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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
45 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
38 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
61 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
36 Articles
How to delete things (Clients, Services, Products, etc)
Setting up Service Bundles for Online Booking
Service Resources Overview
How To Use The + Button
After Appointment Marketing Overview
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Mobile
17 Articles
Mobile App – How to cancel an appointment
Using the Telegram Bot to check your target
Mobile App – Using a barcode scanner at POS on your phone or tablet
Mobile App – How to view another employee’s Calendar
Mobile App – How to Create an Appointment
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Online Vouchers
12 Articles
How to add / edit Preset Gift Vouchers
Online Voucher Setup
Online Voucher Overview
How to link Online Vouchers to your facebook / website
How your customers purchase Online Vouchers
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Forms
8 Articles
Forms Overview
Form Management – Create & Edit
Form Management – More Tools
Form Management – Duplicating Forms
Form Management – Manually Sending to Clients
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Payment Links
3 Articles
Payment Links Overview
Payment Links – Setup
Payment Links – Sending Payment Request
Calendar
97 Articles
How to Create an Appointment
How To Add Appointment Notes
What Are The Different Calendar Views In Client Diary
Viewing Appointment Logs
Multi Sites – Restricting Employee Access to Another Site’s Calendar
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Point of Sale
50 Articles
How to Take an Appointment to the Point of Sale
Setting up your Sustainable Salons Fee
Xero setup – basic guidelines and example
How to Edit Payment Methods
How to Add a New Payment Method
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