To turn on time slots for your online bookings, please head over to Settings > Services and select the service that you want to enable time slots for.Scroll down and you’ll find “Time slots (optional)” option present. Enable it by toggling the...
If you have customers who have not made a booking with you since a couple of weeks or months, then you can mark them inactive by following the given steps. For this, please navigate to Customers and edit customer. Scroll down to Status/Delete and...
To add a new source for your customers, which means that where they heard about you, please navigate to Settings first and choose Payroll from the top. Click on Provider on the left. At the right-hand corner, you’ll find the Add Source button. Click...
To view a receipt for any customer, please navigate to Bills > Receipts. Here, you can use the Payment Date or the Receipt number to find the receipt. Use the Action button for any customer, which is the three vertical dots and the view button is...
To change the job amount for the reoccurring bookings, please find that booking under Schedules > Daily View > use the calendar to navigate to that booking > Double click on the booking. Once you double click on the booking you want to edit, you can...
To let crews set their own schedule/availability through the crew app, please head over to Staff > Crews > Edit Crew (pencil icon) for any crew. Scroll down to Customize Availability and turn on “I want to customize this crew’s working hours”. You...
To create a discount code, please navigate to Settings > Discount > Create a Campaign +. You can type the campaign name which could be the event that the discount code is for. Here, we have a discount code which says Fifty Discount indicating...
To create an invoice manually for a customer, please head over to Bills > Invoice > Action > Create Invoice. Once you click on Create Invoice, you can select the client that you want to create an invoice for. You can select the date of the invoice...
While adding a crew member under Staff > Crews > + Add Crew (on the right side), you can see that the Company ID, e-mail/Username and Password is present. Fill in their email, which will also be their Username. Leave the password blank as...
To send the links of the crew app, please navigate to Settings > Integration > Crew App. Here, you can scroll down and find where it says App Store (iOS) and Play Store (Android). These links can be copied and sent to the crews based on the OS they...