Best Practices

  • Year-End Best Practices

    Here are some helpful tips and best practices to close out 2016 and bring in 2017 with a bang! To-do’s First we recommend that you Close ALL tickets. You need to do this to make sure that all of your sales for the year...

    Aug 08, 2016 10:01AM CDT
  • Adding a block on the book

    If you have a service team member going on vacation or taking a half a day, here are the steps to update the book! Adding a Block Time: From the appointment book, select the Edit schedule button. Click th...

    Jul 21, 2015 01:05PM CDT
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