Front Desk Operations
Learn how to book a new customer from the appointment book.
Learn how to book an existing customer from the appointment book.
Learn how to copy and paste an appointment. This allows you to quickly replicate an appointment.
Learn how to cut and paste an appointment. This allows you quickly reschedule an appointment.
Learn what the appointment colors, icons and alerts signify.
Learn what quick notifications are and how to send.
Learn about all the different access methods for the customer profile.
Learn how to use the smart search to easily find important information.
Learn what the appointment colors, icons and alerts signify.
Learn how to mark an appointment checked in when the customer arrives.
Learn how to confirm an appointment.
Learn how to cancel an appointment.
Learn how to create a break on the schedule.
Learn how to add a customer to the waiting list for a fully booked day.
Learn how to edit, send alerts, and remove waiting list entries.
Learn the benefits of the employee vs room view.
Learn how to open your cash process/till/register.
Learn how to close out your cash process/till/register.
Learn how to process a transaction not linked to an appointment.
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