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Knowledgebase
61 Articles
Calendar
Deleting / Cancelling an appointment
Client Deposits / Client Accounts – Taking the client’s deposit
How to view canceled appointments
How To Block Out The Whole Day
How to take an appointment to the Point of Sale
50 Articles
Clients
How to email a receipt
How to use EziPay, SalonPay, BeautyPay etc
How To Change Client In POS On Existing Transaction
How to View What Clients Have Earned and What Points Have been Redeemed In Their History
How To Add Appointment Notes
37 Articles
Point of Sale
How to add a new payment method
Client Deposits / Client Accounts – Fixing any mistakes
How To Email An Existing Voucher To Clients
How to sell a standard gift voucher
How to use EziPay, SalonPay, BeautyPay etc
19 Articles
Reports
Setting up Employee Security Groups
How To View Your Reward Points In Your Reports
Multi Sites – Restricting employee access to another site’s reports
Reward Points Overview Page
How to do End of Day financials
22 Articles
Marketing
How to add SMS credits
New Client Welcome SMS
How To Send A SMS To A Client Manually
SMS all clients coming up to Christmas
How To Link Mailchimp To Client Diary
22 Articles
System
How can I get fast help?
How To Edit Your Existing Rewards
How to delete things (Clients, Services, Products, etc)
How To Assign A New Card Number To Clients Rewards
How To Link Mailchimp To Client Diary
26 Articles
Employees
Setting up Employee Security Groups
Disabling Employees accessing the database outside of the business
How setup Employee Targets
Tiered Pricing / Pricing Levels Setup
How to use the Team Weekly Roster
18 Articles
Products
How to delete things (Clients, Services, Products, etc)
How To View Past Order Histories
How To Use The Green + Button
How to use Barcode scanner for products
Adding and Editing Suppliers
8 Articles
Services
How to delete things (Clients, Services, Products, etc)
How To Use The Green + Button
How to Assign A Existing Service To A Different Employee
Change the service names for Booking Online
Tiered Pricing / Pricing Levels Setup
7 Articles
Security
Multi Sites – Restricting employee access to another site’s calendar
Multi Sites – Restricting employee access to another site’s reports
How to change your admin password
How To Setup Auto Log Out Timer For Staff
Disabling Employees accessing the database outside of the business
5 Articles
Mobile
Mobile App – How to Create an Appointment
Mobile App – How to Block out Time
Mobile App – How to move to another date
Mobile App – How to cancel an appointment
Mobile App – How to view another employee’s Calendar
16 Articles
Troubleshooting
My receipts / reports won’t print
How Sms Credits Work In Client Diary
Changing the business location for Online Booking
Changing the link address for Online Booking
Held transactions
21 Articles
Online Booking
Online Booking Overview
How to toggle email notification of online booking
How to set up Online Booking in Client Diary
Limit How Far In Advance An Online Booking Can Be Made
Adding Online Booking to Facebook
8 Articles
Online Vouchers
Online Voucher Setup
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
