Shortcuts: Appointment Book 21 Appointment Book Overview Appointment notes and employee messages overview Client Search Overview Create an Appointment for New & Existing Client Making an appointment for a new client
Shortcuts: Client Management 8 Set Up the New Client Form Entering Details in the Client Card Adding a Client Alert Message Add client history notes Handle client data requests
Shortcuts: Cloud Appointment Book 12 Cloud Appointment Book overview Cloud Appointment Book basics Appointment touch-tip and status overview Cancel an appointment Client history overview
Shortcuts: Configuration 8 Setting Up Your Business Details Add new note types Configure site settings Set up a date surcharge Set up a payment type surcharge
Shortcuts: Employee Management 8 Set up employees Set up employee service levels Set up employee booking intervals Set up employee groups Deactivate an employee
Shortcuts: End of Day 4 Using the start of day feature Use the End of Day Wizard Back up Shortcuts Configure your end of day settings
Shortcuts: Gift Cards 9 Online Gift Card – Redemption in salon Set up and connect your Stripe account Set up Gift Cards Sell and Redeem Gift Cards Manage Gift Cards in the Program Manager
Shortcuts: Loyalty 8 Set up a Loyalty program Loyalty reports overview View a member’s loyalty balance Merge multiple loyalty cards Redeem Loyalty rewards
Shortcuts: Marketing in Shortcuts 7 Marketing overview Understand the marketing screen Create a list of non-returning clients Client list based on preferred employee Export client details
Shortcuts: Mobile Guest App 7 Book on behalf of someone in the app How clients check in using the app How clients use the Mobile Guest App Loyalty in the app overview Mobile Guest App setup
Shortcuts: mylocalsalon 2 Configure your mylocalsalon settings How are mylocalsalon rankings calculated?
Shortcuts: Online Booking 13 New Online Booking – Make the Switch Online Booking Overview Prepare for Online Booking in Shortcuts Prepare Online Booking Visual Branding Set up Online Booking
Shortcuts: Online Client Information Cards 3 Update client details using Online Client Information Cards Upload client photos Use Remote Feature Access with Online Client Information Cards
Shortcuts: Point of Sale 21 Create a cancellation fee sundry item (coming soon!) Create a donation sundry item Discounting Editing the Employee for a Transaction Editing the Payment Type of a Transaction
Shortcuts: Promotions 11 Understanding Promotions Create a basic promotion Creating a promotion: Double value on a gift certificate Create a promotion: 10% off with a coupon Create a promotion: 20% off a company
Shortcuts: Remote Feature Access 2 Set up Remote Access on a tablet Use Remote Feature Access with Online Client Information Cards
Shortcuts: Reporting 9 Get started with Reports Cloud Reporting overview Targets overview Membership reports overview View the business log
Shortcuts: Roster 5 Copy a Roster Period Create a Roster and Schedule Template Create Shift Types and Add Shifts Find your way around the roster Labour forecasting overview
Shortcuts: Security 3 Security Levels & Security Level Access (including PINs) Set up a fingerprint scanner Set up a password for Shortcuts
Shortcuts: Self Check-in 4 Configure Self Check-in Self Check-In Overview Wallboard overview Set up Self Check-in and Wallboard
Shortcuts: Service Management 7 Setting Up Service Reporting Categories Setting Up Service Categories and Services Setting Up a Service With a Finishing Block Set up multiple block services Set up Series
Shortcuts: Marketing (in Cloud) 7 Shortcuts Marketing Overview Ongoing Automated Campaigns – Time to See You Again and We Miss You Once-off email campaign to all clients Once-off SMS campaign to all clients Send an email to a targeted list
Shortcuts: Marketing Plus 24 Use a shared template Update company details Update campaign settings Targeted marketing overview Spread the word about your app using Marketing
Shortcuts: Shortcuts Update Manager and Service Manager 3 Update Shortcuts Run system maintenance Connect the Service Manager
Shortcuts: SMS Confirmations 3 Set up SMS confirmations Manage SMS confirmations Disable Online Bookings and SMS Confirmations
Shortcuts: Stock Management 15 Finding Your Way Around the Products Screen Adding new suppliers, companies and lines Access product details Adding new products Stocktaking
Shortcuts: The Console 4 Manage online user accounts Configure company settings Change your password Set up access for Online Client Information and Remote Feature Access
Shortcuts: Online Booking Deposits - Upfront Payments 3 Set up Stripe Upfront Payments Manage upfront payments Pay upfront in the Mobile Guest App
Shortcuts: Walk-in Manager 11 Walk-in Manager overview Set up visit progress modes in the Walk-in Manager Set up the Walk-in Manager Set employee breaks for the Walk-in Manager Print visit and in-service tickets in the Walk-in Manager
Shortcuts: What's New in 8.1 9 What’s New in 8.1: How to Update to 8.1 What’s New in 8.1: Look and Feel What’s New in 8.1: Employee Info and Actions What’s New in 8.1: Appointment Book What’s New in 8.1: Reschedule