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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
  • View all articles

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
  • View all articles

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
  • View all articles

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
  • View all articles

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
  • View all articles

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
  • View all articles

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
  • View all articles

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
  • View all articles

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
  • View all articles

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
  • View all articles
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