Packages
Clover
- 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?
- 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?
About Cojilio
- How do I get the information provided in a form to display on a Clients Profile?
- How does an Annual Subscription work?
- Is Cojilio PIPEDA compliant?
- Can I reschedule a class?
- Does Cojilio have split tip functionality?
- Is there a report to view the value of redeemed sessions?
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?
- 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?
- Can I view an appointment tally for each day?
Payments
- Does Cojilio offer Payment Plans or integrate with Cherry/Afterpay/Klarna/Shop Pay?
- Can I print a statement for a client?
- How does a Cash transaction display?
- Do staff receive a notification when a clients Membership payment fails?
- Can multiple Client Profiles have the same Card on File?
- Can I send a client a payment invoice?
Online Calendar
- 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 colors? (NEW! View Service Colours in Online Calendar)
- Process a sale transaction
- Is there a full screen view of the Calendar?
- I manually added a participant to my class, how do I charge them?
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
- 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
- How do I alter my schedule?
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