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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
Make an appointment for an existing client
Resizing and Moving Appointments
Deleting an appointment
Rebooking overview
Recurring an Appointment
Viewing Appointment History
Appointment Assistant Overview
Changing an appointment status
Understanding Appointment Clash Warnings
Using Tasks
Set Up and Using Tags
Grouping Clients
Using the Waitlist
Setting Up Time Allocation
Using Availability Icons
Tracking Appointment Service Status

Shortcuts: Attendance

1

Clocking On and Off

Shortcuts: Business Benchmarking

1

Business Benchmarking overview

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
Merge clients
Use the arrivals screen
Set up data privacy settings

Shortcuts: Cloud Appointment Book

13

Cloud Appointment Book overview
Cloud Appointment Book basics
Appointment touch-tip and status overview
Cancel an appointment
Client history overview
Cloud Upsell overview
Edit booked appointments
Make an appointment for a new customer
Make an appointment for an existing customer
Reschedule an appointment
Set up staff access
Creating and modifying roles for Employee Access to Cloud
Cloud Dashboard Reporting Explained

Shortcuts: Clubs

2

Set up a staff club
Set up and manage a club

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
Set up healthcare providers
Setting Up Reasons
Visual options setup

Shortcuts: Contraindications

1

Create a Contraindication

Shortcuts: Customised Online Forms

2

Create a Customised Form
Use Customised Online Forms

Shortcuts: Employee Management

8

Set up employees
Set up employee service levels
Set up employee booking intervals
Set up employee groups
Deactivate an employee
View employee performance
Set up Capabilities
Targets overview

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
Gift Cards reports overview
Refund a Gift Card balance
Online Gift Cards Overview
Resend Online Gift Cards and Online Gift Card Receipts

Shortcuts: Gift Certificates

1

Gift certificates overview

Shortcuts: Global Clients

1

How to use Global Clients

Shortcuts: Loyalty

8

Set up a Loyalty program
Loyalty reports overview
View a member’s loyalty balance
Merge multiple loyalty cards
Redeem Loyalty rewards
Remove a client from a loyalty program
Loyalty in the app overview
Set up Loyalty in the App

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
Use New Client Form
Mailchimp support videos

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
Set up Loyalty in the App
Set up Stripe Upfront Payments

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
Set up Stripe Upfront Payments
Review Online Bookings in Shortcuts
Setup Services with Finishing Blocks
Disable Online Bookings and SMS Confirmations
Set up dual languages
Online Booking Related Services Overview
Related Services – Set Up Required Services
Related Services – Set Up Recommended Services

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
Email receipts overview
Finding Your Way Around the Transaction List
Manage expenses and petty cash
Payment Types Setup
Print a gift receipt
Print a quote
Processing a Transaction Using Credit Card Integration
Refunding a Transaction Using Credit Card Integration
Sell and redeem a Series
Set up a green fee
Set up and process tips
Setting up a payment type
Use client accounts
Voiding a Transaction Using Credit Card Integration
Voiding a Transaction
Point of Sale Overview

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
Creating a promotion: 30% off a service on Tuesdays
Create a promotion: buy 1 get 1 free
Create a promotion: buy 10 get 1 free
Create a promotion: buy a cut & blow dry & get 50% off a colour
Creating a promotion: Product on sale at fixed price
Creating a promotion: Spend $100 and get 20% off

Shortcuts: Ratings and Reviews

1

Ratings and Reviews overview

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
Viewing the client retention report
View the non-returning client report
Configure the Extended Commisions Report
View the extended commissions report

Shortcuts: Resource Management

1

Set up Resource Management

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
Service Duration Override
Setting Up Classes

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
Send an SMS to a targeted list
Use New Client Form

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
Set up promotion codes
Set up a once only SMS campaign
Send a campaign to a nominated member list
Send a campaign based on last visited employee
Member details and campaign history
Import member lists
Image gallery overview
Fix broken images and links in a campaign
Deactivate a campaign
Create demographic scenarios
Create a template
Create a referral campaign
Create a non-returning client campaign
Create a newsletter campaign
Create a copy of a template
Create a birthday campaign
Create a “time to see you again” campaign
Copy a campaign
Campaign Manager overview

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
Ordering and receiving products
Managing Professional Product Usage
Bundling and unbundling products
Change Prices Using the Price Change Feature
Using the statistics calculator
Transfer stock from one location to another
Print barcode labels
Manually attach a stock order to an email
Find the value of stock on hand
L’Oreal Stock Orders

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: Visual Treatment Records

2

Set up Visual Treatment Records
Client photo history

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
Managing visits in the Walk-in manager
Manage data collection in the Walk-in Manager
Grouping Clients in the Walk-in Manager
Edit visits in the Walk-in Manager
Arriving appointments in the Walk-in Manager
Adding notes in the Walk-in Manager

Shortcuts: Xero

1

Shortcuts + Xero overview

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
What’s New in 8.1: Create a Task
What’s New in 8.1: Point of Sale Overview
What’s New in 8.1: Blended Model
What’s New in 8.1: Walk-In Manager

8.1 Marketing

1

Use New Client Form

Shortcuts: Mailchimp Integration

1

Mailchimp Integration with Shortcuts

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Features
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- Barber
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- Clinic
- Multi Site
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Pricing
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- Resellers
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Contact
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