Company Setup
- The Ultimate Setup Checklist
- Payment & Appointment Controls
- How to set SMS (text) appointment reminders (24, 48, 72 hours or 3, 4 or 5 day reminder texts)
- 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
Connect your Payment Provider
Create a Location
Staff
- How to set Staff Hourly Wage & Commission
- How to Create an Admin Account (receptionists, managers, and all non-service-providers)
- Create a Staff User
- How to set your Staff Working Hours
- How do I assign Staff to a Service?
- NEW! Assign/Unassign Staff from all Services
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
- 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
- NEW! Direct Service, Class and Package URLs (direct links)
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