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28 Articles

Job Management

Last update 3 months ago
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How to apply a discount for booking multiple services

Last update 4 months ago

How to void a client's signed Contract

Last update 4 days ago

How to view your leads

Last update 5 months ago

How to force the full balance payment for a booking taken days before an event

Last update 2 months ago

How does a client view their Invoice

Last update 2 months ago

How to view Bookings

Last update 3 months ago

How to view bookings as a client

Last update 4 months ago

How to update your Package prices

Last update 5 months ago

How to update your business' date/time formats and currency

Last update 4 months ago

How to include Products in a Package

Last update 5 months ago

How to update Leads Statuses

Last update 5 months ago

How to manage and update the Leads page Pipeline view

Last update 4 months ago

How to manage and update the Bookings page Calendar view

Last update 4 months ago

How to change the next Booking Number

Last update 2 months ago

How to view shifts for a Booking

Last update 4 months ago

How to update bookings statuses

Last update 4 months ago

How to assign users to work specific Services on a shift

Last update 4 months ago

How to update the global time increments in shifts

Last update 4 months ago

How to manage and update the Leads page Table view

Last update 4 months ago

How to assign users to work specific, custom roles on a shift

Last update 4 months ago

How to add and assign shifts to a job as an admin

Last update 4 months ago

How to add and update questions in my leads and bookings fields

Last update 4 months ago

How to add a new type of View on the Leads and Bookings pages

Last update 4 days ago

How to assign users to work specific Products on a shift

Last update 4 months ago

How to update and edit an individual client's Contract text

Last update 4 days ago

What are Job Management fields?

Last update 2 months ago

How customers view their Client Portal

Last update 2 months ago

How to hide a contract from a client

Last update 4 days ago

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Branding
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Client Portal
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Contacts
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Contracts
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Conversations
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Discounts & Coupons
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Documents
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Files
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Forms
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Invoices
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Job Management
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Locations
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Payments
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PB Backdrops
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Projects
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Proposals
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Reps
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Reports
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Shift Scheduler
View articlesLast update 3 months ago
Tasks
View articlesLast update 3 months ago
Tax
View articlesLast update 3 months ago
Teams
View articlesLast update 10 months ago
Travel Fees
View articlesLast update 3 months ago
Venues
View articlesLast update 3 months ago
Automations
View articlesLast update 3 months ago
Availability
View articlesLast update 3 months ago
Branding
View articlesLast update 3 months ago
Checkout
View articlesLast update 3 months ago
Client Portal
View articlesLast update 3 months ago
Contacts
View articlesLast update 3 months ago
Contracts
View articlesLast update 3 months ago
Conversations
View articlesLast update 3 months ago
Discounts & Coupons
View articlesLast update 3 months ago
Documents
View articlesLast update 3 months ago
Files
View articlesLast update 3 months ago
Forms
View articlesLast update 3 months ago
Invoices
View articlesLast update 3 months ago
Job Management
View articlesLast update 3 months ago
Locations
View articlesLast update 2 months ago
Payments
View articlesLast update 3 months ago
PB Backdrops
View articlesLast update 18 days ago
Projects
View articlesLast update 3 months ago
Proposals
View articlesLast update 3 months ago
Reps
View articlesLast update 3 months ago
Reports
View articlesLast update 2 months ago
Shift Scheduler
View articlesLast update 3 months ago
Tasks
View articlesLast update 3 months ago
Tax
View articlesLast update 3 months ago
Teams
View articlesLast update 10 months ago
Travel Fees
View articlesLast update 3 months ago
Venues
View articlesLast update 3 months ago