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Easy Scheduling
Client Management
Inventory Management
Transaction Recording
Expense Tracking
Detailed Reports
Invoice Management
Easy Scheduling
Pre-set service times to make scheduling as simple as selecting the client and service
Add ‘extra care’ reminders for specific client requests or notes
Customize calendar color schemes and hours shown by day
Designate confirmed appointments and set out of office hours
Client Management
Store, search and manage all client information instantly
View upcoming appointments & past transactions by client
Customize the layout and filter client data in a preferred view
Create detailed client notes for each contact
Inventory Management
Control and monitor inventory in real time with synched transaction updates
Browse inventory by quantity in-stock, retail price, wholesaler and wholesale cost, product line and profit margin
Transaction Recording
Record a transaction for any existing client appointment or invoice or as a stand-alone transaction
Track payment/tip method by individual transaction
Apply percentage discounts and sales tax instantly with built-in calculators
Generate PDF receipts for every transaction with an individual client or business name and address
Expense Tracking
Define custom expense categories that auto-populate for detailed tracking
Include exact expense date, description and total paid
Detailed Reports
Analyze revenue flow instantly with real time sales, expense and sales tax tracking
Review total transactions by product vs. service and payment method
Create weekly, monthly, quarterly, yearly reports or set custom date range
See the most profitable clients for both sales and tip totals
Invoice Management
Provide detailed invoices with individual line items for each purchased product or service
Generate PDF invoices to bill individual client or business electronically or by mail
Track outstanding invoices and record transactions for services provided once invoice is paid
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