Client Profile
NEW: Add Time / Remove Time
- NEW! How to Cancel "Add Time" and "Remove Time" from Staffs' Schedules
- NEW! How to Cancel "Remove Time" from Staffs' Schedules
- NEW! How to Cancel "Add Time" from Staffs' Schedules
- NEW! How to Edit Removed Time in Staffs' Schedules
- NEW! How to Edit Added Time to Staffs' Schedules
- NEW! How to Edit "Add Time" and "Remove Time" in Staffs' Schedules
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
- How to Edit a Recurring Appointment Series in the Online Calendar
- How to Edit/Cancel a Recurring Appointment Series in the Online Calendar
- Apply a cash or pre-paid deposit to an appointment
- Apply a pre-payment to an appointment
- Apply a pre-payment to a class
- How do I add/remove a Participant from Waitlist?
Complete / Cancel Appointment
- Charge a Cancellation Fee in the Online Calendar
- Mark a client as "No-Show" in the Online Calendar
- How to Cancel a Recurring Appointment Series 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
View Appointments
- Add Photos/Files to Client Notes
- How to Navigate Calendar Classes (Classes in your Online Calendar)
- NEW! "Show Working" filter in the Online Calendar (show all working staff/employees scheduled)
- NEW! Manually charge a required Deposit/Full Payment in the Online Calendar
- NEW! Maximize/Minimize the Online Calendar screen
- NEW! Maximize/Minimize Online Calendar
NEW! Digital Forms
NEW! Blocked Slots
NEW - Checkout
- 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)
- The Online Calendar Lobby
- How to re-open a cancelled appointment in the Online Calendar
- How to mark a customer as paid and complete an appointment
- Appointment Status (Confirmed & Arrived)
- Confirmation SMS & 30-Minute Arrival SMS