Calendar
Main work screen: appointments by staff and resources, drag-and-drop, time blocks, group classes, visit statuses and payment.
- Calendar: how it works and how to use itDay, week and month, staff and resource columns, free time search, drag-and-drop rescheduling, time blocks, bells.
- Appointment: client, services, statuses and paymentHow to create an appointment, add services and products, mark arrival and the visit outcome, take payment or send a link, cancel and delete.
- Group classesSeveral clients on one slot: enable it, create a class, roster, packages, online booking for yoga and workshops.
- Appointments: the list of all appointmentsЛента дней, состояние и статус записи, фильтры, оплата и возврат предоплаты прямо из списка.
Sales
All sales: visits and sales without an appointment, open receipts, debts, refunds, editing and deleting documents.
- Sales: documents, payments and refundsWhen a visit becomes a sale, open receipts, search and filters, amounts and debt, linked documents, refunds, editing and deleting.
- Sale window: receipt, payment and completionCatalog and scanner, client, payment methods, credit, discount, tips, change, held receipts, bill and completion buttons.
Finance
Cash shifts, payment journal, balances on tills and bank accounts — day-to-day money work.
- Finance: till, payments and moneyHow the three sections differ, how the shift, journal and balances connect, where to start the day.
- Cash shift: open, operations and closeHow to open a shift, cash in/out, cash collection, closing with a cash count.
- Payments: journal and new paymentSearch the journal, manual in/out, client and supplier, drafts.
- Money: tills and bank accountsCash and bank balances, ledger per account, “card payments” and “transfers” tags.
Stock
Products and materials, stock levels, supplier purchases, write-offs, stocktaking and materials used in services.
- Inventory: how it worksWhat the section includes, how to start, what changes stock, cost price and negative stock.
- Goods and materialsProduct card, prices, SKU and barcode, bulk editing, labels, Excel import.
- Stock on handHow much stock and its value, what is running low, stock by branch.
- Inventory documents: creating and postingDocument types, draft and posting, search and scanner, keyboard, cancelling and printing.
- Orders, purchases and returns to suppliersSupplier order, purchase and debt, partial payments, return to supplier.
- Receipts and write-offsOpening stock and surpluses, write-off reasons, which document to use when.
- Stock countStock recount: actual, difference, “All products”, posting and tips.
- Transfers between branchesHow to move products to another branch and what happens to stock.
- Materials used in servicesUsage norms in services, automatic write-off after a visit, negative stock.
- Counterparties and settlementsSuppliers, details, payment terms, debt, reconciliation statement.
Reviews
Client ratings after visits and reviews from the company page: checking, publishing, replies and the masters’ rating.
Clients
Client base: search, client card, balance and bonuses, import from another program, export and merging duplicates.
- Clients: base, search and client cardHow clients get into the base, what the columns mean, search and sorting, quick actions, the full card, balance, deposit and debt.
- Import, export and merging duplicatesImporting a base from Excel or CSV, exporting to Excel, finding similar clients and merging cards of the same person.
Marketing
Удержание и возврат клиентов: сегменты, абонементы, подарочные карты, программа лояльности и бонусы.
- Маркетинг: обзор и сегменты клиентовИз чего состоит раздел, показатели на обзоре, готовые сегменты клиентов и что с ними делать.
- PackagesПакеты посещений одной услуги: виды абонементов, продажа, списание посещений при оплате визита, срок и продление, аннулирование с возвратом.
- Gift cardsЭлектронные и физические карты, продажа, оплата картой, остаток, срок действия и печать.
- Loyalty programУровни клиентов, скидка и бонусы по уровню, индивидуальные условия, скидка при продаже и совмещение с бонусами.
- Loyalty programНачисление и оплата баллами, лимит оплаты, ручная корректировка и пополнение, уведомления клиенту, настройки и история.
Online booking
Client link and QR, booking rules, form fields, prepayment and company page.
Integrations
Online payments, cash registers and receipt printers, messengers, publishing services on Avito.
- Online payments: how it worksWhere the money goes, how payments get into your records, what you need to connect.
- Connecting YooKassaAgreement, API keys, notifications, 54-FZ receipts and a test payment.
- Connecting T-BankT-Bank internet acquiring: terminal, password, notifications and receipts.
- Payment links and booking prepaymentHow to send a payment link, take prepayment on online booking and make a refund.
- Online payments: questions and errorsPayment did not appear, the bank rejected the key, no receipt — what to do.
- Publish services on AvitoAd autoload: feed URL, which services to publish, branches, photos and disconnect.
Documents
Shared journal of sales, stock and payments: statuses, search, print and send.
Resources
Rooms, tables, halls, courts, equipment: what is booked by time and how to set it up.
Services
Price list: groups, time variants and fixed price, staff, date promos, online booking, materials and import.
- Services: variants, fixed price, specialistsWhat a service has, price by time or fixed, specialists, online booking, materials and the receipt code.
- Calendar service promosDiscount for selected dates: how to create it, where it shows in checkout and calendar, how it differs from loyalty.
- Importing services from Excel, photo and PDFExcel template, price list recognition from a photo, limits, preview and tips for a good photo.
Staff
Your team in the system: specialists and operators, services, schedule, salary, access, online booking and branches.
- Employees: specialists, access, orderSpecialist or operator, services and schedule, salary, access and rights, online booking, branches, filters, order and bulk actions.
- Disabling an employee, subscription and FAQWhat happens when disabling: calendar, online booking, sign-in, future appointments, plan. Disable or delete.
- Import and export of employeesExcel and CSV with column matching, recognizing a list from a photo or PDF, a check before loading, export and a template.
- Working hoursНедельный и сменный график, отпуск, больничный и замены, как график влияет на календарь и онлайн-запись.
- Зарплата: схемы, расчёт и выплатыОклад и процент, особые ставки, премии и штрафы, расчёт за месяц, выплаты и долг перед сотрудником.
- Specialist performanceЗагрузка по графику, визиты, выручка, средний чек, выручка в час, новые клиенты и неявки каждого мастера за месяц.
Reports
Цифры бизнеса: прибыль, выручка и оплаты, продажи, услуги, сотрудники, клиенты, загрузка, касса и склад.
- Отчёты: обзор, период и фильтрыКакие отчёты есть и на какие вопросы отвечают, период и как сравнить с прошлым, филиалы, печать смены, кто видит отчёты.
- Прибыль и убытки, выручка, платежи и ДДСЧем выручка отличается от прибыли и поступлений, способы оплаты, долги, расходы и движение денег.
- Продажи и услугиЧто продаётся лучше всего, услуги и товары, средний чек, наценка, скидки и возвраты в итогах.
- Клиенты, записи и загрузкаНовые и вернувшиеся клиенты, лучшие клиенты и неявки, онлайн-записи, статусы записей, пиковые часы и загрузка ресурсов.
- Отчёт по сотрудникамВыручка, визиты, часы, новые клиенты, неявки и чаевые каждого сотрудника за период, связь с зарплатой.
- Смены кассы и движение товаровИстория смен, расхождения в кассе, приход и расход товаров за период.
Subscription
Plan, price, renewal with a discount, payment by card, SBP or invoice, acts for accounting.
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