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How to suspend a client
It is a good idea to clean up your client database from time to time. If your client no longer patronises your business, it is best to suspend the client card. If the client chooses to return in the future, you may simply reactivate the client and all history and records will return. To suspend a client: Step 1: Go to the Client menu and select Search Clients. Step 2: Search for the client in question via the selection criteria. Step 3: Once the client is located, open the client card, tap the Settings menu and change the Status from Active to Suspended (unticked) and click Save. Tip: Suspended clients are not actually deleted but merely hidden in the background. So if the client returns again in the future, you can simply re-activate them and all their history will return too.
Account & Data ManagementHow to Change your Plan
To change your plan: Step 1: Visit: https://my.konnect.software/MyAccount Step 2: Tap the Change Plan button. Step 3: Select the plan you would like to change to from the list shown. Only plans that you are eligible to move to will be displayed.
Sales & PaymentsHow to Suspend a Product
When you no longer stock a product, you can easily suspend it from the system to avoid confusion or errors. This will ensure your system is always updated with the correct product list and is especially important if you are selling your products online. Click the following link. https://my.konnect.software/Products or From the top menu, click on the Products tab. From the drop-down menu, select Products. The Products page will appear. Select the product you wish to suspend. The products details page will appear, as shown below. Click the Blue Active slider button, and the status will change to Suspended. Suspended status shown below. Remember to click the blue Save button. You have now suspended a product. Have a great day!
Sales & PaymentsHow to Redeem a Prepaid Package
Prepaid is a great way to entice your client to pay upfront for a string of services at a discounted price. This will ensure your clients continue to patronise your business and keep them for the long term. To learn how to sell a prepaid pack, click here. To learn how to create a prepaid pack, click here. A prepaid pack can only be redeemed by clients who have purchased one and has a record of it in their client card. When a booking is made and the system detects that the client in question has a prepaid pack for that service, it will automatically deduct that service out of the client's prepaid pack. To redeem a prepaid pack: Step 1: Open the Booking Wizard and search for the client's name. If the client has purchased a prepaid pack, the prepaid service will appear. Simply follow normal booking procedure to save the booking on the calendar. Step 2: Once the booking is made, if you open Booking Payment, it will show that the booked service is linked to the client's prepaid pack. It will show the balance of the prepaid pack, along with the balance total of $0.00. Upon clicking Complete, it will process that booking and take it out of the total prepaid balance.
Sales & PaymentsHow to Search and Edit Categories
You may need to edit your categories from time to time due to changes in products or services you offer. Konnect makes it easy to maintain your categories by having them compiled in an easily searchable list. Click the following link: https://my.konnect.software/Categories or From the top menu, click on the Products tab. From the drop-down menu, select Categories. The Categories page will appear. Select the Category you wish to edit, e.g. Discounts. The Category Details page will appear. Now you can edit your Category any way you like. The Category status is set to Active by default, but you can Suspend your Category if needed by changing the slider to Suspended. To suspend a category, select Suspended by clicking on the blue slider, as shown below. Once you have finished editing your Category, save your edits by selecting the blue Save button. Your category is now updated!
Sales & PaymentsHow to Search and Edit a Product
From time to time, you might find that you have to edit your current range of products. This might be due to a name change, product description change or price change etc. Follow the steps to search and edit your products: Click the following link to go to your products page. https://my.konnect.software/Products or From the top menu, click on the Products tab. From the drop-down menu, select Retail Products. The Products page will appear. Type the name of the product in the search bar and click return on your keyboard or select the search icon. Try searching for a type of product, e.g. Shampoo. or You can search for part of the name and all products with this name will appear, e.g. Lily. Now simply select the product you want by hovering your cursor on the product and click. The details page for the selected product will appear. Select the desired fields you wish to amend and click on the blue save button.