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 […]
Scheduling
Explore Daily, weekly, monthly view, and map view. Customized colors.
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 […]
Enabling today and future days booking notifications for your crews
If your crews are not receiving the booking details in advance, then we’ve made this feature available where you have the option to show the crew only today’s notifications or today and the future booking notifications. To enable this, you will need to go under Settings > Integration > Crew App and enable Today and […]
Deleting a receipt in case payment is not made/ Recovering an invoice
To recover an invoice in case you’ve incorrectly marked an invoice as paid, delete the corresponding receipt that was generated and delete it. To do that, please find that booking under Bills > Receipts > and use the calendar option to navigate to the date when the receipt was generated. Here, you will need 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 […]
Viewing and sending the receipt for a customer
To view a receipt for any customer, please navigate to Bills > Receipts. Here, you can use the Payment Date or the Receipt number to find the receipt. Use the Action button for any customer, which is the three vertical dots and the view button is what you’ll need to click on in order to […]
Filtering out paid and unpaid invoices
To see all the paid or unpaid invoices, please head over to Bills > Invoices. Here, under Amount Paid, you will be able to filter out the paid and the unpaid invoices accordingly. Check or uncheck the box based on the invoices you want to see.
Changing the price for the entire frequency for any job
To change the job amount for the reoccurring bookings, please find that booking under Schedules > Daily View > use the calendar to navigate to that booking > Double click on the booking. Once you double click on the booking you want to edit, you can see the Pricing type and the pricing per hour. […]
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 […]