Services

Help with FINANCE

  • The Payments page shows the information about individual payments.
  • Payments for the Bookings and Events are shown here.
  • Payments for the Bookings are marked with a Blue Colour and Payments for the Events are marked Green.
  • Also, since the Events have the option for assigning Multiple Employees here in the employees’ column you can see multiple employees assigned.
  • With the Filters that appear at the top of the page, you can narrow the results by common characteristics.
  • Date, Customer, Employee, Service or Status, and and Events can be filtered.
  • The Date filter is predefined by the period of seven days starting from the current date but you can change to some other period.
  • Your payments can be Exported to a CSV file for reporting. At the top right of the Payments page and next to the filters, click on the Export button.
  • Clicking on the Export button allows you to choose the delimiter used for CSV and to select the columns you’d like to export.
  • You can expand a payment (row) by clicking on it. An expanded record shows the information about the Booking or Event date, Payment Method and the Amount Paid for the booking.
  • Payment passed through either PayPal or Stripe automatically has a Paid status.
  • For a payment using an On-site method, the payment status and paid amount have to be updated manually.
  • Click the Details button to open the details dialog for the chosen payment. Here you can see the detailed information for the individual payment, change the Payment Data or Delete the payment.
  • By clicking on the “Pen” icon in the dialog footer, a small dialog will appear from where you can update the paid amount and the payment status.
  • You can easily delete multiple payments by checking those you want to Delete.
  • A box will appear in the table footer when you Check at least one Payment you want to Delete. Once you are certain that you want to delete the records click the Trash Icon and then the Delete button.
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  • The Coupons Tab can be found on the Finance page. 
  • It allows you to create promotions to offer customers discounted prices for their Appointment/Events by a Percentage or Cash discount.
  • You can use Filters to display specific records for a Coupon Code and the Services/Events for which customers can apply Coupons.
  • Coupons can be Exported To a CSV File by clicking on the Export button. Clicking on the Export icon button opens a dialog allowing you to choose the delimiter used for CSV and select the columns that you’d like to export.
  • The Coupons table shows information about the Coupon Code, Percentage Off, Fixed Amount Off (deduction), Service(s) and/or Event(s) where the Coupon can be applied, Usage Limit and how many times the Coupon was used.

 

  • To create a New Coupon simply click on the + New Coupon button located at the top of the page.
  • You will need to provide a Code for your Coupon (Coupon Name that customers will enter to get a discount), Discount (expressed in percentage), Deduction (reduced amount), the Maximum Number of times the Coupon can be used, select the Service(s) and/or Event(s) the Coupon is valid on, Maximum Usage Per Customer and Notifications (In the “Notifications”  interval” and define after what number of scheduled appointments or events the customer will receive the coupon code in the notification automatically. Also, you can enable the option “Recurring notification” if you want to send this code again in case the customer didn’t use the code for discount.
  • Once you have entered the coupon information, simply click on the Save button and the newly created coupon will appear together with other coupons in the list.
  • Once you create a coupon, customers can enter the coupon code on during the Confirm Booking process, to reduce the price of their appointment.
  • To Edit an existing coupon, click on the Edit button to the right of the coupon you want to change.
  • Clicking on the Edit button will open an edit dialog that allows you to update the data in existing coupons.
  • From the dialog, you can also Duplicate, Hide and Delete a selected Coupon by choosing one of the actions in the dialog footer.
  • You can Delete multiple Coupons at the same time by checking the Coupons you want to Delete.
  • The dialog box will appear in the table footer when you Check at least one Coupon you want to delete.
  • Once you are certain that you want to Delete the Coupons click Trash icon and then Delete button.
 

 

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