Manage upfront payments

Add a client alert message

Add client history notes

Add notes in the Walk-in Manager

Appointment Book Overview

Arrive appointments in the Walk-in Manager

Back up Shortcuts

Change an appointment status

Delete an appointment

Discounting

Edit the employee for a transaction

Edit the payment type of a transaction

Edit visits in the Walk-in Manager

Enter details in a client card

Find your way around the transaction list

Gift certificates overview

Group Clients

Group clients in the Walk-in Manager

Make an appointment for a new client

Make an appointment for an existing client

Manage visits in the Walk-in manager

Process a Transaction

Rebooking overview

Refund overview

Resize and move appointments

Set up and use tags

Tasks overview

Use the End of Day Wizard

Using the start of day feature

Void a transaction

Walk-in Manager overview

Change your password

Manage online user accounts

Set up access for Online Client Information and Remote Feature Access

Update client details using Online Client Information Cards

Upload client photos

Use Remote Feature Access with Online Client Information Cards