I cannot find a section I need.
It is probably switched off. An owner opens Settings, Menu, and under What you use chooses See what else you can add. A part your kind of business does not have is never offered; choose Change beside your kind of business if you set it up as the wrong one. If the part is on, check the Apps menu: only some sections sit on the top bar. See Find your way around.
Someone on the team cannot see something.
Each login has a place on the team and its switches. An owner opens Settings, Team, opens their login and turns the switch on. See Your team and their schedules.
Online booking offers no times.
Each service and each person has its own Available in online booking switch, the person needs work hours, and they must perform the service. Check the Earliest booking and Furthest booking too. The Online booking card says when nothing can be offered. See The calendar and the front desk.
Clients are not getting reminders.
Check Settings, Messages: the Reminder must be set, and the card says whether texts and email are on for the app. Then check the client's Details: reminders go only by the ways they allowed. See Messages.
How do I take cards?
An owner opens Settings, Card payments, and chooses Set up card payments. It takes about ten minutes. See The register and payments.
Selling a product does not change the stock.
The product is not tied to its parts. Open it in Products and choose the part under What It Is Made Of. See Products.
How do I move my clients from my old system?
An owner opens Settings, Records, Bring Your Data Over, and picks the CSV export. See Clients.
How do I add a territory?
Open Sales, Map, Territories, choose Add a territory, give it a name, a level and a rep, then draw its area or pick its states and counties. See The sales map, routes and territories.
Can I use my own domain for my website?
Yes. Open Website & App, Domain, type it, and add the two records it shows at your registrar. See Your website and app.
Does the assistant change things on its own?
No. In the app, a change it suggests comes to you as a card to approve. A program or an AI with an API key changes only what your rules allow, and changes you set to Ask first wait under Settings, Approvals. See Memory and the assistant.
Can I run more than one business?
Yes. Choose New business from the menu under your business's name, or Add a business in Admin. Each keeps its own books, clients, team and stock, and All businesses shows them side by side. A second shop with the same books is a location instead. See Admin.
Where do I set up a warehouse, a 3PL or another store?
In Admin, Locations, choose Add a location and say what it is: a store or salon, an office, a warehouse, a 3PL, a plant or mobile, with its address, hours and who runs it. Where stock is kept inside it is under Location Groups. To move stock between locations, switch on advanced inventory. See Admin.
Can the app be in Spanish or French for me?
Yes, for each person: open the menu under your business's name, choose Language, and pick yours. An owner can set it for anyone under Settings, Team. See Languages.
Is there a way to try things without touching my business?
Open a demo business from the menu under your business's name (New demo business): a made-up salon with every module in use, kept up to date every day. Nothing in it is real, and nothing is ever sent from it (see The demo business).
Where do I see what changed, and who changed it?
Owners and admins see the Activity log in Settings, Team: every change, by whom and when.
How do I get all my data out?
Whoever has the download switch opens Settings, Records, and downloads Everything the Business Holds: a spreadsheet for each kind of record.
How do I hear about a new prospect right away?
Open the menu under your business's name, choose Notifications, and pick A text for A new prospect. The sales manager chooses who else hears of it under Sales, Setup, Notifications. See The sales CRM.
The same business is in Sales twice. How do I fix it?
Open Sales, Leads, Review Duplicates, or open one of the two and choose Merge with… from its ⋯ menu. Everything on both is kept on the one you keep; a merge can't be undone. See The sales CRM.