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 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
Shortcuts: mylocalsalon 2 Configure your mylocalsalon settings How are mylocalsalon rankings calculated?
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
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
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
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 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
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 Campaign Manager overview Copy a campaign Create a “time to see you again” campaign Create a birthday campaign Create a copy of a template
Shortcuts: Shortcuts Update Manager and Service Manager 3 Connect the Service Manager Run system maintenance Update Shortcuts
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: Upfront Payments 3 Set up Stripe Upfront Payments Manage upfront payments Pay upfront in the Mobile Guest App
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
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