Creating a Contact / Activity / Booking Appointments / Live Chat / Adding and Editing Companies / Adding and Editing Services / Adding and Editing Staff


Creating a Contact


To create a contact in the mobile app, tap on Contacts in the top left corner and then tap the + button in the lower right corner.



On the next screen you are able to add personal and contact info as well as Tags for organization.



Activity


To view the activity of a particular contact, tap Contacts, tap on a specific contact you would like details about, then tap on Activity below their name. Here you are able to add notes to a client, view existing notes, or view booking history.



Booking Appointments


To book an appointment for from the mobile app tap the Contacts section and tap on a contact. Once you are viewing a contact, touch the + button in the lower right corner.



On the next screen, tap the desired service or resource.



If you have it enabled, select the staff member you'd like to assign the appointment to.



The next screen shows availability of the service, select the date and time you wish to create your booking on.



After an appointment has been booked, it can be viewed by tapping Calendar.



Live Chat


To enter the Chat Console through the mobile app, tap on the Chat button on the top of the screen. To go online as a chat operator, tap the red dot in the upper right once so it turns green (online).



When clients start a chat with an operator, the chats will appear in a queue. To select a chat, tap on a client's name



To enter a chat in queues, tap it. From here you can see the conversation with your customer and send new messages.



Once you are finished with a chat session, tap the three dots the upper right corner, and then tap End the chat in the window that appears.



Adding and Editing Companies


To view companies click Business on the upper right corner of the screen. On this page you can see all of an accounts companies; to add a company tap the + button in the lower right corner of the screen and enter all pertinent company information,



To edit a company's info, tap a company, tap General Information, then tap the pencil icon on the upper right corner of the next screen. From there enter any new info/delete outdate info from your company.



Adding and Editing Services


To add or edit a service tap Business on the lower right corner, tap a company, then tap Services. To create a new service tap the + button and enter info related to the service. To edit an existing service, select the service you would like to edit and tap the pencil icon on the upper right corner and update all info that needs to be changed.



Adding and Editing Staff


To add or edit a service tap Business on the lower right corner, tap a company, then tap Staff. To create a new staff member tap the + button and enter info related to them. To edit an existing staff member, select the staff member you would like to edit and tap the pencil icon on the upper right corner and update all info that needs to be changed.