Getting Started
For Owners & Managers
Step 1: Business Setup
Complete your Business DetailsAdd your Tax RatesChoose the Features You Need Start your subscription
Step 2: Staff & Services Setup
Add Staff MembersAdd Staff HoursAdd ServicesEnable Services for Staff MembersCreate a Test Appointment
Step 3: Planning For Your Launch
Decide on a Launch DateImport Your Data Create Your Cancellation PolicyDecide How to Take PaymentsTransfer Future AppointmentsInvite your Staff MembersTrain Your Staff Members
Step 4: Day before Launch
Enable Online BookingEnable Automated MessagesOther things to consider
Step 5: After the Launch
For Service Providers
Signing into your Mangomint Account
Staff Member Settings
How to Change your PasswordManaging Work HoursHow to View Daily and Weekly Totals
Calendars & Appointments
Calendar Color & Keys in the Mobile AppCalendar Basics in the Mobile AppCreate a New Appointment in the Mobile AppCancel or Delete an Appointment in the Mobile AppCreate a Time Block in the Mobile App
Sales, Checkout & Payments
Payment TypesCheck Out an Appointment in the Mobile AppStart a Checkout without an Appointment in the Mobile AppHow to Add a Discount in the Mobile AppHow to Split Payments in the Mobile App
Getting Additional Help
For Front Desk Staff
Signing into your Mangomint Account
Helpful Articles: Front Desk Staff
Getting Additional Help
Help Articles
Calendar & Appointments
Calendar
Calendar BasicsCalendar Colors & IconsDisplay Preferences Scheduling OptionsPrint Daily Appointment Schedule
Appointments
Create a New AppointmentCreating an Appointment with Multiple Services or Staff MembersRepeating AppointmentsEdit an AppointmentCancel or Delete an Appointment
Express Booking™
How to Set Up Express Booking™How to 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 WaitlistWaitlist Notifications and Automated MessagesHow Clients Can Add Themselves to the Waitlist in Online Booking
Waiting Room
How to Enable the Waiting Room Feature How to Use the Waiting Room Client Self Check-In
Time Blocks
Create a Time BlockCreate a Repeating Time BlockEdit a Time BlockDelete a 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 every other week?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 AppointmentNavigating the Sales ScreenApply a Discount During CheckoutCheck Out Appointments Together (Combine)How to Split Services into Separate CheckoutsSending and Printing a Client ReceiptSave a Checkout for LaterDiscard an Existing Checkout
Refunds & Returns
How to Process Full RefundsHow to Process Partial RefundsRefunding a Deposit to a Gift CardProduct ReturnsHow to Void a SaleVoiding a Single Payment
Tips / Gratuity
Adding & Splitting TipsHow to Assign 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 refund other payments?How do I fix an accidentally voided sale?
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
Credit Cards
How to Take In-Person Payments Client Self Checkout How to Manually Charge Credit Cards How to Take Payments with the Card Reader (Direct Connection)Completing a Test Transaction Using Your Card ReaderHow Can I Require a Credit Card or Prepayment for Online Booking?Managing Cards-on-FileMangomint Pay: Balances & PayoutsMangomint Pay: Payout ScheduleMangomint Pay: Monthly SummariesFAQ: Mangomint Pay
Deposits
How to Take a Deposit ManuallyHow to Require a Deposit for Online BookingHow to Take Deposits with Express Booking™
Other Payment Options
How To Use Non-Integrated Payment ProcessorsHow to Take a Check Payment How to Take Cash Payments and Calculate Change
Cash Drawer
Add a New CountAdd a New Pay-In or Pay-OutCash Drawer Daily Close Out
Payment Accounts
Payment Account Basics How to Set Up a Payment Account for a Staff Member How to Sign Up for a Payment Account (for Staff Members)
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 iPadHow to Set Up and use a Barcode ScannerFront Desk Display Troubleshooting GuideCard Reader Troubleshooting GuideUpdating Your Mangomint Mobile App
Advanced Settings: Payments & Checkout
FAQ: Payments
Understanding the Booth Renter ModelReport changes to include payments based on the date they occurred instead of the sale date
Staff Members
Adding a Staff Member
Archiving a Staff Member
Managing Staff Member Work Hours
Customize Service Settings for 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
Services
Creating Services
Service Customizations
Set Up Service CustomizationsCustomize a Service for an Appointment
Organize the Service List
Processing, Finishing, and Buffer Times
Link Services to Staff Members
Enable Services for Online Booking
Delete Services & Categories
FAQ: Services
How can I deduct a back bar fee for my services?How can I track services sold in Groupon or other online promotions?How do I enable or disable taxes on services?
Clients
Client List
Navigating the Client ListAdd a New ClientHow to Merge Duplicate ClientsDelete a ClientExporting Your Client List
Client Details & Timeline
Client DetailsClient TimelineManage Client Cards on File & Gift CardsBlock a Client from Online BookingPrint a Client's Upcoming AppointmentsAdding Client NotesClient Portal
FAQ: Clients
How can I turn off notifications for individual clients?
Two-Way Texting
Navigating the Messages Screen
Sending and Receiving Text Messages
FAQ: Two-Way Texting
Products & Inventory
Creating Products
Search & Sort Products
Delete a Product
Add Inventory Change
Purchase Orders
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
Online Booking
Enabling Online Booking
Adding Online Booking to Your Website
Setting Up Online Booking for a Shopify Website
Setting Up Online Booking for a Squarespace Website
Setting Up Online Booking for a Wix Website
Setting Up Online Booking for a WordPress Website
Adjusting Online Booking Preferences
Adjusting Staff Selection Options in Online Booking
Using Direct Booking Links
Gift Cards
Digital Gift Cards
How to Set Up Digital Gift CardsHow to Sell Digital Gift Cards Online FAQ: Digital Gift Cards
Gift Card Promotions
Creating Gift Card Promotions
How to Sell a Gift Card In-Store
How to Sell a Gift Card During Checkout
Redeem a Gift Card During Checkout
Adding Gift Cards Sold Outside of Mangomint
How to Apply Discounts on Gift Cards
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 / Redeem 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 MembershipUpgrade / Switch to the current version of a membership planHow to Find a Client's Membership
FAQ: Memberships
What do the Membership Statuses mean?What happens if a credit card payment fails?How do I set up annual memberships? Can I sell memberships in online booking? How do I transfer memberships from my old booking system?How do I apply a membership towards a higher priced service?How do I resend the credit card email request to my client?How do I remove products or services discounts?How do I change the service expiration date on a client's membership?How can I send custom 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
FAQ: Time Clock
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! on your Website
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:

Can't find what you're looking for?
Start a chat with us to talk to a real person and get your questions answered, or register for one of our live webinars.