Scheduling

Accepting Payments

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Integrations

• Connect Your PayPal Account
• Connecting Your Appointments & Events to Zoom
• Reserve with Google
• Connect to other Apps with Zapier
• Sync your QuickBooks account
• Reserve with Facebook

General

• Using the Mobile App Caller ID
• Utilizing the Mobile App
• Enable Notifications on the Mobile App

Business

• AI-Driven Business Advisor (BizAI) - FAQs
• Tracking Business Activities With Reports
• Setting Your Notification Preferences
• Business Details, Contact Info & Branding
• Adding and Managing Staff Members

Client Portal

• Client Portal Login & Actions: Client Side
• Customizing your Client Portal

Campaigns

• Creating and Sending Announcements
• Creating & Sending Automated Campaigns
• Targeting Marketing Recipients
• Tracking marketing results
• Getting Ratings & Reviews
• Anti-Spam Requirements for Email & SMS Announcements

Calendar

• Using the Calendar: Scheduling Appointments, Events, Blocked Time & Promoting Bookings
• Setting Up Your Calendar & Availability

Accepting Payments

• Setting up Payments: Currency, Taxes & Payment Processors
• Recording and Cancelling Payments
• Accepting Online Payments
• Getting Paid Online
• Online Payment Forms & Payment Experience
• Create Recurring and Scheduled Payments

Managing Clients

• Import Clients from CSV or Excel
• Adding Clients & Contacts
• Create and Manage Views
• Managing Client Info & Activity
• Organizing Clients for Easy Categorization

Payments by inTandem

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Apps

• Connect with the Calls & Texting App
• Get Tips with Collect Tips
• Enhance Your Emails with WiseStamp
• Design Campaigns with Pro Campaign Editor
• Get your documents signed with app.rove

Web & Social

• Business and Web Pages

Tracking Payments & Billing

• Setting up Automated Billing
• Managing & tracking payments
• Creating and Sending Invoices & Estimates

Services

• Understanding & Managing your Service Menu
• Adding & Defining Services

Client Communication

• How to Enable SMS Opt-Ins for Transactional SMS
• Message Your Clients with Calls & Texting
• Using your Inbox for Client Management & Communication
• Automatic Client Messages
• Managing and Sharing Documents

FAQs

• Enable Third-Party Cookies on Safari

Payments by inTandem

• Getting Started with Payments by inTandem
• Payments by inTandem Supported Merchant Category Codes
• Payments by inTandem - Terms of Service

Online Booking

• How to Use Resources
• Enabling & Customizing Online Booking
• Set your Booking Reminders & Intake Form

Collect Payments Online

• Enable Fee Offsetting and Surcharges