NEW! Packages
Book Appointment
- NEW! How to Book a Recurring Appointment Series Overlapping Existing Appointments (with conflict warnings)
- NEW! How to Book a Recurring Appointment Series
- How to Create a Client in the Online Calendar
- How to Navigate Client Profile Metrics
- Book an Appointment in the Online Calendar
- Navigate your Online Calendar
Reschedule/Edit Appointments
- Apply a pre-payment to an appointment
- Apply a pre-payment to a class
- How do I add/remove a Participant from Waitlist?
- How do I add/remove a participant from a class?
- Change the Service Provider on an appointment
- Change the Service of an Existing Appointment
Complete / Cancel Appointment
- Charge a Cancellation Fee in the Online Calendar
- Mark a client as "No-Show" in the Online Calendar
- How to Redeem from a Class Package (on behalf of the client)
- Complete Appointment in Online Calendar (with balance and with zero balance)
- How to charge a Cancellation Fee and process a Refund
- How to Cancel an Appointment in the Online Calendar
View Appointments
- NEW! Add Photos/Files to Client Notes
- NEW! How to Navigate Calendar Classes (Classes in your Online Calendar)
- NEW! Request Icon (R icon) in the Online Calendar
- View & Add Appointment Notes
- View & Add Client Notes
- NEW! Hide / Display Cancelled & No-Showed Appointments in Client Profile History List
NEW! Digital Forms
NEW! Blocked Slots
NEW - Checkout
- NEW! Remove tax from a clients cart (tax-exempt clients)
- Closing a cart & entering External Payment method
- Complete/close multiple appointments at once
- How to: Sell a Package
- Navigate Checkout & Carts in your Online Calendar
- Add/remove items from clients checkout
NEW: Appointment Status
- NEW! Confirm Appointment on behalf of customer (how to confirm an appointment in the Online Calendar)
- NEW! The Online Calendar Lobby got a MAKEOVER! (April 2022 Release)
- How to re-open a cancelled appointment in the Online Calendar
- How to mark a customer as paid and complete an appointment
- Client Check-In
- Appointment Status (Confirmed & Arrived)