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Knowledgebase
Point of Sale
50 Articles
Creating a Surcharge for use at Point of Sale
How To Apply Xero To Client Diary
How to Create / Redeem a Voucher at POS
How to Take an Appointment to the Point of Sale
Setting up Your Sustainable Salons Fee
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Online Booking - 2026
20 Articles
How to Add Custom Terms and Conditions to Your Online Booking Beta
How to Set Up Beta Online Booking in Client Diary
Enable Online Booking Service Prices to Show
How to Reduce Gaps Between Online Bookings Beta
Online Portal
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Employees
33 Articles
How to Re-activate an Employee
Setting Which Employees can be Booked via Online Booking
How to Set Employee Rosters
Viewing Appointment Logs
Adding Employee Profile Photos
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Marketing
45 Articles
Before Appointment Instruction Marketing Overview
How to View Your Previous SMS Campaigns
Setting up SMS Reminders
Turning off Before Appointment Instruction Messages
How to Edit a Client’s Marketing Preferences
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Clients
69 Articles
How to do a Group Checkout
How To Add Custom Info On to Your Client Receipts
Viewing the “Walk-In” Client’s Transaction History
Client Account Balance Report
How to Edit or Delete an Existing Transaction
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Reports
34 Articles
Non Returning Clients Report
Client Account Balance Report
How to Edit or Delete an Existing Transaction
Xero Set Up – Basic Guidelines and Example
Viewing Employee Weekly Targets
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Online Booking
38 Articles
Copy a Service Bundle to Another Site/Location
Adding a Custom Background Colour to Your Online Booking
Setting up Employee Security Groups
Editing a Service Bundle
How to Disable Online Booking for Specific Locations
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Security
10 Articles
Disabling Employees Accessing the Database Outside of the Business
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
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System
62 Articles
How to Set Your Opening Hours
How to use EziPay, SalonPay, BeautyPay etc
Receipt Overview
Viewing Employee Weekly Targets
How Can I Get Fast Help?
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Troubleshooting
23 Articles
Troubleshooting Online Booking Verified Messages
How to Reset my Password and/or PIN
When You Have More Than 1000 Clients
I’m Based in Canada. Why is my SMS Not Sending?
How to Add/Edit Timezones and Why They are Required in Client Diary
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Products
21 Articles
Adding and Editing Suppliers
How To Do A Stock Take (With Variants)
Editing Stock in Bulk
How to Order from Specific Suppliers
How to do a Stock Take (Without Variants)
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Services
36 Articles
How To Apply Service Skills To Employees
Editing After Appointment Follow-Up Marketing Messages
Setting Online Booking Service Name and Description
How To Apply A Custom Colour To Certain Services
Turning off After Appointment Follow-Up Marketing Messages
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Mobile
17 Articles
Mobile App – How to Create an Appointment
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
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Online Vouchers
13 Articles
How to Link Online Vouchers to Your Facebook / Website
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
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Forms
8 Articles
Form Management – Duplicating Forms
Form Management – Manually Sending to Clients
Form Management – Viewing Completed Forms
Form Management – Automate Your Forms
Form Management – Form Security
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Payment Links
4 Articles
Stripe Integration
Payment Links Overview
Payment Links – Setup
Payment Links – Sending Payment Request
Calendar
96 Articles
How to Edit an Appointment
Time For Your Appointment reminder / No Future Appointment reminder
Adding Your Own Custom Reason in Block Outs
Service Bundles Overview
Setting up a New Site / Location
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