Office administrator

As an administrator you won't have your own booking calendar, however will have access to manage the business and the calendars of other staff. What you can do will depend on the security access given to you by your Account Owner.

These guides will introduce you to managing the schedules of other staff and how to communicate with clients via the system. You'll also learn how to set up reminders, take payments, run reports, and more.

Contents

• Adding a client
• Opening the schedule
• Creating a booking
• Taking payment for a booking
• Viewing and redeeming prepaid vouchers
• Sales overview
• Creating a product sale
• Scheduling a course
• Setting up reminders
• Client correspondence
• Running a report