Account & Data Management

How to Create a Client

There are multiple ways to create a client. Most commonly, it is done via the Booking Wizard. Alternately you can go to the Clients tab and select New. This will bring up a blank Client Card, allowing you to fill in more information in detail, such as their address, occupation, refreshments and many more! To create a client: Step 1: Click the Clients tab and select New. Step 2: Fill in the necessary information. Details - Contact details: Enter your client's contact details such as their phone numbers, address etc. - Personal details: Enter your client's personal details, such as their birth date, gender etc. - Other details: Notes that will appear on all bookings, Formulas etc

Client Communication History

All messages sent to clients are saved on their client card. To check the historical records of messages: Step 1: Click the Clients tab and click Search. Step 2: Enter your client's name into the search bar. Step 3: Select the Client Card in question. Step 4: Click the Messages tab to view the message records. Note: Reminder and do not market settings can be found in the Settings area of the client card.

How to Re-Activate a Client

If your suspended client decides to re-visit your business, you may reactivate the Client. All their prior history and records will return to their Client Card and are available to make a booking again. To reactivate a client: Step 1: Click the Clients tab and select Search. Step 2: The Search Clients list will appear. Click More and select Show Suspended to reveal suspended clients. Step 3: The suspended client will appear in red. You can also search for the client to narrow it down. Step 4: Click on the client's name to open client cards and change the status from Suspended to Active and click Save.

How to Search Clients

Your client database is the key to your business, and you can enter as many clients as you wish to help keep them organised. To search for your clients: Step 1: Click the Clients Menu and select Search. Step 2: Enter a search term which can be name, phone number or email address and tap Search Step 2: The Search Clients List will appear showing you a list of your clients that match your search word. Step 3: If you want to see suspended clients as well, tap the Filter button and select Show Suspended to reveal suspended clients on the list.

How to change your account login password

If you believe that your passwords have been compromised, it is recommended that you change your passwords immediately to retain security of your data. It is also recommended that you change your passwords from time to time to continue maintaining your data security. To change your password: Step 1: Go tohttps://my.konnect.software/Account/ForgotPassword Step 2: Enter your email address Step 3: Check your emails for a link to change your password.

How to change your credit card information

If you have recently changed your card, you may update this on our software to ensure monthly debit is not interrupted. To change your credit card details: Step 1: Go to https://my.konnect.software/MyAccount Step 2: Click Credit Card. If you already have a card saved, it will show you the last 4 digits and its expiry. If you need to change the card details, click Change.

Setting Up a Preferred Team Member for a Client

If a client wishes to have a specific Team Member perform all of their services, you can set up a preferred Team Member for the client within their client card. This will ensure that the client is always booked with their preferred Team Member, unless otherwise specified. In this article, we will guide you through the steps of setting up a preferred Team Member for a client. Step 1: Access the Client's Profile To begin, click on the Clients menu in the navigation menu and select Search. This will bring you to the client search page. Step 2: Search for the Client Using the search bar, enter the name of the client you wish to add a preferred Team Member for. Once you have found the client, click on their name to access their client card. Step 3: Select the Preferred Team Member Once you are on the client's profile, navigate to the Details section, then Other Details. Here, you will see the Preferred Team Member field. Select the client's preferred Team Member from a list of available employees. Step 4: Save the Changes After selecting the preferred Team Member, click on the Save button to save the changes to the client's profile. Note: Non-Preferred Team Member Bookings If you attempt to book the client with a non-preferred Team Member, Konnect will alert you of their preferred Team Member. This will not prevent you from booking the client to a non-preferred Team Member, but it will serve as a reminder that the client has a preferred Team Member. Congratulations! You now know how to set up a preferred Team Member for a client. This feature can help ensure that your clients are always booked with their preferred Team Member, providing them with a consistent and personalized experience.

New Booking Messages

Konnect can send a message to your clients when a new booking has been made. To set up a New Booking message, click the Marketing tab and then Marketing Setup or go to https://my.konnect.software/Marketing/Setup Step 1: In the New Booking section, Select Add New Message or edit an existing message. Step 3: Enter the Details of the message you would like to send. You can check if the client has received their Reminders messages in their Client Card or under the Booking Popup. Please Note: - Konnect can be triggered to send more than one message per booking. If you would like to send another message, please follow the above steps. - The Messages are usually sent to the client within 1 hour of a booking being made. - Messages will not be sent if the client has Do Not Mail set in their Client Card.

Welcome Messages

Konnect can send welcome messages to your clients after their first visit. To set up a welcome message, click the Marketing tab and then Marketing Setup or go to https://my.konnect.software/Marketing/Setup Step 1: In the Welcome section, Select Add New Message or edit an existing message. Step 2: Enter the Details of the message you would like to send. Step 3: Once satisfied with your message settings, click Save. You can check if the client has received their welcome message in their Client Card under the Communications Setup Please Note: - Messages are only sent to clients set up in the system within the past 30 days and have had a booking in the past ten days. - The Messages are typically sent to the client to 1-2 hours after their first booking. - Messages will not be sent if the client has Do Not Mail set in their Client Card.

Upload clients, products and services.

To upload or import a list of clients, products and services please visit our upload data page at: https://my.konnect.software/Admin/UploadData If you have any questions following the above page, please contact our support term. They will be able to assist you with the uploads. ​

How 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.

How to cancel your subscription

If you are having any trouble using the program, please have a quick glance on our Education or YouTube page for tutorials as your questions may be answered there. If not, you may also contact us with your query and we will endeavor to get back to you as soon as possible with a solution! Should you decide to cancel you subscription, we would be sad to see you go. :( To cancel: Email Hello@getKonnect.com with your Name, Store Details and Why you would like to Cancel.

How to setup Booking Reminders

Reminders are a powerful tool that your business can use to reduce no-shows, therefore reducing wasted time and revenue in your business. To set up your reminders: Step 1: click the Marketing tab and then Marketing Setup or go to https://my.konnect.software/Marketing/Setup Step 2: In the Booking Reminder section, Select Add New Message or edit an existing message. Step 3: Enter the Details of the message you would like to send. Step 4: In " When should the message be sent?", the recommended setting is 2 Days Before. You may change it to one of the other available options to suit your business needs. Step 5: Once satisfied with your message settings, click Save. You can check if the client has received their Reminders messages in their Client Card or under the Booking Popup. Please Note: - Konnect can be triggered to send more than one message per booking. Please follow the above steps if you want to send another message. Important information 1. You can send manual reminders on the Messages tab within the booking popup. 2. For automatic confirmation of bookings via Text, the system will understand the following: 1. Yes / yes / YES 2. Y / y 3. No / no / NO 4. N / n 3. Monitor when a reminder has been sent out via the Booking Popup: 1. The Messages Tab will display the messages sent to and from clients. 2. The Updates tab will display when a message was queued for sending along with the statuses of bookings etc. Note: It is the responsibly of the store to monitor sending of messages. 4. If you set up two or more booking reminders in the marketing setup, the customer may be sent multiple messages. Possible reasons a reminder may not be received by a client 1. Reminders will not go to bookings marked as Confirmed, Client Arrived or similar. 2. Reminders may not go out to bookings made within 24 hours of the booking time. It is assumed client already knows when their booking is. 3. When moving a booking, keep in mind the following: 1. Only one of the setup message may go out in a 7-day timeframe - This is to stop your client from being sent many reminders. 2. If you a moving a booking, a new reminder may not go out. 3. Booking Change notices can be setup via the Marketing Setup. This will ensure a Client received a notice of a change. 4. Clients may have booking reminders turned off in the Client's profile - Under Settings. 5. Clients may not have a valid Mobile/Cell number entered in the Client's profile. 6. The mobile/cell network is faulted in the Client's area or more generally. 7. The mobile/cell network is congested. 8. The Client has recently moved to another mobile/cell network. It is the responsibly of the client to remember their booking times with or without a booking reminder being received.

Creating a new user

Konnect is capable of creating multiple login users for the one site. This means you can create different users for your team member and control what they can and cannot do, such as viewing reports etc. To create a new user: Step 1: Go to https://my.konnect.software/Users Step 2: The list of existing users will appear. Click New User. Step 3: The new user screen will appear. Enter the name and email of the new user. If you wish to allow this user to access the site, select Active in access to site. Step 4: In the next field you may select the access criteria for your new users. These options allow you to control what your user can and cannot do within Konnect. Step 5: Once done, select Save. A popup will show that your new user has been created and will appear on the list.

How to Merge a Client

To merge a client 1) Go to the Client card that you wish to keep. 2) Tap Settings on the Client Card Menu 3) Tap Merge Client 4) Agree to the warning 5) Search for the client you wish to merge into the current client card in the space provided 6) Once selected, you will see both client details. Tab Merge Client to complete the Merge Client.

Booking Completed Message

Konnect allows you to send a text or email message to a client when a booking has been completed. To mark a booking as completed, do the following: 1) Tap the booking on the Main Calendar 2) Once you see the booking popup, click the Status button and select Completed To set up your messages, visit the Marketing Setup screen via https://my.konnect.software/Marketing/Setup 1) Select Add New Message 2) In the New Message screen, enter: - A description of your message - This is used for you to track your message, - Select if you would like to send the message via email or text. - If sending an email, enter the Subject of the email. - Enter the message you would like to send. Important Note: - Konnect can be triggered to send more than one message when you complete a booking. If you would like to send another message, please follow the above steps. - Messages should be sent to a client within 10 minutes of marking the booking as Completed.

How to Create a New Client in Client Mode.

Client Mode allows your clients to fill in their contact details on any portable device, such as a tablet or iPad. Client Mode restricts client access to their personal details page only. To create a new client in client mode. Click on the following link: https://my.konnect.software/Client/View or From the top menu, click on the Clients tab. From the drop-down menu, select New Client. The Client Contact Details page will appear. Client Mode – Select Client Mode if you would like the client to fill out the details page themselves, using a tablet or iPad. Once Client Mode is selected, a pop-up will appear. A code is included in this pop-up. Please write down this code as you will need it to exit Client Mode afterwards. In this example the is 3389. Your code will be different. Click on the blue Continue button and hand the tablet to your client. Instruct your client to fill in the required fields. Once the client has filled in all the required sections, Konnect will prompt the client to Save Changes. Once the client saves the changes, they will receive instructions to let a staff member know they have finished. Type in Code in this example which is 3389 in the Return Code field. - Remember to use the code that was provided to you in the step above. Now your tablet will return to regular staff mode.

How to Add a Client Photo.

Adding a photo to your client’s profile page makes identifying your clients much easier. Click the following link: https://my.konnect.software/Client/ or From the top menu, click on the Clients tab. From the drop-down menu, select Search Clients. The Search Clients page will appear. Type in the name of the client. You can start to type in the client’s first or last name and click the search button at any time to bring up all similar names, e.g. typing in Tay will bring up all clients whose name start with these letters. All client names that start with the letters TAY will appear. Select the client you want by clicking on the view button. Once selected, the Client Details page will appear. Click the Pencil Icon. Choose a photo from your computer, tablet or smartphone. Resize your image to fit into the box by dragging on the corners with your cursor. Now your client’s image will appear on their profile. Yay! All Done!

Birthday Messages

Konnect allows you to send birthday text or email messages to your client when it's their birthday or when it's approaching. To set up a Birthday message, click the Marketing tab and then Marketing Setup or go to https://my.konnect.software/Marketing/Setup In the Birthdays section, Select Add New Message or edit an existing message. You can set when the message is sent to your client by selecting the Send Out Birthday Messages option to one of the following: - Day of Birthday - Day before Birthday - Week before Birthday - Month before Birthday We recommend emails are set to Week before Birthday and Text/SMS to Day of Birthday. Tip: Why not offer your client a discount for their Birthday. You can check if the client has received their Birthday message in their Client Card under Communications. Please Note: - Messages will not be sent if the client has Do Not Mail set in their Client Card. - Konnect can be triggered to send more than one message based on the "When Should the Message be Sent". If you would like to send another message, please follow the above steps.

How to add a shortcut on your desktop for quick access

Google Chrome Step 1: Load Konnect Spa and Salon Software and once loaded, click on the Settings, select More Tools and click Add to Desktop. Step 2: A popup will appear prompting you to name the shortcut. Simply type Konnect Spa and Salon Software and click Add. Step 3: The shortcut will now appear on your desktop. Firefox Step 1: Resize the Firefox window so you can see both your computer's desktop and the Firefox window on the same screen. Step 2: Click the icon on the left of the address bar (where the URL is shown). Step 3: While still holding the mouse button down, move the pointer to the desktop, then release the mouse button. The shortcut will be created. Safari If you visit certain web pages, such as Facebook and Gmail on a daily basis, you can create shortcuts to them on your Mac OS X desktop. Web shortcuts enable you to access your favourite web pages with a click of the mouse. Creating a shortcuts takes just a few seconds and you can delete it anytime if you no longer need it. Step 1: Launch the Safari web browser on your Mac OS X system. Step 2: Navigate to the first page to which you want to create a shortcut. This will be https://my.konnect.software/. Step 3: Select the entire address in the address bar at the top of the browser. Step 4: Click and drag the address onto the Mac OS X desktop and release the mouse button. A shortcut pointing to the web page is create on the desktop.

How to change your business name

If you have changed your business name, it is important to update this on Konnect Spa and Salon Software or your reports/invoices will show incorrect information. To change your business name: Step 1: Visit: https://my.konnect.software/Admin/StoreDetails Step 2: On the left tab, select Company Details. Here you can change your Company Name.

Register your Mircrosoft Account with Konnect

Konnect allows you to register your Microsoft Account with Konnect. This allows you to login to Konnect with your Microsoft account. To register your Microsoft Account with Konnect: Step 1: Sign into Konnect. Step 2: Click your Username on the top right corner, then click Accounts. account.PNG Step 3: Click the Microsoft Icon to register Konnect with Microsoft. This will redirect you to the Microsoft's login page. link_micro.png Step 4: Sign in to your Microsoft Account. micro_login.PNG Step 5: It will redirect you back to Konnect. Your Microsoft Account is now registered with Konnect. micro_linked.PNG You can now login with your Microsoft Account through the Konnect homepage. micro_login_Konnect.png To remove your Microsoft Account from being associated with Konnect, please click here.

Modify client required details for bookings

Konnect gives you the option to set what client details are required before a client is created. Details include the client name, phone number and email address. To use this feature: Step 1: Go to the Admin tab and select Setup. admin_setup.PNG Step 2: While in the Admins Setup, on the left hand side, select Booking Settings. booking_settings.PNG Step 3: Adjust whether you want the fields required. booking_settings_fields.PNG

How to setup an SMS promotion

Konnect can send promotional messages, booking reminders and product updates via text messages to your clients. This is a powerful tool for you to achieve business awareness to your existing clients. Before setting up your campaign, you need to ensure you have sufficient credits. To learn how to check this, click here. To setup your SMS promotion: Step 1: Go to the Marketing tab and select New SMS. Step 2: The Promotion Details will appear. Type in the name of the promotion, followed by the content of your SMS. Once done, click Next. Step 3: In the next view you are able to select and customise the list of clients this promotion will be sent to. - General: This is generally the first point of implementing a selection criteria for a marketing campaign. It contains the most commonly selected criteria, such as visitation time-frame, sales amount, gender etc. - Products: If the general criteria does not meet your needs, you may branch out and use the product tab to set your criteria based on product sales. - Services: If the general or products criteria does not meet your needs, you may branch out and use the services tab to set your criteria based on service sales. - Categories: If the general, service and categories criteria does not meet your needs, you may branch out and use the categories tab to set your criteria based on categories sales. - Lists: This option will allow you to choose 4 options, All clients and new clients in the last 30, 60 and 90 days. Step 4: Once you set and selected your intended clients, you can confirm it in the Preview List. click "Add Clients to Promotion". A confirmation will appear advising that the clients have been added on the list. Click Next. Step 5: The list of clients will appear. This will be the final list of clients who is part of your marketing campaign. If you wish to remove selected clients, simply click on the bin icon on the right. If you would like to remove everyone from the list, select Remove All. Once done, click Next. Step 6: If you wish to send the promotion immediately, select No for Automatically Send Promotion and Yes to Send Now. If you want to send out the promotion automatically, select yes to Automatically Send Promotion and select the date you want the promotion to be sent out. Once you have decided, select Finish. The SMS will begin sending shortly. Depending on how large your client list is and your internet connection speed, the sending process may take anything from 10 minutes to a few hours.

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.

How to search promotions

Konnect Spa and Salon Software allows you to create your own marketing promotions in house, allowing you the freedom of designing your own campaign to suit your needs. To learn more about SMS and email marketing, click here for email promotions and here for SMS promotions. Along with allowing you to create your own marketing campaings, Konnect also saves and logs each campaign so you can keep track of how many promotions you have made. To search your promotions: Step 1: Go to the Marketing tab and select Search Promotions. Step 2: The Promotions list will appear. For draft promotions, click on the Draft Promotions tab to view the draft promotions list. Step 3: To view the promotions, click on the promotion's name or the view icon. Step 4: The promotion details will appear showing the date range and the message sent. You may also view additional information via the Statistics, Queued Messages and Sent Messages tab. smspromo.PNG

How to change account username

To change your account username: Step 1: Click on the option on the top right and select Account. Step 2: On the left menu, click Details. You may change the account username under 'Name'.

How to setup auto email/printing

Konnect allows you automatically email or print out receipts for a transaction. Step 1: Click the Admin tab and select Setup. admin_setup.PNG Step 2: Click Receipt Printing. receiptprinting.PNG Step 3: Under Auto Receipts, there is a variety of options that will allow you specify which transactions you want to automatically generate a receipt. Set the receipts you want to be automatically sent to On. Note: You are required to have Email credits to send out Email receipts. auto_receipt.PNG Step 4: When you are satisfied with your selection, click on Save. This will now automatically generate receipts for the transaction that you have set to On.

How to print or export reports

Konnect provides you with many reports to view, you are also able to print/export your reports. Once the report is generated, on the top of the report there is a toolbar. To print the report, click the printer icon. print.PNG The arrow with a box underneath allows you to export the file to your preferred program. export_file.PNG

Changing the start day of the week

Konnect allows you to change the start day of the week on your calendar. With this function, you can set any day of the week to be at the front of your calendar to suit your store. By default, the start date is on a Monday, however, if your work week starts on a Sunday, you are able to change the calendar to start on a Sunday. Step 1: Click on Admin and select Setup. admin_setup.PNG Step 2: Click on Calendar Settings. calendar_settings.PNG Step 3: Select the day you wish to start first on your calendar. day_of_start.PNG Step 4: Click Save. calendar.PNG Here, you can see that the start date has been changed to a Wednesday.

How to setup Email promotion

Konnect Spa and Salon Software gives you the flexibility to create your email marketing campaign in-house, enabling you to send promotional messages, booking reminders and product updates via email to your clients. This is a powerful tool for you to achieve business awareness to your existing clients. Before setting up your campaign, you need to ensure you have sufficient credits. To learn how to check this, click here. To setup email promotion: Step 1: Click the Marketing tab and select New Email. marketing_newemail.PNG Step 2: The Promotion Details will appear. Type in the Name , Subject and Content of your email. Adjust the Start and End Date of the promotion. Once done, click Next. email_promo.PNG Step 3: In the next view you are able to select and customise the list of clients this promotion will be sent to. - General: This is generally the first point of implementing a selection criteria for a marketing campaign. It contains the most commonly selected criteria, such as visitation time-frame, sales amount, gender etc. - Products: If the general criteria does not meet your needs, you may branch out and use the product tab to set your criteria based on product sales. - Services: If the general and products criteria does not meet your needs, you may branch out and use the services tab to set your criteria based on service sales. - Categories: If the general, service and categories criteria does not meet your needs, you may branch out and use the categories tab to set your criteria based on categories sales. - Lists: This option will allow you to choose 4 options, All clients and New Clients in the last 30, 60 and 90 days. marketing_option.png Step 4: Once you set and selected your intended clients, you can confirm it in the Preview List. click "Add Clients to Promotion". A confirmation will appear advising that the clients have been added on the list. Click Next. marketing_option.png Step 5: The final list of clients will appear. If you wish to remove selected clients, simply click on the bin icon on the same row as the client. If you would like to remove everyone from the list, click Remove All. Once done, click Next. Step 6: Click Finish Promotion. promo_finish.PNG The emails will begin sending shortly. Depending on how large your client list is and your internet connection speed, the sending process may take from 10 minutes to a few hours.

How to purchase sms credits

Konnect can send promotional messages, booking reminders and product updates via text messages to your clients. This is a powerful tool for you to achieve business awareness to your existing clients. Before sending any messages out, you will need to purchase credits. To buy credits: Step 1: Click the Marketing tab and select Buy Credits. buy_credit.PNG Step 2: Click Buy Now on the SMS/Email package you wish to purchase. sms_pack.PNG Step 3: The Credit Card purchase screen will appear. Enter your payment details and click Submit to purchase. sms_credit_pack.PNG Note: Your credits (SMS and Email) does not have an expiry date/period and will remain in your account until used.

How to send a single text message to a client

Konnect allows you to send text messages to your clients. Step 1: Go to the Clients tab and select Search. clientTab.PNG Step 2: Click on the send message option. This will load a section where you can type in a message and send it to the client's phone. Note: This section will only be available if the client has a Mobile Phone number saved in the system. Step 3: Type the message into the message box. msgBox.png There is a character count below the message box, this shows you how long the current message is and how many SMS credits it will take to send the message. Note: You must have SMS credits to send text messages from Konnect. You can check your current credit balance, and purchase additional credits from the marketing section of Konnect. Click the send button once you are happy with the message. The message will be sent to the client shortly after clicking the send button. Send message from booking A quick way to send a message to a client for a particular booking is to right click on the booking. The booking menu will then show up, go to the Messages option then choose Send Message. This will bring up the client's details page and the send message tab will be open.

How to search messages

Konnect allows you to send and receive communication from your clients, either via email or SMS. This is a convenient feature to ensure you are always up to date with client needs, such as reminders. To view your messages list: Step 1: Go to the Marketing page and select Search Messages. Step 2: The list of inbound messages will appear. This includes all communications from your clients, eg reminders, marketing campaigns etc. Step 3: On the left side will have tabs for your messages: - Inbox: This shows all inbound message into Konnect. You may reply to the messages by opening the message and selecting Reply. - Sent: This shows all outbound messages from Konnect. - Pending: - Queued: These messages are queued to be sent. Once sent they will be moved to the 'sent' folder. - Cancelled: These shows all cancelled messages. - Failed: Hint: If you need to search for a particular message, you may use the 'Search Messages' feature to find your messages.

How to check your Email and SMS balance

Before being able to send out any SMS messages within Konnect, you will need to ensure you have sufficient credits. To learn how to buy SMS credits, click here. To check your credit balance: Step 1: Go to the Marketing tab and select Setup. Step 2: In Account details, you should be able to see your current Email and SMS Balance. If you need more credits, simply click on the Add Credits button and purchase the package you require.

Changing Year on Date Picker

Konnect has a variety of date pickers on Konnect. These can be seen in bookings, clients birthdays marketing setups and many more. To change the year on a date picker: Step 1: Click on the calendar icon to display the calendar. Step 2: Click the month on top of the calendar. Here you will be displayed the months in the current year. Step 3: If you wish to select a year in the pass, click the year on the top. Step 4: Here you can select your years. If you need to go further back, click the left arrow to go to a previous year or the right arrow to go into the future.