Packages
Clover
- Cojilio Payroll Reports vs. Clover Sales Reports: What's the difference?
- Data Migration Process to Cojilio (for Clover Customers)
- Does Cojilio work with a Clover GO?
- Frequently Asked Questions (for Clover Reps)
- Do customers in Clover sync to Cojilio?
- Why can I only sync one product to a service?
About Cojilio
- Can I view refund reporting?
- Does Cojilio have Memberships?
- When is a client charged the Cancellation Fee?
- Do deposits include tax?
- When is revenue generated?
- Can I use Cojilio offline?
Getting Started & General Setup
- How do I create a form that does not require a response from clients?
- What restrictions can I set on my Promo Code?
- I just created my taxes in Clover, what do I do now?
- How do I change my business logo?
- How do I add my Online Booking Link to my website?
- Is there a way to add product recommendation to a service?
Appointments
- NEW! How do Recurring Appointments work?
- NEW! Can I book a Recurring Appointment / Appointment Series?
- Why does an appointment display as "Waiting for Client Approval"?
- Cancellation Policy & Cancellation Charges - Frequently Asked Questions
- Where can clients view my Cancellation Policy?
- Why is add-on time not being added to the appointment when I book an appointment in the Online Calendar or Business App?
Payments
- When is a client charged for a Recurring Membership?
- How to Add a No-Show Fee for clients next visit (no Card on File)
- How to Charge a Clients Card for a Deposit
- How do I process a refund through Stripe?
- How to collect a tip/apply gratuity (3 routes)
- Are tips noted in Clover batch?
Online Calendar
Business App
Services
- What is the 1:1 Equipment Setting? (Equipment is 1:1 per Person or 1:1 per Group Booking)
- Can I require a deposit for a consultation?
- Where can appointments be completed?
- What is the difference between Edit and Reschedule?
- How do I create an In-App Consultation?
- How do I assign a Form or Aftercare Instructions to a Service?
Staff
- View & Change Staff's User Details
- How to Reset a Staff's Password
- How do I alter my schedule?
- Can I add breaks into my schedule?
- My staff didn’t receive their login information
- I can’t assign a staff member to a service
Staff Permissions
- How to set Staff Permissions
- How do I allow a staff member to send Push Notifications to Clients
- How do I control which clients my staff can view in their app?
- How do I control which appointments my staff can see in their app?
- How can I allow my staff to create or edit services?
- My staff member cannot create or edit services