Learning Center Sitemap (278 total)
Title
Last Updated
Calendar & Appointments
Jul 14, 2022
Calendar
Apr 9, 2022
Calendar Basics & Views
Jun 14, 2021
Calendar Color Key & Icons
Oct 14, 2022
Display Preferences
Jul 15, 2022
Scheduling Options
Apr 9, 2022
Print Daily Appointment Schedule
Jul 16, 2022
Appointments
Apr 11, 2022
Create a New Appointment
Dec 15, 2020
Edit an Appointment
Sep 16, 2020
Creating an Appointment with Multiple Services or Staff Members
Dec 16, 2020
Repeating Appointments
Jul 19, 2022
Cancel or Delete an Appointment
Mar 7, 2022
Express Booking™
Jul 14, 2022
How to Set Up Express Booking™
Nov 20, 2021
How to Use Express Booking™
Jun 1, 2022
What happens after an Express Booking™ link is sent?
Apr 11, 2022
FAQ: Express Booking™
Nov 5, 2021
Intelligent Waitlist
Jul 17, 2022
How to enable the waitlist feature
Jul 17, 2022
Add a waitlist entry
Jan 27, 2023
Book an appointment from the waitlist
Jul 14, 2022
Waitlist notifications and automated messages
Jul 14, 2022
How clients can add themselves to the waitlist in online booking
Jul 14, 2022
How to find waitlist entries
Jul 14, 2022
Waiting Room
Apr 11, 2022
How to Enable the Waiting Room Feature
Apr 11, 2022
How to use the Waiting Room
Jul 20, 2022
Client Self Check-In
Jul 21, 2022
Time Blocks
Nov 11, 2020
Create a Time Block
Apr 21, 2021
Make a Repeating Time Block
Dec 14, 2022
Edit a Time Block
Nov 12, 2020
Delete a Time Block
Nov 12, 2020
FAQ: Calendar & Appointments
Feb 18, 2022
How can I set up alternating hours every other week?
Dec 14, 2022
How do I resend client notifications?
Dec 16, 2020
How can I collect photos during booking?
Feb 18, 2022
How do I print a client's appointment details?
Feb 9, 2021
How can I link my Mangomint calendar to my iCal calendar?
Apr 11, 2022
How can I enforce my cancellation policy?
Mar 6, 2022
How do I un-cancel an appointment?
Mar 6, 2022
Sales & Checkout
Nov 19, 2021
Basics
Jan 26, 2022
Check Out an Appointment
Feb 21, 2022
Start a Checkout without an Appointment
Dec 17, 2020
Navigating the Sales Screen
Dec 20, 2022
Apply a Discount During Checkout
Nov 19, 2021
Check Out Appointments Together (Combine)
Dec 17, 2020
How to Split Services into Separate Checkouts
Jan 25, 2022
Send a Client Receipt
Jan 4, 2021
Save a Checkout for Later
Mar 6, 2022
Discard an Existing Checkout
Jun 13, 2020
Refunds & Returns
Nov 19, 2021
How to Process Full Refunds
Aug 31, 2022
How to Process Partial Refunds
Aug 31, 2022
Product Returns
Sep 1, 2022
How to Void a Sale
Nov 19, 2021
Voiding a Single Payment
Oct 10, 2021
Tips / Gratuity
Mar 13, 2021
Adding & Splitting Tips
Mar 6, 2022
How to Assign Tips to Assistants
Apr 8, 2022
FAQ: Sales & Checkout
Sep 8, 2022
Can I automatically add a surcharge or fee to every checkout?
Aug 31, 2022
How do I change the service provider on a closed sale?
Nov 20, 2020
FAQ: Refunds
Sep 8, 2022
How do I handle product exchanges?
Sep 1, 2022
How do I do a product return and refund to a gift card?
Sep 1, 2022
How can I refund a gift card purchase?
Aug 7, 2021
How do I refund other payments?
Nov 19, 2021
How do I fix an accidentally voided sale?
Nov 4, 2022
FAQ: Tips / Gratuity
Mar 11, 2021
How do I collect tips on a zero balance sale?
Mar 9, 2021
How do I fix an unassigned tip?
Mar 8, 2021
How do I fix an unassigned tip on a gift card or package sale?
Sep 1, 2022
How do I pay my staff members cash tips?
Nov 20, 2020
Payments
Feb 11, 2022
Basics
Feb 11, 2022
Payment Types
Sep 8, 2022
Signing up for Mangomint Pay
Feb 14, 2022
How to Split Payments
Dec 17, 2020
Credit Cards
Dec 5, 2022
How to Take In-Person Payments
Oct 3, 2022
Client Self Checkout
Mar 8, 2021
How to Manually Charge Credit Cards
Sep 8, 2022
How to Take Payments with the Card Reader (Direct Connection)
Feb 11, 2022
Completing a Test Transaction Using Your Card Reader
Dec 7, 2022
How Can I Require a Credit Card or Prepayment for Online Booking?
Sep 8, 2022
Managing Cards-on-File
Feb 8, 2022
Mangomint Pay Balances & Payouts
Jan 21, 2022
Mangomint Pay Monthly Summaries
Jan 23, 2022
Mangomint Pay Payout Schedule
Jan 21, 2022
FAQ: Mangomint Pay
Feb 5, 2022
Deposits
Feb 11, 2022
How to Take a Deposit Manually
May 4, 2021
How to Require a Deposit for Online Booking
Feb 11, 2022
How to Take Deposits with Express Booking™
Feb 14, 2022
Other Payment Options
Feb 11, 2022
How To Use Non-Integrated Payment Processors
Sep 8, 2022
How to Take a Check Payment
Feb 11, 2022
How to Take Cash Payments and Calculate Change
Feb 11, 2022
Cash Drawer
Feb 11, 2021
Add a New Count
Feb 14, 2022
Add a New Pay-In or Pay-Out
Feb 11, 2021
Cash Drawer Daily Close Out
May 23, 2021
Payment Accounts
Feb 11, 2022
Payment Account Basics
Feb 14, 2022
How to Set Up a Payment Account for a Staff Member
Sep 12, 2022
How to Sign Up for a Payment Account (for Staff Members)
Jun 25, 2021
Hardware
Jan 11, 2023
Front Desk Display Hardware Purchase Guide
Mar 23, 2022
Setting Up Your Front Desk Display
Jan 11, 2023
Setting Up the iPad Kiosk Mode
Jan 11, 2023
Connecting a Card Reader Directly to Your iPhone or iPad
Jan 11, 2023
How to Set Up and use a Barcode Scanner
Feb 11, 2022
Front Desk Display Troubleshooting Guide
Jan 22, 2022
Card Reader Troubleshooting Guide
May 26, 2022
How to Update your Mangomint App
Mar 4, 2022
FAQ: Payments
Apr 20, 2022
Transitioning to a Booth Renter Model
Apr 26, 2022
Report changes to include payments based on the date they occurred instead of the sale date
Jun 29, 2021
Clients
Mar 18, 2021
Clients List
Jun 16, 2020
Navigating the Client List
Dec 20, 2022
Add a New Client
Jun 16, 2020
How to Merge Duplicate Clients
Aug 20, 2022
Delete a Client
Jun 13, 2020
Exporting Your Client List
Dec 15, 2022
Client Details & Timeline
Jan 10, 2023
Client Details
Sep 29, 2020
Client Timeline
Oct 20, 2022
Manage Client Cards on File & Gift Cards
Jun 13, 2020
Block a Client from Online Booking
Mar 25, 2021
Print a Client's Upcoming Appointments
Sep 21, 2020
Adding Client Notes
Sep 30, 2020
Client Portal
Jan 10, 2023
FAQ: Clients
Mar 18, 2021
How can I turn off notifications for individual clients?
Jan 12, 2023
Two-Way Texting
Jan 24, 2023
Navigating the Messages Screen
Jan 24, 2023
Sending and Receiving Text Messages
Jan 24, 2023
FAQ: Two-Way Texting
Jan 24, 2023
Products & Inventory
Mar 8, 2022
Manage Categories & Add Products
Oct 4, 2022
Search & Sort Products
Oct 4, 2022
Delete a Product
Jan 13, 2021
Add Inventory Change
Jan 14, 2021
Purchase Orders
Apr 13, 2021
Manage Suppliers
Apr 8, 2021
Set Up Products for Purchase Orders
Apr 8, 2021
Create Purchase Orders
Dec 2, 2022
Receive a Purchase Order Delivery
Dec 6, 2022
How do I Enable or Disable Taxes on Products?
Apr 25, 2022
Automated Messages
Jan 11, 2023
How to Customize Automated Messages
Oct 14, 2022
How to Set your Cancellation Policy
Oct 27, 2021
Asking Clients to Submit a Review
Jan 25, 2023
Gift Cards
Nov 4, 2022
Digital Gift Cards
Nov 17, 2021
How to Set Up Digital Gift Cards
Nov 17, 2021
How to Sell Digital Gift Cards Online
Nov 4, 2022
FAQ: Digital Gift Cards
Nov 22, 2021
Gift Card Promotions
Nov 4, 2022
Creating Gift Card Promotions
Nov 4, 2022
How to Sell a Gift Card In-Store
Nov 17, 2021
How to Sell a Gift Card During Checkout
Sep 2, 2022
How to Use/Redeem a Gift Card During Checkout
Nov 17, 2021
Managing Gift Cards
Jan 4, 2023
How to Apply Discounts on Gift Cards
Nov 4, 2022
How to Track Gift Card Sales & Usage
Nov 17, 2021
FAQ: Gift Cards
Nov 17, 2021
How can I refund a gift card purchase?
Aug 7, 2021
How do I send a digital gift card?
Nov 17, 2021
Packages
Dec 24, 2020
How to Create a Package
Aug 12, 2022
How to Sell a Package
Jun 13, 2020
Manage Packages & Adjust Package Quantities
Aug 12, 2022
How to Use/Redeem a Package During Checkout
Oct 17, 2022
Transfer a Package to Another Client
Aug 11, 2020
Memberships
Dec 24, 2020
Basics
Aug 14, 2020
Set Up a Membership Plan
Aug 15, 2022
Start a New Membership for a Client
Aug 27, 2020
Use / Redeem a Membership During Checkout
Aug 27, 2020
Managing Client’s Memberships
Aug 18, 2020
Change the Price / Discount on a Client’s Membership
Aug 27, 2020
Change the Payment Method on a Client’s Membership
Nov 24, 2020
Cancel a Client’s Membership
Aug 27, 2020
Adjust the Quantities of Remaining Services on a Client’s Membership
Sep 2, 2020
Upgrade / Switch to the current version of a membership plan
Aug 15, 2022
How to Find a Client's Membership
Aug 27, 2020
Managing Membership Plans
Aug 15, 2020
Update a Membership Plan
Aug 27, 2020
Change a Membership Plan Name
Aug 21, 2020
Archive a Membership Plan
Aug 21, 2020
FAQ: Memberships
Nov 5, 2021
What do the Membership Statuses mean?
Aug 27, 2020
What happens if a credit card payment fails?
Aug 18, 2020
How do I set up annual memberships?
Aug 18, 2020
Can I sell memberships in online booking?
Aug 18, 2020
How do I transfer memberships from my old booking system?
Oct 19, 2022
How do I apply a membership towards a higher priced service?
Aug 27, 2020
How do I resend the credit card email request to my client?
Aug 16, 2022
How do I remove products or services discounts?
Aug 16, 2022
How do I change the service expiration date on a client's membership?
Sep 2, 2020
How can I send custom campaigns to my clients with active memberships?
Sep 17, 2020
Time Clock
Mar 17, 2021
Setting Up the Time Clock
Mar 17, 2021
Using the Time Clock
Mar 17, 2021
How to Manage & Edit Time Cards
Mar 17, 2021
Setting Up Different Task Types
Mar 19, 2021
How to Use Task Types
Mar 17, 2021
FAQ: Timeclock
Jan 6, 2021
How can I have my staff members clock-in and clock-out on a front desk device?
Mar 10, 2021
Services
Jan 6, 2021
Add Categories & Services
Sep 11, 2020
Organize the Service List
Aug 11, 2020
Processing, Finishing, and Buffer Times
Apr 9, 2022
Link Services to Staff Members
Jan 19, 2023
Enable Services for Online Booking
Jan 18, 2023
Delete Services & Categories
Sep 14, 2020
FAQ: Services
Mar 8, 2022
How can I deduct a back bar fee for my services?
Jan 6, 2021
How can I track services sold in Groupon or other online promotions?
Mar 13, 2021
How Do I Enable or Disable Taxes on Services?
Apr 25, 2022
Staff Members
Mar 6, 2022
Adding a Staff Member
Mar 19, 2021
Archiving a Staff Member
Mar 19, 2021
Managing Staff Member Work Hours
Mar 10, 2021
Staff Compensation
Dec 8, 2020
Hourly Compensation
Dec 10, 2020
Basic Service Commission
Dec 8, 2020
Product Commission
Mar 10, 2021
Sliding Scale Service Commission
Dec 9, 2020
Reset Staff Password
Mar 9, 2021
Set a Day Off for a Staff Member
Mar 9, 2021
Set Days Off for Multiple Staff Members at Once
Dec 16, 2022
Customize Service Settings for Staff Members
Mar 6, 2022
General Settings
Apr 9, 2022
Business Setup
Mar 25, 2021
Business Details
Mar 4, 2022
Locations
Jan 28, 2023
Logo & Branding
Jan 10, 2023
Feature Manager
Oct 15, 2022
Membership Settings
Mar 4, 2022
Time Clock Settings
Mar 4, 2022
Advanced Settings: Client Ownership
Mar 4, 2022
Online Booking Settings
Mar 10, 2022
Enable Online Booking
Jan 28, 2023
Adding Online Booking to Your Website
Jan 11, 2023
Set Up Online Booking for a Squarespace Website
Mar 2, 2021
Set Up Online Booking for a Wix Website
Mar 2, 2021
Set Up Online Booking for a Shopify Website
Jan 26, 2022
Online Booking Preferences
Aug 8, 2022
Staff Selection
Jan 21, 2021
How to Find Direct Booking Links
Mar 10, 2022
Payments & Checkout Settings
Feb 14, 2022
Advanced Settings: Payments & Checkout
Jan 21, 2021
Integrated Forms
Dec 24, 2022
Creating Form Templates
Dec 24, 2022
Sending Forms to Clients and Staff Members
Oct 17, 2022
Adding a Form to an Existing Appointment
Dec 24, 2022
Filling Out Client Forms in Person
Oct 17, 2022
Viewing Form Submissions
Oct 17, 2022
Resubmitting Forms
Oct 17, 2022
FAQ: Integrated Forms
Jan 20, 2023
Integrations
Oct 26, 2022
MailChimp Integration
Mar 25, 2021
Setting up the Mailchimp Integration
Mar 26, 2021
Sending Emails to your Clients using Mailchimp
Mar 25, 2021
Gift Up! Integration
Oct 26, 2022
Setting up the Gift Up! Integration
Nov 3, 2022
Adding Gift Up! on your Website
Oct 27, 2022
WaiverForever Integration
Jun 15, 2021
Setting Up the WaiverForever Integration
Mar 23, 2021
Creating Waivers in WaiverForever
Apr 22, 2022
Collecting Waivers from your Clients
Mar 11, 2022
Shopify Integration
Feb 22, 2022