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Setup Client Preferences
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 Memberships
Go to Setup > Setup Packages & Memberships > Setup Memberships Click Add New Add Membership Details Name is the name of the membership Price is the amount to bill Billing Cycle is how often to auto-bill Service Package to auto credit every time the ...
Setup Services
In Summary, setting up services is a multi-level process. First you need to establish your Service Groups and Resources, then you can create your services. Once Services are created, you'll be able to assign them to the workers. Setup Services Create ...
Setup Appointments and Emails
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 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 > ...