Our comprehensive guide to getting the most out of Ajandam. Everything from the basics to advanced features, explained step by step.
Screen-by-screen walkthroughs for the most common questions: notification settings, connecting your own line, adding programs, the memorandum, online invitations, EventDrop, e-invoicing and calendar import.
Section 1
Go to ajandam.app or open the mobile app and tap "Get Started". Sign-up is completed in 3 steps: in Step 1, enter your name, email, phone number and business name. In Step 2, choose the industry that best fits your business from the list detailed below. In Step 3, set your password and complete the sign-up. For verification, a WhatsApp link or an optional SMS code is sent to your phone.
Instead of email + password, you can sign up in one click with your Google or Apple account, or sign in with a code sent to your phone number. After the first sign-in you complete your industry and business details in the setup wizard. Sign in with Apple uses the built-in flow on iOS and a browser redirect on Android and the web. (Sign-in with Microsoft was removed in October 2026.)
During sign-up you pick your industry from the list: beauty salons, clinics, consulting, photography/video, wedding venues, event planning, education, technical service and more; if yours isn't listed, choose “Other”. Your industry automatically shapes the terminology (e.g. “appointment” instead of “reservation”), form fields and industry-specific modules: Gallery Management opens for photography/video, freelancers and advertising agencies, Digital Invitation for wedding venues, event halls and event planners, and the Waitlist for suitable industries. You can change your industry later under Settings > Business Information.
Once your account is created, a 4-5 step setup wizard appears on the dashboard: working hours, service list (the services you offer + their prices), adding staff (1 on the free plan, up to 5 on Plus, unlimited on Pro) and logo/business images. You can skip the wizard and complete it from Settings at any time. Your completion percentage is shown in the top corner of the dashboard.
If you use an iPhone or Android device, on first launch the system asks "Would you like to import your existing events?" and offers to transfer the events in your phone's calendar app (including iCloud, Gmail and Outlook accounts) into Ajandam. If you accept, you choose which calendars and which years' events to import. See section 18 for details.
Under Settings > Business Details and Settings > Images, add your business name, address, tax identification number, IBAN, invoice logo, brand logo and invoice/contract image. Your logo and address details are automatically used in invoice PDFs, contract templates and customer notifications.
Section 2
Choose "Reservations" > "New Reservation" from the left menu, or click an empty slot on the calendar. Select a customer or add a new one, then set the service, staff member and time. When a service is selected, its price is filled in automatically — and can be changed. Additional fields specific to your industry (shoot location, wedding venue, etc.) appear at the end of the form.
In the calendar's Day/Week view, long-press any time slot. Using the compact form that opens at the bottom, you can pick a customer name + phone, service and time and save it within seconds. If the customer is not already registered, entering their name and phone automatically creates a new account record. The form saves with a default duration of 1 hour; for more detailed editing, tap the "Detailed" button to switch to the full form.
In the calendar's Day or Week view you can long-press a reservation block and drag it. When you drop the block on a new time slot, its time is updated automatically and the service duration is preserved. Recurring, multi-day or cancelled reservations cannot be dragged. If there is a conflict at the new time, a confirmation dialog opens — you can continue or cancel.
Choose a suitable time slot from the calendar view. The system automatically checks the selected staff member's availability and warns you about overlapping reservations. The reservation's status (Confirmed, Optional, Quote, Online reservation, Reminder booking, Cancelled) is shown in the calendar with a colour code and icon; unpaid confirmed reservations get an orange badge.
Use the "Repeat" option in the form to create reservations that recur weekly, monthly or with a custom rule. Use "Multi-day" to define a reservation with different start and end dates (event, camp, multi-session shoot). Using the "Additional Dates" field you can add side events (fitting, shoot preparation, etc.) for extra dates.
Fill in the extra fields specific to your industry (e.g. shoot location for a photo studio, venue details for a wedding, protocol number for a clinic). Add notes, the prepayment amount and contract details. These fields appear automatically in the reservation detail view and in invoice/contract PDFs.
Once payment has been taken for a reservation, the amount on that reservation does not change even if your service price changes ("snapshot" logic). This way, the cash records of past reservations are not affected by current price changes. Refer to the main service record for a service's current price; the amount applied to the reservation is the snapshot price at the moment of payment.
Click “Save”. The system sends an automatic confirmation by WhatsApp or SMS (requires the Plus or Pro plan). The reservation is added to the calendar instantly. If push notifications are enabled, the owner and the assigned staff are notified right away.
Section 3
Use the buttons in the top right corner to switch to Day, Week or Month view. Each view offers a different planning perspective. The same views are also available in the mobile app.
Click any reservation on the calendar to open the detail panel. From there you can access customer details, payment status and transaction history.
Filter by staff member, status or service type. In the "All Staff" view, every employee's calendar is shown side by side. Holidays and closed hours can be marked.
When you click an empty time slot on the calendar, the quick reservation form opens. By entering the basic details you can add a new reservation within seconds.
Section 4
Choose “New Customer” from the “Customers” menu. Enter basic details such as name, phone, email and address; for business customers, the company title, tax number and billing address are added too. Once the customer record exists, all their reservations are linked to this profile.
In the Wedding Venue, Event Hall, Photo/Video Studio and Bridal Shop industries, an optional "Partner Name" field appears on the customer record. For example, if the bride is "Ayşe" and the groom is "Mehmet", saving both will display them as "Ayşe & Mehmet" in calendar and account listings. If the partner name is left blank, only the customer name is used. You can turn this feature on or off with the Settings > Business Details > "Use Partner Name" toggle.
From the "Documents" tab on the customer profile, you can upload files belonging to the customer (ID, contract, medical report, payment receipt, etc.). PDF, JPG and PNG formats are supported. Add a document title and an optional note. Uploaded documents are kept in secure storage and, if the customer consents, the link can be shared.
Every customer profile has a notes area. Record preferences, allergy information, special requests or important notes here. Notes act as a reminder on the next visit.
Switch to the "Account" tab on the customer profile to view payment history, outstanding balance and prepayments. You can filter balance movements by date.
Merge customer records that were created with different spellings for the same customer. Dates, amounts, payments and notes stay as they are; reservations are gathered under a single customer. Merged cards are not deleted but archived, so a mistaken merge can be undone.
Section 5
Available with the Plus or Pro plan. In Settings, tap “Go to notification management”, open the “Settings” tab and choose WhatsApp in the “Default notification channel”; your choice is applied to all saved modules and your customer messages go out on WhatsApp. Confirmation, reminder and cancellation messages use Meta-approved templates. Customer reminders are sent 48 and 24 hours before the reservation (at 8:00 in the morning of that day) and 2 hours before; you can switch each one on or off in the module settings.
See the detailed, visual guide →Available with the Plus or Pro plan. Details such as the customer's name, date, time and service are added to the SMS automatically. If you use SMS, choose SMS in the “Default notification channel”; your choice is applied to all saved modules. SMS and WhatsApp exclude each other: with SMS as the default, no WhatsApp messages go to your customers. Track your credit balance in the top bar of the “Notification management” screen; new accounts get 100 SMS + 100 WhatsApp credits once as a gift.
See the detailed, visual guide →After installing the mobile app, allow notifications. There are 16+ automatically triggered notification types: new reservation, reservation update, reservation cancellation, payment received, payment deleted, expense added, invoice issued/received, customer added, gallery published, customer cancellation or reschedule request, task assigned, task due soon and daily summary. If you use one account on several devices (phone + tablet), each receives notifications. You can manage which notifications are active for each type under Settings > Notifications > Push.
When you open the same account on two devices (e.g. phone + tablet), both devices receive notifications. Ajandam stores each device's FCM token as a separate record; when you sign out, the token is deleted from that device. If the same user signs in temporarily on someone else's device, the token is refreshed automatically.
Under Settings > Email Configuration you can send email notifications using Gmail, Outlook, Yandex or your own domain. Choose your provider and enter your email address and app password. The system automatically tests and configures the connection.
Section 6
To send email with Gmail, you need to create an "App Password". Steps: 1) Turn on 2-Step Verification for your Google account (myaccount.google.com/security). 2) Go to myaccount.google.com/apppasswords. 3) Under "Select app" choose "Other" and type "Ajandam". 4) Click "Create" — a 16-digit password will be given. 5) Paste this password into the "App Password" field in your Ajandam settings. Note: this password is different from your Gmail password and is used only for Ajandam.
See the detailed, visual guide →To send email with your Outlook, Hotmail or Live account: 1) Select the "Outlook" provider in your Ajandam settings. 2) Enter your email address. 3) Enter your account password or app password. Note: if two-step verification is enabled, you need to create an app password from your Microsoft account (account.microsoft.com/security).
To send email with Yandex Mail: 1) In your Yandex account, open "App Passwords" under Mail Settings > Security. 2) Create a new app password. 3) Select "Yandex" in your Ajandam settings and enter your email address and app password.
To send email through your own domain, get the SMTP details from your hosting provider: server address (e.g. mail.yourcompany.com), port (usually 587 or 465), encryption (TLS/SSL), username and password. Enter these details under the "Own Domain" option in your Ajandam settings.
Section 7
Ajandam sends WhatsApp and SMS notifications for your business. Booking confirmations, reminders, cancellations and payment notifications reach your customers automatically. No setup is needed — with a Plus or Pro plan and credits you can start right away; new accounts get 100 SMS + 100 WhatsApp credits once as a gift. Notifications are sent under the “Ajandam App” sender name.
Under “Notification management” > “Settings” > “Modules”, open each module's card to manage its reminders: the reminders sent 48 and 24 hours before (at 8:00 in the morning of that day) and 2 hours before can each be turned on or off. The modules' SMS/WhatsApp channel follows your “Default notification channel”. Booking confirmation, reminder, cancellation and payment messages use Meta-approved templates; details such as the customer's name, date, time and service are added automatically.
See the detailed, visual guide →With the Pro plan you can send notifications through your own WhatsApp Business number. Messages are sent under your business name. Setup: 1) Create a Meta Business Suite account (business.facebook.com). 2) Create an app in Meta Developers and add the WhatsApp product. 3) Connect and verify your business phone number. 4) Create your message templates and get them approved by Meta. 5) Create a permanent access token. 6) In Ajandam, enter your WABA ID, Phone Number ID and Token under Settings > “Connect your own WhatsApp line”. 7) Verify with “Test connection & save” — your templates are fetched automatically.
See the detailed, visual guide →With the Pro plan you can connect your own SMS line — besides NetGSM, İleti Merkezi, Vatan SMS and Verimor are also supported. Messages are sent under your business's own sender name. For NetGSM, the connection test compares your sender name with the sender names defined on your account; if it isn't defined, the line isn't connected and your defined sender names are listed. In Ajandam, select your provider under Settings > “Connect your own SMS line”, enter your details, then verify with “Test connection & save” — your account balance is queried automatically.
See the detailed, visual guide →If you have not connected your own line, messages are charged to your Ajandam credits: for notifications each WhatsApp message uses 1 credit and each SMS uses 1-3 credits depending on character count (1 per part). Marketing messages draw from the same balance at a multiplier (current multipliers are shown on the purchase page). Messages sent from your own SMS or WhatsApp line don't use credits; reminder SMS are also sent from your own line. Automatic WhatsApp reminders, however, are still sent from the Ajandam line for now and do use credits. Credits have no expiry date. You can track your balance in the top bar of the “Notification management” screen. SMS containing Turkish characters is split into more parts.
See the detailed, visual guide →Section 8
Record income or expenses from the "Finance" > "Cash Register" menu. Select a category and add the amount and a description. Payments linked to a reservation are posted to the cash register automatically.
View the income-expense report under “Finance” > “Reports”. Choose this month, this year or a custom date range and review the charts. Export reports as CSV or PDF.
Perform daily cash opening and closing operations. Different cash accounts (cash, bank, card terminal) can be managed separately. Carry-over balances are calculated automatically.
If push notifications are on, the owner receives a daily summary notification every morning: "Today X reservations, Y ₺ revenue, Z ₺ expenses, K task due dates". Notifications for assigned staff work separately. You can turn this feature off with the Settings > Notifications > "Daily Summary" toggle.
Through the QNB e-Solutions integration, Ajandam draws e-Invoice and e-Archive documents from a shared credit pool. Every package you buy (250, 500, 1000, 2500 credits) is added to this pool. Each document sent or received uses 1 credit; schematron rejections, cancellations, retries and application responses (accept/reject) use none. Track your balance under Finance > Reports > Credit Usage or Settings > e-Invoice.
Section 9
Go to “Settings” > “Staff” and click “Add Staff”. An invitation is sent to the staff member's email; the account becomes active once accepted. You can have 1 staff account on the free plan, up to 5 on Plus and unlimited on Pro; partner and team-assistant accounts don't count towards this limit.
You can set 48 separate permissions for each staff member: viewing the calendar, adding/editing/deleting reservations, adding/editing/deleting customers, finance operations, creating/cancelling invoices, reports, contracts, sending messages, gallery management and more. Under Settings > Staff > [Staff Name] > “Edit Permissions” you can see the list and toggle each one. Actions without permission are either hidden on the staff member's screen or show a warning. Changes take effect immediately.
In addition to granular permissions, define which services each staff member can provide. Only the services a staff member is authorised for appear in the dropdown on the reservation form. If no staff member is authorised for a service, it is marked as unavailable.
Define working days and hours for each staff member. Mark days off. The hours a staff member is available are shown automatically in the calendar view.
Under “Reports” > “Staff”, track each employee's number of reservations and revenue contribution by month or year.
Section 10
Open the template editor with "Contracts" > "New Template". Add text, variable fields (such as customer name, date, amount) and conditions. Save the template.
Create a contract from within the reservation form or from the customer profile. Select one of your saved templates; customer and reservation details are filled in automatically.
Send the contract with the “Send via WhatsApp” or “Send via Email” button. Your customer views it from the link and downloads it as a PDF. If a signature is needed, print it and have it signed; Ajandam has no electronic signature.
A contract you sent stays in the related reservation's details; you can share the link again or download it as a PDF. You can have 1 contract template on the free plan and unlimited templates on Plus and Pro.
Section 11
Open “My Booking Site” from the menu. Drag to reorder the page sections (cover and about, services, gallery, FAQ, contact) and hide any section you don't want. Pick a light or dark theme and your accent colour. Changes are saved automatically as a draft; you can prepare the content on any plan, and the site goes live with the Pro plan.
Choose which services appear on the site; add images (the first is the cover), a YouTube video, a description and package contents item by item to each. Showing the price or saying “contact us for pricing” is up to you. Each service page can use one of three layouts.
Give your site an address in Settings (yourbusiness.ajandam.app) and use “Preview” to see the draft. When you choose “Submit for publishing”, the content goes to the Ajandam team for review; once approved it goes live and you get a notification. Until then, visitors see the current version.
The customer picks a service and date, sees busy times, enters contact details and submits the request after accepting the contract and privacy (KVKK) text. The request appears in your calendar with the “Online reservation” status and you get an instant notification and an email; you review and confirm it. No card payments are taken on the site; if you like, your IBAN details are shown to the customer after the request.
Section 12
Add a new product from the "Products/Inventory" menu. Enter the product name, SKU, barcode, unit (piece/kg/litre/pack), sale price and cost details. For products you want to track, enable the "Track Stock" option and set the opening stock.
You can record stock movement types such as sale, purchase, consumption, return, wastage and transfer. Each movement updates the stock quantity automatically. Low stock alerts are triggered based on the minimum stock level.
Open the POS screen with the "Quick Sale" button. Add products to the basket, search for and select a customer, and apply VAT and discounts. When the sale is completed, stock is reduced automatically and an income entry is created in the finance module.
Section 13
From the "Waiting List" menu, search for the customer and enter their preferred date/day details. Set the priority level (Normal, High, Urgent). With the "Flexible date" option you can have them notified about any available slot.
When an appointment is cancelled or a slot opens up, the system automatically identifies suitable customers on the waiting list and sends notifications in priority order. The customer can take the appointment by clicking the confirmation link within a set time.
Track the status of each entry on the waiting list: Waiting, Notified, Appointment Taken, Declined, Expired. Automatic notifications are sent via WhatsApp or SMS.
Section 14
Create shift templates such as Morning, Midday and Evening under the "Shift Planning" > "Templates" tab. Assign a start-end time, break duration and colour to each template.
From the "Patterns" tab, assign weekly recurring shift patterns to staff members or workers. For example: "Ali — Monday, Wednesday, Friday: Morning Shift". With "Generate Automatically", next week's shifts are created from these patterns.
In the "Weekly Plan" tab, click the "Add" button to assign a shift for a specific date and staff member. When you select a template, the hours are filled in automatically. Existing assignments can be deleted by swiping left.
Create staff leave requests from the "Leave" tab: annual leave, sick leave, personal leave, parental leave, public holiday or unpaid leave. Approve pending requests, or reject them by entering a reason. No shifts are generated automatically for approved leave.
Section 15
Start the setup with the "Create Programme" button in the "Loyalty Programme" menu. Set the earning rate (e.g. every 1 ₺ = 1 point). Set the redemption rate (e.g. 100 points = 1 ₺). Define welcome and birthday bonuses.
Define tiers such as Bronze, Silver and Gold. Set a minimum point threshold and a point multiplier for each tier. Customers move up tiers automatically as they earn points.
Create point-earning rules: you can define rules such as a service-based bonus, extra points at certain hours, a reward for consecutive visits or a referral bonus. A minimum amount, multiplier and validity period can be set for each rule.
From the "Members" tab, view the point balance, tier, total earnings and total spending of every loyalty programme member. You can add or deduct points manually.
Section 16
Change the interface language of the app under "Settings" > "Language Settings". Supported languages: Turkish, English, German, Arabic and Russian. The change is applied instantly.
Choose the customer's language in their record; messages and the contract printout are prepared in that language (Turkish, English, German, Arabic, Russian; Arabic right-to-left). The app's interface language is the one you choose.
Section 17
Create a new gallery from the "Gallery Management" menu, or use the "Create Gallery" button on the booking screen. Choose the client, then set the selection limits, the stage durations and the channel (SMS, WhatsApp, email) your client is notified through.
Open the gallery detail view and upload photos by drag and drop or multi-select (JPG, PNG, WebP). Uploads continue in the background; if one is interrupted, just select the same folder again and only the missing files are uploaded. Photos are optimised automatically so they open fast.
Upload your album catalogues (images or PDF) in the Catalogue tab. Your client places the order by choosing the model, colour and cover details from the catalogue. Upload the design pages, arrange them by drag and drop and send them to your client, who approves or requests a revision.
When you share the gallery with your customer, they can select the photos they like. You can set a selection limit (e.g. choose 20 out of 50 photos). The customer's selections appear in your panel in real time.
In the final approval stage, clients can leave a separate revision note on each photo: retouching, cropping, colour correction and so on. Notes are listed in the gallery panel by stage and photo; photos awaiting revision appear at the top.
When you turn on the watermark in the gallery settings, photos are shown in the client gallery with your business name as a watermark. You can turn single and bulk (ZIP) download permissions on or off separately for each gallery.
Your client is notified automatically by SMS, WhatsApp or email when the gallery is published, when final-approval photos and the album design are sent, and when the album is ready. You get an instant notification when your client completes the selection, requests a revision or places an album order.
Section 18
You can transfer every event saved in the built-in Calendar app on your iPhone, iPad or Android phone (including all iCloud, Gmail and Outlook accounts added to the device) into Ajandam with a single tap — there is no need to download and upload an .ics file. In the mobile app, go to Settings > Import, open the "Device's Calendar App" card and tap the "Scan My Device" button. The system will ask for permission and then list all your calendars. Select the years you want to import (the past 3 years + this year + next year) and the calendars, then tap "Import". The system automatically matches event titles with existing customer names; if there is no match, they are grouped under the "Device Calendar" placeholder and you can move them to the real customer later.
In the web version of that program, go to Reports → Annual/Monthly Reservation Report, select the year you want to transfer and download the file in XLS (Excel) format. In Ajandam, go to Settings > Import > "Düğün Takip / Stüdyo Takip" and upload the file you downloaded. Do not close the page during upload and processing; you will be notified when it is complete. Your existing data is preserved, and records with the same date and customer details are updated.
If you are importing from a desktop computer or another device, use the .ics file method. From Apple iCloud you can get a share link ("webcal://...") and download the .ics file by changing the leading webcal to https. In Google Calendar, use the "Public address in iCal format" link in the calendar settings. In Outlook, get the ICS link from the "Publish Calendar" menu.
A detailed visual guide showing which button to press, using phone and browser screen mockups for Apple iCloud, Google Calendar and Microsoft Outlook, is available at ajandam.app/kilavuz/takvim-aktarimi. Numbered red markers show you exactly where to tap at each step.
See the detailed, visual guide →Prepare your customer list (name, phone, email, address), reservation list (date, customer, service, price) or service list (service name, price, duration) data in Excel (.xlsx) or CSV format. In Ajandam, go to Settings > Import > "Excel / CSV" and upload the file. The system matches the columns automatically.
You can group your services into categories: e.g. “Cut”, “Colour” and “Care” under “Hair”; “Cleansing” and “Laser” under “Skin”. Add categories with the “Categories” button at the top right of the services page, then choose one from the “Category” list in each service's edit window. Imported services are gathered in a separate “Imported …” section at the bottom of the services page, where you can edit or delete them.
Section 19
The gear icon (“Integration settings”) at the top right of the “e-Invoices” screen opens the “e-Invoice integration” page. If you have an Ajandam e-Invoice account, tap “Connect” on the “Ajandam e-Invoice” card, enter the details of the new user you created on the integrator portal and connect with “Test” and “Save”; if you don't have an account, apply with “Start e-invoicing”. You can connect a KolayBi or Paraşüt account from the “Third-party integrators” section. e-Invoicing is part of the Pro plan; there's no separate integrator subscription fee, and with Ajandam e-Invoice one credit is used per document.
See the detailed, visual guide →As of 1 January 2026, the e-Archive threshold was removed from the Turkish Revenue Administration (GİB) communiqué. The new rule: if the buyer is registered for e-Invoice, an e-Invoice is issued; if not, an e-Archive is issued regardless of the amount. With the Ajandam e-Invoice connection, the buyer's registration is checked automatically once their tax/identity number is entered, and the scenario is chosen accordingly; if the buyer isn't registered, or the invoice date is before the buyer's registration date, the scenario is locked to e-Archive. If the check can't be done, a warning appears on screen; if you're unsure, choose e-Archive.
Open the “New e-Invoice” page with “Add new invoice” in the “Invoice history” section of a reservation, or with “New invoice” on the “e-Invoices” screen; when you start from a reservation, the recipient details and payments come in as line items. Check the invoice type, VAT rate and line items, look at it with “Preview” and send it with “Confirm & send”. “Save draft” keeps it without sending.
See the detailed, visual guide →On the “e-Invoices” screen, invoices are listed in the “Outgoing”, “Incoming” and “Draft” tabs; statuses appear as Draft, Processing, Sent, Error, Cancelled and Received, and the GİB status is shown under each row. For an invoice with an error, the reason is in the “Status history” of the invoice details; fix the problem and tap “Resend” in the list. There's no screen for editing drafts; delete a wrong draft and create it again. You can respond to incoming commercial invoices with “Accept” or “Reject” within 8 days; this uses no credits.
e-Invoice and e-Archive documents sent with Ajandam e-Invoice are drawn from a shared credit pool. Packages: 250, 500, 1000, 2500 credits. Each document that reaches GİB successfully (including return invoices) and each invoice you receive uses 1 credit; schematron rejections (format errors), cancellations, retries, application responses (accept/reject) and saving drafts use none. To buy credits and see your usage history, open “Credit packages” on the “e-Invoice integration” page; on desktop the remaining balance is also shown in the top bar. With a KolayBi or Paraşüt connection, no Ajandam credits are used. No separate e-Dispatch (e-İrsaliye) document is issued; a dispatch note number and date can be added to the invoice.
From “Accountant email settings” on the “e-Invoice integration” page you can involve your accountant in two ways: invite them by email in the “Panel access” tab so they can see your incoming and outgoing invoices and e-Archive documents (the invitation is valid for 30 days), or use the “Email report” tab to have your invoice reports emailed to them at the frequency you choose (weekly or monthly).
If you want to close your account, fill in the request form under Profile > “Close Account”. The Aura Media team will contact you via WhatsApp and send an exit email to QNB. Once approved, a ZIP file (XML + PDF + CSV) with your last year of invoices, customers, reservations and finance data is prepared and shared with you. You keep access to your data for 30 days and can cancel the closure request during that time. After 30 days the account is permanently closed and user data is deleted (e-invoices subject to legal retention remain with the integrator).
Section 20
You can create a task from the "To-Do" tab on the dashboard, or with the "New Task" button in a reservation/customer detail view. Add a title, description, due date, assigned staff member, priority (Low / Normal / High) and tags. Alongside the system tags ("In Progress", "Awaiting Payment", "On Hold") you can also define your own custom tags.
Tasks are grouped into 3 tabs: Pending, Completed, All. You can filter by tag by clicking the tag headings. On each task row, tags appear as colour-coded badges. Click a task card to view the details and edit it.
In the mobile app you can swipe a task left to mark it as completed, or swipe right to cancel it. Cancelled tasks go to the "Trash" sheet, from where you can restore them or delete them permanently.
You can add an optional reminder time to every task. You receive notifications for tasks assigned to you: when the task is assigned, when the due date approaches and when the due date has passed. You can manage notification preferences per channel (push / email / WhatsApp) under Settings > Notifications > To-Do.
You can assign tasks to specific staff members; the assignee receives a push notification for that task. If a staff member does not have the "View Tasks" permission, they cannot see any tasks other than the ones they assigned themselves (part of the granular permission system).
Section 21
Open your services page from the “Definitions” group in the left menu (its name depends on your sector, e.g. “Service/Product” or a package name; on a phone it's in the “All” menu) and add a new service with the “+” at the bottom right. You can enter a title, description, price, an optional category, duration (minutes) and color; the price is reflected in the reservation amount. For add-ons such as an album or extra prints, tick the “Add as additional …” box in the window.
You can group your services into categories (e.g. “Hair”, “Skin”, “Nails”). Open “Category management” with the “Categories” button at the top right of the services page and add categories, then choose one from the “Category” list in each service's edit window. The service list and the service picker on the reservation form show category headings. Categories have a single level and are not programs; programs are added on the “Programs” page.
See the detailed, visual guide →Services you import via Excel/CSV or from another program are gathered in the collapsed “Imported …” section at the bottom of the services page. Tap its heading to open it; you can edit or delete these services there.
You can assign the staff members who are able to provide each service. Only authorised staff appear as an option for that service on the reservation form. If no staff member at all is authorised for a service, the service is marked as "Unavailable".
A program is an event type (e.g. Wedding with dinner, Henna night) or the name of a hall, section or room, and has only a name and a color. It isn't a service, a package or a category. Programs are added on the “Programs” page under “Definitions” in the left menu, selected in the “Program” field of the reservation form, and set the reservation's color on the calendar. Adding a category instead of a program is a common mistake; the detailed guide explains how to fix it.
See the detailed, visual guide →You can contact us directly with your questions. Pro users receive priority support.