To turn on time slots for your online bookings, please head over to Settings > Services and select the service that you want to enable time slots for. Scroll down and you’ll find “Time slots (optional)” option present. Enable it by toggling the button on the left side. Only turn it on for website or […]
Getting started
Everything you need to get started effectively can be found here.
Marking a customer active/inactive
If you have customers who have not made a booking with you since a couple of weeks or months, then you can mark them inactive by following the given steps. For this, please navigate to Customers and edit customer. Scroll down to Status/Delete and you will see the status of the customer. Select from the […]
Editing customer details for existing customers
To edit customer details for existing customer, please find that customer under the Customers tab. Click on the customer that you want to edit the details for. Once you click on the name of the customer, a new tab will open up with the profile of the customer including every detail of them. Find Edit […]
Let Crews set their availability for bookings through the crew app
To let crews set their own schedule/availability through the crew app, please head over to Staff > Crews > Edit Crew (pencil icon) for any crew. Scroll down to Customize Availability and turn on “I want to customize this crew’s working hours”. You will now be able to set their working hours yourself or scroll […]
Creating Discount Codes for your customers
To create a discount code, please navigate to Settings > Discount > Create a Campaign +. You can type the campaign name which could be the event that the discount code is for. Here, we have a discount code which says Fifty Discount indicating that it gives you a 50% discount of the booking amount […]
Setting and collecting ratings for your crews
To set rating and rating incentives, please navigate to Settings > Payroll > Rating Incentives. Here, you will find that you can set an amount or percentage of the booking amount according to the rating (no. of stars) that they’ve for completing the booking. In case you just want to collect ratings for the crews […]
Sending the links of crew app to crew members
To send the links of the crew app, please navigate to Settings > Integration > Crew App. Here, you can scroll down and find where it says App Store (iOS) and Play Store (Android). These links can be copied and sent to the crews based on the OS they use. The crews will be able […]
Set an outstanding threshold for clients
Outstanding threshold is the maximum amount that your client can owe you. To set the outstanding threshold amount, please navigate to Settings > General > Schedule. Next, find where it says Outstanding threshold and type in the amount in the text box right below it. Here we’ve taken the Outstanding threshold to be USD 10000. […]
Change crew list order on daily view
To change the crew list order on the daily view, please navigate to Settings > General > Schedule. Scroll down to the part where it says Crew list order with a dropdown. Click on the dropdown and select your preferred choice. Hit Save now the Crew list order will be shown as per how you’ve […]
Change distance measurement (Miles or Kms)
To change the distance measurement, please navigate to Settings > General > Schedule. Here you will need to scroll down and find the part where it says Calculate distance in with a dropdown. Click on the dropdown and select between Miles and Kilometres. Hit Save and now the setting will be applied.