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Shortcuts
Discover how to use your Shortcuts system.
- How to Connect Shortcuts to Your Stripe Account
- Set Up SMS Confirmations
- Managing Upfront Payments
- How to remove a Series so it's no longer available for sale?
- How to check for unredeemed Series and clear them out of the system
- How to Use the Products Screen
- How do I check or set an expiry date on a Series?
Appointment Book
- Viewing Appointment History
- Appointment Assistant Overview
- Understanding Appointment Clash Warnings
- Using Appointment Tags
- Using the Waitlist
- Setting Up Time Allocation
- Recurring an Appointment
- Using Appointment Tasks
- Grouping Clients Transactions
- Tracking Appointment Service Status
Clubs
Cloud Appointment Book
Configuration
Custom Online Forms
Employee Management
- How to Deactivate an Employee
- Set Up Employee Service Levels in Shortcuts
- Set Up Employee Capabilities in Shortcuts
End of Day
Gift Cards
- How to View Gift Card Reports in the Program Manager
- How to Refund a Gift Card Balance
- Set Up Gift Cards in Shortcuts
- Managing Gift Cards in the Program Manager
- How to Sell and Redeem Online Gift Cards
- How to Resend Online Gift Cards and Receipts via Email
- How to Redeem an Online Gift Card
Loyalty
- How to Access and Use Loyalty Reports in Console
- Loyalty Program in the Mobile App Overview
- How to Set Up Loyalty in the Mobile App
- Loyalty Program Management Guide
Marketing
Point of Sale
- Setting Up and Processing Cancellation Fees at Point of Sale
- Set Up and Manage Discounts in Shortcuts
- Editing the Employee for a Transaction
- Adjusting Payment Types in Transactions
- Setting Up and Sending Email Receipts
- Managing Petty Cash and Expenses in Shortcuts: A Step-by-Step Guide
- How to Set Up a Payment Type
- How to Print a Gift Receipt
- Setting Up and Printing Quotes in Shortcuts POS
- Processing Integrated Payments and Tips in Shortcuts
- How to Process and Redeem a Series at the Point of Sale
- Setting Up a Green Fee in Shortcuts
- Setting Up and Processing Tips at Point of Sale
- How to Set Up and Process Donations at Point of Sale
- How to Process a Refund in Shortcuts with an Integrated Credit Card System
Promotions
Remote Access
Fusion Reporting
- Guide to Accessing and Using Reports
- How to Generate and Analyse the Non-Returning Client Report
- How to View and Utilise Membership Reports
- Using the Business Log
- How to Use the Client Retention Report
- Tag Usage Report
- Value of Future Appointments Report
- Expired Gift Certificates Report
- Takings Breakdown Report Overview
- Takings Comparison Report
- Visit Deletion Audit Report
- Non-Returning Clients Report
- Extended Commission Report
- Appointment Schedule Analysis
- Client Arrivals Report
- No Show Statistics Report
- Expiring Gift Certificates Report
- Outstanding Gift Certificates Report
- Promotion List Report
- Canceled Appointments Report
- Client Card Accuracy Report
- Top Spending Clients Report
- Employee Ranking Report
- Service Breakdown with Levels
- Employee Sales Summary Report
- Future Appointments Report
- Employee Performance Summary: Extended
- End-of-Day Business Log
- End of Day: Transactions Breakdown
- Accessing and Utilising Cloud Reporting: A Quick Guide
- Sales Trend Report
- Referral Activity Breakdown Report
- Client Referral Report
Room & Resource Management
Rosters
- How to Copy a Roster Period in Shortcuts
- Managing Employee Rosters: A Step-by-Step Guide
- Setting Up and Managing Shift Types and Schedules
- Create and Manage Roster and Schedule Templates
Security
- Setting Up a Fingerprint Scanner for Secure Login in Shortcuts
- How to Set Up or Change Your Shortcuts Password
- Setting Up Security in Shortcuts: A Step-by-Step Guide
Self Check-in
- Configuring Self-Check-In Settings for Your Business
- Wallboard Overview and Setup Guide
- Configuring Self Check-In and Wallboard Settings
Service Management
- Adding and Tracking a New Service Report Category in Reports
- Adding New Services & Service Categories
- Setting Up Service Finish Blocks in Shortcuts
- How to Create and Manage Group Classes
- How to Set Up a Multi-Block Service
- How to Set Up, Deactivate, and Reactivate a Series
- Adding a New Service Category
Marketing (in Cloud)
- How to Send an Email to a Targeted List Using Shortcuts and Marketing in the Cloud
- Using the New Client Form
Update Manager & Service Manager
SMS Confirmations
Stock Management
- Stock Take Guide
- How to Manually Attach a Stock Order to an Email
- How to Add a Supplier, Company, Line, and Products in the Product Screen
- Accessing and Managing Product Details
- How to Add a New Product
- Managing Professional Product Usage
- How to Adjust Product Prices
- How to View and Value Stock on Hand
- How to Bundle and Unbundle Products
- Using the Statistics Calculator
- How to Transfer and Receive Stock Between Locations
- How to Print Barcode Labels
- L'Oreal Stock Orders
The Console
- Configuring Company Settings in the Console
- How to Change and Reset Your Password in the Console
- Set up access for Online Client Information and Remote Feature Access
- Adding and Managing Online User Accounts
Online Booking Deposits - Upfront Payments
- Pay upfront in the Mobile Guest App
- How to set up online booking deposits for new clients in Shortcuts Fusion
- Set up Stripe Upfront Payments
Visual Treatment Records
Walk-in Manager
- Set up the Walk-in Manager
- Set Employee Breaks for the Walk-in Manager
- Print visit and in-service tickets in the Walk-in Manager
- Using the Walk-In Manager: Key Features and Tips
- Edit Visits in the Walk-in Manager
- Adding notes in the Walk-in Manager
- Set up visit progress modes in the Walk-in Manager
- Managing Visit Notes in the Walk-in Manager
- Manage Data Collection in the Walk-in Manager
- Grouping Clients in the Walk-in Manager