To turn on time slots for your online bookings, please head over to Settings > Services and select the service that you want to enable time slots for. Scroll down and you’ll find “Time slots (optional)” option present. Enable it by toggling the button on the left side. Only turn it on for website or […]

If you have customers who have not made a booking with you since a couple of weeks or months, then you can mark them inactive by following the given steps. For this, please navigate to Customers and edit customer. Scroll down to Status/Delete and you will see the status of the customer. Select from the […]

To view a receipt for any customer, please navigate to Bills > Receipts. Here, you can use the Payment Date or the Receipt number to find the receipt. Use the Action button for any customer, which is the three vertical dots and the view button is what you’ll need to click on in order to […]

To change the job amount for the reoccurring bookings, please find that booking under Schedules > Daily View > use the calendar to navigate to that booking > Double click on the booking. Once you double click on the booking you want to edit, you can see the Pricing type and the pricing per hour. […]

To let crews set their own schedule/availability through the crew app, please head over to Staff > Crews > Edit Crew (pencil icon) for any crew. Scroll down to Customize Availability and turn on “I want to customize this crew’s working hours”. You will now be able to set their working hours yourself or scroll […]

To create a discount code, please navigate to Settings > Discount > Create a Campaign +. You can type the campaign name which could be the event that the discount code is for. Here, we have a discount code which says Fifty Discount indicating that it gives you a 50% discount of the booking amount […]

To create an invoice manually for a customer, please head over to Bills > Invoice > Action > Create Invoice. Once you click on Create Invoice, you can select the client that you want to create an invoice for. You can select the date of the invoice, type in the amount and description. Hit Save […]

To send the links of the crew app, please navigate to Settings > Integration > Crew App. Here, you can scroll down and find where it says App Store (iOS) and Play Store (Android). These links can be copied and sent to the crews based on the OS they use. The crews will be able […]

To download a statement of a customer, you will need to navigate to the customer and click on them. Click on the Statistics tab. Use the green Actions button, you can find the option to Export Statement in PDF.  

To allocate crews to zones, please head over to Settings > Zones > Allocate Crew to Zones. In this section, keep in mind that the crews kept on the left will mean that Brilion will Auto-Assign the crews by default. If you click on them, they will be allocated to the zone depending on which […]