Packages
Clover
- Help! My Clover Products are not syncing to Cojilio
- What Clover plan is required for Cojilio?
- FAQ: Is the Cojilio Portal available on Clover Station Duo/Solo?
- Where can I view Online Orders?
- Can a clients information be transferred into Clover's customers app?
- Does a Card on File get verified? Is there a pre-authorized hold placed?
About Cojilio
- Cojilio Support: All support, help & training resources
- How does Cojilio work with multi-locations?
- What is the pricing for SMS Campaigns?
- Do SMS Notifications/SMS Campaigns send to international phone numbers?
- Does Cojilio integrate with Zapier?
- Can I see my total upcoming appointments?
Getting Started & General Setup
- How do I set up Event services? (Event/Party Setup)
- I accidentally created a duplicate subscription, what do I do?
- How do I create a Golf League service? (Golf Setup)
- Does Cojilio support multi-locations?
- Professional Website Domain
- How to import notes & appointment history into Cojilio (Import Client Notes/History into Cojilio)
Appointments
- NEW! How do Recurring Appointments work?
- NEW! Can I book a Recurring Appointment / Appointment Series?
- Blocked Slot Import (Appointment Import from previous system)
- If a client does not fill out the form prior to their appointment, can I complete it with them in person?
- Can products be excluded from tip calculation?
- How can I close an appointment as paid through my previous booking system?
Payments
- How do I connect a new Clover Merchant ID to my Cojilio subscription?
- What is included in the Sales Reconciliation Dashboard?
- How to Resolve a Failed Membership Payment
- Does Cojilio offer Payment Plans or integrate with Cherry/Afterpay/Klarna/Shop Pay?
- Where can I view a list of all invoices or orders created for each customer transaction?
- Can I print a statement for a client?
Online Calendar
- How do I create Staff Alternating Schedules?
- Is there a report to view all of a clients appointment/transaction history?
- Can I upload files to my Client Notes?
- Can I customize the calendar colours? (NEW! View Service Colours in Online Calendar)
- Process a sale transaction
- Does Padding Time display in the Online Calendar?
Business App
Services
- How do I create a Couples Massage service?
- What is the 1:1 Equipment Setting? (Equipment is 1:1 per Person or 1:1 per Group Booking)
- How do I change the pricing to be dependent on service level?
- Can I require a deposit for a consultation?
- Where can appointments be completed?
- What happens if I don't confirm an Appointment Request?
Staff
- How can I turn OFF Staff Email Notifications?
- Can staff have their own Booking Links?
- Can clients see a staffs email or phone number?
- What Email Notifications do staff receive?
- View & Change Staff's User Details
- How to Reset a Staff's Password
Staff Permissions
- How to set Staff Permissions
- Why can't my staff login to the Online Portal?
- 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?