Packages
Clover
- Cojilio Payroll Reports vs. Clover Sales Reports
- 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
Getting Started & General Setup
- 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?
- My forms appear blank / I can't view the forms I have created (in the Cojilio Business Portal)
- Can I import clients, appointments and services into Cojilio from another booking system?
- Embed your Cojilio Booking Link within your website (embed iFrame)
Appointments
- 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?
- Can I redeem a package on behalf of a client?
- Can I checkout two or more services at once?
- How do we add a COVID surcharge?
Payments
- 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?
- How do I process a refund?
Online Calendar
Business App
Services
- 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?
- How do I set a Cancellation Policy & Fee?
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