This list item allows you to display information about a location or add a new location. For full details on this functionality, please refer to the Locations Help topic.

These are the ways in which customers find out about your organization. The topics added here populate a dropdown list that can appear when scheduling appointments from both the Customer View and/or site administration. This is an important tracking tool for marketing purposes.

💡 This list is tied directly to the Heard Via field found in Customer Fields/Terms, which can be accessed from the Settings tab.

This list allows you to set up the different forms of payment that you accept and track payment information. The payment types you configure will display in the following areas:

These are the different statuses for appointments. You can change the status of an appointment when viewing your daily appointments in the Appointments section.

The four default appointment status types are tied to automatic email notifications:

This means the system can automatically send a customer an email when their appointment status is changed to any of those default statuses. To configure automatic emails, go to the Email Notifications links in the Settings tab.

You can also create additional appointment status types as needed. All appointment status types are available as filters in the Appointment Report, allowing you to run reports based on status (e.g., a report showing all "No Show" appointments).

If you have different types of customers, you can create various customer types and assign them to customers. This allows you to group customers into specified categories. Customer Types are helpful when viewing reports. For example, you can run a Customer Report showing only those customers assigned to a particular customer type. Like the Heard Via? list, the Customer Type list appears as a dropdown in a customer field. You must enable this field via the Customer Fields/Terms link in the Settings tab.

These are statuses for your customers. The default statuses included in the system are:

You may use these defaults or configure your own.

These allow you to designate among different types of staff members. Examples include "Staff," "Supervisor," and "Manager", however, you can configure these types to group your staff members in any way that works for your organization.

Staff Member Types appear as a dropdown in the Staff Members section. When adding or editing a staff member, you can assign them to a particular type.

You can delete some default values and replace them with your own. However, if there is no delete link next to a value, that value is used internally by the system and cannot be deleted. Default values tied to automatic email notifications (Scheduled, Confirmed, Complete, No Show) also cannot be deleted.

Yes. Navigate to the Lists section, click on Appointment Status Types, then click on the status you want to update. From there, you can change its color. Any changes made will automatically update the color legend at the top of the Appointments grid.

Payment types you set up will appear in the following places: the POS page (if using the POS module), the Gift Certificate page in both the Customer View and admin, the Make Appointment page if displaying service costs, and the Customer View if customers are required to pay when booking appointments.

Yes. Appointment Status Types are available as filters in the Appointment Report, allowing you to run reports by status (e.g., all "No Show" appointments). Customer Types can also be used to filter Customer Reports to show only customers assigned to a specific type.