Process a Transaction

Process a Transaction

Group Clients

Discounting

Appointment Book Overview

Gift certificates overview

Edit visits in the Walk-in Manager

Group clients in the Walk-in Manager

Manage visits in the Walk-in manager

Clock on and off

Set up and use tags

Resize and move appointments

Tasks overview

Use the End of Day Wizard

Rebooking overview

Refund overview

Edit the employee for a transaction

Edit the payment type of a transaction

Add notes in the Walk-in Manager

Arrive appointments in the Walk-in Manager

Walk-in Manager overview

Back up Shortcuts

Find your way around the transaction list

Sell and redeem a Series

Using the start of day feature

Void a transaction

Manage employee attendance

Add a client alert message

Add client history notes

Enter details in a client card

Change an appointment status

Delete an appointment

Make an appointment for a new client

Make an appointment for an existing client

Update client details using Online Client Information Cards

Use Remote Feature Access with Online Client Information Cards

Upload client photos

Change your password

Manage online user accounts

Set up access for Online Client Information and Remote Feature Access