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8.1 Marketing
Enterprise Live
Enterprise Manager
Live: Appointment Book
Live: Appointment Book setup
Live: Client Management
Live: Employees and Rosters
Live: General setup
Live: Getting started
Live: Item Setup
Live: Marketing
Live: Mobile Guest App
Live: mylocalsalon
Live: Online Booking
Live: Point of Sale
Live: Point of Sale setup
Live: Reporting
Live: SMS Confirmations
Shortcuts: Appointment Book
Shortcuts: Attendance
Shortcuts: Business Benchmarking
Shortcuts: Client Management
Shortcuts: Cloud Appointment Book
Shortcuts: Clubs
Shortcuts: Configuration
Shortcuts: Contraindications
Shortcuts: Customised Online Forms
Shortcuts: Employee Management
Shortcuts: End of Day
Shortcuts: Gift Cards
Shortcuts: Gift Certificates
Shortcuts: Global Clients
Shortcuts: Loyalty
Shortcuts: Mailchimp Integration
Shortcuts: Marketing (in Cloud)
Shortcuts: Marketing in Shortcuts
Shortcuts: Marketing Plus
Shortcuts: Mobile Guest App
Shortcuts: mylocalsalon
Shortcuts: Online Booking
Shortcuts: Online Client Information Cards
Shortcuts: Point of Sale
Shortcuts: Promotions
Shortcuts: Ratings and Reviews
Shortcuts: Remote Feature Access
Shortcuts: Reporting
Shortcuts: Resource Management
Shortcuts: Roster
Shortcuts: Security
Shortcuts: Self Check-in
Shortcuts: Service Management
Shortcuts: Shortcuts Update Manager and Service Manager
Shortcuts: SMS Confirmations
Shortcuts: Stock Management
Shortcuts: The Console
Shortcuts: Upfront Payments
Shortcuts: Visual Treatment Records
Shortcuts: Walk-in Manager
Shortcuts: What's New in 8.1
Shortcuts: Xero
Popular Search
online booking
marketing
stock
roster
client
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
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Shortcuts: Attendance
1
Clocking On and Off
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Shortcuts: Business Benchmarking
1
Business Benchmarking overview
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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
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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
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Shortcuts: Clubs
2
Set up and manage a club
Set up a staff club
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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
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Shortcuts: Contraindications
1
Create a Contraindication
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Shortcuts: Customised Online Forms
2
Use Customised Online Forms
Create a Customised Form
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Shortcuts: Employee Management
8
Set up employees
Set up employee service levels
Set up employee booking intervals
Set up employee groups
Deactivate an employee
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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
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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
View More
Shortcuts: Gift Certificates
1
Gift certificates overview
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Shortcuts: Global Clients
1
How to use Global Clients
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Shortcuts: Loyalty
8
Set up a Loyalty program
Loyalty reports overview
View a member’s loyalty balance
Merge multiple loyalty cards
Redeem Loyalty rewards
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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
View More
Shortcuts: Mobile Guest App
7
Set up Stripe Upfront Payments
Set up Loyalty in the App
Mobile Guest App setup
Loyalty in the app overview
How clients use the Mobile Guest App
View More
Shortcuts: mylocalsalon
3
Set up mylocalsalon specials
How are mylocalsalon rankings calculated?
Configure your mylocalsalon settings
View More
Shortcuts: Online Booking
17
New Online Booking – Make the Switch
Online Booking Overview
Prepare for Online Booking in Shortcuts
Prepare Online Booking Visual Branding
Set up Online Booking
View More
Shortcuts: Online Client Information Cards
3
Use Remote Feature Access with Online Client Information Cards
Upload client photos
Update client details using Online Client Information Cards
View More
Shortcuts: Point of Sale
21
Point of Sale Overview
Voiding a Transaction
Voiding a Transaction Using Credit Card Integration
Use client accounts
Setting up a payment type
View More
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
View More
Shortcuts: Ratings and Reviews
1
Ratings and Reviews overview
View More
Shortcuts: Remote Feature Access
2
Set up Remote Access on a tablet
Use Remote Feature Access with Online Client Information Cards
View More
Shortcuts: Reporting
9
Get started with Reports
Cloud Reporting overview
Targets overview
Membership reports overview
View the business log
View More
Shortcuts: Resource Management
1
Set up Resource Management
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Shortcuts: Roster
5
Labour forecasting overview
Find your way around the roster
Create Shift Types and Add Shifts
Create a Roster and Schedule Template
Copy a Roster Period
View More
Shortcuts: Security
3
Security Levels & Security Level Access (including PINs)
Set up a fingerprint scanner
Set up a password for Shortcuts
View More
Shortcuts: Self Check-in
4
Configure Self Check-in
Self Check-In Overview
Wallboard overview
Set up Self Check-in and Wallboard
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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
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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
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Shortcuts: Marketing Plus
24
Campaign Manager overview
Copy a campaign
Create a “time to see you again” campaign
Create a birthday campaign
Create a copy of a template
View More
Shortcuts: Shortcuts Update Manager and Service Manager
3
Connect the Service Manager
Run system maintenance
Update Shortcuts
View More
Shortcuts: SMS Confirmations
3
Set up SMS confirmations
Manage SMS confirmations
Disable Online Bookings and SMS Confirmations
View More
Shortcuts: Stock Management
15
Finding Your Way Around the Products Screen
Adding new suppliers, companies and lines
Access product details
Adding new products
Stocktaking
View More
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
View More
Shortcuts: Upfront Payments
3
Set up Stripe Upfront Payments
Manage upfront payments
Pay upfront in the Mobile Guest App
View More
Shortcuts: Visual Treatment Records
2
Client photo history
Set up Visual Treatment Records
View More
Shortcuts: Walk-in Manager
11
Adding notes in the Walk-in Manager
Arriving appointments in the Walk-in Manager
Edit visits in the Walk-in Manager
Grouping Clients in the Walk-in Manager
Manage data collection in the Walk-in Manager
View More
Shortcuts: Xero
1
Shortcuts + Xero overview
View More
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
View More
8.1 Marketing
1
Use New Client Form
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Shortcuts: Mailchimp Integration
1
Mailchimp Integration with Shortcuts
View More
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Features
Overview
Hair
Barber
Spa
Beauty
Clinic
Multi Site
Walk-in Management
Services
Overview
Shortcuts Shop
ShortcutsPay
Hardware
Setup and training
24/7 Support
Google Services
Shop
Pricing
Resources
All Resources
Blog
Podcasts
Success Stories
White Papers
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Overview
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Overview
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Contact
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USA
UK
