Booking Interval: Identifies the intervals in minutes, displayed on the appointment book.
Visit Type Required: Enable this checkbox to require workers to select a visit type when booking an appointment. Note: A visit type is typically used to track how a client heard about your business and the Visit Type selections can be setup in Setup Client Preferences.
Allow Express Booking Without Client Name: When the box is checked, an appointment can be booked in-house without capturing a client name or any contact info.
Max # of Availabilities: The total number of appointment availabilities listed when using the Find Appointment feature on the Appointment Book.
Display Availabilities: When using the Find Appointment feature on the Appointment Book, the available times will either be listed Chronologically (ex: 9:00 AM, 9:15 AM, 9:30 AM) or by Ranking Order listing the best availabilities first.
Booking Status Colors: The colors shown here will appear on the left side bar of the appointment to indicate the current status of an appointment. For example: Booked, Confirmed, Completed, etc.
Online Booking Page When Online Booking is enabled, a unique URL will be provided for the business to offer 24/7 Online Booking for clients. Settings are available within the software to customize which clients, services, workers and hours are ...
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 Company Info. In Summary, setting up services is a multi-level process. First you need to establish your Service Groups, Product Lines and ...
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 ...
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 ...