Setup Client Interactions
How can I add details to my online booking Privacy Policy?
If your business would like to add details to the Privacy Policy that is located on your Online Booking Login page, follow these steps: Go to Setup > Setup Online Booking > Privacy Policy tab Enter text and format as needed. Click Save The details ...
How do I assign a default Gift Expiration date?
To assign a default Gift Expiration date to your gift sales for in-store and online, follow these steps: Go to Setup > Setup Gifts Select a Auto-Assign Gift Expiration option Click Save This setting will only effect future gift sales, it will not ...
Setup Gifts
Online Gifts Enabled: When this box is checked, the option to purchase gifts online will be acitve through online booking and the Online Gift link. Selling gift certificates online will prompt the customer to enter the details of the gift certificate ...
Setup Online Booking
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 Notifications & Reminders
Notifications If you are currently using a free email account, such as @yahoo.com, @aol.com, @gmail.com or @icloud.com, those domains will not allow you to use their email addresses to send bulk emails. Initially, your first emails may send however ...
Setup Booking Preferences
Booking 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 ...
How do I edit the Confirmation Page?
In January 2023, the Main Setup page will be getting a new look. The Confirmation tab has been moved from Setup Appointments & Emails to Setup > Setup Client Interactions > Setup Notifications & Reminders > Confirmation tab. The details on the ...
What are merge tags?
A merge tag (also known as a personalization tag) is a unique string of text that corresponds to the data in an audience field, like your client's name or email address. Use merge tags to insert personalized or dynamic content from your customers ...