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Appointment assistant overview

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Appointment Book Overview

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Appointment notes and employee messages overview

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Change an appointment status

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Delete an appointment

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Group Clients

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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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Make an appointment recur

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Rebooking overview

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Resize and move appointments

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Set up and use tags

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Set up time allocation

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Tasks overview

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Track appointment service status

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Understand appointment clash warnings

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Use availability icons

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Use the arrivals screen

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View appointment history

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Waitlist overview

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Clock on and off

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Copy a shift in the schedule

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Create a roster and schedule template

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Create shift types and add shifts

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Find your way around the schedule

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Labor forecasting overview

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Manage employee attendance

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Business Benchmarking overview

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Business Performance Calculator Overview

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Add a client alert message

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Add client history notes

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Client Feedback Management Overview

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Enter details in a client card

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Handle client data requests

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Merge clients

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Set up data privacy settings

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Set up the new client form

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Update client information

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Use the arrivals screen

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Appointment touch-tip and status overview

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Cancel an appointment

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Client history overview

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Cloud Appointment Book basics

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Cloud Appointment Book overview

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Cloud Upsell overview

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Edit booked appointments

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Make an appointment for a new customer

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Make an appointment for an existing customer

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Reschedule an appointment

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Set up staff access

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Set up a staff club

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Set up and manage a club

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Add new note types

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Gift certificates overview

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Payment types setup

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Set up a date surcharge

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Set up a payment type surcharge

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Set up healthcare providers

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Set up reasons

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Set up your business details

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Tax setup

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Update company details

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Visual Options Setup

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Set up Remote Access on a tablet

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Process a transaction using credit card integration

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Process an offline transaction with credit card integration

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Refund with credit card integration

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Void a transaction with credit card integration

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Create a Customized Form

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Use Customized Online Forms

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Configure extended commissions

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Deactivate an employee

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Set up a commission schedule

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Set up Capabilities

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Set up employee booking intervals

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Set up employee groups

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Set up employee service levels

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Set up employees

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View employee performance

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Back up Shortcuts

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Configure your end of day settings

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Use the End of Day Wizard

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Using the start of day feature

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Manage Gift Cards in the Program Manager

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Print a gift receipt

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Refund a Gift Card balance

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Sell and redeem Gift Cards

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Global Clients overview

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Access product details

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Activate or deactivate suppliers, companies, lines and products

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Add new products

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Add new suppliers, companies and lines

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Bundle and unbundle products

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Change prices using the price change feature  

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Find the value of inventory on hand

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Inventory overview

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Manage professional product usage

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Manually attach an inventory order to an email

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Order and receive products

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Print barcode labels

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Products screen overview

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Transfer inventory from one location to another

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Using the statistics calculator

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Add a client to a Loyalty program

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Loyalty in the app overview

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Loyalty reports overview

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Process a Loyalty upgrade

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Redeem Loyalty rewards

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Set up a Loyalty program

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Set up loyalty in the app

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View a member’s Loyalty balance

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Client list based on preferred employee

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Create a list of non-returning clients

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Export client details

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Marketing overview

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Understand the marketing screen

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Book on behalf of someone in the app

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How clients check in using the app

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How clients use the Mobile Guest App

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Loyalty in the app overview

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Mobile Guest App setup

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Set up loyalty in the app

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Configure your mylocalsalon settings

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How are mylocalsalon rankings calculated?

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Set up mylocalsalon specials

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Add Online Booking to Facebook

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Add Online Booking to Instagram

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Prepare for Online Booking in Shortcuts Fusion

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Review online bookings

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Set up dual languages

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Set up Online Booking

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View Online Bookings

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Update client details using Online Client Information Cards

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Upload client photos

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Use Remote Feature Access with Online Client Information Cards

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Create a cancellation fee sundry item

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Create a donation sundry item

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Discounting

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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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Email receipts overview

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Find your way around the transaction list

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Gift certificates overview

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Manage expenses and petty cash

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Navigate around the Point of Sale overview

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Print a gift receipt

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Print a quote

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Process a Transaction

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Refund overview

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Sell and redeem a Series

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Set up a green fee

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Set up and process tips

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Setting up a payment type

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System requirements

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Use client accounts

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Void a transaction

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Create a basic promotion

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Create a double value gift certificate promotion

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Create a promotion: 10% off with a coupon

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Create a promotion: 20% off a company

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Create a promotion: 30% off on Wednesdays promotion

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Create a promotion: buy 1 get 1 free

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Create a promotion: buy 10 get 1 free

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

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Create a promotion: product on sale at a fixed price

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

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Promotions overview

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Client Feedback Management Overview

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Ratings and Reviews overview

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Use Remote Feature Access with Online Client Information Cards

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Configure the Extended Commisions Report

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Get started with Reports

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Understanding your reporting with report flyers

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View the Business Log

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View the client retention report

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View the extended commissions report

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View the non-returning client report

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Set up Resource Management

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Security level access overview

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Set up a fingerprint scanner

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Set up a password for Shortcuts

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Self Check-In overview

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Set up Self Check-in and Wallboard

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Wallboard overview

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Add service categories and services

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Set up a service with a finishing block

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Set up classes

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Set up multiple block services

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Set up Series

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Set up service categories and services

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Set up service reporting categories

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Campaign Manager overview

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Copy a campaign

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Create a “time to see you again” campaign

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Create a birthday campaign

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Create a copy of a template

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Create a new client campaign

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Create a newsletter campaign

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Create a non-returning client campaign

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Create a referral campaign

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Create a template

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Create demographic scenarios

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Deactivate a campaign

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Fix broken images and links in a campaign

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Image gallery overview

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Import member lists

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Member details and campaign history

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Send a campaign based on last visited employee

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Send a campaign to a nominated member list

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Set up promotion codes

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Spread the word about your app using Set and Forget Marketing

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Targeted marketing overview

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Update campaign settings

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Update company details

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Use a shared template

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Connect the Service Manager

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Run system maintenance

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Update Shortcuts

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Manage SMS confirmations

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Set up SMS confirmations

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Change your password

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Configure company settings

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Configure site settings

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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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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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Add notes in the Walk-in Manager

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Arrive appointments in the Walk-in Manager

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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 data collection in the Walk-in Manager

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Manage visits in the Walk-in manager

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

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Set employee breaks for the Walk-in Manager

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Set up the Walk-in Manager

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Set up visit progress modes in the Walk-in Manager

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Walk-in Manager overview

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