Select a topic:
Getting Started
About Mangomint
Introduction to MangomintHIPAA ComplianceUsing Mangomint with a Booth Renter or Hybrid Model
Setting Up Your Account
Switching to MangomintSetup Guide for Admin UsersSetup Guide for Non-Admin UsersMarketing Options in Mangomint
Mangomint Basics
Learning the Basics in MangomintSetting Up Hours in MangomintAdding Notes in Mangomint
Calendar & Appointments
Calendar
Calendar BasicsCalendar Colors & Appointment IconsCalendar Display PreferencesScheduling OptionsCancellations & ReschedulingLink Your Mangomint Calendar to Your Apple or Google Calendar
Appointments
Create an AppointmentEdit an AppointmentCancel or Delete an AppointmentEnforce Your Cancellation PolicyRebook an AppointmentRepeating AppointmentsPrint a Client's Appointment Details
Express Booking™
Set Up Express Booking™Use Express Booking™FAQ: Express Booking™
Group Booking
Enable Group BookingCreate a Group Booking from the CalendarCreate a Group Booking from Existing AppointmentsCreate a Group Booking from Online BookingUpdate an Existing Group BookingCheck In and Check Out a Group BookingFAQ: Group Booking
Resources
Understanding Resources and Resource GroupsCreating ResourcesAdding Resource Requirements to ServicesViewing Resources on the CalendarSetting Up Services with Limited AvailabilityCreating Services that Do Not Require Staff MembersFAQ: Resources
Intelligent Waitlist
Viewing the WaitlistAdding and Finding Waitlist EntriesAllowing Clients to Join Waitlist in Online BookingBooking an Appointment from the Waitlist
Virtual Waiting Room
Using the Virtual Waiting RoomClient Self Check-In
Time Blocks
Create a Time BlockCreate a Repeating Time Block
FAQ: Calendar & Appointments
Sales & Checkout
Completing Sales & Checkouts
Check Out an AppointmentCheck Out Appointments TogetherComplete a Checkout Without an AppointmentSplit Services into Separate CheckoutsApply a Discount During CheckoutUsing a Barcode Scanner to Scan Products During CheckoutAdd a Surcharge or Fee to Every CheckoutSave a Checkout for LaterDiscard an Existing CheckoutChange the Service Provider on a Closed SaleSend or Print a Client ReceiptNavigating the Sales App
Tips/Gratuity
Adding and Splitting TipsCollecting a Tip on a Zero-Balance SaleAssigning Tips for Assistants or Resource-Only ServicesFixing an Unassigned Tip on a Service SaleFixing an Unassigned Tip on a Gift Card or Package SalePaying Out a Staff Member's Tips in Cash
Refunds & Returns
Completing a RefundResolving a Remaining BalanceRefunding a Single PaymentRefunding a Deposit or Payment on an Open SaleCompleting a Product ReturnVoiding a SaleFAQ: Refunds & Returns
Payments
Payment Basics
Payment TypesSplit Payments Between Multiple Payment Methods
Payment Accounts
Payment Account BasicsSigning Up for Payment ProcessingSetting Up a Payment Account for a Staff MemberSigning Up for a Staff Member Payment Account
Payment Hardware
Front Desk Display vs. Direct ConnectionFront Desk Display: Hardware Purchase GuideSetting Up Your Front Desk DisplaySetting Up the iPad Kiosk ModeUpdating the Mangomint Mobile App on the Front Desk DisplayConnecting a Card Reader Directly to Your iPhone or iPadCompleting a Test Transaction Using Your Card ReaderTroubleshooting Guide: Front Desk DisplayTroubleshooting Guide: Card Reader
Credit Cards
Taking Credit Card PaymentsTaking Payments with the Front Desk DisplayTaking Payments with a Card Reader Connected to Your iPhone or iPadClient Self CheckoutRequiring a Credit Card in Online BookingManaging Cards on FileBest Practices: Credit Card PaymentsPayment DisputesPayment Processing: Balance & PayoutsPayment Processing: Payout SchedulePayment Processing: Monthly SummariesPayment Processing: Update Account DetailsFAQ: Payment Processing
Deposits
Collecting a Manual DepositCollecting Deposits with Express Booking™Requiring a Deposit in Online Booking
Cash Drawer
Taking Cash Payments and Calculating ChangeAdd a New CountAdd a New Pay-In or Pay-OutCash Drawer Daily Closeout
Using Non-Integrated Payment Options
Advanced Settings: Payments & Checkout
Staff Members
Adding and Inviting Staff Members
Staff Member Notifications
Enabling Desktop Notifications
Staff Member Permissions
Staff Member Work Hours & Days Off
Managing Staff Member Work HoursSet Up Alternating Hours for Staff Members (Bi-weekly Schedules)Set a Day Off for a Staff MemberSet and Remove Days Off for Multiple Staff Members
Staff Member Compensation
Service and Product CommissionHourly and Salary CompensationTips Settings for Payroll Processing
Time Clock
Setting Up the Time ClockUsing the Time ClockManaging Time CardsClock In and Out on a Front Desk Device
Resetting Passwords
Archiving a Staff Member
Managing Your Phone Call Availability
Viewing Your Daily and Weekly Totals
Services
Creating Services
Creating a Couples Service
Processing, Finishing, and Buffer Times
Service Customizations
Create Service CustomizationsShow Base Prices for Service CustomizationsCustomize a Service for an AppointmentFAQ: Service Customizations
Product Usage
Setting Up Products for Product UsageAdding Product Usage to a ServiceCompleting a Checkout with Product UsageUsing Memberships & Packages with Product UsageFAQ: Product Usage
Assigning Services to Staff Members
Deleting Services
Deducting Backbar Fees
Tracking Services Sold Through Groupon or Other Online Promotions
FAQ: Services
Clients
Client List
Navigating and Exporting the Client ListAdding and Deleting ClientsMerging Duplicate Clients
Client Details & Timeline
Client DetailsClient TimelineBlock a Client from Online Booking
Client Account Balances
Add to a Client's Account BalanceUse a Client’s Account Balance as a Payment MethodFAQ: Client Account Balances
Client Communication
Viewing ConversationsAdding Internal Notes in a ConversationUsing Quick Replies
Client Portal
Managing Appointments from the Client PortalManaging Memberships from the Client Portal
Phone Calls & Texting
Enabling Phone Calls
Completing Your Phone Call ApplicationEnabling Staff Members for Phone Calls
Transferring Phone Numbers
Transferring Your Phone Number to MangomintDeregistering Your Phone Number from iMessageFAQ: Transferring Phone Numbers
Managing Phone Calls
Making Phone CallsReceiving Phone CallsListening to VoicemailsListening to Recorded Phone CallsInternational Calling
Updating Phone & Voicemail Settings
Sending & Receiving Text Messages
FAQ: Phone Calls & Texting
Web Chat
Enabling Web Chat
Receiving Web Chat Messages
Replying to Web Chat Messages
FAQ: Web Chat
Online Booking
Enable Online Booking
Enable Services for Online Booking
Adding Online Booking to Your Website
Online Booking Setup Guides
Adding Online Booking to a Shopify WebsiteAdding Online Booking to a Squarespace WebsiteAdding Online Booking to a Wix WebsiteAdding Online Booking to a WordPress Website
Add Booking Link to Google Business Profile
Direct Booking Links
Online Booking Preferences
Staff Selection Options in Online Booking
Online Booking from the Client’s Perspective
FAQ: Online Booking
Products & Inventory
Creating Products
Searching & Sorting Products
Adding an Inventory Change
Purchase Orders
Add & Manage SuppliersSet Up Products for Purchase OrdersCreate Purchase OrdersReceive a Purchase Order Delivery
FAQ: Products & Inventory
Gift Cards
Selling & Redeeming Gift Cards
Buying Physical Gift CardsSelling Gift Cards in PersonSelling Gift Cards OnlineApplying Discounts on Gift CardsRedeeming a Gift Card During Checkout
Creating Gift Card Promotions
Adding Gift Cards Sold Outside of Mangomint
Gift Card Settings
FAQ: Gift Cards
Offers & Discounts
Creating an Offer
Applying an Offer
FAQ: Offers & Discounts
Automated Flows
Flows Basics
Creating Flows
Building and Activating a FlowClient Filters for Automated FlowsFlow Message TypesFlow Message Pricing
Editing and Deactivating a Flow
Viewing Flow Details & Statistics
Using Form Responses with Flows
FAQ: Flows
Campaigns
Creating Campaigns
Create and Send an Email CampaignCreate and Send a Text Message CampaignClient Filters for CampaignsCampaign Message Pricing
Duplicate or Delete a Campaign
View Your Campaign Performance
Using a Custom Email Address
Sending Emails from a Custom Email AddressAdding DNS Records to BluehostAdding DNS Records to GoDaddyAdding DNS Records to SquarespaceAdding DNS Records to Wix
FAQ: Campaigns
Memberships
Membership Plans
Create a Service-Based Membership PlanCreate an Account Balance Membership Plan
Membership Agreements
Creating Membership AgreementsSigning Membership Agreements
Client Memberships
Start a New Membership for a ClientFind a Client's MembershipClient Membership StatusesAdjust the Service Quantities on a Client’s MembershipSwitch a Client's Membership to the Current Version of the PlanChange the Service Expiration Date on a Client's MembershipResend the Credit Card Email Request for a Client's MembershipRenew a Client’s Membership EarlyPause and Resume a Client’s MembershipCancel a Client’s MembershipTransferring Memberships from a Previous Booking System
Selling Memberships Online
Using a Service-Based Membership During Checkout
Memberships Settings
FAQ: Memberships
Packages
Creating a Package
Selling Packages in Person
Selling Packages Online
Using a Package During Checkout
Sell and Redeem a Package on the Same Day
Manually Adding Packages
Adjusting the Service Quantities in a Package
Transferring a Package to Another Client
Forms & Charting
Creating & Requesting Forms
Creating Form TemplatesSending Forms to ClientsAdding a Form to an Existing Appointment
Completing Forms
Filling Out Client Forms in PersonUsing Image Markup on a FormSaving Progress on a Form
Managing Form Submissions
Viewing and Downloading Form SubmissionsApproving a Form SubmissionResubmitting FormsExporting a Client’s Form Submissions
FAQ: Forms & Charting
Payroll Processing
Employer Onboarding for Payroll
Signing Up for Payroll as an EmployerCompleting the Employer Onboarding for PayrollViewing Your Tax Documents as an Employer
Worker Onboarding for Payroll
Signing Up for Payroll as a WorkerViewing Your Paystubs and Tax Documents as a Worker
Running Payroll
Adding and Removing Staff Members from Your PayrollPayroll ReportRunning Payroll in MangomintViewing Past Payroll Runs
QuickBooks Payroll Sync
Setting Up the QuickBooks Payroll SyncManually Sync Payroll Data with QuickBooks
FAQ: Payroll Processing
Reports
Available Reports
Staff Reports
Sales Reports
Refunds Reports
Offers Reports
Client Account Balances Reports
Gift Card Reports
Packages Reports
Membership Reports
Payment Reports
Inventory Reports
Business Reports
FAQ: Reports
Apps & Integrations
Managing Your Apps & Integrations
Shopify Integration
Mailchimp Integration
Setting Up the Mailchimp IntegrationSending Emails to Your Clients Using MailchimpSending Emails to Clients with Memberships Using Mailchimp
Webhooks
Webhooks IntegrationDocovia Integration
Doxy.me Integration
WaiverForever Integration
Setting Up the WaiverForever IntegrationCreating Waivers in WaiverForeverCollecting Waivers Using WaiverForever
Gift Up! Integration
Setting Up the Gift Up! IntegrationAdding Gift Up! to Your Website
Mangomint Subscription
Updating Your Mangomint Subscription
Viewing Invoices for Your Mangomint Subscription
Automated Messages
Available Automated Messages
Automated Messages: Appointment BookedAutomated Messages: Appointment CanceledAutomated Messages: Appointment RescheduledAutomated Messages: Form SubmittedAutomated Messages: Waitlist EntriesAutomated Messages: Check-In ProcessAutomated Messages: Sale ClosedAutomated Messages: Gift CardsAutomated Messages: PackagesAutomated Messages: Memberships
Enabling and Disabling Automated Messages
Customizing Automated Messages
Advanced Settings: Automated Messages
Business Setup
Business Details
Business Hours
Locations
Phone Numbers
Adding and Changing Phone NumbersUsing Multiple Phone Numbers
Logo & Branding
Payroll
Payroll SettingsAdding Payroll Accounts
Advanced Settings: Business Setup
Home
Clients
Client Details & Timeline

Client Details & Timeline

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

In this section:

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