Videos and Training Center
You can easily add new treatments, products, and staff members to your account.
In this helpful video, learn how to add new staff members and plan their shifts.
Discover how to set each staff member’s regular working hours and days and specific specializations. It will enable the scheduling system to know which treatments each employee can perform, making shift planning fast and easy.
To add products and suppliers/ companies, input them into the system.
Just like adding treatments and departments, the software allows for easy updates. You can add as many companies and suppliers as you need, and under each company, you can enter unlimited products, with buying and selling prices automatically included. Watch our video for a step-by-step guide on updating companies and products into the software.
Learn how to customize your business treatment options with this helpful video.
Discover how to add or update treatments, including inputting pricing and scheduling information. You’ll also understand the difference between treatments and departments and why organizing each treatment into its department is beneficial.
Organize your schedule efficiently with a smart diary.
If you want to convert a treatment into a subscription or a series,
During checkout, you can use the “Turn treatment into a subscription” feature. It will help you save time and streamline the process. Check out our video tutorial for step-by-step instructions on how to do it.
Automatic series/subscription punching by the diary
Our diary has a feature that automatically punches a client’s subscription or series without requiring you to enter their card information at the end of each appointment.
All you need to do is make the appointment, and the diary will take care of the rest. It will save you valuable time.
Creating a recurring queue in the calendar
To schedule future appointments for the same customer, we can create a recurring queue in the calendar. It allows us to set multiple appointments at fixed intervals with a single operation rather than schedule each meeting separately.
Creating and working with a waiting list
To efficiently handle clients on the waiting list without a spot in the calendar, I can create a separate column in the diary. This will enable me to easily manage their appointments and quickly transfer them to an available therapist in case of cancellations.
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