Appointment Book
- Send automated appointment SMS confirmations
- Understand appointment statuses
- Print the Appointment Book
- Block out time in the Appointment Book with Tasks
- Arrive and checkout a customer
Online Booking
- Set up employees for Online Booking
- Set up upsell features for Online Booking
- Set up Online Booking
- Online Booking overview
- Set up Services for Online Booking
Customers
- View customer history, transactions & add visit notes
- SMS a customer from the Appointment Book
- Import multiple customers to your database
- Export a customer's data at their request
- Add or remove a single customer
Marketing
- Increase bookings with automated marketing messages
- Send a one-off marketing campaign (to all customers)
- Send a one-off marketing campaign (to a targeted list)
Employees
- Manage and assign employee permissions
- How to choose which services an employee can perform
- Add an employee
- Log into a Shortcuts workspace as an employee
- Set business and employee targets
Rosters
- Navigate the roster
- Edit and delete rosters
- Add shifts to the roster
- Add a new shift/roster type
- View and edit shift types