STEP 1: Navigate to the Staff & User Settings of your account within the Settings tab in the menu bar. STEP 2: In the General section of your Staff & User settings, click on the “Google Calendar Sync” button. STEP 3: A new tab will populate in your ...
Within the Billing vs. Collected Report, you’ll now be able to click on the number of Missed Appts to view a breakdown of the missed reasons. Step 1: Navigate to the Reporting Page. Then, select Billing vs. Collected. Step 2: Set your filters and ...
Step 1: Navigate to Account Settings - Facilities and Rooms to create a facility called ‘Non-Client Appointments. Step 2: Add room(s) to the Non-client Facility. I.e., CLOSED, Personal, Holiday, Vacation. (You will still be able to add a title when ...
You can add two types of appointments to your calendar. Client Appointments Non-Client Appointments Scheduling a Client Appointment Step 1: Click on the date/time within the calendar OR click on the New Session icon in the top right-hand corner of ...
Step 1: Click the Take Payment box located at the upper-right side. Step 2: Input the details of the payment. Client - choose the client you want to record payment Payment Type - select what type of payment they are going to use Step 3: Input the ...