Creating gift cards
This lesson will teach you how to create and sell gift cards in your software.
All Activities
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Client profile
Learn how the Client Profile screen can be used to view a client's most important information.
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Appointment pay rates
This video will show you how to set up appointment pay rates in your software on both a percentage and flat rate basis. This pay rate can be used in addition to or separate from any other pay rates you...
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Smart Lists
In this lesson, we'll explain how to make Smart Lists and how to customize them using filters. This way, your contact lists will be ready for campaigns and automations.
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Smart Marketing tools
In this lesson, we'll cover the Smart Marketing tools available within the Marketing Suite. These tools help your business connect deeper with customers and provide targeted campaigns and communications to increase sales and client experiences.
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Know your resources
This lesson inspects the support resources accessible from within your site. Learn where they're located and how to use them to find the answers you need.
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Managing service categories
After establishing your classes and getting them on your schedule, you may need to make some adjustments to the structure of your services. This video shows you how to safely modify your service categories and use the advanced options found...
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Inventory tickets
It’s time to take the next step into advanced inventory management with inventory tickets. In this video, we’ll show you how to update the inventory in your software, transfer product between business locations, and upload physical inventory scans.
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Account balances report
In this lesson, we'll learn how to manage and monitor your client's account balances using the Account Balances report.
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Lead Management
Manage new leads and turn them into regulars with an integrated dashboard that amplifies your sales. A built-in pipeline, easy-access client profiles, scheduled follow-ups—and the tools to measure your performance.
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Intro to email marketing, retention, & engagement tools
This lesson briefly introduces the marketing, retention, and engagement tools offered in the Marketing Suite. These tools are for every stage of customer interaction, from awareness to advocacy.
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The staff list & deactivating staff
How to use the staff screen tools for filtering and searching.
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Discount Settings & Business information
In this lesson, we'll review how to edit your discount settings and business information. You'll be looking at screens from the Marketing Suite Business Dashboard.
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Troubleshooting appointments
This lesson covers some common issues you may encounter when managing your appointment schedule.
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Appointments: Advanced daily use
Your Appointments screen is where your business can manage bookings and staff schedules. In this lesson, you'll learn how to customize the look and feel of your appointment schedule and the various ways to edit staff availability.
