Getting started

Business

• Choose your language
• Business details, contact info and branding
• Use the quick search function
• Getting to know your inbox

Clients

• Adding Clients & Contacts
• Managing Client Info & Activity
• Organizing Clients for Easy Categorization
• Using your Inbox for Client Management & Communication
• Automatic Client Messages

Booking

• Setting Up Your Calendar and Availability
• Using your Calendar: Scheduling Appointments, Events, Busy Time & Promoting Bookings
• Understanding and Managing Your Services Menu
• Adding and Defining Services
• Enabling and Customizing Online Booking
• Setting Your Booking Reminders and Intake Form

Payments

• Setting Up Payments: Currency and Payment Processors
• Recording and Cancelling Payments
• Accepting Online Payments
• Getting Paid Online
• Online Payment Forms and Payment Experience
• Managing Discounts: Creating, Promoting and Applying Coupons

See all 9 articles

Marketing

• Creating and Sending Automated Campaigns
• Creating and Sending Announcements
• Targeting Marketing Recipients
• Tracking Marketing Results
• Getting Ratings and Reviews

Online presence

• Client Portal Login and Actions: Client Side