Shortcuts Live how-to guides

These step-by-step video guides will help you get the most out of Shortcuts Live.

Categories: Getting started | General setup | Appointment book setup | Appointment book | Point of sale setup | Point of sale | Employees and rosters | Clients | SMS reminders | Reporting and KPIs


Getting started

Changing your password and logging out

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Finding your way around

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General setup

Setting up your business details

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Selecting your look and feel

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Creating custom fields

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Defining your regional settings

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Setting up tax categories

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Setting up your business roles

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Editing an existing role

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Setting up your favourites bar

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Appointment book setup

Finding your way around the appointment book

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Setting up tasks

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Appointment contact log

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Appointment book

Printing the appointment book

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Creating a booking for a new client

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Creating a booking for an exsiting client

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Arriving and checking out clients

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Changing services booked in for a client

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Locating a booked appointment

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Adjusting a booked appointment

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Cancelling appointments

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Adding appointment notes and alerts

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Scheduling tasks

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Understanding client visit scores

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Point of sale setup

Defining payment types

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Customising receipts

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Setting up tips

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Point of sale

Creating a new sale

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Creating a new sale for an existing client

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Processing a refund

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Checking out and applying multiple payment types

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Viewing transaction lists

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Employees and rosters

Setting up roster activities

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Adding an employee

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Updating employee details

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Creating and editing the roster

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Clients

Creating a new client

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Editing an existing client record

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Arriving and checking out clients

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Viewing and adding client history notes

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SMS reminders

Setting up SMS confirmations

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Reporting and KPIs

Generating a trading summary report

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Generating an employee performance report

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Monitoring employee performance

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