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useful articles to get the most from your online booking

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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Filling out your salon's contact details

Adding your logo and social details

Filling in additional salon settings

Booking settings - team

Booking setting - services

Booking settings - products

Setting up client automatic messaging

Additional salon settings

Setting up your diary

Seeing 7 day view for a specific team member

Hide all but one team member

Hide a team member from the diary

Changing the lengths of booking slots available

View your diary a full week at a time

Make your diary show in high contrast

Hiding or showing bookings which are cancelled

Hiding or showing bookings which are a No Show

Managing your bookings overlapping or going out of working hours

Navigating around the diary

Team member column showing when not scheduled

Missing team member column in the diary

Change your diary column order

Adding a break

Returning to day view from week view

Week view for multiple team members

Editing a rota from the diary

Making a booking

Making a multipart booking

Editing a booking's duration

Editing a booking's service

Editing a booking's date

Editing a service's start time

Editing a booking's start time

Editing the client on a booking

Editing the processing time on a booking

What is processing time?

See the receipt for a paid booking

Searching your bookings

Quick view: see a booking's price

Quick view: previous and future appointment

View the bills associated with a booking

View consultation answers on an associated booking

Adding a consultation to a booking

Adding professional stock use to a booking

Quick access: going to a client's profile from their booking

Editing a client's notes from their booking

Printing client notes from their booking

Adding notes for a client from their booking

View clients' notes from booking

Rebooking an appointment

Marking a booking as cancelled

Marking a booking as a no show

Marking a booking in salon

Repeating bookings

What is in the booking panel?

Adding a booking tag

Edit the team member on a booking

Quick edit bookings with drag and drop

Add deposit or account credit

Using multiple payment methods when taking a bill

Assigning your team commission in the till

Bill status colours

Reprocessing a bill with different items or prices

Reprocessing a bill with a different payment method

Voiding a bill

Printing or emailing a receipt

Changing the amount of account credit redeemed

Calculating change for a bill

Deleting a bill

Redeeming loyalty points

Add a stock use entry

Add petty cash

Saving a bill

Starting a new bill

Refunding a bill

Creating a new refund

Selling more than one of a product

Selling an e-gift card

Redeeming a bundle

Selling a bundle

Adding a discount to a product or service

Adding a discount to account credit

Adding a discount to a gift card

Donating a gift card

Selling a product

Creating a new bill in the till

Taking payment from a booking

Applying a discount

Redeeming only part of a deposit/account credit

Finding previous cash ups

Cashing up is wrong: cash amount

Cashing up is wrong: card amount

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