Company Setup
- The Ultimate Setup Checklist
- NEW! SMS Appointment Notifications
- How to set your logo and customize your branding colours (customize your Online Booking)
- Setting your Timezone in Cojilio
- Payment & Appointment Controls
- How to set SMS (text) appointment reminders
Connect your Payment Provider
Create a Location
Staff
- How to set Staff Hourly Wage & Commission
- Create a Position (Staff Position)
- NEW! Set Staff Photo in the Online Portal
- NEW! SMS Notifications for Staff
- NEW! Copy Location Hours to Staff Schedules
- NEW! Staff Bio's
Create Equipment
Create a Service
- NEW! Allow Clients to select Quantity for Add-Ons
- How to Set Recurring Availability (for services)
- Create a Service
- Create an In-Store Consultation Service
- Create a Mobile Service
- Create a Class
Services
- How to Hide Staff Selection List during Booking
- NEW! How to Setup 1:1 Equipment (1 equipment per person or 1 equipment per group booking)
- Service Availability (3 types)
- How to Set Custom Availability (for services)
- NEW! Group Bookings
- NEW! How to duplicate a Service, Add-On, Class or Package
Products & Inventory
Reporting
Customers
- Importing a Client List - Full Tutorial
- Does Cojilio have a Waitlist feature?
- NEW! SMS/Email Invite options when adding a new client account
- How to Reset a Client's Password / Send an Invite Link
- How to Add a New Client (all routes)
- Edit Client Information (in the Online Portal)
Loyalty Section
Online Form Builder
- NEW! Direct Form Links (URLs)
- How to create a Registration Form (Form required upon Customer Account Registration)
- 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