Session 1

Cloud Appointment Book basics

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Cloud Appointment Book overview

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Deactivate an employee

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Discounting

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Security level access overview

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Set up a commission schedule

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Set up a service with a finishing block

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Set up Capabilities

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Set up employee booking intervals

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Set up employee groups

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Set up employee service levels

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Set up employees

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Set up multiple block services

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Set up service categories and services

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Set up service reporting categories

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Set up SMS confirmations

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Use Remote Feature Access with Online Client Information Cards

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View employee performance

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View the Business Log

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Access product details

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Add new products

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Add new suppliers, companies and lines

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Create a basic promotion

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Create a promotion: 20% off a company

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Create a promotion: 30% off on Wednesdays promotion

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Create a promotion: buy 1 get 1 free

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Create a promotion: buy a cut & blow dry & get 50% off a colour

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Create a promotion: product on sale at a fixed price

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Create a promotion: spend $100 get 20% off promotion

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Gift certificates overview

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Manage expenses and petty cash

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Payment types setup

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Products screen overview

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Promotions overview

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Set up a date surcharge

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Set up a payment type surcharge

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Set up a staff club

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Set up and manage a club

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Session 2

Access product details

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Add client history notes

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Add new products

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Add new suppliers, companies and lines

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Add notes in the Walk-in Manager

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Appointment Book Overview

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Appointment notes and employee messages overview

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Arrive appointments in the Walk-in Manager

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Back up Shortcuts

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Change an appointment status

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Client photo history

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Delete an appointment

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Discounting

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Enter details in a client card

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Find the value of stock on hand

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Get started with Reports

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Group Clients

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Make an appointment for a new client

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Make an appointment for an existing client

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Manage employee attendance

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Manage professional product usage

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Manage SMS confirmations

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Manage visits in the Walk-in manager

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Merge clients

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Print a quote

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Print visit and in-service tickets in the Walk-in Manager

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Process a Transaction

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Products screen overview

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Rebooking overview

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Refund overview

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Resize and move appointments

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Review online bookings

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Set up and use tags

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Tasks overview

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Understand appointment clash warnings

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Use client accounts

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Use the End of Day Wizard

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View appointment history

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View employee performance

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View the client retention report

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View the non-returning client report

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Walk-in Manager overview

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Clock on and off

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Copy a roster period

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Create a donation sundry item

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Create shift types and add shifts

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Find your way around the roster

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Labour forecasting overview

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Make an appointment recur

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Track appointment service status

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Use the arrivals screen

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Waitlist overview

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Session 3

Order and receive products

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Stocktake overview

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Activate or deactivate suppliers, companies, lines and products

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Bundle and unbundle products

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Change prices using the price change feature  

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Run system maintenance

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Update Shortcuts

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Using the statistics calculator

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