Easily download or share detailed financial records and invoice data for accounting, reporting, or backup purposes. Ideal for managing records, tax preparation, or syncing with external tools.
Automated cancelation rules keep your schedule protected while still offering clients flexibility. Stay in control of your schedule. Automate how far in advance clients can cancel and whether there is a penalty.
Customize your booking settings to control how clients schedule appointments and how your calendar is displayed. Choose options: calendar view, appointment visibility, GPS check-ins, and staff assignment. Streamline your booking process and create a faster experience for both you and your clients.
Choose what details you collect from clients when they book, like contact info, service choices, or custom questions. This helps you stay organized, prepare for appointments, and give clients a smoother booking experience. Consider reminding your clients about your cancellation policy and fees right
View and manage schedules with ease using flexible calendar options—day, 5 days, week, or month. Filter appointments by service, staff, room, or status. Quickly select and organize your agenda for efficient appointment scheduling.
Create custom client profile forms in your CRM to collect detailed, relevant customer data. Add unique fields and tailor profiles to fit your business workflows.
The Info Card displays key information collected from client forms.
You can choose specific custom fields to appear on the Info Card. When clients fill out those fields, the submitted data will be shown next to their name in both appointments and profile views.
Easily manage multiple bookings and appointments with just one click. Our scheduling system allows you to organize, view, and update multiple appointments efficiently, saving time and reducing scheduling errors.
Use holiday hours to prevent booking requests on days you are closed. Customize the booking start times for specific days for the entire business or for specific services.
