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Knowledgebase
Calendar
97 Articles
How to Process a Transaction / Charge a Customer
Adding Online Booking to Facebook
How To Auto Email Employees Their Appointments
How To Apply A Custom Colour To Certain Services
Setting up Service Bundles for Online Booking
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Clients
61 Articles
How To Use The + Button
How to Edit a Note
How To Assign A New Card Number To Clients Rewards
Staff Capacity
Non Returning Clients Report
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Point of Sale
48 Articles
How to do End of Day Financials
Creating a Surcharge for use at Point of Sale
Viewing the “Walk-In” client’s transaction history
How to Use a Barcode scanner
Setting up your Sustainable Salons Fee
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Reports
31 Articles
Client Deposits / Client Accounts Overview
How to Setup to Send an Invoice to Xero unpaid.
Client Deposits / Client Accounts – Viewing the client’s balance
Xero – Difference Between Liability and Revenue
List of Appointments Report
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Marketing
41 Articles
SMS all clients in your database
How To Add Custom Info On to Your Client Receipts
Using Quick Replies
SMS all clients with future appointments
Birthday SMS Marketing
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System
53 Articles
Setting up a New Site / Location
How to Change Business Name Listed In Your Online booking SMS Reminders
Weekly Targets
How to Set Your Opening Hours
Refunds
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Employees
30 Articles
How to add employees
How To Add Custom Info On to Your Client Receipts
Edit Rosters Directly from the Calendar
How to Re-activate an Employee
Changing the Order of Employees in the Calendar
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Products
21 Articles
How To Do A Stock Transfer
How To Do A Stock Order
How To Do Stock Usage
Stock Ordering Overview
How To Do A Received Delivery For Your Product Orders
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Services
32 Articles
How To Apply A Custom Colour To Certain Services
Turning off After Appointment Marketing messages
Setting up Before Appointment Marketing
Adding Service Tags for use in online booking
Editing a Before Appointment Marketing message
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Security
9 Articles
How to Reset my Password and/or PIN
Dashboard 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
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Mobile
17 Articles
Using the Dashboard in the Mobile App
Approving Online Bookings via the Mobile App
Telegram Bot Overview
Find or create your Telegram Username – Android
Find or create your Telegram Username – iOS
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Troubleshooting
24 Articles
When you Have More Than 1000 Clients
How to Calculate the Length of an SMS
How Add/Edit Timezones And Why They Are Required In Client Diary
How To Update Your Credit Card
Online Status indicator and alert
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Online Booking
34 Articles
Change the service names for Booking Online
Copy a Service Bundle to Another Site/Location
Changing the Business Location for Online Booking
Editing a Service Bundle
Changing the link address for Online Booking
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Online Vouchers
10 Articles
How To Email An Existing Voucher To Clients
Viewing value of Online Booking & Voucher payments in Reports
How to Create / Redeem a Voucher at POS
How to add / edit Preset Gift Vouchers
Online Voucher Setup
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