• 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
      • xero Integration - Overview
      • 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
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    How to Export Transaction Data

    Learn how to export transaction data from Client Diary into a spreadsheet file for easy analysis and …

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