Streamlined Solutions

Clients 10

• How to add, edit and delete a client
• How to access a clients previous visit history
• How to add notes to a clients file
• How to Select Whether Your Client Receives SMS Reminders/Marketing
• How to Send SMS to a Client

View all 10

Appointments 5

• How to Create a New Appointment
• How to Delete an Appointment
• How to Edit an Appointment
• How to Create a Split Appointment
• How to Checkout a Client with an Appointment

Services 2

• How to add, edit and delete a service
• How to Add Products/Services to a Sale in Checkout

Products 2

• How to add, edit and delete a product
• How to Add Products/Services to a Sale in Checkout

Gift Vouchers 3

• How to Find the Remaining Amount of a Gift Voucher
• How to Redeem a Gift Voucher
• How to Add a Gift Voucher to a Sale

SMS & SMS Marketing 9

• How to Recharge SMS Credits/View your Remaining Credits
• How to View your Recharge History
• How to Create/Send your SMS Appointment Reminder
• How to Generate the SMS Reminder Report
• How to Send an SMS to a Single Client

View all 9

Refund 1

• How to process a refund

Reports 3

• How to Generate End of Day Sales Report & all Other Reports
• How to Generate Deleted Appointments Report
• How to Export a Client List

Transactions 5

• How to Edit a Previous Transaction
• How to Delete a Sale/Transaction
• How to Undelete a Transaction
• How to Print a Receipt for a Past Transaction
• How to Search for a Transaction From a Previous Day

Staff 4

• How to Add a New Staff Member
• How to Remove an Existing Staff Member
• How to Add Staff Breaks
• How to Edit the Staff Roster

Staff Rosters 1

• How to Edit the Staff Roster

Admin 12

• How to Update Your Salon Details
• How to Update Your Salon Opening Hours
• How to Change Your Accepted Payment Types
• How to Setup Information on Your Receipts
• How to Change the Card/Add a New Card for Direct Debit

View all 12

Walk-In Sale 1

• How to Process a Walk-In Sale

Refunds 1

• How to Process a Refund

Rebook Appointments 1

• How to Rebook an Appointment

Checkout 5

• How to Checkout a Client with an Appointment
• How to Process a Walk-In Sale
• How to Apply a Discount to a Transaction
• How to Add Products/Services to a Sale in Checkout
• How to Add a Gift Voucher to a Sale

Calendar 1

• How to Change the Staff Calendar to a Different Date

End of Day Reconciliation 3

• How to process End of Day (not connected to Intuit)
• How to process End of Day (connected to Intuit)
• How to Print off Cash Deposit Slip

QuickBooks Online Integration 3

• Journal Services - how to Connect to Quickbooks Online
• How to Access Journal Services (Quickbooks) - Setup Chart of Accounts
• How to Disconnect from Quickbooks Online

Staff Mode/Manager Mode 1

• How to Enter Manager/Staff Mode

Online Bookings 5

• How to enable/disable Online Bookings
• How to add Online Bookings to your salon website
• How to edit your Confirmation/Unsuccessful SMS messages for Online Bookings
• How your clients can request appointments online
• How to Confirm/Cancel Online Booking Requests

Groups 4

• How to Create and Checkout a Group
• How to Delete a Group
• How to Edit a Group
• How to Re-print a Receipt from a Group Transaction

Staff Timesheets 3

• How to use Staff Timesheets
• How to Enable/Disable Staff Timesheets
• How to Access the Timesheet Report

Account 1

• How to Change My Password