Account Settings

Customise your profile and settings area to get your business rocking and rolling right from day 1

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14 articles in this collection
Written by Caro Syson

Your Business Profile

How to update your Business Profile
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Written by Caro Syson
Updated over a week ago

Reset your Password

How to reset your password
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Written by Caro Syson
Updated over a week ago

Payment and Currency Options

How to select your default currency and payment options
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Written by Caro Syson
Updated over a week ago

Your Calendar and Time Settings

How to create your working hours and personalise your default time options
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Written by Caro Syson
Updated over a week ago

Add a Location

How to set up your fixed working locations
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Written by Caro Syson
Updated over a week ago

Notification settings in Client area

Selecting your client preferences for Email and SMS messages
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Written by Caro Syson
Updated over a week ago

Discount options

How to set up your discount options to apply to appointment services and sales
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Written by Caro Syson
Updated over a week ago

Sending Client Notifications

Find out what client notifications are and what you can send
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Written by Caro Syson
Updated over a week ago

Client Email Notifications

How to set up your free client email notifications for bookings, appointment reminders and thank you messages
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Written by Caro Syson
Updated over a week ago

Client SMS Notifications

How to set up your client SMS notifications for bookings, appointment reminders and thank you messages
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Written by Caro Syson
Updated over a week ago

Buying SMS bundles

How to purchase credit bundles for your SMS notifications and how to set up to auto renew
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Written by Caro Syson
Updated over a week ago

Exporting data automatically

How to set up your regular data exports directly to your inbox each week, month or year
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Written by Caro Syson
Updated over a week ago

Import your client data

How to import client data using the Pocket PA template
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Written by Caro Syson
Updated over a week ago

Dashboard customisation

How to change your Dashboard screen view
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Written by Caro Syson
Updated over a week ago