# BetterHQ Helpdesk

> Help and answers from the BetterHQ Team

## Getting Started

- [Support - Always](https://help.betterhqapp.com/en/articles/3003583-support-always.md): Be supported with phone, email, chat support and help video channel
- [Open an account](https://help.betterhqapp.com/en/articles/3003589-open-an-account.md): We'll have you up and running in just a few short minutes
- [Move your data from another program](https://help.betterhqapp.com/en/articles/3631497-move-your-data-from-another-program.md): Import your own data or our team can help to with migration from your existing software provider
- [Add Locations](https://help.betterhqapp.com/en/articles/3003618-add-locations.md): Every account comes with unlimited locations for free! So your business can scale.
- [Add Team Members](https://help.betterhqapp.com/en/articles/3003768-add-team-members.md): A growing team is exciting for business and growth. Add team members easily with detailed controls and permissions
- [Set up Appointments & Merchandise](https://help.betterhqapp.com/en/articles/3003613-set-up-appointments-merchandise.md): Adding and managing the items you sell in BetterHQ is easy and centralised.
- [Add Clients](https://help.betterhqapp.com/en/articles/3003727-add-clients.md): Learn how to quickly add, manage and group your clients so you can access client details quickly.

## BetterHQ Explained

- [What is BetterHQ?](https://help.betterhqapp.com/en/articles/3000468-what-is-betterhq.md): Scheduling software that helps run your whole business
- [Security](https://help.betterhqapp.com/en/articles/6021131-security.md): Better HQ Security and Backups
- [How BetterHQ complies with GDPR](https://help.betterhqapp.com/en/articles/3102847-how-betterhq-complies-with-gdpr.md): A guide to our GDPR compliance
- [Pricing](https://help.betterhqapp.com/en/articles/3003599-pricing.md): We’ve got plans to suit all business sizes. Instant access. No credit card required. 30 day free trial
- [Submit an Idea!](https://help.betterhqapp.com/en/articles/5529176-submit-an-idea.md): Provide Ideas, Feedbacks and Suggestions to the Better Clinic team!

## How to

- [Reports in BetterHQ](https://help.betterhqapp.com/en/articles/5899863-reports-in-betterhq.md): Get insight into Business & Team performance with real time reporting
- [Dashboard - How It Helps You](https://help.betterhqapp.com/en/articles/3003704-dashboard-how-it-helps-you.md): Get insights into your business from the Dashboard
- [Calendar Controls Explained](https://help.betterhqapp.com/en/articles/3003709-calendar-controls-explained.md): Understand how to move around the calendar with ease
- [Booking Changelog](https://help.betterhqapp.com/en/articles/6285270-booking-changelog.md): View and audit your booking changes.
- [Adding an Appointment \(Client Booking\)](https://help.betterhqapp.com/en/articles/3003710-adding-an-appointment-client-booking.md): Learn how to add client appointments to calendars
- [Adding an Appointment \(Other Appointment Types\)](https://help.betterhqapp.com/en/articles/3003712-adding-an-appointment-other-appointment-types.md): Learn how to add other appointments to your calendar
- [Rosters](https://help.betterhqapp.com/en/articles/5252484-rosters.md): Set & manage team member Rosters for working hours and online booking availability
- [Manage Team Member \(staff\) Leave in Calendars](https://help.betterhqapp.com/en/articles/3003722-manage-team-member-staff-leave-in-calendars.md): Keep a squeaky clean appointment book - manage team member leave to avoid appointment mishaps
- [Waitlists](https://help.betterhqapp.com/en/articles/3003720-waitlists.md): Never turn clients away again. Capture new or existing clients when your calendar is full, quickly add them to back fill cancellations
- [Multi Bookings](https://help.betterhqapp.com/en/articles/5518817-multi-bookings.md): Need a group of appointments or services under the single client booking? You can do this with Multi Bookings
- [Cancellation Reasons](https://help.betterhqapp.com/en/articles/5498828-cancellation-reasons.md): Turn on Cancellation Reasons to track how and why clients cancel their appointments
- [Appointment Arrival Status](https://help.betterhqapp.com/en/articles/5498831-appointment-arrival-status.md): Single-click client check-in. Has the client arrived, or are they a no-show?
- [Show Calendar on Sign in](https://help.betterhqapp.com/en/articles/5495576-show-calendar-on-sign-in.md): Set your Calendar as your default sign in page!
- [Immediate Notification](https://help.betterhqapp.com/en/articles/6285246-immediate-notification.md): Send an Immediate Notification for any new or edited appointments.
- [Show Client Address on Appointment Pop-up](https://help.betterhqapp.com/en/articles/5498838-show-client-address-on-appointment-pop-up.md): Would it be helpful to have a client's address quickly viewable from the calendar? Turn this setting on
- [Turn on Appointment Reminders](https://help.betterhqapp.com/en/articles/3003719-turn-on-appointment-reminders.md): Keep your cash flow healthy and ensure your customers remember their appointment with automated SMS and email appointment reminders.
- [Customise your Appointment Display in Calendar](https://help.betterhqapp.com/en/articles/5498800-customise-your-appointment-display-in-calendar.md): Easily access Appointment information straight from your Calendar
- [Using Colours for Appointments](https://help.betterhqapp.com/en/articles/3676874-using-colours-for-appointments.md): Set appointment colours based on confirmation status, paid status, type of appointment or team member
- [Online Booking Setup](https://help.betterhqapp.com/en/articles/3003774-online-booking-setup.md): Open your doors 24/7. Start accepting online client bookings within minutes.
- [Customise Online Booking Form](https://help.betterhqapp.com/en/articles/5498849-customise-online-booking-form.md): Create a custom form for clients to complete when making a booking online.
- [Online Booking Messages](https://help.betterhqapp.com/en/articles/5498845-online-booking-messages.md): Customise your online booking Messages
- [Group & Class Bookings Online](https://help.betterhqapp.com/en/articles/5518803-group-class-bookings-online.md): Create & schedule classes, allow clients to book into classes online
- [Pending Online Bookings](https://help.betterhqapp.com/en/articles/5498871-pending-online-bookings.md): Learn how to confirm and edit online booking appointments.
- [Accept Credit Cards in Online Booking](https://help.betterhqapp.com/en/articles/5498861-accept-credit-cards-in-online-booking.md): Get clients to pay for appointments when they make a booking online
- [Client Information](https://help.betterhqapp.com/en/articles/5899970-client-information.md): Learn how to navigate through the Clients List screen and access Client details.
- [Import Clients](https://help.betterhqapp.com/en/articles/3003736-import-clients.md): Get your client list added quickly
- [Segment Clients using Tags](https://help.betterhqapp.com/en/articles/3003746-segment-clients-using-tags.md): Add tags to clients for unprecedented insight & filtering
- [Client Lead Source](https://help.betterhqapp.com/en/articles/5510279-client-lead-source.md): Track and report how clients find you with lead source.
- [Merging Clients](https://help.betterhqapp.com/en/articles/5142916-merging-clients.md): Merge two clients into one with ease.
- [Archive Clients](https://help.betterhqapp.com/en/articles/5510292-archive-clients.md): Learn how to archive your clients
- [Link your Clients](https://help.betterhqapp.com/en/articles/5510249-link-your-clients.md): Link your clients by their relationship to each other.
- [Message Delivery Status](https://help.betterhqapp.com/en/articles/5510690-message-delivery-status.md): Track the status of your email and SMS messages to your clients!
- [New Client Welcome Email](https://help.betterhqapp.com/en/articles/5510246-new-client-welcome-email.md): Construct an automated email welcoming your clients to your business!
- [Client Notes, Annotations, Attachments & Appointment Notes](https://help.betterhqapp.com/en/articles/5510702-client-notes-annotations-attachments-appointment-notes.md): Learn how to take notes in BetterHQ
- [Customise your client database fields](https://help.betterhqapp.com/en/articles/3003744-customise-your-client-database-fields.md): No 2 businesses are the same. Custom Fields gives you total customisation around the data you collect on your clients.
- [Forms](https://help.betterhqapp.com/en/articles/5510537-forms.md): Learn how to build and share online forms.
- [Managing Auto-Populate, Edit, and Overwrite Options for System and Custom Fields in BetterHQ Forms](https://help.betterhqapp.com/en/articles/9909326-managing-auto-populate-edit-and-overwrite-options-for-system-and-custom-fields-in-betterhq-forms.md)
- [How to Add and Use the Price Table Field in BetterHQ Forms](https://help.betterhqapp.com/en/articles/10153109-how-to-add-and-use-the-price-table-field-in-betterhq-forms.md)
- [Create an Invoice](https://help.betterhqapp.com/en/articles/3003755-create-an-invoice.md): Create client invoices in minutes and customise them to your brand
- [Export an Invoice](https://help.betterhqapp.com/en/articles/6021252-export-an-invoice.md): Create invoices in PDF form to be saved or distributed with ease.
- [Add an ID Number to Invoices](https://help.betterhqapp.com/en/articles/6285242-add-an-id-number-to-invoices.md): Add ID Numbers that can then be selected to appear on PDF Invoices
- [Pay an Invoice](https://help.betterhqapp.com/en/articles/5510793-pay-an-invoice.md): Add payments to Invoices
- [Part Payments on Invoices](https://help.betterhqapp.com/en/articles/3731523-part-payments-on-invoices.md): Accept partial payment on invoices - useful for managing deposits or installments
- [Create an Unpaid Invoice](https://help.betterhqapp.com/en/articles/3003759-create-an-unpaid-invoice.md): Request payment from clients with a professional PDF Invoice that includes sale items, custom content and your brand
- [Delete an Invoice](https://help.betterhqapp.com/en/articles/4447734-delete-an-invoice.md): Every so often you may need to delete an invoice below lists the steps required to delete both paid and unpaid invoices from BetterHQ
- [Email Invoices](https://help.betterhqapp.com/en/articles/5511133-email-invoices.md): Send pre-made invoices to clients via email.
- [Invoice a 3rd Party](https://help.betterhqapp.com/en/articles/3003764-invoice-a-3rd-party.md): Learn how to invoice someone other than your client
- [Add a Billing Contact for 3rd Party Invoicing](https://help.betterhqapp.com/en/articles/3003765-add-a-billing-contact-for-3rd-party-invoicing.md): Need to invoice a 3rd party? Learn how to add them
- [Feature Update: New templates for Invoice](https://help.betterhqapp.com/en/articles/8281800-feature-update-new-templates-for-invoice.md): Customize your invoice with Better Clinic's new four templates.
- [Appointment Packages](https://help.betterhqapp.com/en/articles/5518821-appointment-packages.md): Add, Sell and Manage your Appointment Packages.
- [Add Expenses](https://help.betterhqapp.com/en/articles/3003747-add-expenses.md): Manage Expenses; understand money going out
- [Setting up Business Details](https://help.betterhqapp.com/en/articles/3003607-setting-up-business-details.md): Set up your Businesses & Locations, add Tax options \(e.g. GST & VAT\), and brand client PDF invoices.
- [Set up and Sell Services](https://help.betterhqapp.com/en/articles/3003690-set-up-and-sell-services.md): Set up the list of services that you sell to your clients. Use these to streamline how you make appointments in your calendars.
- [Add a Business Supplier](https://help.betterhqapp.com/en/articles/3138289-add-a-business-supplier.md): Have suppliers to your business? Learn how to add them

## Point of Sale \(POS\)

- [Point of Sale \(POS\) Overview](https://help.betterhqapp.com/en/articles/5511142-point-of-sale-pos-overview.md): Sell merchandise faster with Better Clinics Point of Sale \(POS\)
- [POS Settings](https://help.betterhqapp.com/en/articles/5518754-pos-settings.md): Adjust POS settings to suit your business needs.
- [Add Products to POS](https://help.betterhqapp.com/en/articles/5518738-add-products-to-pos.md): Add Products and Merchandise to sell using POS
- [Hardware](https://help.betterhqapp.com/en/articles/5463129-hardware.md): Learn what hardware plays nicely with BetterHQ
- [Using a Barcode Scanner](https://help.betterhqapp.com/en/articles/5812725-using-a-barcode-scanner.md): Assign barcodes to products & product variants. Scan barcodes fast to add them to the cart.
- [Receipt Printer](https://help.betterhqapp.com/en/articles/5590811-receipt-printer.md): Learn how to connect a Receipt Printer to POS. Printer's include the EPSON ePOS printer suitable for cloud printing.
- [Connecting a Cash Drawer](https://help.betterhqapp.com/en/articles/5812738-connecting-a-cash-drawer.md): Connecting a Cash Drawer to BetterHQ, Setting the Drawer to Open by Payment Method

## Integrations

- [Stripe Integration \(Payments\)](https://help.betterhqapp.com/en/articles/3431457-stripe-integration-payments.md): Accept Stripe payments in BetterHQ
- [Tyro Integration \(Payments\)](https://help.betterhqapp.com/en/articles/3504124-tyro-integration-payments.md): Get paid fast! Connect BetterHQ to Tyro for EFTPOS payments
- [Reckon Accounts Hosted - Advanced Integration \(Accounting\)](https://help.betterhqapp.com/en/articles/6201373-reckon-accounts-hosted-advanced-integration-accounting.md): Connect BetterHQ to Reckon Accounts Hosted for an Advanced Accounting Integration
- [Xero Integration \(Accounting\)](https://help.betterhqapp.com/en/articles/3003830-xero-integration-accounting.md): Connect BetterHQ to Xero
- [Reckon One Integration \(Accounting\)](https://help.betterhqapp.com/en/articles/3003844-reckon-one-integration-accounting.md): Connect BetterHQ to Reckon One Cloud Accounting
- [Reckon Accounts Hosted Integration \(Accounting\)](https://help.betterhqapp.com/en/articles/4358077-reckon-accounts-hosted-integration-accounting.md): Connect BetterHQ to Reckon Accounts Hosted
- [QuickBooks Integration \(Accounting\)](https://help.betterhqapp.com/en/articles/3003839-quickbooks-integration-accounting.md): Connect BetterHQ to QuickBooks
- [IPA Books+ Integration \(Accounting\)](https://help.betterhqapp.com/en/articles/3003847-ipa-books-integration-accounting.md): Connect BetterHQ to IPA Books+ Cloud Accounting
- [Zoom Integration \(Video Conferencing\)](https://help.betterhqapp.com/en/articles/4840807-zoom-integration-video-conferencing.md): How to integrate Zoom in BetterHQ
- [Google Calendar Integration \(Scheduling\)](https://help.betterhqapp.com/en/articles/3003932-google-calendar-integration-scheduling.md): Connect accounts to automatically sync all your appointments to Google Calendar
- [MailChimp Integration \(Marketing\)](https://help.betterhqapp.com/en/articles/3003908-mailchimp-integration-marketing.md): Add clients to BetterHQ, automatically have these sent across to your nominated Audience \(list\) in MailChimp
- [Campaign Monitor Integration \(Marketing\)](https://help.betterhqapp.com/en/articles/3003918-campaign-monitor-integration-marketing.md): Add clients to BetterHQ, automatically have these sent across to your nominated Audience \(list\) in Campaign Monitor
- [Reckon One - Bank Reconciliation](https://help.betterhqapp.com/en/articles/3003853-reckon-one-bank-reconciliation.md): How to reconcile your accounts in Reckon One with data sent from BetterHQ
- [Integrating Ezidebit with BetterHQ \(Payments\)](https://help.betterhqapp.com/en/articles/12875444-integrating-ezidebit-with-betterhq-payments.md)
- [Enable Online Booking Payments with Ezidebit](https://help.betterhqapp.com/en/articles/12875624-enable-online-booking-payments-with-ezidebit.md): Allow clients to pay securely when booking online — no manual invoicing required. With Ezidebit integrated into your BetterHQ Online Booking page, payments are processed instantly and recorded auto...
- [Accept Ezidebit Payments from the Payment Screen & Calendar](https://help.betterhqapp.com/en/articles/12875671-accept-ezidebit-payments-from-the-payment-screen-calendar.md): Process payments directly in BetterHQ using Ezidebit. When creating or editing an appointment, under Payment Options, you’ll see Ezidebit Payment.
- [Configure and Accept Payments via Terminal with Ezidebit](https://help.betterhqapp.com/en/articles/12875686-configure-and-accept-payments-via-terminal-with-ezidebit.md): Accept in-person payments through your connected terminal directly within BetterHQ.
- [Add Payment Links to Invoices](https://help.betterhqapp.com/en/articles/12875606-add-payment-links-to-invoices.md): Get your invoices paid faster by adding secure Ezidebit payment links to your BetterHQ invoices.

## Account Settings

- [Enabling Two-Factor Authentication \(2FA\) in BetterHQ](https://help.betterhqapp.com/en/articles/9706152-enabling-two-factor-authentication-2fa-in-betterhq.md): Learn how to enhance the security of your BetterHQ account by enabling Two-Factor Authentication \(2FA\).
- [Add Business Details](https://help.betterhqapp.com/en/articles/5529055-add-business-details.md): Set up Businesses & Locations, add Tax options \(e.g. GST & VAT\), and brand client PDF invoices.
- [Add Unlimited Locations](https://help.betterhqapp.com/en/articles/5529051-add-unlimited-locations.md): Expand your business operations by adding an unlimited number of locations. Assign team members and products for easy management
- [Set your Timezone](https://help.betterhqapp.com/en/articles/3003684-set-your-timezone.md): Make sure calendars & reminders are being sent at the right time. Any calendar integrations will also be accurate
- [Set up Invoices](https://help.betterhqapp.com/en/articles/3006877-set-up-invoices.md): Put your best step forward. Set up invoices with your business details. Brand your invoices. Learn how
- [Add a Logo to your Invoice](https://help.betterhqapp.com/en/articles/3003691-add-a-logo-to-your-invoice.md): Customise your PDF Client Invoices with your logo & business details & look great in front of your clients.
- [Add Team Members](https://help.betterhqapp.com/en/articles/5529067-add-team-members.md): Every business has varying employee roles. You can add team members and assign them specific roles for ultimate control
- [Product Pricing by Team Member](https://help.betterhqapp.com/en/articles/6285211-product-pricing-by-team-member.md): Enable team member pricing to set different prices of products for different team members.
- [Team Member Permissions](https://help.betterhqapp.com/en/articles/5529072-team-member-permissions.md): Control Team Member Roles and Access
- [Messaging Team Members](https://help.betterhqapp.com/en/articles/5529084-messaging-team-members.md): Improve team communication with SMS and Email.
- [Edit, Delete or Deactivate Team Members](https://help.betterhqapp.com/en/articles/3006899-edit-delete-or-deactivate-team-members.md): Team Members come and go, manage the Team changes with ease.
- [Import Products](https://help.betterhqapp.com/en/articles/5529150-import-products.md): Import your Appointment and Merchandise Products into BetterHQ
- [Manage Inventory](https://help.betterhqapp.com/en/articles/5529137-manage-inventory.md): Manage the products you sell.
- [Set up and Sell Appointments](https://help.betterhqapp.com/en/articles/5529108-set-up-and-sell-appointments.md): Set up the list of appointments that you sell to your clients. Use these to streamline how you make appointments in your calendars.
- [Favorite Products and Appointments](https://help.betterhqapp.com/en/articles/5529102-favorite-products-and-appointments.md): Easily access the Products and Appointments you use most!
- [Free Appointments or Merchandise](https://help.betterhqapp.com/en/articles/5529152-free-appointments-or-merchandise.md): A quick guide to managing no cost items.
- [Client Visibility](https://help.betterhqapp.com/en/articles/5529157-client-visibility.md): Make clients unique to each of your businesses.
- [Customize your Client Note Templates](https://help.betterhqapp.com/en/articles/3006880-customize-your-client-note-templates.md): Standardise note taking across your business and team members
- [How BetterHQ manage uploads and attachments](https://help.betterhqapp.com/en/articles/3435222-how-betterhq-manage-uploads-and-attachments.md): We secure attachments and ensure we store them in your region
- [Manage the Payment Options you accept](https://help.betterhqapp.com/en/articles/3006890-manage-the-payment-options-you-accept.md): Add the payment options you accept from clients and record them on invoices
- [Add a Supplier](https://help.betterhqapp.com/en/articles/5529165-add-a-supplier.md): Have suppliers to your business? Learn how to add them.
- [Setting Currency](https://help.betterhqapp.com/en/articles/3006883-setting-currency.md): Learn how to set currency you get paid in
- [Account Lockout Policy](https://help.betterhqapp.com/en/articles/3006909-account-lockout-policy.md): Repeat failed password attempts will force a security feature of BetterHQ
- [Changing Plans](https://help.betterhqapp.com/en/articles/3006876-changing-plans.md): Plans can be updated in real time, here's how
- [How are SMS billed?](https://help.betterhqapp.com/en/articles/3006908-how-are-sms-billed.md): SMS can be used for marketing campaigns, one-off client messages and client appointment reminders.
- [Marketing & Reminder Templates](https://help.betterhqapp.com/en/articles/3006891-marketing-reminder-templates.md): Save time & create standardised marketing & reminder templates
- [SMS and Email Settings](https://help.betterhqapp.com/en/articles/3006905-sms-and-email-settings.md): Improve open rates & business branding
- [Accounting Software Integrations](https://help.betterhqapp.com/en/articles/5529168-accounting-software-integrations.md): Streamline managing your financials with direct integration with Accounting Software Xero, QuickBooks, Reckon One & IPA Books+

## Payments

- [Add a Payment Button to Invoices](https://help.betterhqapp.com/en/articles/5529215-add-a-payment-button-to-invoices.md): Allow clients to pay invoices online - add a payment button to invoice PDFs and emails
- [Online Booking Payments](https://help.betterhqapp.com/en/articles/5529211-online-booking-payments.md): Boost cash flow. Allow clients to pay for appointments when they book online
- [Process Credit Card Payments in App](https://help.betterhqapp.com/en/articles/5529207-process-credit-card-payments-in-app.md): Accept credit cards within the app on desktop or mobile for real time payments & processing
- [Stripe - Accept Credit Card Payments](https://help.betterhqapp.com/en/articles/5529198-stripe-accept-credit-card-payments.md): Process payments using Stripe in app, for online bookings and emailed client invoices.
- [Client Credit](https://help.betterhqapp.com/en/articles/5529184-client-credit.md): Clients can add credit to their account to use for future purchases and appointments.
- [Payment Terms in BetterHQ](https://help.betterhqapp.com/en/articles/11512838-payment-terms-in-betterhq.md): Setting up Payment Terms in BetterHQ allows you to control how and when payments are due from your clients.

## Changelog - Latest Product Releases

- [Updates & Changes - 7 October 2021](https://help.betterhqapp.com/en/articles/5651768-updates-changes-7-october-2021.md): Team Member Leave management in rosters, Google Calendar updates, storing of Credit Cards for Stripe payments and POS enhancements
- [Updates & Changes - 23 September 2021](https://help.betterhqapp.com/en/articles/5605205-updates-changes-23-september-2021.md): Single click appointment duplication for faster client rebooking, share form workflow simplified, POS edit mode updates
- [Updates & Changes - 9 September 2021](https://help.betterhqapp.com/en/articles/5570261-updates-changes-9-september-2021.md): Add unlimited shifts to Team Member Rosters, client note enhancements, report downloads even faster + more
- [Updates & Changes - 26 August 2021](https://help.betterhqapp.com/en/articles/5529001-updates-changes-26-august-2021.md): Includes: POS Receipt Printer integration, automatically send Form links with SMS & Email appointment reminders, online bookings + more
- [Using the New Email Sending Option \(Improved Delivery & Fewer Spam Reports\)](https://help.betterhqapp.com/en/articles/13076155-using-the-new-email-sending-option-improved-delivery-fewer-spam-reports.md)
- [Data Recovery Service](https://help.betterhqapp.com/en/articles/13427092-data-recovery-service.md)