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 following tabs have been relocated from Setup Appointments & Emails as follows: Booking tab moved to Setup > Setup Company > Setup Booking Preferences Notifications, Reminders & ...
Setup Appointments and Emails In summary, the Setup Appointments & Emails area of the software will outline your appointment, communications, online booking and gift preferences. Booking Booking Interval: Identifies the intervals in minutes, ...
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 Client Card Preferences In summary, the Client Preferences are where the business can define lists related to the client details, visits and relationship to the business. Client Fields Quick Add Required Fields: Check this box to allow users to ...