Skip to content
About
Features
Client Experience
Booking
Intake Forms
Messaging & Chat
Transactions
Online Shop
Employee Engagement
Scheduling
Employee Management
Training & Coaching
Employee App
Business Growth
Memberships
Marketing
Reports
Inventory
Branded App
Pricing
Support
Login
Menu
About
Features
Client Experience
Booking
Intake Forms
Messaging & Chat
Transactions
Online Shop
Employee Engagement
Scheduling
Employee Management
Training & Coaching
Employee App
Business Growth
Memberships
Marketing
Reports
Inventory
Branded App
Pricing
Support
Login
About
Features
Client Experience
Booking
Intake Forms
Messaging & Chat
Transactions
Online Shop
Employee Engagement
Scheduling
Employee Management
Training & Coaching
Employee App
Business Growth
Memberships
Marketing
Reports
Inventory
Branded App
Pricing
Support
Login
Menu
About
Features
Client Experience
Booking
Intake Forms
Messaging & Chat
Transactions
Online Shop
Employee Engagement
Scheduling
Employee Management
Training & Coaching
Employee App
Business Growth
Memberships
Marketing
Reports
Inventory
Branded App
Pricing
Support
Login
Book a Demo
How can we help you flow today?
Search
Operations
Appointment Book
Top Banner Quick-Access Options
Appointment Book Views & Icons
Booking Appointments
Booking Breaks
Waiting List
Appointment Manager
Branch Cash Process
Branch Cash Process
Making Cash Register Adjustments
Opening and Closing the Register
Transactions
Articles coming soon
Customer Profile
Customer Profile
Editing Customer Profile
Customer Overview - Top Banner
Customer Account Balance
Customer Card on File
Customer Profile Notes & Bio
Managing Customer Packages
Customer Profile Recommendations
Customer Profile Tags
Customer Service Credits
Managing Appointments via Customer Profile
Customer History
Customer Profile - Forms & Documents
Managing Customer Memberships
Viewing Customer Gift Cards
Customer Dislike Services
Editing Customer Communication Preferences
Show all articles (2)
Collapse Articles
Video Library
How to book an appointment for an existing customer?
How to book an appointment for a new customer?
How to add a customer to the waiting list?
How to manage the waiting list?
How to add a break in the appointment book?
How to check-in an appointment?
How to confirm an appointment?
How to cut and paste an appointment?
How to copy and paste an appointment?
How to edit an appointment?
How to use the smart search in the appointment book?
Where to find key for appointment statuses, icons and alerts?
How do I enter the customer profile?
How do I send a quick notification?
How do I open my cash process?
How do I close my cash process?
How to switch between employee and room view?
How to process a walk-in transaction?
How to cancel an appointment?
How to view or add a note or bio to a customer?
How to use the chat?
Where to manage forms and documents in the customer profile?
How to access packages via the customer profile?
How to manage active recommendations via the customer profile?
How to manage service credits via the customer profile?
How to manage appointments via the customer profile?
How to manage waitlist entries via the customer profile?
How to view the customer's purchase history via the customer profile?
How to manage a customer's transaction history?
How to create a new service?
How to create a new employee?
How to manage my branch schedule?
How to manage my employee's schedule?
Show all articles (18)
Collapse Articles
Front Desk Operations
Main
Operations
Category - Operations
Articles
Front Desk Operations
Sub Categories
Appointment Book
Top Banner Quick-Access Options
Appointment Book Views & Icons
Booking Appointments
Booking Breaks
Waiting List
Appointment Manager
Branch Cash Process
Branch Cash Process
Making Cash Register Adjustments
Opening and Closing the Register
Transactions
Articles coming soon
Customer Profile
Customer Profile
Editing Customer Profile
Customer Overview - Top Banner
Customer Account Balance
Customer Card on File
Customer Profile Notes & Bio
Managing Customer Packages
Customer Profile Recommendations
Customer Profile Tags
Customer Service Credits
Managing Appointments via Customer Profile
Customer History
Customer Profile - Forms & Documents
Managing Customer Memberships
Viewing Customer Gift Cards
Customer Dislike Services
Editing Customer Communication Preferences
Video Library
How to book an appointment for an existing customer?
How to book an appointment for a new customer?
How to add a customer to the waiting list?
How to manage the waiting list?
How to add a break in the appointment book?
How to check-in an appointment?
How to confirm an appointment?
How to cut and paste an appointment?
How to copy and paste an appointment?
How to edit an appointment?
How to use the smart search in the appointment book?
Where to find key for appointment statuses, icons and alerts?
How do I enter the customer profile?
How do I send a quick notification?
How do I open my cash process?
How do I close my cash process?
How to switch between employee and room view?
How to process a walk-in transaction?
How to cancel an appointment?
How to view or add a note or bio to a customer?
How to use the chat?
Where to manage forms and documents in the customer profile?
How to access packages via the customer profile?
How to manage active recommendations via the customer profile?
How to manage service credits via the customer profile?
How to manage appointments via the customer profile?
How to manage waitlist entries via the customer profile?
How to view the customer's purchase history via the customer profile?
How to manage a customer's transaction history?
How to create a new service?
How to create a new employee?
How to manage my branch schedule?
How to manage my employee's schedule?
English
Spanish
English
English 
Spanish