Select a topic:
Getting Started
Introduction to Mangomint
Switching to Mangomint
Setting Up Your Account
Guide for Admin UsersGuide for Non-Admin Users
Learning the Basics in Mangomint
HIPAA Compliance
Calendar & Appointments
Calendar
Calendar BasicsCalendar Colors & IconsCalendar Display Preferences Scheduling OptionsPrint Daily Appointment Schedule
Appointments
Create a New AppointmentCreating an Appointment with Multiple Services or Staff MembersEdit an AppointmentCancel or Delete an AppointmentRepeating Appointments
Express Booking™
Set Up Express Booking™Use Express Booking™What happens after an Express Booking™ link is sent?FAQ: Express Booking™
Intelligent Waitlist
Enabling the WaitlistAdding and Finding Waitlist EntriesBooking an Appointment from the WaitlistSetting Up Waitlist Automated MessagesAllowing Clients to Join Waitlist in Online Booking
Waiting Room
Enabling the Waiting RoomUsing the Waiting RoomClient Self Check-In
Time Blocks
Create a Time BlockCreate a Repeating Time Block
Resources
Understanding Resources and Resource GroupsCreating ResourcesAdding Resource Requirements to ServicesCreating Services with Resource Requirements Only (No Staff Required)Using Resources to Manage Service AvailabilityViewing Resources on the CalendarFAQ: Resources
FAQ: Calendar & Appointments
How can I set up alternating hours for staff members?How do I resend client notifications?How can I collect photos during booking?How do I print a client's appointment details?How can I link my Mangomint calendar to my iCal calendar?How can I enforce my cancellation policy?How do I un-cancel an appointment?
Sales & Checkout
Sales & Checkout Basics
Check Out an AppointmentStart a Checkout Without an AppointmentCheck Out Appointments Together (Combine)Split Services into Separate CheckoutsApply a Discount During CheckoutSave a Checkout for LaterDiscard an Existing CheckoutSending and Printing a Client ReceiptNavigating the Sales Screen
Refunds & Returns
How to Process Full RefundsHow to Process Partial RefundsRefunding a Deposit to a Gift CardProduct ReturnsVoiding a SaleVoiding a Single Payment
Tips/Gratuity
Adding and Splitting TipsAssigning Tips to Assistants
FAQ: Sales & Checkout
Can I automatically add a surcharge or fee to every checkout?How do I change the service provider on a closed sale?
FAQ: Refunds & Returns
How do I handle product exchanges?How do I do a product return and refund to a gift card?How can I refund a gift card purchase?How do I fix an accidentally voided sale?How do I process refunds through other payment processors?
FAQ: Tips/Gratuity
How do I collect tips on a zero-balance sale?How do I fix an unassigned tip?How do I fix an unassigned tip on a gift card or package sale?How do I pay my staff members cash tips?
Payments
Payment Basics
Payment TypesSigning Up for Mangomint PaySplitting Payments
Payment Accounts
Payment Account BasicsSetting Up a Payment Account for a Staff MemberSigning Up for a Payment Account as a Staff Member
Credit Cards
Taking In-Person Payments with the Front Desk DisplayTaking Credit Card PaymentsTaking Payments with a Card Reader Connected to Your iPhone or iPadRequiring a Credit Card in Online BookingManaging Cards on FileClient Self CheckoutMangomint Pay: Balance & PayoutsMangomint Pay: Payout ScheduleMangomint Pay: Monthly SummariesFAQ: Mangomint Pay
Deposits
Take a Deposit ManuallyTake Deposits with Express Booking™Require a Deposit in Online Booking
Other Payment Options
Using Non-Integrated Payment ProcessorsTaking Cash Payments and Calculating ChangeTaking Check Payments
Hardware
Front Desk Display Hardware Purchase GuideSetting Up Your Front Desk DisplaySetting Up the iPad Kiosk ModeConnecting a Card Reader Directly to Your iPhone or iPadCompleting a Test Transaction Using Your Card ReaderUsing a Barcode ScannerUpdating Your Mangomint Mobile AppFront Desk Display Troubleshooting GuideCard Reader Troubleshooting Guide
Cash Drawer
Add a New CountAdd a New Pay-In or Pay-OutCash Drawer Daily Closeout
Advanced Settings: Payments & Checkout
FAQ: Payments
How do payments work with a booth renter model?How are payments reflected in reports?
Staff Members
Adding a Staff Member
Archiving a Staff Member
Managing Staff Member Work Hours
Link Services to Staff Members
Staff Member Permissions
Staff Compensation
Basic Service CommissionSliding Scale Service CommissionProduct CommissionHourly Compensation
Set a Day Off for a Staff Member
Set Days Off for Multiple Staff Members at Once
Resetting Passwords
Viewing Your Daily and Weekly Totals
Services
Creating Services
Deleting Services
Service Customizations
Set Up Service CustomizationsShow Base Prices for Service CustomizationsCustomize a Service for an AppointmentFAQ: Service Customizations
Processing, Finishing, and Buffer Times
Link Services to Staff Members
Enable Services for Online Booking
FAQ: Services
How can I deduct a back bar fee for my services?How can I track services sold through Groupon or other online promotions?How do I enable or disable taxes on services?How do I set up couples services?
Clients
Client List
Navigating the Client ListAdding and Deleting ClientsMerging Duplicate ClientsExporting Your Client List
Client Details & Timeline
Client DetailsClient TimelineClient Notes and Appointment NotesBlock a Client from Online BookingPrint a Client's Upcoming AppointmentsClient Portal
FAQ: Clients
How can I turn off notifications for individual clients?
Two-Way Texting
Navigating the Messages Screen
Sending and Receiving Text Messages
Adding Internal Notes in a Conversation
FAQ: Two-Way Texting
Products & Inventory
Creating Products
Search & Sort Products
Add Inventory Change
Purchase Orders
Add & Manage SuppliersSet Up Products for Purchase OrdersCreate Purchase OrdersReceive a Purchase Order Delivery
FAQ: Products & Inventory
Automated Messages
Customizing Automated Messages
Setting Your Cancellation Policy
Asking Clients to Submit a Review
Advanced Settings: Automated Messages
Online Booking
Enable Online Booking
Enable Services for Online Booking
Adding Online Booking to Your Website
Online Booking Guides for Popular Website Builders
Setting Up Online Booking for a Shopify WebsiteSetting Up Online Booking for a Squarespace WebsiteSetting Up Online Booking for a Wix WebsiteSetting Up Online Booking for a WordPress Website
Adjusting Online Booking Preferences
Adjusting Staff Selection Options in Online Booking
Using Direct Booking Links
Add Booking Link to Google Business Profile
Gift Cards
Digital Gift Cards
Setting Up Digital Gift CardsSelling Digital Gift Cards OnlineFAQ: Digital Gift Cards
Gift Card Promotions
Creating Gift Card Promotions
Selling Gift Cards When Checking Out an Appointment
Selling Gift Cards Without an Appointment
Applying Discounts on Gift Cards
Adding Gift Cards Sold Outside of Mangomint
Redeeming a Gift Card During Checkout
Tracking Gift Card Sales & Usage
FAQ: Gift Cards
How can I refund a gift card purchase?How do I send a digital gift card?
Packages
Creating a Package
Selling a Package
Using a Package During Checkout
Manually Adding Packages and Adjusting Package Quantities
Transferring a Package to Another Client
Memberships
Membership Basics
Set Up a Membership PlanStart a New Membership for a ClientUse a Membership During Checkout
Managing Membership Plans
Update a Membership PlanChange a Membership Plan NameArchive a Membership Plan
Managing Client Memberships
Change the Price/Discount on a Client’s Membership Change the Payment Method on a Client’s MembershipCancel a Client’s MembershipAdjust the Quantities of Remaining Services on a Client’s MembershipSwitch a Client's Membership to the Current Version of the PlanFind a Client's Membership
FAQ: Memberships
What do the membership statuses mean?How do I resend the credit card email request to my client?What happens if a credit card payment fails for a membership?How do I apply a membership towards a higher-priced service?How do I remove product or service discounts from a membership during checkout?How do I change the service expiration date on a client's membership?How do I transfer memberships from my previous booking system?How can I send custom email campaigns to my clients with active memberships?
Integrated Forms
Creating Form Templates
Sending Forms to Clients and Staff Members
Adding a Form to an Existing Appointment
Filling Out Client Forms in Person
Viewing Form Submissions
Resubmitting Forms
FAQ: Integrated Forms
Time Clock
Setting Up the Time Clock
Using the Time Clock
Managing Time Cards
Setting Up Different Task Types
Using Task Types
How can I have my staff members clock in and clock out on a front desk device?
App Manager & Integrations
Using the App Manager
Memberships SettingsTime Clock Settings
Mailchimp Integration
Setting Up the Mailchimp IntegrationSending Emails to Your Clients Using Mailchimp
WaiverForever Integration
Setting Up the WaiverForever IntegrationCreating Waivers in WaiverForeverCollecting Waivers From Your Clients
Shopify Integration
Gift Up! Integration
Setting Up the Gift Up! IntegrationAdding Gift Up! to Your Website
Reports
Available Reports
Staff Reports
Payroll Report
Business Reports
Business Intelligence: Appointments Report
Business Setup
Business Details
Locations
Logo & Branding
Advanced Settings: Business Setup
Home
>Clients
>Client Details & Timeline

Client Details & Timeline

Mangomint allows you to store information about your clients including notes, images, and appointment history. The articles in this section cover client details and the client timeline.

In this section:

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