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Knowledgebase
58 Articles
Calendar
How to take an appointment to the Point of Sale
Setting up a new site / location
How To Look Up A Client’s History (In Calendar AND In Client Area)
Child Accounts Overview
How to edit an appointment
49 Articles
Clients
How To Add Appointment Notes
How to Assign A Existing Service To A Different Employee
How To Do A Group Checkout
How To Send A SMS To A Client Manually
Online Booking Overview
37 Articles
Point of Sale
How to sell a standard gift voucher
How to use EziPay, SalonPay, BeautyPay etc
How To Assign A New Card Number To Clients Rewards
How to process a transaction / charge a customer
How To Print Receipt At POS
18 Articles
Reports
How to do End of Day financials
How To Apply Xero To Client Diary
Non Returning Clients Report
Xero setup – basic guidelines and example
Client Deposits / Client Accounts Overview
22 Articles
Marketing
How To Send A SMS To A Client Manually
SMS all clients coming up to Christmas
How To Link Mailchimp To Client Diary
How to create and remove Promo Vouchers
How to view your SMS Usage / Statistics
22 Articles
System
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
How To Redeem Your Clients Reward Points
Trouble Shooting
23 Articles
Employees
How setup Employee Targets
Tiered Pricing / Pricing Levels Setup
How to use the Team Weekly Roster
How To Auto Email Employees Their Appointments
Multi Sites – Restricting employee access to another site’s calendar
14 Articles
Products
How To Use The Green + Button
How to use Barcode scanner for products
Adding and Editing Suppliers
Editing Stock in Bulk
How To Do A Stocktake
8 Articles
Services
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
How To Apply Service Skills To Employees
7 Articles
Security
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
How To Use Tax Options In Reports
5 Articles
Mobile
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
Mobile App – How to Create an Appointment
15 Articles
Troubleshooting
How Sms Credits Work In Client Diary
Changing the business location for Online Booking
Changing the link address for Online Booking
Held transactions
Troubleshooting on online booking verified messages
20 Articles
Online Booking
Adding Online Booking to Facebook
Number Of Days Online Bookings Must Be Made Prior To The Appointment
Adding Online Booking to your website
How to Change Business Name Listed In Your Online booking Sms Reminders
How your client uses online booking
8 Articles
Online Vouchers
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
