Administration
- How to assign single employee to calendar
- Viewing your calendar on the support site
- Training Mode
- How to check your total client count and products and services
- How to get invoices
- Lock system
Online
Marketing
- How to insert a HTML code onto email marketing
- How to check your SMS and Email credit balance
- How to stop sending marketing campaigns to certain clients
- How to create Label printing marketing
- How to search promotions
- How to setup an SMS promotion
Clients
- Preferred Employee
- How to print formulas
- How to upload images to your client card
- How to search clients by referrals and run a marketing campaign
- How to merge client cards
- How to setup referral
Products
- How to colour code your services
- Doing a stocktake
- How to use Professional products
- How to create a package
- How to create a new service
- How to create a new product
Employees
- Create new online user
- User name already exists
- How to set calendar selection
- Setting up fingerprint ( biometric ) security
- How to create / edit default working hours
- How to edit shifts
Transactions
- Email receipt - client not receiving attachment
- How to refund/cancel prepaid package
- Using loyalty points for free services / products
- How to make a payment bankable and non bankable
- How to print / email a outstanding invoice
- Setting up Loyalty Points for free services / products
Bookings
- Creating recurring bookings
- Cancel recurring bookings
- How to utilise Resources
- Knowing who made/adjusted a booking
- Copying bookings
- Moving bookings
Reports
- Difference between Salesperson and Employee
- Generating commission reports
- Generating Employee Summary Report
- Gift Card reports
- How to export report reports
- How to get a Booking Detail Report