FAQs

Clover

• Data Migration Process to Cojilio (for Clover Customers)
• Do customers in Clover sync to Cojilio?
• Why can I only sync one product to a service?

About Cojilio

• When is a client charged the Cancellation Fee?
• Do deposits include tax?
• When is revenue generated?
• Can I use Cojilio offline?
• What sites should I always have on hand?

Getting Started & General Setup

• How do I add my Online Booking Link to my website?
• Is there a way to add product recommendation to a service?
• Can I import clients, appointments and services into Cojilio from another booking system?
• Embed your Cojilio Booking Link within your website (embed iFrame)
• How do I set my Holiday Hours?
• How do I view a client's contact information?

See all 7 articles

Appointments

• 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?
• How do I charge a client's card in Cojilio?
• Are Clients Able to Book Multiple Appointments at Once?

Payments

• How to collect a tip/apply gratuity (3 routes)
• Are tips noted in Clover batch?
• How do I process a refund?
• Can I manually enter a client's credit card?

Online Calendar

• Is there a full screen view of the Calendar?
• I manually added a participant to my class, how do I charge them?

Business App

• Appointments are not showing in my Business App - Refresh Cached Data
• How do I upload Media Galleries for my clients to view in the Booking 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?

See all 21 articles

Staff

• 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
• I can’t add a staff member / a new staff member isn’t saving

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
• My staff member cannot upload media in the Business App

Locations

• Can I manage more than one business on my account?
• How do I set Holiday Hours?
• I can't add a location / a new location isn't saving

Equipment

• I can't add equipment / equipment isn't saving
• I can't assign Equipment to a Service
• How Do I Assign Equipment to a Service?
• I can’t assign equipment to a service

Billing

• Can I link my bank account to my billing?
• How do I cancel my subscription?
• How to Change your Payment Card

Book a Demo

• Book a Cojilio Demo for your Clover Merchant (Clover Rep)
• Book a Cojilio Demo for your business