BetterHQ

Learn how to enhance the security of your BetterHQ account by enabling Two-Factor Authentication (2FA).

Enabling Two-Factor Authentication (2FA) in BetterHQ

Clarice Coleen Lasco

Trentenn

Configure BetterHQ to enhance your booking operations

Account Settings

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

Add Business Details

Expand your business operations by adding an unlimited number of locations. Assign team members and products for easy management

Add Unlimited Locations

Make sure calendars & reminders are being sent at the right time. Any calendar integrations will also be accurate

Set your Timezone

Put your best step forward. Set up invoices with your business details. Brand your invoices. Learn how

Set up Invoices

Customise your PDF Client Invoices with your logo & business details & look great in front of your clients.

Add a Logo to your Invoice

Locations

Every business has varying employee roles. You can add team members and assign them specific roles for ultimate control

Add Team Members

Enable team member pricing to set different prices of products for different team members.

Product Pricing by Team Member

Team Member Permissions

Improve team communication with SMS and Email.

Messaging Team Members

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

Edit, Delete or Deactivate Team Members

Team

Import your Appointment and Merchandise Products into BetterHQ

Import Products

Manage Inventory

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

Set up and Sell Appointments

Easily access the Products and Appointments you use most!

Favorite Products and Appointments

Free Appointments or Merchandise

Products

Make clients unique to each of your businesses.

Client Visibility

Standardise note taking across your business and team members

Customize your Client Note Templates

We secure attachments and ensure we store them in your region

How BetterHQ manage uploads and attachments

Add the payment options you accept from clients and record them on invoices

Manage the Payment Options you accept

Have suppliers to your business? Learn how to add them.

Add a Supplier

Learn how to set currency you get paid in

Setting Currency

Repeat failed password attempts will force a security feature of BetterHQ

Account Lockout Policy

General Settings

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

Changing Plans

SMS can be used for marketing campaigns, one-off client messages and client appointment reminders.

How are SMS billed?

Billing

Save time & create standardised marketing & reminder templates

Marketing & Reminder Templates

SMS and Email Settings

Messaging

Streamline managing your financials with direct integration with Accounting Software Xero, QuickBooks, Reckon One & IPA Books+