Help Center

How To Use

• Start with the article for your current page, or browse a section from the left sidebar.
• Use the search bar to find page names, actions, permissions, or policy terms.
• For refunds, amounts, permissions, loyalty points, or audit questions, check the FAQ first.
• Follow Collect a signature on the store iPad for tablet setup, signing, and errors.
• Follow View packages and treatment plans in the client app for customer access.

Sign-In & Home

• Home Dashboard: Review key entry points, current priorities, and a high-level system summary.
• Login: Enter your credentials and selected clinic location to access the admin workspace.
• Forgot Password: Request a password reset email for an existing account.
• Reset Password: Set a new password using the token provided in the reset email.

Customer Management

• Customer List: Search customers, open customer profiles, and begin booking or billing workflows.
• Customer Profile: View core profile details, contact information, and customer insights.
• Customer Appointments: Review a customer’s appointment history and continue follow-up actions.

Billing & Transactions

• Purchase History: Review customer purchases, treatment orders, and package purchases.
• Payment History: Review payment history and payment methods for a customer.
• Account Balance: Review stored balance information and access balance change actions.
• Points History: Review loyalty point history and access related adjustment actions.
• Create New Purchase: Create a new order or purchase record for a customer.
• Redemption History: Review redemption history for treatments, packages, or benefits.

Booking Management

• Booking Calendar: Review the calendar, create bookings, adjust appointments, and complete services.

Catalog Management

• Treatment Catalog: Maintain treatment items, pricing, and display information.
• Package Catalog: Maintain package contents, pricing, and eligibility settings.
• Discount Rules: Review and maintain discounts or pricing rules.
• Membership Plans: Maintain membership tiers and membership plan definitions.
• Product Catalog: Maintain retail or supporting product information.

Personal Settings

• Profile Settings: Maintain the current account’s personal profile information.
• Preference Settings: Adjust personal preferences for day-to-day usage.
• Notification Settings: Review the personal notification options displayed in the workspace.
• Security Settings: Manage passwords and account security settings.

Staff Workspace

• Staff Profile: Review staff profile details.
• Staff Availability: Review staff availability and schedule information.

Admin Tools

• Location Management: Manage store locations and related address settings.
• Staff Management: Maintain staff records, positions, and editable employment information.
• Access Control: Manage roles and access permissions.
• Audit Log: Review audit records for important system actions.
• Staff Performance: Review staff performance metrics and related analytics.
• Business Reports: Review business metrics and operational reporting.