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  7. Suggested reading for new staff

Suggested reading for new staff

If you have a new staff member join your team we recommend the following topics to get them settled with Client Diary:

Calendar

How to create an appointment
Deleting / Cancelling an appointment
Editing an appointment
Blocking out time
Moving an appointment to another day
Adding appointment notes
Marking a client as a “no show”
Using the Waiting List
Approving / Denying an Online Booking

Clients

How to add a client
How to look up a client’s history
Assigning a preferred employee to a client
Adding a general note to a client
Adding a technical note to a client
Adding an alert note to a client
Editing a note
Send an SMS manually to a client

Point of Sale (POS)

How to take an appointment to POS
Applying discounts
“Splitting” bills
Edit / Delete a transaction when a mistake has been made
Holding transactions to restore later
Emailing a client their receipt
Using a barcode scanner to sell products
Overview of client Accounts / Deposits and how to use them
Selling a gift voucher
Performing a “Group” checkout

Reporting

Performing an End of Day / Cashing up
Using the Detailed Transaction History report to find errors in the day’s figures

Further topics can be found by looking at this list of topics

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