Account Settings

Configure BetterHQ to enhance your booking operations

26 articles in this collection
Written by Adam, Trentenn, and Olivia

Locations

Add Business Details

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

Written by Olivia
Updated over a week ago

Add Locations

Set up unlimited locations. Create separate calendars for each location for accurate booking management

Written by Olivia
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 this week

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

Add Team Members

Manage small or large teams easily. Give Team Members controlled access to your BetterHQ account.

Written by Olivia
Updated over a week ago

Team Member Permissions

Control Team Member Roles and Access

Written by Olivia
Updated over a week ago

Messaging Team Members

Improve team communication with SMS and Email.

Written by Olivia
Updated over a week ago

Edit, Delete or Deactivate Team Members

Team Members come and go, manage the Team changes with ease.

Written by Adam
Updated over a week ago

Products

Import Products

Import your Appointment and Merchandise Products into BetterHQ

Written by Olivia
Updated over a week ago

Manage Inventory

Manage the products you sell.

Written by Olivia
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 Olivia
Updated this week

Favourite Products and Appointments

Easily access the Products and Appointments you use most!

Written by Olivia
Updated over a week ago

Free Appointments or Merchandise

A quick guide to managing no cost items.

Written by Olivia
Updated over a week ago

General Settings

Client Visibility

Make clients unique to each of your businesses.

Written by Olivia
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 Adam
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 Olivia
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 Adam
Updated over a week ago

Billing

Changing Plans

Plans can be updated in real time, here's how

Written by Adam
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 Adam
Updated over a week ago

Messaging

Marketing & Reminder Templates

Save time & create standardised marketing & reminder templates

Written by Adam
Updated over a week ago

SMS Settings

Brand your SMS to improve SMS open rates & business branding

Written by Adam
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 Olivia
Updated over a week ago