Knowledge Hub
A Comprehensive Resource Collection
By Camilo1 author43 articles
- Refunding a client's credit/debit card with a Credit noteStep by step instructions to refund a payment
- Refunding a client's depositStep by step instructions to create a credit note for a deposit already received
- Creating a credit noteStep by step instructions to create a credit note
- Creating a custom invoiceStep by step instructions to create an Invoice
- Reviewing outstanding invoicesFilter all of your open invoices
- Reviewing how billing configuration worksGoing through the billing settings and their outcomes
- Adding processing fee to paymentsStep-by-step instructions to add a processing fee
- Pausing Billing for a Subscription/MembershipPutting on hold a subscription
- Enabling Auto-chargeSimplify your billing process with the Auto-charge feature
- Understanding why an invoice has not been paid automaticallyTroubleshooting Unpaid Invoices
- Understanding why a client invoice has not been generatedUnissued client invoices, common causes and solutions
- How to generate an invoice before the billing cycleStep by step guide to generate an upcoming invoice before the invoice generation day
- Using Credit Notes and Prepaid Balances for InvoicesLearn how to automatically apply credit notes and prepaid balances to settle invoices
- Working with day passesStep-by-step instructions to check in on a user's behalf, review check ins, and canceling a check in
- Setting and working with creditsUnderstanding how to work with credits
- Creating plans, products, and services for a certain group of usersCustomizing your plans, products, and services for specific groups.
- Assigning or modifying a plan for an office, desk, or room.Discover how to link elements to a pre-purchased membership
- Booking credits not workingFixing most common issues when working with credits
- Choosing Between Desk Booking and Day Pass SystemsDifference between regular desk booking vs Day pass
- Setting working hours for your Elements/ItemsConfigure your business hours for your workspace
- Setting items in your inventory to be visible to certain group of usersCustomizing your rooms and desk groups for specific groups.
- Working with the booking settingsConfigure how do you want to work with your regular bookings
- Reviewing your bookingsOpen the calendar view to review your bookings
- Editing or cancelling a bookingCanceling Bookings in Booking Management
- Setting booking dependency with your elementsSet an element (room/office/desk group) to be automatically booked if another element has been booked
- How to configure bookable conference roomsCreating a conference room to have it available for Hourly/half day/Daily booking
- How to configure bookable desksCreating a desk group to have it available for Hourly/half day/Daily booking
- How to configure bookable private officesCreating a private office to have it available for Hourly/half day/Daily booking
- How to configure the day pass system for desksConfiguring your desk group to be available via a day pass
- Setting your minimum time interval, booking attributes, and preparation timeConfigure your booking intervals to adapt to your needs
- Setting closure daysClosing your business for specific days
- Creating a discount codeStep-by-step instructions to create a discount code
- Request a password resetReset a password for an account
- Working with Menu ItemsEnabling or disabling Menu elements
- Enabling the client self sign-up flowAllow customers to create an account without making a purchase
- Changing Display Language in Your WorkspaceSetting the language for your workspace and your profile.
- Setting a private profile pictureAdding a profile picture that can be seen only by admins