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BetterHQ Helpdesk

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How to

How to

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

Reports in BetterHQ

Dashboard - How It Helps You

Calendar Controls Explained

Booking Changelog

Adding an Appointment (Client Booking)

Adding an Appointment (Other Appointment Types)

Manage Team Member (staff) Leave in Calendars

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 Setup

Customise Online Booking Form

Online Booking Messages

Group & Class Bookings Online

Pending Online Bookings

Accept Credit Cards in Online Booking

Client Information

Segment Clients using Tags

Client Lead Source

Merging Clients

Archive Clients

Link your Clients

Message Delivery Status

New Client Welcome Email

Client Notes, Annotations, Attachments & Appointment Notes

Customise your client database fields

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 an Invoice

Export an Invoice

Add an ID Number to Invoices

Part Payments on Invoices

Create an Unpaid Invoice

Delete an Invoice

Invoice a 3rd Party

Add a Billing Contact for 3rd Party Invoicing

Feature Update: New templates for Invoice

Appointment Packages

Setting up Business Details

Set up and Sell Services

Add a Business Supplier