Adding a Task

1. Click "Tasks" from Sidebar Menu.

2. A list of all of your Tasks will appear. Go to the upper right corner and hit the pink "+" button to add a new Task. 

3. Enter the information for your task. A pink asterisk will notate the required fields, including: Title and Date. When finished, scroll to the bottom and hit the pink "Submit" button.  

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• Marking a Task Complete

  1. Click "Tasks" from Sidebar Menu. 2. A list of all of your Tasks will appear. Click the Task you want to edit. 3. Go to the "Progress Status" section and click the drop-down to select "Complete". 4. Scroll to the bottom and select the pink "Update" ...

• Adding a Reservation

  1. Click "Reservations" from the Sidebar Menu and Choose "All Reservations" from the drop-down. 2. A list of all of your reservations will appear. Click the pink "+" button in the upper right corner. 2. Enter all information that applies to the ...

• Adding Client Phone Numbers

  1. Click "Clients" from the Sidebar Menu. 2. A list of all of your clients will appear. Click on the client you want to edit. 3. A pop-up will appear. Click "Edit" in the top right of the page. 4. Scroll down to "Additional Information" and select ...

• Adding Client Payment Information

  1. Click "Clients" from the Sidebar Menu. 2. A list of all of your clients will appear. Click on the client you want to edit. 3. A pop-up will appear. Click "Edit" in the top right of the page. 4. Scroll down to "Additional Information" and select ...

• Adding Client Preferences

  1. Click "Clients" from the Sidebar Menu. 2. A list of all of your clients will appear. Click on the client you want to edit. 3. A pop-up will appear. Click "Edit" in the top right of the page. 4. Scroll down to "Additional Information" and select ...