Company Setup
- The Ultimate Setup Checklist
- NEW! Clover Service Fee on Cojilio Transactions (Service Fee now applies to card-not-present Cojilio payments)
- Getting Started with Cojilio
- Set up Company Information
- How to set your Company Policy
- NEW! How to sync your Tax Settings from Clover
Connect your Payment Provider
Create a Location
Staff
Create Equipment
Create a Service
- NEW! Allow Clients to select Quantity for Add-Ons
- Create a Service
- Create an In-Store Consultation Service
- Create a Mobile Service
- Create a Class
- Create a Package
Services
- NEW! Re-sequence services / categories (re-order your service list)
- NEW! Service/Class/Package URLs
- NEW! Private Services/Add-Ons/Classes/Packages (set a service as private)
- NEW! Set Minimum Notice on Services and Classes
- Set a Service to "View Only" (clients can not self-book)
- How to set Enforced Recurrence
Products & Inventory
Reporting
Customers
Loyalty Section
Online Form Builder
- Create a Post-appointment/Satisfaction Survey
- How to create a Post-appointment/Aftercare form
- How to create a Pre-appointment/Treatment Form
- Assign a Form to all services
- Assign a Form to certain services
- Tour of Cojilio Forms