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How to
How to
How BetterHQ key features work, and how to access them.
By Trentenn and 1 other
2 authors
53 articles
Dashboard
Reports in BetterHQ
Dashboard - How It Helps You
Calendars
Calendar Controls Explained
Booking Changelog
Adding an Appointment (Client Booking)
Adding an Appointment (Other Appointment Types)
Rosters
Manage Team Member (staff) Leave in Calendars
Waitlists
Multi Bookings
Cancellation Reasons
Appointment Arrival Status
Calendar Settings
Show Calendar on Sign in
Immediate Notification
Show Client Address on Appointment Pop-up
Turn on Appointment Reminders
Customise your Appointment Display in Calendar
Using Colours for Appointments
Online Booking
Online Booking Setup
Customise Online Booking Form
Online Booking Messages
Group & Class Bookings Online
Pending Online Bookings
Accept Credit Cards in Online Booking
Clients
Client Information
Import Clients
Segment Clients using Tags
Client Lead Source
Merging Clients
Archive Clients
Link your Clients
Messaging
Message Delivery Status
New Client Welcome Email
Notes
Client Notes, Annotations, Attachments & Appointment Notes
Customise your client database fields
Forms
Forms
Managing Auto-Populate, Edit, and Overwrite Options for System and Custom Fields in BetterHQ Forms
Invoicing
Create an Invoice
Export an Invoice
Add an ID Number to Invoices
Pay an Invoice
Part Payments on Invoices
Create an Unpaid Invoice
Delete an Invoice
Email Invoices
Invoice a 3rd Party
Add a Billing Contact for 3rd Party Invoicing
Feature Update: New templates for Invoice
Sales
Appointment Packages
Add Expenses
Settings
Setting up Business Details
Set up and Sell Services
Add a Business Supplier
