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How BetterHQ key features work, and how to access them.
49 articles in this collection
Written by
Trentenn
and
Luke Sorbara
Dashboard
Reports in BetterHQ
Get insight into Business & Team performance with real time reporting
Written by
Luke Sorbara
Updated over a week ago
Dashboard - How It Helps You
Get insights into your business from the Dashboard
Written by
Luke Sorbara
Updated over a week ago
Calendars
Calendar Controls Explained
Understand how to move around the calendar with ease
Written by
Luke Sorbara
Updated over a week ago
Booking Changelog
View and audit your booking changes.
Written by
Luke Sorbara
Updated over a week ago
Adding an Appointment (Client Booking)
Learn how to add client appointments to calendars
Written by
Luke Sorbara
Updated over a week ago
Adding an Appointment (Other Appointment Types)
Learn how to add other appointments to your calendar
Written by
Trentenn
Updated over a week ago
Rosters
Set & manage team member Rosters for working hours and online booking availability
Written by
Luke Sorbara
Updated over a week ago
Manage Team Member (staff) Leave in Calendars
Keep a squeaky clean appointment book - manage team member leave to avoid appointment mishaps
Written by
Luke Sorbara
Updated over a week ago
Waitlists
Never turn clients away again. Capture new or existing clients when your calendar is full, quickly add them to back fill cancellations
Written by
Luke Sorbara
Updated over a week ago
Multi Bookings
Need a group of appointments or services under the single client booking? You can do this with Multi Bookings
Written by
Luke Sorbara
Updated over a week ago
Cancellation Reasons
Turn on Cancellation Reasons to track how and why clients cancel their appointments
Written by
Luke Sorbara
Updated over a week ago
Appointment Arrival Status
Single-click client check-in. Has the client arrived, or are they a no-show?
Written by
Luke Sorbara
Updated over a week ago
Calendar Settings
Show Calendar on Sign in
Set your Calendar as your default sign in page!
Written by
Luke Sorbara
Updated over a week ago
Immediate Notification
Send an Immediate Notification for any new or edited appointments.
Written by
Luke Sorbara
Updated over a week ago
Show Client Address on Appointment Pop-up
Would it be helpful to have a client's address quickly viewable from the calendar? Turn this setting on
Written by
Luke Sorbara
Updated over a week ago
Turn on Appointment Reminders
Keep your cash flow healthy and ensure your customers remember their appointment with automated SMS and email appointment reminders.
Written by
Luke Sorbara
Updated over a week ago
Customise your Appointment Display in Calendar
Easily access Appointment information straight from your Calendar
Written by
Luke Sorbara
Updated over a week ago
Using Colours for Appointments
Set appointment colours based on confirmation status, paid status, type of appointment or team member
Written by
Luke Sorbara
Updated over a week ago
Online Booking
Online Booking Setup
Open your doors 24/7. Start accepting online client bookings within minutes.
Written by
Luke Sorbara
Updated over a week ago
Customise Online Booking Form
Create a custom form for clients to complete when making a booking online.
Written by
Luke Sorbara
Updated over a week ago
Online Booking Messages
Customise your online booking Messages
Written by
Luke Sorbara
Updated over a week ago
Group & Class Bookings Online
Create & schedule classes, allow clients to book into classes online
Written by
Luke Sorbara
Updated over a week ago
Pending Online Bookings
Learn how to confirm and edit online booking appointments.
Written by
Luke Sorbara
Updated over a week ago
Accept Credit Cards in Online Booking
Get clients to pay for appointments when they make a booking online
Written by
Luke Sorbara
Updated over a week ago
Clients
Client Information
Learn how to navigate through the Clients List screen and access Client details.
Written by
Luke Sorbara
Updated over a week ago
Import Clients
Get your client list added quickly
Written by
Luke Sorbara
Updated over a week ago
Segment Clients using Tags
Add tags to clients for unprecedented insight & filtering
Written by
Trentenn
Updated over a week ago
Client Lead Source
Track and report how clients find you with lead source.
Written by
Luke Sorbara
Updated over a week ago
Merging Clients
Merge two clients into one with ease.
Written by
Luke Sorbara
Updated over a week ago
Archive Clients
Learn how to archive your clients
Written by
Luke Sorbara
Updated over a week ago
Link your Clients
Link your clients by their relationship to each other.
Written by
Luke Sorbara
Updated over a week ago
Messaging
Message Delivery Status
Track the status of your email and SMS messages to your clients!
Written by
Luke Sorbara
Updated over a week ago
New Client Welcome Email
Construct an automated email welcoming your clients to your business!
Written by
Luke Sorbara
Updated over a week ago
Notes
Client Notes, Annotations, Attachments & Appointment Notes
Learn how to take notes in BetterHQ
Written by
Luke Sorbara
Updated over a week ago
Customise your client database fields
No 2 businesses are the same. Custom Fields gives you total customisation around the data you collect on your clients.
Written by
Luke Sorbara
Updated over a week ago
Forms
Forms
Learn how to build and share online forms.
Written by
Luke Sorbara
Updated over a week ago
Invoicing
Create an Invoice
Create client invoices in minutes and customise them to your brand
Written by
Luke Sorbara
Updated over a week ago
Export an Invoice
Create invoices in PDF form to be saved or distributed with ease.
Written by
Luke Sorbara
Updated over a week ago
Add an ID Number to Invoices
Add ID Numbers that can then be selected to appear on PDF Invoices
Written by
Luke Sorbara
Updated over a week ago
Pay an Invoice
Add payments to Invoices
Written by
Luke Sorbara
Updated over a week ago
Part Payments on Invoices
Accept partial payment on invoices - useful for managing deposits or installments
Written by
Luke Sorbara
Updated over a week ago
Create an Unpaid Invoice
Request payment from clients with a professional PDF Invoice that includes sale items, custom content and your brand
Written by
Luke Sorbara
Updated over a week ago
Delete an Invoice
How to delete a paid or outstanding invoice
Written by
Luke Sorbara
Updated over a week ago
Email Invoices
Send pre-made invoices to clients via email.
Written by
Luke Sorbara
Updated over a week ago
Invoice a 3rd Party
Learn how to invoice someone other than your client
Written by
Luke Sorbara
Updated over a week ago
Add a Billing Contact for 3rd Party Invoicing
Need to invoice a 3rd party? Learn how to add them
Written by
Trentenn
Updated over a week ago
Sales
Add Expenses
Manage Expenses; understand money going out
Written by
Luke Sorbara
Updated over a week ago
Settings
Set up and Sell Services
Set up the list of services that you sell to your clients. Use these to streamline how you make appointments in your calendars.
Written by
Trentenn
Updated over a week ago
Add a Business Supplier
Have suppliers to your business? Learn how to add them
Written by
Luke Sorbara
Updated over a week ago