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Knowledgebase
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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Employees
31 Articles
How to Set Employee Rosters
Viewing Appointment Logs
Setting up Employee Security Groups
How to Setup Employee Targets
How To Use The + Button
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Marketing
45 Articles
Setting up SMS reminders
Turning off Before Appointment Messages
How to Edit a Client’s Marketing Preferences
How To Send A SMS To A Client Manually
Emailing Appointment Reminders
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Clients
68 Articles
How to edit or delete an existing transaction
Welcome SMS
How to Print Notes
Quoting a customer
Clients Loyalty Points Report
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Reports
34 Articles
How to edit or delete an existing transaction
Xero setup – basic guidelines and example
Viewing Employee Weekly Targets
Setting up Employee Security Groups
Client Deposits / Client Accounts – Viewing the client’s balance
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Online Booking
38 Articles
Setting up Employee Security Groups
Editing a Service Bundle
Adding a Custom Background Colour to Your Online Booking
Online Booking Overview
Setting up Service Bundles for Online Booking
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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
61 Articles
Setting up Employee Security Groups
How to Change Business Name Listed In Your Online booking SMS Reminders
Using the Telegram Bot to check your bookings
Setting up a new Client Diary system
How to delete things (Clients, Services, Products, etc)
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Troubleshooting
24 Articles
My receipts / reports won’t print
Changing the link address for Online Booking
How Can I Get Fast Help?
How to Gather Error Logs
How to Hold Transactions
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Products
21 Articles
How To Add/Edit Products
How to Use a Barcode scanner
How to delete things (Clients, Services, Products, etc)
Calculating your Stock on Hand
How To Use The + Button
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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