Clients
- How to edit or delete an existing transaction
- How To Send A SMS To A Client Manually
- Form Management – Create & Edit
- Form Management – More Tools
- How To View All Client Lists And De-Activated Clients
- How To Use The + Button
- Client Deposits / Client Accounts Overview
- Client Deposits / Client Accounts – Taking the client’s deposit
- Client Deposits / Client Accounts – using client credits to pay for a sale
- How to Approve or Deny an Online Booking
- Adding a Custom Background Pattern to Your Online Booking
- How To Add Appointment Notes
- How to View Cancelled Appointments
- How To View A Client’s History
- How to Edit a Note
- When you Have More Than 1000 Clients
- How To Change the Paying Client In POS
- How To Do A Group Checkout
- Welcome SMS
- How To Apply The Preferred Employee Option To Clients
- Sending Preset/Template SMS messages
- How to Add Clients To Client Diary
- Merging Duplicate Clients – Automated Method
- How To Add Child In The Client Add/Edit Area
- Child Accounts Overview
- How To Turn On Child Accounts
- How to Book a Child when Booking Appointments
- Clients Note Overview Page
- How To Delete Notes
- How To Assign Rewards To Clients (All Or Individual)
- How To Assign A New Card Number To Clients Rewards
- Reward Points Overview Page
- How to View a Clients Loyalty Program History
- How To Add Custom Info On to Your Client Receipts
- How to Print Notes
- Before Appointment Marketing Overview
- How to Create A General Note For Client
- Emailing Appointment Reminders
- How to Create Technical Note For Client
- How to Edit a Client’s Marketing Preferences
- Client Deposits / Client Accounts – Viewing the client’s balance
- How to Alert Any Note
- Non Returning Clients Report
- Client Deposits / Client Accounts – allowing a client to owe you money / go into negative credit
- Client Deposits / Client Accounts – Fixing any mistakes
- How Your Client Uses Online Booking
- Adding a custom banner image to your Online Booking
- How To Add Custom Fields To Client Details
- Viewing the “Walk-In” client’s transaction history
- Update client records on their own phone
- Quoting a customer
- How to use the Client Merge Tool in Client Diary – Manual Merge
- How to Zero a Credit When the Client Doesn’t Show
- Using Quick Replies
- Using the Go to this Date on Calendar Button
- Emailing Future Appointments to Clients
- Booking Rate
- Staff Capacity
- Cancellation Rate
- How to Take a Customer to POS
- How to Message all Clients in a Class
- How to Message Individual Clients in a Class
- How to View a Clients Details in a Class
- Review / Feedback SMS
- How to Use Top Spending Client Report
- Client Account Balance Report
- Clients Loyalty Points Report
- Form Management – Duplicating Forms
- Stripe Integration