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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 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 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 > ...
Rewards Guide
Clients can earn reward points for spending money on services, products and clients. They can redeem points with a percentage, or amount off products and services. Setup Award Rules Go to Setup > Setup Rewards Click + New Enter a Reward Name Check ...
Setup Inventory
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 ...