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How BetterHQ key features work, and how to access them.
Trentenn avatar
By Trentenn1 author49 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

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

Sales


Add Expenses

Settings


Set up and Sell Services
Add a Business Supplier
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