Forms
Managing Staff
- Time Clock
- 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 (Premium Add-on)
- Incoming Messages
Products and Inventory
- Managing Vouchers
- Suppliers
- Purchase Orders
- Adjusting Inventory Quantities
- Printing Inventory Lists
- Product Returns and Exchanges
Creating Appointments
Managing Appointments
- Scheduling Rules
- Tags
- Client Instructions
- Resetting the Calendar
- Verifying Payments
- Appointment Preview Window
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
- Voucher Liability Report
- Reports: Master List
- Memberships Report
- Client Visit Frequency Report
- Report FAQs
- Service Sales by Staff Report