Calendar
Getting started
Security settings
Configuration
Appointments
- Calendar and Appointments: Detailed guide
- How to Book an Appointment
- How to Edit an Appointment
- How to Cancel an Appointment
- How to Rebook an Appointment
- How to Reschedule an Appointment
- How to "Quick Create" a Client When Booking an Appointment
- How to Book Multiple Services at the Same Time on the Calendar
- How to Use the Appointment Request Overview in the Calendar
- How to Create Letters From the Calendar Appointments
- How to Invoice Only One Appointment When a Client Has Multiple Booked
- How to Use Video AI for Transcriptions and Treatment Notes
- How to Book an Appointment From a Package
- How to Repeat an Appointment
- How to Manage Client Notifications in the Appointment Booking Menu
- How to Change the Status of an Appointment
- How to Use the Resource View in the Calendar
- How to Filter Cancelled Appointments in the Calendar
- How to Change Rooms for Appointments
- How to Add Multiple Staff to Appointments
Using the calendar
- How to Read Appointment Icons in the Calendar (Legend)
- How to Set Up Calendar Filters
- How to Use Column Ordering in the Calendar
- How to Create and Use Calendar Presets
- How to Switch Between Locations in the Calendar
- How to Select Multiple Locations in the Calendar
- How to Access the Client Card From the Calendar
- How to Manage Activities in the Calendar
- How to Manage Shift Notes
- How to Add a Day Note in the Calendar
Managing payments from the calendar
Blockouts
Waitlist
- Waitlist: Detailed guide
- How to Operate a Waitlist
- How to Add a Client to the Waitlist
- How to Book a Client from the Waitlist
- How to Remove a Client from the Waitlist
- How to Send Waitlist Notifications for Self-Booking
- How to Join the Waitlist via Online Bookings
- How to Enable Waitlist in Online Bookings