Help Centre

Launch quickly by completing setup wizard, services, availability, and billing in the right order.

1. Start on Dashboard and complete any setup banners shown at the top.
2. Create your core services before assigning staff and availability.

Find bookings fast, update appointment details, and keep statuses accurate.

1. Open Bookings and use date, status, and staff filters to find the record you need.
2. Open a booking and update notes, status, timing, or assigned staff as required.

Move bookings safely and handle cancellations without losing booking history.

1. Open the booking from Bookings or Calendar.
2. Select a new valid date and time, or set the booking to cancelled.

Work visually by day/week and action bookings directly from calendar view.

1. Switch between day and week views to inspect load and gaps.
2. Click a slot to create a booking or open an existing booking to update it.

Keep customer records clean and use profile context when handling bookings.

1. Search customers by name, email, or phone number.
2. Open the customer record and update profile details and notes.

Build and send customer updates with segment targeting and message checks.

1. Choose audience filters before drafting your message.
2. Draft content and preview placeholders/merge values.

Create services with clear duration, pricing, and booking rules.

1. Open Services and create each service with duration and pricing.
2. Assign category, status, and any additional booking rules.

Define recurring working hours and one-off unavailable dates correctly.

1. Open Availability and choose the relevant staff member/resource.
2. Set recurring availability first so the baseline schedule is clear.

Make sure the right team members can deliver the right services.

1. Open Staff and choose a team member.
2. Assign all services they can perform and remove unsupported services.

Create team members and give each person the right level of access.

1. Create the staff profile with accurate name and contact details.
2. Set role/permission level based on responsibilities.

Set up locations used in booking pages, scheduling, and staff assignment.

1. Create each location with accurate details and naming.
2. Map staff and services to valid locations.

Connect Stripe so deposits and payments can be collected reliably.

1. Open Connections and start the Stripe connection flow.
2. Complete Stripe authorization and return to portal.

Change plan tier, manage payment methods, and add quota bolt-ons.

1. Open Billing & Plan and compare current quota usage against alternatives.
2. Add or update payment method when upgrading or enabling paid features.

Control what customers see and how they move through booking steps.

1. Open Booking Experience settings and review current defaults.
2. Update visible options, flow behaviour, and customer-facing labels as needed.

Track bookings and outcomes, then export snapshots for planning.

1. Open Reports and select a date range that matches your review period.
2. Switch report tabs and filters to isolate the segment you need.

Check whether your analytics and booking tracking are working properly.

1. Open Tracking & Analytics and review any warning or missing-config indicators.
2. Confirm IDs and integration state in Connections.

Use Connections to link external services and keep booking operations synced.

1. Open Connections and configure each required integration one by one.
2. Authenticate and verify each connection state before moving on.

Create events, control availability impact, and prevent service conflicts.

1. Open Events and create or update the event date/time and linked service details.
2. Decide whether the event should block booking availability for overlapping slots.

Review invoice status, record payments, and keep invoice history accurate.

1. Open Invoices and filter by status, customer, or booking to find the right record.
2. Open an invoice to review line items, payment history, and current amount due.

Set up reusable consent templates and control when customers must sign.

1. Open Consent Forms, accept template guidance, and start from a template or blank form.
2. Configure expiry/reuse rules and required acknowledgements for each form.

Create discounts with clear targeting, limits, and validity windows.

1. Open Promotions and create a rule with code, discount type, and validity dates.
2. Set usage limits and targeting rules for services, staff, or customer segments.

Set reward earning/redemption rules and keep member incentives consistent.

1. Open Rewards and define program status, earning logic, and redemption values.
2. Configure limits, validity windows, and any exclusions needed for fairness.

Control operational modules like invoicing, repeat bookings, reminders, and booking automation.

1. Open Operations and review plan-locked vs available modules before making changes.
2. Enable only the modules your workflow needs, then configure module-level defaults.

Update profile details, password, and account security controls safely.

1. Open Profile Settings and update personal details and contact information.
2. Change password and configure authenticator-based login where available.

Resolve missing menu items by checking plan access, role permissions, and feature toggles.

1. Check your user role and whether the page is admin-only.
2. Confirm the feature is included in your plan.

Fix missing service options and unavailable booking paths.

1. Confirm the service is active and visible.
2. Check at least one active staff member is assigned to the service.

Diagnose empty slot results by checking schedule, service assignment, and overrides.

1. Check recurring availability exists for the selected staff/date range.
2. Check one-off unavailable entries or overrides for conflicts.

Resolve common payment setup and checkout issues quickly.

1. Open Connections and confirm Stripe shows as connected.
2. Re-authenticate if the connection state is stale or failed.

Fix notification issues by checking preferences, feature flags, and delivery settings.

1. Open Notifications settings and confirm events are enabled.
2. Check staff-level preference settings for push/email channels.