Diary

Simple diary instructions

52 articles
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Written by Kate Shove

Making a booking

How to book a client for one of your services
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Written by Kate Shove. Updated over a week ago

Editing the client on a booking

How to swap a booking to a different client
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Written by Kate Shove. Updated over a week ago

Editing a booking's service

How to change the service on a booking
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Written by Kate Shove. Updated over a week ago

Editing the processing time on a booking

How to change processing time, or gap between services on a booking
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Written by Kate Shove. Updated over a week ago

What is processing time?

Find out what processing time is, and when to use it
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Written by Kate Shove. Updated over a week ago

Adding a break

Add a one off break into the diary
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Written by Kate Shove. Updated over a week ago

Managing your bookings overlapping or going out of working hours

How to decide if your bookings can be made flexibly around working hours and other bookings
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Written by Kate Shove. Updated over a week ago

Editing a booking's date

How to change the date on a booking
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Written by Kate Shove. Updated over a week ago

Editing a service's start time

How to change the start time of a service with in a booking
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Written by Kate Shove. Updated over a week ago

Missing team member column in the diary

How to check your team member settings if they are not showing in the diary
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Written by Kate Shove. Updated over a week ago

Hiding or showing bookings which are a No Show

How to decide whether no show bookings stay in your diary
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Written by Kate Shove. Updated over a week ago

Hiding or showing bookings which are cancelled

How to decide whether cancelled bookings stay in your diary
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Written by Kate Shove. Updated over a week ago

Make your diary show in high contrast

If you are struggling to see your screen due to screen quality, visual impairment or direct sunlight, you can use this setting
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Written by Kate Shove. Updated over a week ago

Returning to day view from week view

How to get back to your standard day view when you have been in week view
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Written by Kate Shove. Updated over a week ago

Team member column showing when not scheduled

How to remove a team member from the diary who shouldn't be showing
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Written by Kate Shove. Updated over a week ago

View your diary a full week at a time

How to swap between seeing your diary one day at a time to 7 days at a time
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Written by Kate Shove. Updated over a week ago

Making a multipart booking

How to schedule a booking with multiple services
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Written by Kate Shove. Updated over a week ago

Changing the lengths of booking slots available

How to choose if you want to see and make bookings in 5, 10, 15, or 30 minutes increments
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Written by Kate Shove. Updated over a week ago

Week view for multiple team members

How to see more than one team member in 7 day view
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Written by Kate Shove. Updated over a week ago

Hide a team member from the diary

Temporarily remove a team member from showing on your diary screen
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Written by Kate Shove. Updated over a week ago

Editing a booking's start time

How to change a booking with one or multiple services to a different start time
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Written by Kate Shove. Updated over a week ago

Hide all but one team member

How to hide all team members except one from your diary
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Written by Kate Shove. Updated over a week ago

Editing a booking's duration

How to edit a service time on a booking
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Written by Kate Shove. Updated over a week ago

Navigating around the diary

How to move to different days, weeks and months in the diary to get to your booking dates quickly and back to today again
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Written by Kate Shove. Updated over a week ago

Editing a rota from the diary

How to make changes to working hours, absences, or holidays from the diary
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Written by Kate Shove. Updated over a week ago

Seeing 7 day view for a specific team member

How to see a whole week at a time for a team member
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Written by Kate Shove. Updated over a week ago

Change your diary column order

How to change the order of your teams' columns in the diary
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Written by Kate Shove. Updated over a week ago

See the receipt for a paid booking

How to see the receipt and full bill for a booking
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Written by Kate Shove. Updated over a week ago

Searching your bookings

How to search through your bookings for a specific one
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Written by Kate Shove. Updated over a week ago

See when/if a reminder was sent

How to check on a booking's reminder status
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Written by Kate Shove. Updated over a week ago

Resending an individual reminder

How to resend a reminder for the second time or if it failed
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Written by Kate Shove. Updated over a week ago

Quick view: see a booking's price

How to give your clients a quote for their booking based on your price list
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Written by Kate Shove. Updated over a week ago

Quick view: previous and future appointment

How to quickly see your client's previous booking and future booking
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Written by Kate Shove. Updated over a week ago

View the bills associated with a booking

How to view any paid, pending, or voided bills on a booking
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Written by Kate Shove. Updated over a week ago

View consultation answers on an associated booking

How to see the answers your client has submitted on a consultation form linked with the booking
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Written by Kate Shove. Updated over a week ago

Adding a consultation to a booking

How to add a required consultation to a booking manually
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Written by Kate Shove. Updated over a week ago

Adding professional stock use to a booking

How to record stock items used during a service
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Written by Kate Shove. Updated over a week ago

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

How to get to the client's profile via a shortcut on their booking
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Written by Kate Shove. Updated over a week ago

Editing a client's notes from their booking

How to make an edit to an existing client note from their booking
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Written by Kate Shove. Updated over a week ago

Printing client notes from their booking

How to access a client's notes from their booking and print them
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Written by Kate Shove. Updated over a week ago

Adding notes for a client from their booking

How to add a note to a client's profile from their booking
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Written by Kate Shove. Updated over a week ago

View clients' notes from booking

How to access your client's notes from their booking
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Written by Kate Shove. Updated over a week ago

Rebooking an appointment

How to book a client in for their next booking quickly
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Written by Kate Shove. Updated over a week ago

Marking a booking as cancelled

How to mark a client as having cancelled a booking
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Written by Kate Shove. Updated over a week ago

Marking a booking as a no show

How to mark a client as not having shown up
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Written by Kate Shove. Updated over a week ago

Marking a booking in salon

How to mark a client as having arrived in the salon
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Written by Kate Shove. Updated over a week ago

Repeating bookings

How to repeat a booking with the same service, team member, and time
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Written by Kate Shove. Updated over a week ago

What is in the booking panel?

List of information you can find in the booking panel when you click on a booking
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Written by Kate Shove. Updated over a week ago

Adding a booking tag

How to add or create a tag for your client's booking
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Written by Kate Shove. Updated over a week ago

Edit the team member on a booking

How to swap the team member on a booking to a different team member
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Written by Kate Shove. Updated over a week ago

Quick edit bookings with drag and drop

How to rearrange and edit your appointments quickly
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Written by Kate Shove. Updated over a week ago

Sending an individual reminder manually

How to trigger an individual reminder to send manually
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Written by Kate Shove. Updated over a week ago