BetterHQ

Trentenn

Clarice Coleen Lasco

How BetterHQ key features work, and how to access them.

How to

Get insight into Business & Team performance with real time reporting

Reports in BetterHQ

Get insights into your business from the Dashboard

Dashboard - How It Helps You

Dashboard

Understand how to move around the calendar with ease

Calendar Controls Explained

Booking Changelog

Learn how to add client appointments to calendars

Adding an Appointment (Client Booking)

Learn how to add other appointments to your calendar

Adding an Appointment (Other Appointment Types)

Set & manage team member Rosters for working hours and online booking availability

Rosters

Keep a squeaky clean appointment book - manage team member leave to avoid appointment mishaps

Manage Team Member (staff) Leave in Calendars

Never turn clients away again. Capture new or existing clients when your calendar is full, quickly add them to back fill cancellations

Waitlists

Need a group of appointments or services under the single client booking? You can do this with Multi Bookings

Multi Bookings

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

Cancellation Reasons

Single-click client check-in. Has the client arrived, or are they a no-show?

Appointment Arrival Status

Calendars

Set your Calendar as your default sign in page!

Show Calendar on Sign in

Send an Immediate Notification for any new or edited appointments.

Immediate Notification

Would it be helpful to have a client's address quickly viewable from the calendar? Turn this setting on

Show Client Address on Appointment Pop-up

Keep your cash flow healthy and ensure your customers remember their appointment with automated SMS and email appointment reminders.

Turn on Appointment Reminders

Easily access Appointment information straight from your Calendar

Customise your Appointment Display in Calendar

Set appointment colours based on confirmation status, paid status, type of appointment or team member

Using Colours for Appointments

Calendar Settings

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

Online Booking Setup

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

Customise Online Booking Form

Online Booking Messages

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

Group & Class Bookings Online

Learn how to confirm and edit online booking appointments.

Pending Online Bookings

Get clients to pay for appointments when they make a booking online

Accept Credit Cards in Online Booking

Online Booking

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

Client Information

Import Clients

Add tags to clients for unprecedented insight & filtering

Segment Clients using Tags

Track and report how clients find you with lead source.

Client Lead Source

Merging Clients

Archive Clients

Link your clients by their relationship to each other.

Link your Clients

Clients

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

Message Delivery Status

Construct an automated email welcoming your clients to your business!

New Client Welcome Email

Messaging

Client Notes, Annotations, Attachments & Appointment Notes

No 2 businesses are the same. Custom Fields gives you total customisation around the data you collect on your clients.

Customise your client database fields

Notes

Learn how to build and share online forms.

Forms

Managing Auto-Populate, Edit, and Overwrite Options for System and Custom Fields in BetterHQ Forms

How to Add and Use the Price Table Field in BetterHQ Forms

Create client invoices in minutes and customise them to your brand

Create an Invoice

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

Export an Invoice

Add ID Numbers that can then be selected to appear on PDF Invoices

Add an ID Number to Invoices

Pay an Invoice

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

Part Payments on Invoices

Request payment from clients with a professional PDF Invoice that includes sale items, custom content and your brand

Create an Unpaid Invoice

Every so often you may need to delete an invoice below lists the steps required to delete both paid and unpaid invoices from BetterHQ

Delete an Invoice

Send pre-made invoices to clients via email.

Email Invoices

Learn how to invoice someone other than your client

Invoice a 3rd Party

Need to invoice a 3rd party? Learn how to add them

Add a Billing Contact for 3rd Party Invoicing

Customize your invoice with Better Clinic's new four templates.

Feature Update: New templates for Invoice

Invoicing

Add, Sell and Manage your Appointment Packages.

Appointment Packages

Manage Expenses; understand money going out

Add Expenses

Sales

Set up your Businesses & Locations, add Tax options (e.g. GST & VAT), and brand client PDF invoices.

Setting up Business Details

Set up the list of services that you sell to your clients.  Use these to streamline how you make appointments in your calendars.

Set up and Sell Services

Have suppliers to your business? Learn how to add them

Add a Business Supplier

Settings

About

Features

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