Run the front desk with confidence.

1. Confirm the business type and time zone in Settings → Business.
2. Add providers and assign the services each person performs.
3. Set business and provider availability for online booking.
4. Invite teammates from Team and test each role before launch.

Trials include three user accounts so an owner can evaluate teamwork and permissions with two teammates.

1. Open Settings → Booking and enable online booking.
2. Set hours, lead time, cancellation policy, and optional deposit rules.
3. Confirm that each public service and provider has availability.
4. Copy the booking link or website embed and make a test booking.

1. Select an open calendar time to create an appointment.
2. Choose the customer, provider, service, start time, and notes.
3. Drag an appointment to reschedule it or use its edge to adjust duration.
4. Open the appointment to mark it complete, no-show, cancelled, or reopened.

1. Use Customers to find or create a profile.
2. Record contact details, preferences, notes, and SMS consent accurately.
3. Review visit and invoice history before booking the next service.
4. Use the profile action to start a new appointment for that customer.

1. Open Services and choose New.
2. Enter the service name, category, duration, and default price.
3. Choose whether the service is active, taxable, and available online.
4. Select an existing service and use Edit whenever its defaults change.

1. Open the appointment or invoice and review service charges.
2. Add retail items, then apply any authorized discount and tip.
3. Record each payment method and amount; Chairbase keeps the remaining balance visible.
4. Use the payment history to issue a full or partial refund and retain the audit trail.

Before closing: confirm quantities, tax, discount, tip, payment method, and customer.

1. Owners and managers invite users from Team.
2. Choose the smallest role that fits the person’s responsibilities.
3. Link a provider account to its provider record for own-calendar access.
4. Use Activity to review sensitive administrative changes.

Providers can appear on the calendar without a login. Add an account only when that person needs to sign in.

1. Add locations and their hours in Settings → Resources.
2. Add every limited room, station, bay, or piece of equipment.
3. Attach resource requirements and setup or cleanup buffers to services.
4. Let automatic allocation prevent the same required resource from being booked twice.

New workspaces start with conflict protection active. Requirements take effect as resources are configured.

1. Add products in Inventory with price, cost, quantity, and reorder level.
2. Correct counts when stock is received, used, damaged, or recounted.
3. Add products during checkout; completed retail sales reduce stock automatically.
4. Review low-stock items before ordering.

1. Open Reports and select a report type and period.
2. Use Sales to reconcile net sales, collections, refunds, discounts, taxes, tips, and outstanding balances.
3. Filter Business and Customer reports by provider when needed.
4. Configure commission, booth-rent, or hybrid rules in Settings → Earnings.
5. Download CSV or save any report as PDF for further review.

1. Open Settings → Data import and upload the supported DaySmart backup.
2. Review the read-only preview and resolve any warnings.
3. Start the import and leave the source DaySmart database untouched.
4. Re-running the same import will not create duplicate records.

1. Workspace owners manage the plan and paid login count from Billing.
2. Open Support to ask a question or report a problem.
3. Include what you expected, what happened, and the affected date or record.
4. Return to the same support request to reply or mark it resolved.