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Knowledgebase
35 Articles
Calendar
Deleting / Cancelling an appointment
Changing the order of Employees in the Calendar
Mobile App – How to cancel an appointment
How to take an appointment to the Point of Sale
Client Deposits / Client Accounts – Viewing the client’s balance
30 Articles
Clients
How to email a receipt
Client Deposits / Client Accounts – Fixing any mistakes
How To Add Appointment Notes
How to use EziPay, SalonPay, BeautyPay etc
How To Send A SMS To A Client Manually
24 Articles
Point of Sale
How to add a new payment method
Client Deposits / Client Accounts – Fixing any mistakes
How to sell a standard gift voucher
How to use EziPay, SalonPay, BeautyPay etc
How to process a transaction / charge a customer
10 Articles
Reports
How to View Reports
Multi Sites – Restricting employee access to another site’s reports
How to do End of Day financials
How To Apply Xero To Client Diary
Non Returning Clients Report
17 Articles
Marketing
Setting up SMS reminders
How to add SMS credits
How To Send A SMS To A Client Manually
How To Link Mailchimp To Client Diary
How to view your SMS Usage / Statistics
11 Articles
System
How can I get fast help?
How to delete things (Clients, Services, Products, etc)
How To Link Mailchimp To Client Diary
Trouble Shooting
How to view your SMS Usage / Statistics
14 Articles
Employees
Setting up Employee Security Groups
How setup Employee Targets
How to use the Team Weekly Roster
Multi Sites – Restricting employee access to another site’s calendar
Multi Sites – Restricting employee access to another site’s reports
7 Articles
Products
How to delete things (Clients, Services, Products, etc)
How To Use The Green + Button
How to use Barcode scanner for products
How To Edit Products
Adding and Editing Suppliers
5 Articles
Services
How to delete things (Clients, Services, Products, etc)
How To Use The Green + Button
How to Assign A Existing Service To A Different Employee
Change the service names for Booking Online
How To Add Services
4 Articles
Security
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
Setting up Employee Security Groups
5 Articles
Mobile
Mobile App – How to Create an Appointment
Mobile App – How to Block out Time
Mobile App – How to move to another date
Mobile App – How to cancel an appointment
Mobile App – How to view another employee’s Calendar
6 Articles
Troubleshooting
How Sms Credits Work In Client Diary
Changing the business location for Online Booking
Changing the link address for Online Booking
Held transactions
Troubleshooting on online booking verified messages
13 Articles
Online Booking
How to set up Online Booking in Client Diary
Adding Online Booking to Facebook
Adding Online Booking to your website
How your client uses online booking
How to approve or deny an online booking
