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Setup Worker Permissions Glossary
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 > ...
Promotions Guide
Create business discounts for services and products to apply during checkout. Create a Promotion Go to Setup > Setup Promotions Click + New Enter a Promotion Name Tip: include the amount i.e. $5 or 10% Select if promotion is a Service Discount, ...
Setup Favorites
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, ...
Compensation Method Glossary
The glossary below helps identify the variables noted in Setup Compensation Methods. Click Here for examples of common Compensation Methods. Actions Start With - The default first Step 1 or if you would like to identify a new calculation within a ...
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 ...