The app uses plain words, but some of them mean something particular here. They are listed A to Z.
A to F
- Account (sales): a business you sell to, converted from a lead or a prospect, with its contacts and opportunities. See The sales CRM.
- Account (wholesale): a salon, shop or distributor that buys from you at wholesale prices. See Wholesale.
- Activity log: every change made in the app, by whom and when. It cannot be edited or erased.
- Admin: the organization's view across its businesses: brands, locations, location groups, logins, modules and tools. See Admin.
- Advanced inventory: stock by location, transfers, pick tickets, consignment and 3PLs, switched on under Inventory, Setup. See Advanced inventory.
- Approval: a change a program or an AI asked to make that your rules hold for a person to decide.
- Apps menu: the grid button at the top that lists every section you have, with Help at the end.
- Audience: a set of clients picked by rules (not seen in 60 days, regulars) for a campaign.
- Bin: a shelf, rack spot or pallet spot with a code and a label to scan.
- Blocked time: time taken out of someone's day on the calendar, such as lunch.
- Board: a knowledge board in Memory, cards of what the business knows; or the columns of a project's tasks.
- Brand (organization): a name businesses and locations trade under, set in Admin. Not the brand on a product you carry.
- Buffer time: time before or after a service for preparation or cleanup, blocked on the calendar.
- Bundle: products or services sold together at one price.
- Card hold: a card saved, not charged, to hold a visit booked online, for the cancellation policy.
- Check out: finishing a visit at the register, from the appointment.
- Collection: a set of products shown and sold together, picked by hand or filled by a rule.
- Consignment: stock held by someone who does not own it: a vendor's goods you sell for them, or yours a customer holds until sold.
- Edition: the kind of business you said you are, which decides what the app offers you.
- Extra: a short add-on to another service, listed apart when booking and at checkout.
- Formula: a color mix kept on a client, or a blend written by weight or percent in Inventory.
I to P
- In transit: stock on a transfer between two locations, on the books until it is received.
- Landed cost: what an item really cost once the freight, duties and fees on it are added.
- Lead: a name on a list, kept apart from prospects and accounts until someone works it.
- Location: a place of business, with its own calendar, register, drawer and tax, sharing clients, services and stock. In Inventory, a location is also a place stock sits in a location group.
- Location group: where stock is kept at a location, such as a back room or a warehouse building, with its stock places in it.
- Login: who can sign in, with a place on the team and its switches.
- Main location: the first of a business's locations, where the app opens and new location groups go.
- Module: a part of the app a business can switch on or off.
- Opportunity: potential business with an account, moved through stages on the board.
- Option: one length or price of a service, such as 60 or 90 minutes.
- Organization: the businesses one owner runs together, each with its own books.
- Package: a set of visits paid for up front.
- Part: what you buy and count in Inventory. Selling a product takes its parts out of stock.
- Pick bin: the bin an item is picked from at a place, refilled from the place's other bins.
- Pick ticket: a kept piece of picking work, from orders or a transfer, given to a picker and finished.
- Pipeline: the opportunities on the board, by stage.
- Processing time: time during a service when the person is free for another client.
- Project: work of many steps on a board of tasks, with an owner and due days.
- Product: what you sell, with its name, price and pictures.
- Prospect: a business that reached out, or that your team is working: New, Attempting contact or Working.
R to W
- Rep: a login that sells, with prospects, accounts, routes and visits of its own.
- Route: a rep's day of stops in order, with directions, check-ins and check-outs.
- Sheet: a spreadsheet kept in Memory, edited in a grid and brought into the records.
- Stage: a numbered step of a process, named for what is happening, with how likely a win is.
- Stock tag: a quantity received, with its cost, lot and date, sitting in a place or a bin.
- Switch: something a login may or may not do, or a part of the app that is on or off.
- Territory: who sells where, in a tree of as many levels as the business needs.
- 3PL: a third-party warehouse that holds and ships your stock.
- Top bar: the sections the business keeps in view all day.
- Transfer: stock moved from one location to another, in transit until received.
- Variant: one size, scent or color of a product, with its own price, SKU and part.
- Waitlist: who to call when a slot opens.
- Waiting room: who has arrived, with a check-in screen for the door.
- Weighted: an amount multiplied by how likely a win is at its stage.
- Workflow: a reminder, follow-up or to-do that runs itself when something happens.