Session 1

Cloud Appointment Book basics

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Cloud Appointment Book overview

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Add new note types

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Add Online Booking to Facebook

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Add Online Booking to Instagram

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Configure company settings

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Configure site settings

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Deactivate an employee

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Manage SMS confirmations

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Prepare for Online Booking in Shortcuts Fusion

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Security level access overview

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Self Check-In overview

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Set up a commission schedule

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Set up a service with a finishing block

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Set up and apply discounts

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Set up Capabilities

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Set up employee booking intervals

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Set up employee groups

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Set up employee service levels

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Set up employees

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Set up healthcare providers

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Set up multiple block services

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Set up Online Booking

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Set up Resource Management

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Set up Self Check-in and Wallboard

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Set up Series

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Set up service categories and services

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Set up service reporting categories

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Set up Visual Treatment Records

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Set up your business details

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Update client information

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View employee performance

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View the business log

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Wallboard overview

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Access product details

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Add new products

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Add new suppliers, companies and lines

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Configure your mylocalsalon settings

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Create a Contraindication

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Gift certificates overview

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How are mylocalsalon rankings calculated?

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How clients check in using the app

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Manage upfront payments

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Mobile Guest App setup

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Payment types setup

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Products screen overview

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Set up a date surcharge

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Set up a payment type surcharge

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Set up classes

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Set up mylocalsalon specials

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Session 2

Add notes in the Walk-in Manager

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Appointment notes and employee messages overview

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Arrive appointments in the Walk-in Manager

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Change an appointment status

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Delete an appointment

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Discounts overview

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Group clients in the Walk-in Manager

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Make an appointment for a new client

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Make an appointment for an existing customer

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Manage expenses and petty cash

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Manage professional product usage

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Manage visits in the Walk-in manager

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Print a quote

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Print visit and in-service tickets in the Walk-in Manager

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Rebooking overview

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Refund overview

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Resize and move appointments

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Review online bookings

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Sell and redeem a Series

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Set up and use tags

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Tasks overview

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Understand appointment clash warnings

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Use client accounts

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View appointment history

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Walk-in Manager overview

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Create a donation sundry item

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Session 3

Create a copy of a template

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Create a template

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Find the value of stock on hand

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Get started with Reports

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Image gallery overview

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Order and receive products

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Stocktake overview

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Update company details

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Use a shared template

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View the client retention report

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View the non-returning client report

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Bundle and unbundle products

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Create a basic promotion

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Create a promotion: 20% off a company

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Create a promotion: 30% off on Wednesdays promotion

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Create a promotion: buy 1 get 1 free

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Create a promotion: buy a cut & blow dry & get 50% off a colour

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Create a promotion: product on sale at a fixed price

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Create a promotion: spend $100 get 20% off promotion

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Promotions overview

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Set up a staff club

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Set up and manage a club

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Using the statistics calculator

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Session 4

Campaign Manager overview

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Copy a campaign

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Create a “time to see you again” campaign

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Create a birthday campaign

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Create a new client campaign

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Create a newsletter campaign

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Create a non-returning client campaign

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Create a referral campaign

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Create demographic scenarios

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Set up promotion codes

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Targeted marketing overview

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Update campaign settings

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Business Performance Calculator Overview

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Fix broken images and links in a campaign

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Member details and campaign history

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Set up a once only SMS campaign

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