How to

Reports in BetterHQ

Get insight into Business & Team performance with real time reporting

Written by Olivia
Updated over a week ago

Dashboard - How It Helps You

Get insights into your business from the Dashboard

Written by Adam
Updated over a week ago

Calendar Controls Explained

Understand how to move around the calendar with ease

Written by Olivia
Updated over a week ago

Booking Changelog

View and audit your booking changes.

Written by Olivia
Updated over a week ago

Adding an Appointment (Client Booking)

Learn how to add client appointments to calendars

Written by Adam
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 Adam
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 Adam
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 Adam
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 Olivia
Updated over a week ago

Cancellation Reasons

Turn on Cancellation Reasons to track how and why clients cancel their appointments

Written by Olivia
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 Olivia
Updated over a week ago

Show Calendar on Sign in

Set your Calendar as your default sign in page!

Written by Olivia
Updated over a week ago

Immediate Notification

Send an Immediate Notification for any new or edited appointments.

Written by Olivia
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 Olivia
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 Adam
Updated over a week ago

Customise your Appointment Display in Calendar

Easily access Appointment information straight from your Calendar

Written by Olivia
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 Adam
Updated over a week ago

Online Booking Setup

Open your doors 24/7. Start accepting online client bookings within minutes.

Written by Adam
Updated over a week ago

Customise Online Booking Form

Create a custom form for clients to complete when making a booking online.

Written by Olivia
Updated over a week ago

Online Booking Messages

Customise your online booking Messages

Written by Olivia
Updated over a week ago

Group & Class Bookings Online

Create & schedule classes, allow clients to book into classes online

Written by Olivia
Updated over a week ago

Pending Online Bookings

Learn how to confirm and edit online booking appointments.

Written by Olivia
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 Olivia
Updated over a week ago

Client Information

Learn how to navigate through the Clients List screen and access Client details.

Written by Olivia
Updated over a week ago

Import Clients

Get your client list added quickly

Written by Adam
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 Olivia
Updated over a week ago

Merging Clients

Merge two clients into one with ease.

Written by Olivia
Updated over a week ago

Archive Clients

Learn how to archive your clients

Written by Olivia
Updated over a week ago

Link your Clients

Link your clients by their relationship to each other.

Written by Olivia
Updated over a week ago

Message Delivery Status

Track the status of your email and SMS messages to your clients!

Written by Olivia
Updated over a week ago

New Client Welcome Email

Construct an automated email welcoming your clients to your business!

Written by Olivia
Updated over a week ago

Client Notes, Annotations, Attachments & Appointment Notes

Learn how to take notes in BetterHQ

Written by Olivia
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 Adam
Updated over a week ago

Forms

Learn how to build and share online forms.

Written by Olivia
Updated over a week ago

Create an Invoice

Create client invoices in minutes and customise them to your brand

Written by Adam
Updated over a week ago

Export an Invoice

Create invoices in PDF form to be saved or distributed with ease.

Written by Olivia
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 Olivia
Updated over a week ago

Pay an Invoice

Add payments to Invoices

Written by Olivia
Updated over a week ago

Part Payments on Invoices

Accept partial payment on invoices - useful for managing deposits or installments

Written by Adam
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 Adam
Updated over a week ago

Delete an Invoice

How to delete a paid or outstanding invoice

Written by Adam
Updated over a week ago

Email Invoices

Send pre-made invoices to clients via email.

Written by Olivia
Updated over a week ago

Invoice a 3rd Party

Learn how to invoice someone other than your client

Written by Adam
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

Add Expenses

Manage Expenses; understand money going out

Written by Adam
Updated over a week ago

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 Adam
Updated over a week ago