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Account Settings
Account Settings
Configure BetterHQ to enhance your booking operations
27 articles in this collection
Written by
Trentenn
and
Luke Sorbara
Locations
Add Business Details
Set up Businesses & Locations, add Tax options (e.g. GST & VAT), and brand client PDF invoices.
Written by
Luke Sorbara
Updated over a week ago
Add Unlimited Locations
Expand your business operations by adding an unlimited number of locations. Assign team members and products for easy management
Written by
Luke Sorbara
Updated over a week ago
Set your Timezone
Make sure calendars & reminders are being sent at the right time. Any calendar integrations will also be accurate
Written by
Trentenn
Updated over a week ago
Set up Invoices
Put your best step forward. Set up invoices with your business details. Brand your invoices. Learn how
Written by
Trentenn
Updated over a week ago
Add a Logo to your Invoice
Customise your PDF Client Invoices with your logo & business details & look great in front of your clients.
Written by
Trentenn
Updated over a week ago
Team
Product Pricing by Team Member
Enable team member pricing to set different prices of products for different team members.
Written by
Luke Sorbara
Updated over a week ago
Add Team Members
Every business has varying employee roles. You can add team members and assign them specific roles for ultimate control
Written by
Luke Sorbara
Updated over a week ago
Team Member Permissions
Control Team Member Roles and Access
Written by
Luke Sorbara
Updated over a week ago
Messaging Team Members
Improve team communication with SMS and Email.
Written by
Luke Sorbara
Updated over a week ago
Edit, Delete or Deactivate Team Members
Team Members come and go, manage the Team changes with ease.
Written by
Luke Sorbara
Updated over a week ago
Products
Import Products
Import your Appointment and Merchandise Products into BetterHQ
Written by
Luke Sorbara
Updated over a week ago
Manage Inventory
Manage the products you sell.
Written by
Luke Sorbara
Updated over a week ago
Set up and Sell Appointments
Set up the list of appointments that you sell to your clients. Use these to streamline how you make appointments in your calendars.
Written by
Luke Sorbara
Updated over a week ago
Favourite Products and Appointments
Easily access the Products and Appointments you use most!
Written by
Luke Sorbara
Updated over a week ago
Free Appointments or Merchandise
A quick guide to managing no cost items.
Written by
Luke Sorbara
Updated over a week ago
General Settings
Client Visibility
Make clients unique to each of your businesses.
Written by
Luke Sorbara
Updated over a week ago
Customise your Client Note Templates
Standardise note taking across your business and team members
Written by
Trentenn
Updated over a week ago
How BetterHQ manage uploads and attachments
We secure attachments and ensure we store them in your region
Written by
Luke Sorbara
Updated over a week ago
Manage the Payment Options you accept
Add the payment options you accept from clients and record them on invoices
Written by
Trentenn
Updated over a week ago
Add a Supplier
Have suppliers to your business? Learn how to add them.
Written by
Luke Sorbara
Updated over a week ago
Setting Currency
Learn how to set currency you get paid in
Written by
Trentenn
Updated over a week ago
Account Lockout Policy
Repeat failed password attempts will force a security feature of BetterHQ
Written by
Luke Sorbara
Updated over a week ago
Billing
Changing Plans
Plans can be updated in real time, here's how
Written by
Luke Sorbara
Updated over a week ago
How are SMS billed?
SMS can be used for marketing campaigns, one-off client messages and client appointment reminders.
Written by
Luke Sorbara
Updated over a week ago
Messaging
Marketing & Reminder Templates
Save time & create standardised marketing & reminder templates
Written by
Luke Sorbara
Updated over a week ago
SMS and Email Settings
Improve open rates & business branding
Written by
Luke Sorbara
Updated over a week ago
Integrations
Accounting Software Integrations
Streamline managing your financials with direct integration with Accounting Software Xero, QuickBooks (QBO), Reckon One & IPA Books+
Written by
Luke Sorbara
Updated over a week ago