Initial Business Setup
- Payroll
- STX Data Export
- Installing the Booking Widget: Wix
- Billing
- Multi-Merchant Accounts
- Submitting Merchant Details
Informing Staff
Granting Access
FAQs
Tips & Tricks
- Essential Help Articles for Owners
- Essential Help Articles for Accountants
- Essential Help Articles for Managers
- Essential Help Articles for Front Desk Staff
- Daily Opening & Closing Procedures
- Shortcuts Data Export
Security and Access
Forms
Managing Staff
- Time Clock and Timecards
- Staff Roles
- Staff Profiles
- Privilege Groups
- Pay Rates and Commission
- Adding New Employees
Managing Services
Managing Clients
- Appointment Ratings*
- Referral Sources
- Client List Filtering and Export
- Merging Client Profiles
- Contact Center
- Incoming Messages
Products and Inventory
- Receiving Inventory and Adjusting Stock
- Adding New Products
- Managing Vouchers
- Suppliers
- Purchase Orders
- Adjusting Inventory Quantities
Creating Appointments
Managing Appointments
- Reminder Schedule
- Using the Front Desk View
- Viewing Future Appointments
- Scheduling Rules
- Tags
- Client Instructions
Finalizing Appointments
Price Modifications
Point-Of-Sale
- Refund FAQs
- Packages
- Account Credit
- Memberships: Creating, Selling, and Verifying
- Receipt Notes
- Payout Schedule
Managing Errors
Hardware
Reports
- Time Clock Report
- Voucher Redemptions Report
- Client Accounts Liability Report
- Voucher Liability Report
- Reports: Master List
- Memberships Report