Booking → Dashboard

• Create Booking
• Create a New Team
• Charge a Card
• Create a Discount
• Send an Invoice
• Create a Quote
• Filter events in the Live Stream

Create Booking

1. Click on Create Booking

   

2. Fill the client’s information

   

3. Add a promo code or gift card if any

   

4. Fill the service details

   

5. Select the payment method, with or without Credit Card

   

6. If the payment method is with Credit card: Add the billing information.

   

7. Click Complete Booking to complete the booking

   

8. If the payment method is without Credit Card: select the payment source

   

9. And click the button to finish the booking

   

Create a New Team

1. From the dashboard, click Create a new team

   

2. Give the team a name

   

3. Enter the Team’s leader name

   

4. Enter the Team’s leader last name

   

5. Enter the Team’s leader email address

   

6. Enter the Team’s leader phone number

   

7. Select a color for the team

   

8. Mark this check if you want the team to assign themselves a job

   

9. Click create

   

Charge a Card

1. Click on the Charge a Card button, a popup will appear

   

2. Enter the amount by typing it or using the + and - buttons, an email address and the Credit Card information

   

3. When done click Charge

   

Create a Discount

1. Click on the Create Discount button

   

2. Enter the Discount code

   

3. Set it active

   

4. Set it it’s one time service

   

5. Specify if the discount will be a fixed amount or percentage

   

6. Add the amount or percentage

   

7. Make it stackable with frequency discounts

   

8. Set a maximum number of uses

   

9. Set an expiration date

   

10. Allow customers after a specified date

    

11. Set a service start date and end date

    

12. Specify which days of the week the discount will be applicable

    

13. Click create

    

Send an Invoice

1. Click on Send an Invoice

   

2. A popup will appear

   

3. Enter the Invoice client's name, last name, email, phone number and address in the corresponding fields

   

4. Detail the product or service were provided and it’s associated amount

   

5. To add another product/service click the “+ add a new description and amount”

   

6. To delete a product/service click the x button

   

7. Add notes to the invoice if necessary

   

8. The total amount will be automatically updated

   

9. To finish click send to client and to abort the process click Cancel

   

Create a Quote

1. Click on Create a Quote

   

2. A popup will appear

   

3. Enter the Invoice client's name, last name, email, phone number and address in the corresponding fields

   

4. Detail the product or service provided and it’s associated amount

   

5. To add another product/service click the “+ add a new description and amount”

   

6. To delete a product/service click the x button

   

7. Add notes to the quote if necessary

   

8. The total amount will be automatically updated

   

9. To finish click send to client and to abort the process click on the top right X

   

Filter events in the Live Stream

1. The Live Stream is located in the dashboard's bottom left. It will contain real time information about you bookings such as New bookings, Cancelled bookings and Team on its way

   

2. To filter a certain event click the dropdown list on the right

   

3. Select the event you'd like to see by clicking it

   

4. The Live Stream now will display the selected event

   

5. To return to the default view, just select the ALL filter from the dropdown list on the right