send Order
  • When a Supplier Has to be Added to a Product
  • How To Resend or Download and View Past Order Histories
  • How to Add/Edit Products
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Services 36 Articles

  • How to Take a Class to the Point of Sale
  • Booking a Service Bundle
  • How to Copy a Class on the Calendar
  • Taking Payment for a Service Bundle
  • How to Copy a Class to Another Location
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Mobile 17 Articles

  • 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
  • Using the Telegram Bot to Check Your Roster
  • Mobile App – How to Cancel an Appointment
  • View all articles

Online Vouchers 13 Articles

  • Stripe Integration
  • How to Add / Edit Preset Gift Vouchers
  • Online Voucher Setup
  • Online Voucher Overview
  • How to Link Online Vouchers to Your Facebook / Website
  • View all articles
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