Bookings & Scheduling

How to Make a booking

To make a new booking Step 1 - Tap or click on the main Calendar at the time you wish to make a booking. Step 2 - Start by searching for your client. You can enter their Name, Phone Number, Email Address or Pet Name. ​ Note: If you have a new client, enter the new client's details and tap the Save Client button. Step 3 - Once you have selected a Client. You can select the service the client wishes to have in the Service dropdown box. ​ Step 4 - The Selected Services will be shown. Click Save when you have finished adding all the required services. Hints and Tips Notes If you wish to add an important Note to the booking, tap the Notes menu. ​ Employee and Pets When adding a service to a booking, you can select a different Pet or Employee for each service booked. Change the Service Price or Length Tap the Service and update the details, make sure you click the Save Icon when done. Change the Date and Time Tap the Date and Time at the top of the Booking Wizard to adjust them. Block Time If you need to block out time on your calendar, simply enter the booking wizard and tap the Block Time button. Select from the list provided.

How to move bookings

Konnect allows you to easily change your booking with just a few simple steps. Whether you need to reschedule your appointment or switch to a different team member, Konnect makes it easy to make these changes without any hassle. Within the Same Day: If you need to move your booking to a different time or team member within the same day, simply drag the booking to the space. Different Day: If you need to move your booking to a different day, tab the booking and select Reschedule. Now select the new date on the calendar and tap the space you wish to move the booking to.

How to Clock In and Clock Out

By getting your staff to use the clock in and out feature, you can monitor their working hours and accurately generate a time-sheet. If you want to use the clock in and out feature to calculate your Team payroll, you must first setup their hourly rate within their Team Member card. Click here to learn more. To clock in: Step 1: Click the Team Member tab and select Clock In. Step 2: The Clock in/out will show. Select the Team Member from the drop-down menu and click Continue. Step 3: The Clock in/out menu will appear. To clock in, select Clock In. The clock in time and date will be logged. To clock out: Step 1: Click the Team Member tab and select Clock In. Step 2: The Clock in/out will show. Select the Team Member from the drop-down menu and click Continue. Step 3: The clock in/out menu will appear. Click Clock Out. The clock out time and date will be logged, showing you the total time they have been clocked in.

Customizing Your Opening Hours

Konnect is a powerful software that allows you to manage your business operations with ease. One of its key features is the ability to customize your opening hours to suit your business needs. Having the correct opening hours set up in Konnect is crucial for your business, as it ensures that your customers can book appointments during the times that you are available. In this article, we will guide you through the simple process of changing your opening hours in Konnect. To change your Opening Hours: Step 1: Visit https://my.konnect.software/Admin/OpeningHours and log into your Konnect account. Once you have logged in, you will be directed to the Opening Hours page. Step 2: On the Opening Hours page, you will see a calendar view of your current opening hours. To make changes, simply click on the day and time you wish to edit. Step 3: After selecting the day and time, a pop-up window will appear where you can make the necessary changes. You can adjust the opening and closing times, as well as add breaks or special hours for that day. NOTE: After changing your opening hours, it is important to also adjust your team roster or default working hours to ensure that your team is available during the new opening hours. That's it! You have successfully customized your opening hours in Konnect. Your customers will now be able to book appointments during the times that you are available. If you have any further questions or need assistance with setting up your opening hours, please don't hesitate to reach out to our support team. We are always happy to help!

How to View Team Member Timesheets

Keeping track of team member hours is an important part of managing a team. With our platform, you can easily view and export timesheet data for your employees. Follow the steps below to learn how. Step 1: Access the Timesheets Page To view employee timesheets, start by clicking on the Team Member tab at the top of the page. From the drop-down menu, select Timesheets. Step 2: The Time sheets page will display. Enter the Start and End Date to see the total number of hours each active employee has worked, as well as their pay rates and total pay for the week. On this page, you can also see a breakdown of each Team Member's hours by day, as well as any overtime or double-time hours worked. This information can be useful for tracking Team Member productivity and managing payroll. Exporting Timesheet Data If you need to save or share the timesheet data, you can easily export it as a CSV file. Simply click the Export Data as CSV button on the Timesheets page. This will download a file with all of the timesheet data for the selected date range. With this feature, you can easily keep track of Team Member hours and have a record of their work for future reference. Conclusion Viewing and exporting Team Member timesheets is a simple process with our platform. By following the steps outlined in this article, you can easily access and manage timesheet data for your team. If you have any further questions or need assistance, please don't hesitate to reach out to our support team.

How to Create / Edit Rosters

Are you thinking about using Rosters? Rosters are a great tool for managing team member schedules. They are especially useful for team members whose working hours differ every week. However, for team members who work the same hours every week, it is recommended to use their default working hours which can be found under their team member details in the Hours section. To Create a Roster: Step 1: Click on the Team Member tab and select Rosters. Step 2: Select the date you want to set the roster for. Then, enter the start and end times for each team member, or choose "Day Off" if they are not working on that day. You will notice that next to each employee's name, there is a little person icon. This indicates that a roster has not been set up for this team member on the current date. However, if a calendar icon is shown next to the employee's name, it means that a roster has been set up for them on the current date. Step 3: To save the roster for the current date, simply click on "Save Roster". You can also save the roster for other dates by selecting "Save to Date" and choosing the desired date. To make things even quicker, you can use the "Next Day" or "Previous Day" buttons to automatically save the roster for the current day. Rosters are a great way to keep track of team member schedules and ensure that everyone is on the same page. With just a few clicks, you can easily create and save rosters for your team members. If you have any further questions or need assistance with setting up rosters, please don't hesitate to reach out to our support team for help.

How to View Rosters

A roster is a schedule that displays the shifts and availability of team members for a specific day. This article will guide you on how to view a roster using our platform. Step 1: Click the Team Member Tab and Select Team Roster Step 2: You can choose your day and view the Roster for that day, if a Roster has not been setup for the current day, the roster will show the default working hours. More: Learn more about Editing Rosters How to Create/Edit Rosters We hope this article has helped you understand how to view a roster using our platform. If you have any further questions or concerns, please don't hesitate to reach out to our support team for assistance.

How to view your calendar

Keeping track of your appointments and bookings is an essential part of running a successful business. With Konnect Spa and Salon Software, you can easily view your calendar at any time to stay organized and on top of your schedule. In this article, we will show you two ways to access your calendar in Konnect Spa and Salon Software. Method 1: Clicking on the Calendar Icon The quickest way to view your calendar is by clicking on the calendar icon on the menu bar. This icon is located in the top right corner of your screen and is easily recognizable by its calendar image. Simply click on the icon, and your calendar will open in a new tab. From here, you can view your appointments and bookings for the day, week, or month. You can also navigate to different dates using the arrows on either side of the date at the top of the calendar. For more information on how to change your calendar view from day to week, check out our article How to Change To Week View. Method 2: Accessing Your Calendar from the Bookings Tab If you prefer to access your calendar from the Bookings tab, you can do so. This will open your calendar in a new tab, where you can view your appointments and bookings for the day, week, or month. If you want to view bookings for a specific team member, you can do so by following the steps outlined in our article How to View Bookings for a Specific Team Member. And that's it! You now know how to easily access your calendar in Konnect Spa and Salon Software. If you have any further questions or need assistance, please don't hesitate to reach out to our support team. We are always happy to help!

How to Add Breaks for Your Team Members

Konnect allows you to easily manage your team's bookings and appointments. One of its useful features is the ability to add breaks for your team members. This ensures that they have time to rest and recharge during their busy workday. In this article, we will guide you through the steps of adding breaks for your team members in Konnect. Step 1: Access Your Bookings To begin, click on the Calendar icon in the Konnect dashboard. This will display all of your bookings for the day. Step 2: Select a Time Slot Next, click on the time slot where you wish to add a break for your team member. You can also drag and highlight a time range if you want to add a longer break. Step 3: Choose the Break Type A popup will appear after you have selected the time slot. In this popup, you can select the type of break you want to add for your team member. This can be a lunch break, a coffee break, or any other type of break that you want to schedule. Step 4: Adjust the Break Time (Optional) If you need to adjust the break time, you can do so by hovering over the bottom area of the break until you see a vertical double arrow icon. Once the icon appears, you can drag it to a different time slot to change the duration of the break. Congratulations! You have successfully added a break for your team member in Konnect. This will be reflected in their schedule, and they will be notified of the break time. We hope this article has been helpful in showing you how to add breaks for your team members in Konnect. If you have any further questions or need assistance with any other features, please don't hesitate to reach out to our support team. Happy scheduling!

How to Add Clean Up Time

Add clean up times for all services or bookings. This feature is especially useful for businesses that require their team members to clean up their workspace before serving the next client. To add clean up times in Konnect, follow these simple steps: Step 1: Log into your Konnect account and go to Store Admin. Step 2: Click on Settings under Appointments. Step 3: Under the Use Clean Up Time section, select Yes. This will display more options for you to set up your clean up time. Enter the additional time (in minutes) you wish to include in your booking for clean-up. use_clean_up.PNG Step 4: Choose whether you want to set the clean up time Per Service or Per Booking. per_ser_book.PNG Step 5: Click the Save button to apply the changes. Note: If your service includes a finishing time, the clean up time will be added to the finishing time.

How to Change Your Calendar Setup

To get started, follow these simple steps: 1) Click the Menu located at the top right of the calendar. 2) Select Settings. Within the calendar setup, you have the ability to change the following: Time Interval You can select from 5 minutes to 60 minutes intervals to best suit your needs. Time Slot Height Adjust the height of your time slots to make them more visible on your calendar. Time Slot Width If you're using Konnect on a mobile device with a small screen, you can adjust the minimum width of your employee columns for easier viewing. Opening Hours Padding Set the number of hours you would like to show on the calendar before and after your business is closed. This is helpful for allocating tasks to employees or being more flexible with assisting clients after hours. Show All Team Members Choose whether you want to show only rostered team members or all of them on your calendar. Use Service Colours If you prefer to use the colours of your services instead of the colour of the employee for their column, you can enable this option. Please note that this will only show the colour of services at the time of booking. Show Comments Decide whether you want to show comments made on bookings directly on your calendar. Appointment Split Choose whether you want to split bookings based on services or group them together on your calendar. Calendar Theme Personalize your calendar by selecting from a variety of colours for your calendar theme.

Emailing Rosters to Team Members

Konnect allows you to Email rosters to your Team Members. This feature is useful for keeping your employees informed about their schedules and any changes that may occur. You can specify the time range of the roster you want to send, whether it is just for the day, the week or even the month. To Email the rosters to your employees, follow these simple steps: Step 1: Click the Team Members tab and select Edit Team Rosters. Step 2: Create your Team roster. To learn how to create the Team Roster, please click here. Step 3: Once the Rosters have been created, click on Email Rosters. Step 4: Once you are within the Email Rosters screen, choose the Team Member, Start and End date of the roster you wish to send. If the Team Member does not have an Email, it will not appear on the Email Roster screen. Once you have selected the desired Team Member and time range, click on the Email button to send the roster. The Team Member will receive an email with their roster for the specified time period. If you need to make any changes to the roster, simply edit it and follow the same steps to send the updated version to your employees. Congratulations! You now know how to Email rosters to your Team Members using Konnect. If you have any further questions, please don't hesitate to reach out to our support team for assistance.

How to order your online booking services

You reorder your services that are shown online: Step 1: Go to: https://my.konnect.software/Admin/OnlineBooking/Wizard Step 2: Click on the Service Order menu option Step 3: - To re-order your categories, drag the category above or below another category. - To re-order your services, expand the category and then drag the services into the order you would like.

Online Bookings Setup

To access your Online Booking setup please visit https://my.konnect.software/Admin/OnlineBooking/Wizard.

Turn On Logo For Your Online Bookings Website

Konnect provides you with the ability to publish your store logo on the Online Bookings Page. This allows your customers to see the company logo when they are making their appointment through your Online Bookings Page. If you do not have a store logo uploaded, click here to learn how to add a store logo. If you wish to add your store logo to your online bookings page: Visit: https://my.konnect.software/Admin/OnlineBooking/Wizard Under the Online Booking menu, select Design and select the Upload Logo option. Note: To change the colour scheme for your online bookings, click here to learn how to change the colours.

How to print the calendar

As Konnect is a cloud based software, printing your calendar is as easy as printing any web page. Most commonly the shortcut CTR + P is used to bring up the print menu. If you require assistance with printing, click on the following links depending on your internet browser. - Print from Google Chrome - Print from Mozilla Firefox - Print from Internet Explorer - Print from Microsoft Edge - Print from your Mac

How to change the calendar view from day to a week

By default, Konnect will display its calendar in Day view. To switch between viewing your calendar in the Week or Day mode. Tap the Week or Day button. If you have more than 1 team member within your system, it may not display your complete week view on the screen. Use the scroll feature to move the calendar left and right to view your complete week.

How to make a booking

Making a booking on Konnect is simple and straightforward. This keeps your business organised and allows you to plan your day more efficiently. Follow the steps below to create a booking: Step 1: Go to your Calendar. Step 2: Select a date you wish to make a booking. Step 3: Tap the timeslot where you would like to make the new booking. Step 2: The Booking Wizard will appear. Start by entering your client details. When you start typing your client's name, Konnect will begin searching its database to match your entered name. ​ Step 3: Once your client is found, select your client. Their previous services will display to allow you to rebook any of their previous services. Simply click the rebook button to change the status to 'Yes'. If you need to choose a new service, click Next. ​ Step 4: In Services, you will see the service selection criteria. You can either find your service by locating it from the Services list or you could narrow your search by inserting a category and the services will only display those that are linked to the selected category. Step 5: Once the service is found, click Add to show the selected service on the description list. If you would like to add more services, simply select from the services drop down list and click Add. To remove a service, click the remove icon on the right. Once done, click Next. Step 6: Ensure the employee, date and time is correct, and once confirmed, click Next. Note: If you need to change any details for the services within the booking, tab the service to see options such as changing prices and length. Step 7: Lastly, you will see the comment page. If you have any comments to add, simply type them into the comment box and once done, click Save. Step 8: The booking will now appear on the calendar.

Checking Your Team Member's Hours

Here are some steps to check to ensure your settings are correct: 1. Check your opening hours. See https://my.konnect.software/Admin/OpeningHours ​ 2. Check your team members default working hours. Select the employee at https://my.konnect.software/Employees and select the Hours section. 3. Check your Team Roster. See https://my.konnect.software/Rosters and select the date in question. Remember Rosters override the default working hours set in step 2 Your calendar will also show you where the start and end times come from - The clock symbol means the displayed time from the employee's default working hours - See 2 above - The employee symbol means the displayed time is from a roster - See 3 above ​ Tips: Rosters always override the default working hours of an employee. Remember to ensure all hours are correct - Check AM and PM times. If you have any questions, please contact support and have handy some screenshots of each of the above screens so we can review the details with you.

How to View Bookings for a Specific Team Member

How to View Bookings for a Specific Team Member If you have more than one employee available for the time your calendar is currently showing, you will be able to see a Team Member drop-down box. This drop-down box allows you to choose a specific team member and view only their bookings. Step 1: Access Your Calendar To begin, log into your account and navigate to your calendar. This is where you can view all of your employees' schedules and bookings. Step 2: Select the Drop-Down Box Once you are on your calendar, look for the drop-down box located at the top of the page. This drop-down box will display the names of all of your team members who are available for the time your calendar is currently showing. Step 3: Choose a Team Member Click on the drop-down box and select the name of the team member whose bookings you would like to view. This will filter your calendar to only show their bookings. Step 4: View Bookings Once you have selected a team member, you will be able to see their bookings for the selected time period. This allows you to easily keep track of their schedule and make any necessary changes. By following these simple steps, you can easily view bookings for a specific team member on your calendar. This feature is especially useful for businesses with multiple employees and can help streamline your scheduling process.

View Information about a booking

Konnect has a popup that allows you to view information about your client and booking with ease. Anywhere you see a booking, tapping it will display the following popup: The client attached to the booking will appear along with their contact details. Tap your client's name to bring up their client card or tap their contact details to call or email them. If you are a pet groomer you will be able to see details of the pet and access the pet card by tapping their name. Booking Status Here you can cancel the booking or let others know if the client has confirmed, arrived or completed their booking. Note: If you mark a booking as Confirmed before an automatic booking reminder is due to be sent, a reminder will not be sent. Information Section This shows information about the booking including what services are included and if any payments are required. Payments Tapping the Payment button will allow you to pay for the booking, refund a booking or see previous transactions associated with the booking. To go directly into the current transaction assigned to the booking, click the Payment Button, if you would like to see more options, click the Down Arrow. Rooms or Resources To assign or change Room or Resource Allocations, tap the Service. This will pop up a list of Room or Resources you can assign. Notes Section Add notes to the booking so they appear in the client's history. Make sure you tap the Save button once you are happy. ​ Photos Section Tap the upload button to add a photo or document to the booking. ​ Forms Section View any existing forms associated with the booking or tab the Start Form button to add a new form. Messages Section View the booking reminders to other messages that have been sent or received for this booking. Click the Message icon to send a booking reminder manually. History Section See what's been changed in the booking since it was created. At the time of writing this article, this area is in Beta, which means we are still testing it and also adding new history items that will appear in this area. Currently, it is limited to changes of times and dates of the booking.

How to Set an Employee's Calendar Details.

Setting up an employee’s calendar details allows you control over whether you would like your employee to be displayed in the booking screen and rosters screen. Click the following link. https://my.konnect.software/Employee/View/ Or From the top menu, click on the Employees tab. From the drop-down menu, select **Your Employees.**The employee’s page will appear. The employee’s page will appear. Select the View button for the desired employee. Select Calendar from the side options. The Calendar Details page will appear. Show in Booking Screen: The option is set to Yes by default. Select No, if you do not want your employee to appear on the booking screen. Show in Rosters Screen: The option is set to Yes by default. Select No, if you do not want your employee to appear on the Rosters screen. Display Order: Type in the number from left to right, e.g., number 1 will display the employee as the first booking column on your booking screen. Once finished, select the blue save button. And you’re done!

How to Add an Employee

How to Add an Employee. Adding employee details into the Konnect database is essential for bookings, rosters, timesheets, reporting, client preferences etc. Click the following link to add an employee: https://my.konnect.software/Employees or From the top menu, click on the Employees tab. From the drop-down menu, select Your Employees. Click on the green +New Employee button. The Employee Profile page will appear. Enter the Employee Contact Details into the required fields, as shown below. You can assign a colour for each employee, so their bookings are visible at a glance. Click on the colour field, and the colour picker will appear. Select a colour. Now, you can identify your employee in the system by this colour. The employee Status is set to Active by default, but you can change this to Suspended if needed. You will need to suspend an employee’s profile if they no longer work for you. Once completed, click the blue Save button. Your new employee is now visible on the Konnect database.

How to integrate online booking on Facebook

Facebook allows you to add a Call-to-action button, allowing page visitors to take actions that are important to your business, eg: booking appointments at your salon. To set this up: Step 1: Go to your business' Facebook homepage and select +Add a Button. Step 2: A popup will appear prompting you to setup the button. Step 3: Select Book Now from the drop down list. ​ Step 4: Click Next Step 5: Select Link to Website and copy and insert your Online Booking Link from Konnect (only the highlighted field). You can find your Online Booking Link here. Click the Links menu on the left hand side and copy the Online Booking Link Step 6: Click Save ​ Step 7: Once you have successfully set up the button, it will appear on your Facebook page, titled "Book Now". Reference

Customise Online Booking Page

You may wish to change the colour of the online bookings screen that customers use to book their appointments online. You can change the colour to your liking whether it be in theme with your store's colour scheme or more appealing to customers. To change the colour scheme for online bookings: Step 1: Visit the online booking Customisation App here Step 2: You will now be presented with Online Booking - Customise screen. Here you can customise the text, background, border, hover, dates and many more. Note*:* "Hover"is when the cursor is over a specific area, it will change the colour to what you have set. Hint*: If you are unsure which area it changes, go into one of the categories e.g. "Pick a Service" and place the cursor over the bold text above the colour changers as seen in the picture below. When hovering over the bold text, the preview will turn yellow on the areas that the category hovered over will change.* General Settings: Change the colour of the buttons, navigation bar and the website settings. Pick a Service: Change the text colour of the service and categories you provide. Pick an Employee: Change the text, background, hover and border of the employees' tab. Pick a Time: Change the calendar colour for the month button, text and background. Dates can be customised whether they are the selected, unavailable and the current date. The time slots colours can also be changed. Morning, afternoon and evening can all have their own individual colours. Booking Details: Colour of the boxes, restart button and the service chosen can be edited. Booking Confirmation: This send an email to the customer who just created the appointment. You are able to change the border, text and background colour. Here you can also create your own custom message in the email by entering it into the text box. Step 7: Click Save Changes if you are happy with the customisation. To revert one of the colours you have just changed, click on the blue icon of the colour you wish to revert. If you have clicked saved, this will not revert to your previous colour, but will only revert to the colour you currently have saved. To reset all settings to the original format, click on the Reset to Defaults button. Note: To add your logo onto the online bookings website, click here to learn how to add your logo onto your online bookings.

Changing Opening Hours on a Specific Day

Konnect allows you to customise your Opening Hours on a specific day without the need change your default Opening Hours. This will allow you to setup up your calendar for that specific day. To setup new Opening Hours for a specific day: Step 1: Visit https://my.konnect.software/Admin/OpeningHours Step 2: Under Specific Days, click New Day. This will display a New Trading Day. new_day.PNG Step 4: Once the New Trading Day appears, specify the Date, Start and Finish time you wish to change. You can also choose to have the store closed for that day. specific_day.PNG Step 5: Once you are satisfied with your New Trading Day, click on Save. Note: If you wish to cancel the new trading day, go back into Opening Hours and click on Remove. remove_day.PNG

How to change / adjust services in an existing booking

Rather than having to cancel a booking and re-create it because of a wrong entry, Konnect Spa and Salon Software allows you to adjust and make changes to existing bookings, streamlining your business process and allows you to spend more time with your clients. To adjust bookings: Step 1: Double click on the booking that you would like to amend. The booking wizard will appear. Step 2: To change a booked service, click on the Services tab, highlight the booked service and click on remove icon. Once remove, you can now choose a new service.

How to Setup Rooms and Resources

Rooms and resources is a handy tool to avoid overbooking resource required services. Before uitilising this tool, you will need to setup rooms and resources. To setup rooms and resources: Step 1: Click the Bookings tab and select New under Resources and Room. Step 2: The Resources setup page will appear. Follow the prompts to setup your rooms and resource and ensure the status is set to Active. If you are setting up a room, ensure the type is set to Room. For resource, set the type to Resource. Once done, click Save.

How to Utilise Rooms and Resources

Rooms and resources is a great tool to avoid overbooking resource required services. To setup resources, you must first create a new Resource. Click here for more information on how to do this. Once a resource is created, to apply it to your services, do the following: Step 1: Click the Products tab and select Services. Select your item by either using the Category option or searching for the service. Once the service is found, click on the name. Step 2: Once the Services Details page shows, select Resources and Room on the left pane. You may now add the appropriate rooms and equipment. Definitions Equipment - Equipment consists of machines/equipment needed to perform a service. You may add more than the one equipment required for a service. H****owever the booking will only be allowed if all the selected equipment is available. Rooms - Rooms consists of treatment rooms necessary for the service, e.g. Massage room etc. You may add more than one room as this gives flexibility to your booking, e.g. if 3 different rooms are selected, when the booking is made, the system will check the availability of the 3 rooms and if any one of the rooms are available, the system will automatically select that room and save the booking.

How to search for bookings

Searching for bookings on Konnect is easy. All bookings made are recorded and even cancelled bookings will have a reference. If you need to refer to your previous booking records, rest assured it will always be there. Follow the steps to search your bookings: Step 1: Go to the Bookings menu and select Search Bookings. Step 2: A list of bookings will appear showing the latest bookings made on the system. To search for a particular booking, you may use the client's name, booking number, date etc in the Search field to narrow down your search results. Select on the booking if you wish to adjust any details.

Resource and Room Calendar

Want to know what Resource's and Room's are being used for the day? Check out the Resource Calendar. Step 1: Click the Bookings Tab and select Resource Calendar Step 2: Choose your day, you will be able to see what resources are being used at what times during the chosen day. Step 3: If you just want to concentrate on one Resource or Room, select the filter on the top drop down box. Select the Resource or Room you wish to view. The Calendar will only show you the one Resource or Room you have chosen.