Scheduling Basics
- Sharing your staff's parametric URL with your clients as an admin or a manager
- How to book an appointment as an admin
- Adding a location (Enterprise Plan)
- Adding a staff member
- Adding a new service
- Adding a service category
- Adding a resource
- Adding a new customer
- Adding tags to the customer
- Customer circles
- Verifying a customer
- Selling a gift certificate to a customer
- Viewing the gift certificates purchased by a customer
- Viewing a customer’s payment history
- Viewing a customer’s journey
- Adding a new appointment from the customer’s details section
- Viewing the staff list
- Viewing a customer’s appointments
- Applying booking restrictions to a customer
- Deleting a customer
- Editing a customer’s profile
- Adding a customer note
- Adding a customer’s profile image
- Viewing customer information
- Merging two or more customer profiles
- Disabling a customer
- Importing the customer list
- Exporting the customer list
- Searching for a customer
- Viewing the customer list