Adding new staff members
In this lesson we will cover where you can add a new staff member in your site and edit their personal information.
All Activities
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Daily closeout report
In this lesson, we'll go over using the Daily Closeout report to close out sales data for the day.
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Selling account credit
In this lesson, we'll explain how to sell and apply account credit.
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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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Marketing Suite resources & FAQs
This lesson offers resources and frequently asked questions for additional learning opportunities.
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Additional staff settings & options
In this lesson, we'll cover settings from the General Setup & Options screen that directly affect your staff.
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Campaigns overview
In this lesson, we'll explain campaign basics. Campaigns are highly adaptable tools for engaging with your customers. While we provide templates to help you begin, their true potential shines when customized to fit your business's unique needs.
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Merging duplicate client profiles
This lesson uses the Merge Duplicate Clients tool to show how you can combine two client accounts. You'll learn what it does and how it works, as well as some important limitations to remember when using this tool.
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Understanding Client Check In
In this lesson, we'll focus on checking a client in, setting up your look ahead window, and the options available from the Client Check In window.
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Creating your class schedule
If you've decided to use classes in your software, this video will show you how to get started. We'll look at how to establish new service categories, create classes, and get them on your schedule.
