Guides

Short walkthroughs for common tasks. Choose a guide to see each step.

Clients and appointments

Create a client profileAdd a client and their contact details.3 steps
Book an appointmentChoose a client, service, and available time.4 steps
Book multiple clients togetherBook a shared service, such as a couples massage.5 steps
Help a client check inReview arrival status and unfinished paperwork.3 steps
Write a treatment noteSave a note in the client’s treatment history.3 steps
Reschedule an appointmentMove a booking to a different time or provider.3 steps
Cancel an appointmentChoose a cancellation reason and confirm its scope.3 steps

Invite a staff memberAdd someone to your team and send a sign-in link.4 steps
Set staff working hoursSet the days and times a provider can be booked.3 steps
Block time on the calendarKeep time free for lunch, breaks, or other work.3 steps

Add or update a serviceSet a service’s providers, duration, and price.3 steps
Set up your public booking siteChoose booking options, add your branding, and share your page.6 steps
Set up a kioskPair a tablet and install the check-in app.4 steps

Take a paymentReview the balance and record a cash payment.3 steps
Pair a card readerConnect a reader for payments at this location.3 steps
Review daily appointmentsReview services, payments, tips, and balances for a day.3 steps