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Account Settings
Account Settings
Customise your profile and settings area to get your business rocking and rolling right from day 1
14 articles in this collection
Written by
Caro Syson
Your Business Profile
How to update your Business Profile
Written by
Caro Syson
Updated over a week ago
Reset your Password
How to reset your password
Written by
Caro Syson
Updated over a week ago
Payment and Currency Options
How to select your default currency and payment options
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
Written by
Caro Syson
Updated over a week ago
Add a Location
How to set up your fixed working locations
Written by
Caro Syson
Updated over a week ago
Notification settings in Client area
Selecting your client preferences for Email and SMS messages
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
Written by
Caro Syson
Updated over a week ago
Sending Client Notifications
Find out what client notifications are and what you can send
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
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
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
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
Written by
Caro Syson
Updated over a week ago
Import your client data
How to import client data using the Pocket PA template
Written by
Caro Syson
Updated over a week ago
Dashboard customisation
How to change your Dashboard screen view
Written by
Caro Syson
Updated over a week ago