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Knowledgebase
30 Articles
Calendar
Copying an appointment to another day
How to Assign A Existing Service To A Different Employee
How to process a transaction / charge a customer
Online Booking Overview
How to set Employee Rosters
25 Articles
Clients
How to alert any note
Adding Online Booking to your website
Child Accounts
How your client uses online booking
How To View And De-Activated Clients
21 Articles
Point of Sale
How to email a receipt
How to “Split” a bill
How to do End of Day financials
How to use Barcode scanner for products
How To Apply Xero To Client Diary
10 Articles
Reports
Xero setup – basic guidelines and example
Client Deposits / Client Accounts Overview
Client Deposits / Client Accounts – Viewing the client’s balance
List of Appointments Report
How to edit or delete an existing transaction
16 Articles
Marketing
How To Use Sms Log (Reminders)
SMS Marketing Examples
SMS all clients in your database
SMS all clients with future appointments
SMS all clients with no future appointment
10 Articles
System
Setting up a new site / location
How to set your opening hours
Changing the business location for Online Booking
Changing the link address for Online Booking
Setting up Employee Security Groups
14 Articles
Employees
How To Use The Green + Button
How to add employees
Edit Rosters directly from the Calendar
Changing the order of Employees in the Calendar
How To Remove Employee
5 Articles
Products
How To Add 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
5 Articles
Services
How To Add 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
3 Articles
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
4 Articles
Mobile
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
4 Articles
Troubleshooting
My receipts / reports won’t print
How Sms Credits Work In Client Diary
Changing the business location for Online Booking
Changing the link address for Online Booking
9 Articles
Online Booking
Change the service names for Booking Online
Changing the business location for Online Booking
Changing the link address for Online Booking
Online Booking Overview
How to set up Online Booking in Client Diary
