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Knowledgebase
Employees
31 Articles
How To Use The + Button
How to Use the Team Weekly Roster
How to add employees
Multi Sites – Restricting Employee Access to Another Site’s Calendar
Changing the Order of Employees in the Calendar
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Marketing
43 Articles
How To Link Mailchimp To Client Diary
After Appointment Marketing Overview
Update client records on their own phone
How to add SMS credits
Setting up After Appointment Marketing
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Clients
68 Articles
How To View All Client Lists And De-Activated Clients
Sending Preset/Template SMS messages
Emailing Appointment Reminders
How to Zero a Credit When the Client Doesn’t Show
Form Management – More Tools
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Reports
34 Articles
How to do End of Day Financials
List of Appointments Report
Client Deposits / Client Accounts Overview
Calculating your Stock on Hand
How to Use The Overall Summary Report
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Online Booking
36 Articles
How to Approve or Deny an Online Booking
Approving or Denying an online booking via email
Creating an Announcement for Your Online Booking
Adding a Custom Background Pattern to Your Online Booking
How to set up Online Booking in Client Diary
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Security
10 Articles
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
Multi Sites – Restricting Employee Access to Another Site’s Calendar
Multi Sites – Restricting Employee Access to Another Site’s Reports
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System
59 Articles
How To Link Mailchimp To Client Diary
Trouble Shooting
Using the Telegram Bot to check your target
Recurring Appointment Overview
How to Set Your Opening Hours
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Troubleshooting
24 Articles
How to Hold Transactions
What to look for when a client does not get their SMS message or their booking does not confirm
Troubleshooting Online Booking Verified Messages
Poor internet is making my calendar not refresh properly
When you Have More Than 1000 Clients
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Products
21 Articles
How To Use The + Button
How to Setup Product Variants.
Adding and Editing Suppliers
How To Do A Stock Take (With Variants)
Editing Stock in Bulk
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Services
32 Articles
Tiered Pricing / Pricing Levels Setup
Setting up After Appointment Marketing
How To Apply Service Skills To Employees
Editing After Appointment Marketing messages
How To Apply A Custom Colour To Certain Services
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Mobile
17 Articles
Mobile App – How to view another employee’s Calendar
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
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Online Vouchers
10 Articles
Online Voucher Overview
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
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Forms
8 Articles
Form Management – More Tools
Form Management – Duplicating Forms
Form Management – Manually Sending to Clients
Form Management – Viewing Completed Forms
Form Management – Automate Your Forms
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Payment Links
3 Articles
Payment Links – Sending Payment Request
Payment Links Overview
Payment Links – Setup
Calendar
97 Articles
How to Take an Appointment to the Point of Sale
Mobile App – How to cancel an appointment
Blocking Out Time and Holidays
Before Appointment Marketing Overview
How to interact with appointments on Mobile /Tablet
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Point of Sale
50 Articles
How to Process a Transaction / Charge a Customer
How to add / edit Preset Gift Vouchers
Client Deposits / Client Accounts – allowing a client to owe you money / go into negative credit
How to edit or delete an existing transaction
Online Voucher Setup
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