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Knowledgebase
42 Articles
Calendar
How to cancel a No Show client
Setting up a new site / location
How To Look Up A Client’s History (In Calendar AND In Client Area)
Moving An Appointment To Another Day
How to set your opening hours
38 Articles
Clients
How to Create A General Note For Client
Online Booking Overview
New Client Welcome SMS
How to Create Technical Note For Client
Adding Online Booking to Facebook
34 Articles
Point of Sale
How to edit or delete an existing transaction
How to Assign A Existing Service To A Different Employee
Applying a discount to the every item
Held transactions
How to email a receipt
13 Articles
Reports
Non Returning Clients Report
Xero setup – basic guidelines and example
Client Deposits / Client Accounts Overview
Client Deposits / Client Accounts – Viewing the client’s balance
List of Appointments Report
21 Articles
Marketing
How to view your SMS Usage / Statistics
How To Setup A Custom Sms
How To Use Sms Log (Reminders)
SMS Marketing Examples
SMS all clients in your database
15 Articles
System
Trouble Shooting
How to view your SMS Usage / Statistics
Setting up a new site / location
How to set your opening hours
Changing the business location for Online Booking
20 Articles
Employees
Multi Sites – Restricting employee access to another site’s calendar
Multi Sites – Restricting employee access to another site’s reports
How To Use The Green + Button
How to add employees
Edit Rosters directly from the Calendar
13 Articles
Products
Adding and Editing Suppliers
Editing Stock in Bulk
How To Do A Stocktake
How To Do A Stock Transfer
How To Do A Stock Order
6 Articles
Services
Change the service names for Booking Online
Tiered Pricing / Pricing Levels Setup
How To Add Services
How to delete things (Clients, Services, Products, etc)
How To Use The Green + Button
7 Articles
Security
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
Setting up Employee Security Groups
Multi Sites – Restricting employee access to another site’s calendar
5 Articles
Mobile
Mobile App – How to cancel an appointment
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
13 Articles
Troubleshooting
Changing the link address for Online Booking
Held transactions
Troubleshooting on online booking verified messages
What Happens When You Get More Than 1000 Clients In Client Diary
How Add/Edit Timezones And Why They Are Required In Client Diary
15 Articles
Online Booking
How your client uses online booking
How to approve or deny an online booking
Change the service names for Booking Online
Changing the business location for Online Booking
Changing the link address for Online Booking
8 Articles
Online Vouchers
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
How to add / edit Preset Gift Vouchers
