Security and Access
Forms
Managing Staff
- Time Clock and Timecards
- Staff Roles
- Privilege Groups
- Pay Rates and Commission
- Adding New Employees
- Schedule: Publishing and Editing Staff Shifts
Managing Services
Managing Clients
- Caller ID for Contact Center
- Appointment Ratings*
- Referral Sources
- Client List Filtering and Export
- Merging Client Profiles
- Contact Center
Products and Inventory
- Receiving Inventory and Adjusting Stock
- Adding New Products
- Managing Vouchers
- Suppliers
- Purchase Orders
- Adjusting Inventory Quantities
Creating Appointments
- Resource Scheduling
- Adding New Appointments
- Using the Calendar View
- Prebooking Appointments
- Requested Appointments
- Recurring (Standing) Appointments
Managing Appointments
- Using the Front Desk View
- Scheduling Rules
- Tags
- Client Instructions
- Verifying Payments
- Appointment Preview Window
Finalizing Appointments
Price Modifications
- Loyalty Program App: Earning Points, Redeeming Points & Reporting
- Discount Reasons
- Offers
- Tax Exempt Clients
- Verifying Refunds
- Discounts
Point-Of-Sale
- Custom Payment Types
- Gift Cards: Adjustments & Deactivating
- Voiding Orders
- Refund FAQs
- Packages
- Account Credit
Hardware
Reports
- Beta Reports
- Beta Reports Data Glossary
- Time Clock Report
- Voucher Redemptions Report
- Client Accounts Liability Report
- Voucher Liability Report