Archived Articles

How to change your availability Whether you work full-time, part-time or around another job, you can update your availability at any time. Clients will only

📲 Setting Up Your Mobile Number Signing up for a dedicated mobile number takes a little effort, but it’s a one-time setup that can really

🚀 Getting Started With Your Easy Admin Welcome and Thank You For Joining! Here’s everything you need to know to get up and running quickly

We’re sorry to see you go! Please use this form to submit your cancellation request. Completing it helps us process your subscription cancellation quickly and

Sharing bookings evenly across your team Round-robin booking helps spread appointments fairly across your team. Instead of all bookings going to one person, the system

How to use the conversations inbox for team members. The conversations inbox lets you and your team manage client messages in one place. You can

Tracking team performance and activity Tracking team activity helps you see what your team is doing, who is following up with clients and where extra

How to create a calendar for a team member Creating separate calendars for each team member makes it easier to manage bookings, availability and staff

Assigning tasks or leads to your team Assigning leads, tasks and enquiries to your team helps everyone know what they are responsible for. It keeps

Controlling what your team members can see and do User permissions help you control what each team member can access inside your dashboard. This keeps

Adding team members to your account Adding your team members to your account gives each person their own login, calendar access and tasks. This helps

Sending appointment reminders with automation Appointment reminders help reduce no-shows, keep clients prepared and save you time. Once your automation is set up, reminders can

Sending birthday reminders with automation Birthday reminders are a simple way to make clients feel valued. You can send a friendly birthday message automatically, and

Sending review reminders with automation Review reminders make it easier to collect feedback from happy clients. Once your automation is set up, clients can receive

Simple guide to automation Automation helps you set up simple tasks that happen by themselves. This can save you time, improve your client experience and

Tax ID help guide for UK businesses If you process payments through the platform, you may be asked to enter your Tax ID. This helps

Coupon help guide Promotion codes are a useful way to create special offers, seasonal discounts and rewards for your clients. This guide shows you how

Custom fields help guide Custom fields let you store extra information about your contacts, beyond the standard details like name, email and phone number. They

Reputation management help guide Reputation management helps you request reviews, monitor feedback and respond to clients from one place. It is a simple way to

Website editing help guide We build your website for you as part of your subscription. If you would like to make small edits yourself, such

Reporting help guide The Reporting section helps you understand how your business is performing. It gives you useful insights into leads, sales, appointments, ads and

Contacts help guide The Contacts section is where you manage your leads, clients and customers. Think of it as your CRM hub, where every person

Mobile app help guide Our mobile app runs through an app called LeadConnector, which is connected to your platform account. It is useful when you

How to find an available domain name Before we can create your website, we need to know what domain name, or website address, you would

How to use the marketing section The Marketing section helps you send emails, text messages and schedule social posts. It is useful for newsletters, promotions,

Payments help guide The Payments section helps you create invoices, accept online payments, manage products and track payment activity. This guide starts with the basics,

Services help guide Services help you organise the different appointment types your business offers. If you offer more than one service, setting them up properly

Calendar help guide Your calendar helps you manage bookings, availability and appointments in one place. This guide covers the basics, including how to set up

How to use the conversations section The Conversations section helps you manage your messages in one central place. You can view and reply to SMS,