• Suggested Reading for New Staff
    • Setting up a New Client Diary System
      • Separating Stripe for Each Location
      • Forms Overview
      • Form Management – Viewing Completed Forms
      • Form Management – Create & Edit
      • Form Management – Duplicating Forms
      • Form Management – Automate Your Forms
      • Form Management – Manually Sending to Clients
      • Form Management – More Tools
      • Mailchimp - How to Link Mailchimp to Client Diary
      • How to Link Mailchimp to Client Diary
      • How to Create Rewards Programs
      • How To Assign A New Card Number To Clients Rewards
      • How To Edit Your Existing Rewards
      • How To Assign Rewards To Clients (All Or Individual)
      • How To Redeem Your Clients Reward Points
      • Reward Points Overview Page
      • Zapier - Creating a Zap
      • Setting up Zapier Integration
      • Zapier – Turning Off Your Zaps
      • How To Apply xero To Client Diary
      • xero Set Up – Basic Guidelines and Example
      • How to Set Up to Send an Invoice to xero Unpaid
      • xero – Difference Between Liability and Revenue
      • xero Integration Pricing
      • Changing the Order of Employees in the Calendar
      • Adding Your Own Custom Reason in Block Outs
      • How to Hide Non-Rostered Staff on the Calendar
      • How to Change the Calendar Time Slot Intervals
      • How to Set Your Calendar View to 24 Hour Mode
      • How to Set Your Opening Hours
      • Toggling Appointment Movement Confirmation Question in the Calendar
      • What Are The Different Calendar Views In Client Diary
      • Blocking Out Time and Holidays
      • Block Out Overview
      • Booking a Service Bundle
      • Cancelling an Appointment
      • Copying an Appointment to Another day
      • Deleting a Single Service in a Multi Service Appointment
      • Emailing Future Appointments to Clients
      • How to Add a Class to the Calendar
      • How To Add and Edit Block Out Notes
      • How To Add Appointment Notes
      • Viewing Appointment Logs
      • How To Apply The Preferred Employee Option To Clients
      • How to Block Out the Whole Day
      • How to Book a Child when Booking Appointments
      • How to Cancel a No Show Client
      • How to Change a Future Recurring Appointment
      • How to Copy a Class on the Calendar
      • How to Create an Appointment
      • How to Create a Recurring Appointment
      • How to Create a Recurring Block Out
      • How to do a Group Checkout
      • How to Edit an Appointment
      • How to Interact with Appointments on Mobile / Tablet
      • How to Use The Waitlist In Client Diary
      • How to View a Clients Details in a Class
      • How to View Cancelled Appointments
      • How to View “Unverified” Online Bookings
      • Recurring Appointment Overview
      • Rescheduling an Appointment
      • Using the Go to this Date on Calendar Button
      • Mobile App – How to Cancel an Appointment
      • Client Deposits / Client Accounts Overview
      • Client Deposits / Client Accounts – Allowing a Client to Owe You Money / Go into Negative Credit
      • Client Deposits / Client Accounts – Fixing any Mistakes
      • Client Deposits / Client Accounts – Using Client Credits to Pay for a Sale
      • Client Deposits / Client Accounts – Taking the Client’s Deposit
      • Client Deposits / Client Accounts – Viewing the Client’s Balance
      • Child Accounts Overview
      • How To Add Custom Fields To Client Details
      • How To Add Child In The Client Add/Edit Area
      • How To View All Client Lists And De-Activated Clients
      • Merging Duplicate Clients – Automated Method
      • Update Client Records on their Own Phone
      • How To Turn On Child Accounts
      • Clients Note Overview Page
      • How to Alert Any Note
      • How to Create A General Note For Client
      • How to Create Technical Note For Client
      • How To Delete Client Notes
      • How to Edit a Note
      • How to Print Notes
      • How to Add Clients To Client Diary
      • How to Edit a Client’s Marketing Preferences
      • Viewing the “Walk-In” Client’s Transaction History
      • How to View a Client’s History
      • How to View a Clients Loyalty Program History
      • Adding Employee Profile Photos
      • Edit Rosters Directly from the Calendar
      • How to Add Employees
      • How To Apply Service Skills To Employees
      • How To Auto Email Employees Their Appointments
      • How to Edit Employee Details
      • How to Print the Employee Day Sheet
      • How to Re-activate an Employee
      • How To Remove an Employee
      • How to Set Employee Rosters
      • How to Setup Employee Targets
      • How to Use the Team Weekly Roster
      • How to View Employees
      • Disabling Employees Accessing the Database Outside of the Business
      • How to Reset my Password and/or PIN
      • How to Setup Auto Log Out Timer for Staff
      • Multi Sites – Restricting Employee Access to Another Site’s Calendar
      • Multi Sites – Restricting Employee Access to Another Site’s Reports
      • Setting up Employee Security Groups
      • After Appointment Follow-Up Marketing Overview
      • Birthday SMS Marketing
      • Before Appointment Instruction Marketing Overview
      • Editing After Appointment Follow-Up Marketing Messages
      • Editing Before Appointment Instruction Message
      • Setting up SMS Reminders for Multiple Sites/Locations
      • Setting up SMS Reminders
      • Emailing Appointment Reminders
      • Setting up Before Appointment Instruction Marketing
      • Turning off After Appointment Follow-Up Marketing Messages
      • Review / Feedback SMS
      • Welcome SMS
      • Setting up After Appointment Follow-Up Marketing
      • Time For Your Appointment reminder / No Future Appointment reminder
      • Turning off Before Appointment Instruction Messages
      • SMS Marketing Examples & Frequently Asked Questions
      • How To Setup A Custom SMS
      • Marketing to Clients Who Visited a Specific Site / Location
      • SMS All Clients Coming up to Christmas
      • SMS All Clients in Your Database
      • SMS All Clients That Have Not Visited At All
      • SMS All Clients That Have Not Visited Recently
      • SMS All Clients That Have Visited Recently
      • SMS All Clients Who Are New
      • SMS All Clients Who Have Had a Specific Service
      • SMS All Clients Who Have Seen a Specific Staff
      • SMS All Clients With Future Appointments
      • SMS All Clients With No Future Appointment
      • How to Send an SMS to a Client Manually
      • How to Message all Clients in a Class
      • How to Message Individual Clients in a Class
      • Sending Preset/Template SMS Messages
      • Using Quick Replies
      • How to Add SMS Credits
      • How to Calculate the Length of an SMS
      • How To Use SMS Log (Reminders)
      • How to View Your Previous SMS Campaigns
      • How to View Your SMS Usage / Statistics
      • I’m Based in Canada. Why is my SMS Not Sending?
      • What to Look for When a Client Does Not Get Their SMS Message or Their Booking Does Not Confirm
      • Mobile App – How to Block out Time
      • Mobile App – How to Create an Appointment
      • Mobile App – How to Move to Another Date
      • Mobile App – How to View Another Employee’s Calendar
      • Mobile App – Using a Barcode Scanner at POS on Your Phone or Tablet
      • Telegram Bot Overview
      • Add your Telegram Username to Client Diary
      • Find and Start the Telegram Bot for the First Time
      • Find or Create Your Telegram Username – Android
      • Find or Create Your Telegram Username – iOS
      • Using the Telegram Bot to Check Your Bookings
      • Using the Telegram Bot to Check Your Roster
      • Using the Telegram Bot to Check Your Target
      • Adding Service Tags for Use in Online Booking
      • Adding a Custom Background Colour to Your Online Booking
      • Adding a Custom Background Pattern to Your Online Booking
      • Adding a Custom Banner Image to Your Online Booking
      • Adding Online Booking to Your Website
      • Changing the URL Link Address for Online Booking
      • Creating an Announcement for Your Online Booking
      • Changing the Business Location for Online Booking
      • How long Online Bookings Must Be Made Prior To The Appointment
      • How to Add Custom Terms and Conditions to Your Online Booking
      • How To Adjust Your Online Booking Time Slots
      • How to Change Business Name Listed In Your Online booking SMS Reminders
      • How to Disable Online Booking for Specific Locations
      • How To Enable Auto Approved Online Bookings
      • How to Reduce Gaps Between Online Bookings
      • How to set up Online Booking in Client Diary
      • How to Toggle Email Notifications of Online Booking
      • Limit How Far In Advance An Online Booking Can Be Made
      • Setting Online Booking Service Name and Description
      • Setting Which Employees can be Booked via Online Booking
      • Using QR Codes for Online Booking and Vouchers
      • Online Booking Overview
      • Setting up Service Bundles for Online Booking
      • Turning on Deposits / Prepayments for Online Bookings
      • Troubleshooting Online Booking Verified Messages
      • Approving or Denying an Online Booking via Email
      • Approving Online Bookings via the Mobile App
      • How to Approve or Deny an Online Booking
      • How Your Client Uses Online Booking
      • Beta Online Booking Overview
      • Adding Online Booking Beta to Your Website
      • All Services Booked are Applied to One Employee
      • Changing the URL Link Address for Beta Online Bookings
      • Creating an Announcement for Your Online Booking Beta
      • Enable Online Booking Service Prices to Show
      • Enable Services to be Booked Online
      • How Long Beta Online Bookings Must Be Made Prior To The Appointment
      • How to Add Custom Terms and Conditions to Your Online Booking Beta
      • How to Adjust Your Beta Online Booking Time Slots
      • How to Enable Auto Approved Online Bookings Beta
      • How to Reduce Gaps Between Online Bookings Beta
      • How to Set Up Beta Online Booking in Client Diary
      • How to Toggle Email Notifications of Beta Online Booking
      • Limit How Far In Advance A Beta Online Booking Can Be Made
      • Turning on Deposits / Pre Payments for Online Bookings Beta
      • Online Portal
      • Online Voucher Overview
      • Online Voucher Setup
      • How to Add / Edit Preset Gift Vouchers
      • How to Create and Remove Promo Vouchers
      • How to Link Online Vouchers to Your Facebook / Website
      • How to Create / Redeem a Voucher at POS
      • How To Email An Existing Voucher To Clients
      • How to Select an Online Voucher When at POS
      • How Your Customers Purchase Online Vouchers
      • Payment Links Overview
      • Payment Links – Setup
      • Stripe Integration
      • Payment Links – Sending Payment Request
      • How To Add Custom Info On to Your Client Receipts
      • Creating a Surcharge for use at Point of Sale
      • How to Add a New Payment Method
      • How to Add Custom POS Discount Reasons
      • How to Deactivate Payment Methods
      • How to Enable / Disable Discount Reasons
      • How to View/Edit Existing Gift Vouchers
      • How to Edit or Delete an Existing Transaction
      • Setting up Your Sustainable Salons Fee
      • How to Use the Client Merge Tool in Client Diary – Manual Merge
      • Applying a Discount
      • How to Assign an Existing Service to a Different Employee
      • How to Use a Barcode Scanner
      • How to Hold Transactions
      • How to Open a Cash Drawer
      • How to Sell a Gift Voucher
      • How to “Split” a Bill
      • How to Change the Paying Client in the POS
      • How to use EziPay, SalonPay, BeautyPay etc
      • Receipt Overview
      • Refunds
      • How to Take a Customer to POS
      • How to Zero a Credit When the Client Doesn’t Show
      • How to Process a Transaction / Charge a Customer
      • How to Take a Class to the Point of Sale
      • How to Take an Appointment to the Point of Sale
      • Quoting a Customer
      • Taking Payment for a Service Bundle
      • Editing Stock in Bulk
      • How to Add/Edit Products
      • How to do a Stock Take (Without Variants)
      • How To Do A Stock Take (With Variants)
      • How to do a Stock Transfer
      • How To Do Stock Usage
      • How To Set Up Low Stock Product Email Notification
      • How to Set Up Product Variants
      • Stock Ordering Overview
      • Adding and Editing Suppliers
      • How to do a Received Delivery for Your Product Orders
      • How to do a Stock Order
      • How to Order from Specific Suppliers
      • How To Resend or Download and View Past Order Histories
      • How To Send Order
      • When a Supplier Has to be Added to a Product
      • Client Account Balance Report
      • Clients Loyalty Points Report
      • How To View Your Reward Points In Your Reports
      • List of Appointments Report
      • How to Use Top Spending Client Report
      • Non Returning Clients Report
      • How to do End of Day Financials
      • How to Use the Detailed Transaction Report
      • How to Use The Overall Summary Report
      • Petty Cash
      • How To Use Top Selling Services Report
      • Calculating your Stock on Hand
      • How To Use Top Selling Products Report
      • How To See Your Projected Income In Client Diary
      • Viewing Value of Online Booking & Voucher Payments in Reports
      • Viewing Employee Weekly Targets
      • How to Export Transaction Data
    • Dashboard Security
    • Form Management – Form Security
    • How to Change Your Admin Password
    • How To Use Tax Options In Reports
      • How to Add and Edit Services
      • How to Update Service Categories
      • Tiered Pricing / Pricing Levels Set Up
      • How To Apply A Custom Colour To Certain Services
      • Service Resources Overview
      • Service Resources – Calendar
      • Service Resources – Online Booking
      • Service Resources – Setting up
      • Service Bundles Overview
      • Creating a Service Bundle
      • Editing a Service Bundle
      • Deleting / De-Activating a Service Bundle
      • Copy a Service Bundle to Another Site/Location
      • Class Overview
      • How to Create / Edit a Class
      • How to Copy a Class to Another Location
      • Dashboard Overview
      • Booking Rate
      • Cancellation Rate
      • How To Use The + Button
      • Staff Capacity
      • How to Adjust Your Billing Plan When Adding Staff
      • Setting up a New Site / Location
      • How Can I Get Fast Help?
      • How to Add/Edit Timezones and Why They are Required in Client Diary
      • How To Change The Currency Value In Client Diary
      • Receiving Monthly Business Stats From Client Diary
      • How to Adjust Your Billing Plan
      • How To Update Your Credit Card
    • How to Refer Client Diary
    • How SMS Credits Work In Client Diary
    • How to Gather Error Logs
    • How to Log in to Client Diary
    • My Receipts / Reports Won’t Print
    • How to delete things (Clients, Services, Products, etc)
    • Trouble Shooting
    • Poor Internet is Making my Calendar Not Refresh Properly
    • When You Have More Than 1000 Clients
  • article Vouchers
  • to navigate
  • to select
  • to close
    • Home
    On this page
    article

    Docs

    article folder

    New Users Info
    article folder

    Add-Ons
    article folder

    Calendar
    article folder

    Clients
    article folder

    Employees
    article folder

    Marketing
    article folder

    Mobile
    article folder

    Online Booking
    article folder

    Online-Booking-2026
    article folder

    Online Vouchers
    article folder

    Payment Links
    article folder

    Point Of Sale
    article folder

    Products
    article folder

    Reports
    article folder

    Security
    article folder

    Services
    article folder

    System
    article folder

    Troubleshooting
    article folder

    Vouchers

    © 2026 Client Diary