Shortcuts Fusion

Group Clients

Appointment Book Overview

Understand appointment clash warnings

Set up and use tags

Resize and move appointments

Waitlist overview

Tasks overview

Rebooking overview

Use the arrivals screen

Change an appointment status

Delete an appointment

Make an appointment for a new client

Make an appointment for an existing client

Make an appointment recur

Set up time allocation

Track appointment service status

Appointment notes and employee messages overview

Use availability icons

Appointment assistant overview

View appointment history

Find your way around the schedule

Labor forecasting overview

Create a roster and schedule template

Clock on and off

Manage employee attendance

Copy a shift in the schedule

Create shift types and add shifts

Business Performance Calculator Overview

Business Benchmarking overview

Handle client data requests

Set up data privacy settings

Client Feedback Management Overview

Merge clients

Update client information

Add a client alert message

Add client history notes

Enter details in a client card

Use the arrivals screen

Set up the new client form

Set up and manage a club

Set up a staff club

Visual Options Setup

Gift certificates overview

Set up a payment type surcharge

Set up a date surcharge

Set up reasons

Payment types setup

Tax setup

Update company details

Set up your business details

Add new note types

Set up healthcare providers

Set up Remote Access on a tablet

Process a transaction using credit card integration

Refund with credit card integration

Void a transaction with credit card integration

Process an offline transaction with credit card integration

Use Customized Online Forms

Create a Customized Form

Set up Capabilities

View employee performance

Configure extended commissions

Set up employee service levels

Set up employees

Deactivate an employee

Set up a commission schedule

Set up employee booking intervals

Set up employee groups

Configure your end of day settings

Use the End of Day Wizard

Back up Shortcuts

Using the start of day feature

Manage Gift Cards in the Program Manager

Refund a Gift Card balance

Sell and redeem Gift Cards

Print a gift receipt

Global Clients overview

Add new products

Access product details

Activate or deactivate suppliers, companies, lines and products

Change prices using the price change feature  

Add new suppliers, companies and lines

Transfer inventory from one location to another

Manually attach an inventory order to an email

Order and receive products

Inventory overview

Find the value of inventory on hand

Bundle and unbundle products

Using the statistics calculator

Manage professional product usage

Products screen overview

Print barcode labels

Add a client to a Loyalty program

Process a Loyalty upgrade

Redeem Loyalty rewards

Loyalty reports overview

View a member’s Loyalty balance

Create a list of non-returning clients

Marketing overview

Client list based on preferred employee

Export client details

Understand the marketing screen

Mobile Guest App setup

Book on behalf of someone in the app

How clients check in using the app

How clients use the Mobile Guest App

How are mylocalsalon rankings calculated?

Configure your mylocalsalon settings

Set up mylocalsalon specials

View Online Bookings

Add Online Booking to Instagram

Add Online Booking to Facebook

Set up Online Booking

Prepare for Online Booking in Shortcuts Fusion

Set up dual languages

Review online bookings

Update client details using Online Client Information Cards

Use Remote Feature Access with Online Client Information Cards

Upload client photos

Process a Transaction

Discounting

System requirements

Email receipts overview

Gift certificates overview

Create a donation sundry item

Create a cancellation fee sundry item

Navigate around the Point of Sale overview

Refund overview

Print a quote

Edit the employee for a transaction

Edit the payment type of a transaction

Manage expenses and petty cash

Find your way around the transaction list

Print a gift receipt

Sell and redeem a Series

Set up and process tips

Use client accounts

Void a transaction

Set up a green fee

Setting up a payment type

Promotions overview

Create a basic promotion

Create a promotion: buy a cut & blow dry & get 50% off a colour

Create a promotion: buy 10 get 1 free

Create a promotion: buy 1 get 1 free

Create a promotion: 10% off with a coupon

Create a promotion: 20% off a company

Create a promotion: 30% off on Wednesdays promotion

Create a double value gift certificate promotion

Create a promotion: product on sale at a fixed price

Create a promotion: spend $100 get 20% off promotion

Client Feedback Management Overview

Ratings and Reviews overview

Use Remote Feature Access with Online Client Information Cards

View the Business Log

Configure the Extended Commisions Report

Understanding your reporting with report flyers

View the extended commissions report

Get started with Reports

View the client retention report

View the non-returning client report

Set up Resource Management

Security level access overview

Set up a fingerprint scanner

Set up a password for Shortcuts

Wallboard overview

Self Check-In overview

Set up Self Check-in and Wallboard

Set up service categories and services

Set up classes

Set up Series

Set up a service with a finishing block

Set up multiple block services

Add service categories and services

Set up service reporting categories

Create a “time to see you again” campaign

Create a referral campaign

Create a new client campaign

Create a non-returning client campaign

Create a birthday campaign

Use a shared template

Create a template

Set up promotion codes

Update campaign settings

Spread the word about your app using Set and Forget Marketing

Targeted marketing overview

Import member lists

Campaign Manager overview

Fix broken images and links in a campaign

Copy a campaign

Send a campaign based on last visited employee

Create a newsletter campaign

Create a copy of a template

Create demographic scenarios

Deactivate a campaign

Send a campaign to a nominated member list

Update company details

Image gallery overview

Member details and campaign history

Update Shortcuts

Connect the Service Manager

Run system maintenance

Set up SMS confirmations

Manage SMS confirmations

Configure company settings

Configure site settings

Change your password

Manage online user accounts

Set up access for Online Client Information and Remote Feature Access

Manage upfront payments

Pay upfront in the Mobile Guest App

Set up Stripe Upfront Payments

Set employee breaks for the Walk-in Manager

Set up visit progress modes in the Walk-in Manager

Manage data collection in the Walk-in Manager

Edit visits in the Walk-in Manager

Group clients in the Walk-in Manager

Print visit and in-service tickets in the Walk-in Manager

Manage visits in the Walk-in manager

Add notes in the Walk-in Manager

Arrive appointments in the Walk-in Manager

Walk-in Manager overview

Set up the Walk-in Manager