Session 1

Add new products

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Access product details

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Activate or deactivate suppliers, companies, lines and products

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Set up service categories and services

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Set up Capabilities

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Security level access overview

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Configure extended commissions

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Set up a service with a finishing block

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Set up employee service levels

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Set up the Walk-in Manager

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Set up employees

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Set up and process tips

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Products screen overview

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Set up your business details

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Set up employee booking intervals

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Setting up tax categories

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Manage upfront payments

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Pay upfront in the Mobile Guest App

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Set up Stripe Upfront Payments

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View Online Bookings

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Add Online Booking to Instagram

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Add Online Booking to Facebook

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Set up Online Booking

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Configure company settings

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Configure site settings

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Prepare for Online Booking in Shortcuts Fusion

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Configure your mylocalsalon settings

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Set up mylocalsalon specials

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Session 2

Manage upfront payments

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Pay upfront in the Mobile Guest App

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Set up Stripe Upfront Payments

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View Online Bookings

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Add Online Booking to Instagram

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Add Online Booking to Facebook

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Set up Online Booking

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Configure company settings

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Configure site settings

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Prepare for Online Booking in Shortcuts Fusion

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Configure your mylocalsalon settings

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Set up mylocalsalon specials

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Process a Transaction

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Group Clients

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Discounting

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Appointment Book Overview

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Gift certificates overview

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Edit visits in the Walk-in Manager

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Group clients in the Walk-in Manager

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Manage visits in the Walk-in manager

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Set up and use tags

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Resize and move appointments

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Tasks overview

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Use the End of Day Wizard

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Rebooking overview

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Refund overview

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Edit the employee for a transaction

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Edit the payment type of a transaction

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Add notes in the Walk-in Manager

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Arrive appointments in the Walk-in Manager

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Walk-in Manager overview

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Back up Shortcuts

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Find your way around the transaction list

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Using the start of day feature

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Void a transaction

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Add a client alert message

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Add client history notes

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Enter details in a client card

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Change an appointment status

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Delete an appointment

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Make an appointment for a new client

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Make an appointment for an existing client

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Update client details using Online Client Information Cards

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Use Remote Feature Access with Online Client Information Cards

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Upload client photos

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Change your password

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Manage online user accounts

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Set up access for Online Client Information and Remote Feature Access

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Session 3

Update client details using Online Client Information Cards

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Use Remote Feature Access with Online Client Information Cards

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Upload client photos

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Change your password

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Manage online user accounts

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Set up access for Online Client Information and Remote Feature Access

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Find your way around the schedule

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Understanding your reporting with report flyers

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Clock on and off

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Manage employee attendance

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Set up a commission schedule

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Copy a shift in the schedule

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Create shift types and add shifts

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Client Feedback Management Overview

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Order and receive products

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Inventory overview

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Manage professional product usage

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Session 4

Client Feedback Management Overview

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Order and receive products

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Inventory overview

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Manage professional product usage

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Use a shared template

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Create a template

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Update campaign settings

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Create a copy of a template

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Update company details

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Image gallery overview

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Understand the marketing screen

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Session 5

Understand the marketing screen

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Create a “time to see you again” campaign

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Create a referral campaign

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Create a new client campaign

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Create a non-returning client campaign

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Create a birthday campaign

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Set up promotion codes

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Targeted marketing overview

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Campaign Manager overview

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Copy a campaign

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Send a campaign based on last visited employee

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Create a newsletter campaign

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Create demographic scenarios

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Send a campaign to a nominated member list

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Business Performance Calculator Overview

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