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Knowledgebase
Calendar
97 Articles
How to Set Employee Rosters
How Your Client Uses Online Booking
How to Use The Waiting List In Client Diary
How to Set Your Calendar View to 24 Hour Mode
Emailing Appointment Reminders
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Clients
61 Articles
Non Returning Clients Report
When you Have More Than 1000 Clients
Reward Points Overview Page
Cancellation Rate
How to Edit a Client’s Marketing Preferences
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Point of Sale
48 Articles
How to Use a Barcode scanner
Setting up your Sustainable Salons Fee
How to add Custom POS Discount Reasons
How To Apply Xero To Client Diary
How to View/Edit Existing Gift Vouchers
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Reports
31 Articles
Client Deposits / Client Accounts – Viewing the client’s balance
Xero – Difference Between Liability and Revenue
List of Appointments Report
Dashboard Overview
How to Use The Overall Summary Report
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Marketing
41 Articles
SMS all clients with future appointments
Birthday SMS Marketing
How to Calculate the Length of an SMS
SMS all clients with no future appointment
Setting up Before Appointment Marketing
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System
53 Articles
How to Set Your Opening Hours
Refunds
Booking Rate
Adding Online Booking to Your Website
Update client records on their own phone
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Employees
30 Articles
Edit Rosters Directly from the Calendar
How to Re-activate an Employee
Changing the Order of Employees in the Calendar
Viewing Appointment Logs
How To Remove an Employee
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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
32 Articles
Setting up Before Appointment Marketing
Adding Service Tags for use in online booking
Editing a Before Appointment Marketing message
How to Update Service Categories.
Before Appointment Marketing Overview
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Security
9 Articles
Dashboard Security
Setting up Employee Security Groups
Multi Sites – Restricting Employee Access to Another Site’s Calendar
Multi Sites – Restricting Employee Access to Another Site’s Reports
How to Change Your Admin Password
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Mobile
17 Articles
Approving Online Bookings via the Mobile App
Telegram Bot Overview
Find or create your Telegram Username – Android
Find or create your Telegram Username – iOS
Add your Telegram Username to Client Diary
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Troubleshooting
24 Articles
How Add/Edit Timezones And Why They Are Required In Client Diary
How To Update Your Credit Card
Online Status indicator and alert
Disabling Employees accessing the Database Outside of the Business
How to Log in to Client Diary
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Online Booking
34 Articles
Changing the Business Location for Online Booking
Editing a Service Bundle
Changing the link address for Online Booking
Setting up Service Bundles for Online Booking
Adding a Custom Background Pattern to Your Online Booking
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Online Vouchers
10 Articles
Viewing value of Online Booking & Voucher payments in Reports
How to Create / Redeem a Voucher at POS
How to add / edit Preset Gift Vouchers
Online Voucher Setup
Online Voucher Overview
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