Check In & Out an Appointment from Appointment Detail From the Appointment Book, click on the Appointment Click the Check In button The status of the appointment will change to “Checked In,” the status bar will change to green, and a new ticket will ...
SETUP WORKER PERMISSIONS GENERAL Businesses can create permission sets to allow or disable access to features within the software. Create a permission set and assign it to multiple workers or one worker. To create a permission set: Go to Setup > ...
In January 2023, the Main Setup page will be getting a new look. The updated location will be Setup > Setup Inventory Setup Suppliers Create and edit suppliers for each company the business orders products from with their detailed contact ...
The Favorites is the initial tab on the Checkout page where the business can define their most commonly sold services & products or promotions applied. Go to Setup, then Setup Favorites Select the boxes for the Favorites tab to select which service, ...
Setup Workers In summary, in the Setup Workers area of the software you will first establish the permission sets & compensation methods, then create the workers, create their logins, assign their hours & services and assign their permission set ...