Advanced Settings

Product Reservations

Turning on Product Reservations: Before your employees can reserve products for clients that are coming in and for your clients to reserve products when scheduling online, you will need to turn on the product r...

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Online Client Scheduling Tutorial ►

This tutorial will walk you through what it will look like for your clients to use our Online Client Scheduling!

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Facebook Integration

Step 1: Once logged into Facebook, Click on this link: https://apps.facebook.com/iframehost-heart/?ref=ts Step 2: Click Install Page Tab A new window will open. Step 3: From the drop down menu, select you...

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Setting up - Mobile Web App

Mobile Web App is your custom branded web page for OCS (Online Client Scheduling) that has been optimized for use with a mobile device. It can be used as a stand-alone feature or in addition to your regular web...

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Memberships: Setup

Some businesses offer “club” plans that include a variety of services and/or discounts for a one-time, prepaid membership fee. The system keeps track of clients’ participation, bills correctly at checkout, and...

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Setting up Recurring Monthly Memberships

Setting-Up/Selling/Redeeming Recurring Memberships Proceed to: Manage>Advanced Settings>Memberships Setting up Recurring Memberships: Click on Add Membership Enter the membership Information ...

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Packages: Setup

Packages are discounted services “bundled” together into an incentive package that’s to be used within a certain time period (for instance, three facials for the price of two or a discounted price for two servi...

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What are Client Types

Client Types are used to track client source and/or retention. They are color-coded on your schedule screen as a small box at the bottom corner of the appointment box. Four Client Types are pre-set in the sys...

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Product Promotions

Here’s a win/win feature. Promotions are an easy way to help your clients maintain the “salon look” or treatment at home and increase your retail sales. Simply select a service and an associated product. Each t...

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Email and Text Messaging

Minimize no-shows! Give your desk staff a break! Keep your employees in the loop! Send appointment confirmations to your clients via email and text messages. Send text messages to alert employees of schedule ch...

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