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  3. Knowledgebase

Products 21 Articles

  • How To Do A Received Delivery For Your Product Orders
  • How To Setup Low Stock Product Email Notification
  • How To Use Top Selling Products Report
  • How To Send Order
  • When Supplier Has To Be Added To A Product
  • View all articles

Services 36 Articles

  • Creating a Service Bundle
  • Class Overview
  • Copy a Service Bundle to Another Site/Location
  • How to Create / Edit a Class
  • Booking a Service Bundle
  • View all articles

Mobile 17 Articles

  • Find or create your Telegram Username – Android
  • Find or create your Telegram Username – iOS
  • Add your Telegram Username to Client Diary
  • Find and start the Telegram Bot for the first time
  • Using the Telegram Bot to check your bookings
  • View all articles

Online Vouchers 13 Articles

  • Using QR Codes for Online Booking and Vouchers
  • Separating Stripe for each Location
  • Stripe Integration
  • How to add / edit Preset Gift Vouchers
  • Online Voucher Setup
  • View all articles

Forms 8 Articles

  • Forms Overview
  • Form Management – Create & Edit
  • Form Management – More Tools
  • Form Management – Duplicating Forms
  • Form Management – Manually Sending to Clients
  • View all articles

Payment Links 4 Articles

  • Payment Links Overview
  • Payment Links – Setup
  • Payment Links – Sending Payment Request
  • Stripe Integration

Calendar 97 Articles

  • Changing the Order of Employees in the Calendar
  • How To Apply The Preferred Employee Option To Clients
  • Clients Note Overview Page
  • Deleting / De-activating a Service Bundle
  • How to View “Unverified” Online Bookings
  • View all articles

Point of Sale 50 Articles

  • Applying a Discount to Every Item
  • How To Add Custom Info On to Your Client Receipts
  • How to Zero a Credit When the Client Doesn’t Show
  • How to Hold Transactions
  • Refunds
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Employees 31 Articles

  • How To Auto Email Employees Their Appointments
  • How to Reset my Password and/or PIN
  • Suggested reading for new staff
  • Dashboard Overview
  • How To Apply Service Skills To Employees
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Marketing 45 Articles

  • Sending Preset/Template SMS messages
  • SMS all clients with future appointments
  • Form Management – Automate Your Forms
  • How To Add Custom Info On to Your Client Receipts
  • SMS all clients with no future appointment
  • View all articles

Clients 69 Articles

  • How to View Cancelled Appointments
  • How To Delete Notes
  • Client Deposits / Client Accounts – Fixing any mistakes
  • How to Message all Clients in a Class
  • How To View A Client’s History
  • View all articles

Reports 34 Articles

  • How To Use Top Selling Services Report
  • Booking Rate
  • How To View Your Reward Points In Your Reports
  • Staff Capacity
  • Reward Points Overview Page
  • View all articles

Online Booking 39 Articles

  • Limit How Far In Advance An Online Booking Can Be Made
  • How to View “Unverified” Online Bookings
  • How long Online Bookings Must Be Made Prior To The Appointment
  • Approving Online Bookings via the Mobile App
  • How to Change Business Name Listed In Your Online booking SMS Reminders
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Security 10 Articles

  • Setting up Employee Security Groups
  • How to Change Your Admin Password
  • 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
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System 62 Articles

  • How to Create Rewards Programs
  • Toggling appointment movement confirmation question in the calendar
  • Dashboard Security
  • How to Adjust Your Billing Plan
  • How To Assign Rewards To Clients (All Or Individual)
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Troubleshooting 24 Articles

  • What Are The Different Calendar Views In Client Diary
  • How to Set Your Calendar View to 24 Hour Mode
  • How to Re-activate an Employee
  • Refunds
  • How Sms Credits Work In Client Diary
  • View all articles
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