How can I change the Goals message?

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• How can I change the Goals message?

  Click the Menu Icon (≡) and then click Setup > Setup Workers > Setup Goals Virtual Coaching Add your new goal message and click Save

• Setup Virtual Coach

  Click the Menu Icon (≡) and then click Setup > Setup Goals Virtual Coaching Add your new goal message and click Save

• Reopen & Edit Ticket - Best Practices

  Reopen Ticket Capabilities coming late 2023 / early 2024 Important: the Reopen Ticket permission enabled is required to reopen tickets, upon release this permission is disabled by default. How do I reopen and edit a ticket? From the completed ticket, ...

• How do I update a client card?

  Search for a client Go to Clients Type in the name of the client whose card you want to update in the search bar and select them Edit the information in the client card Click Save For an active appointment On the Appointments page, scroll down to the ...

• Setup and Use Goals

  Summary The business can set goals for the company or worker related to Service Sales, Rebook %, Average Ticket, Retail to Service %, Product Sales, Retail $ Per Ticket, # of Retail per Guest. In January 2023, the Main Setup page will be getting a ...