If you or your employee are new to Rosy, we have complied a guide to serve as an introduction to our software! Whether you are looking for quick tutorials to grasp the core concepts or more detailed understanding of the tools offered, keep reading!
Scheduling-
The core of our software is allowing you to schedule appointments. The articles below will help you familiarize yourself with the different scheduling scenarios you will likely come across.
Daily Use:
- Scheduling & Editing an Appointment w/ Video ►
- Using the Appointment Builder
- Prebooking Appointments w/ Video ►
- Canceling an Appointment
- Rescheduling an Appointment
- Blocked Time Off w/ Video ►
- Confirming Appointments Manually
- Double-booking an Appointment
Additional Guides:
- Scheduling a Standing Appointment
- Client Wait List
- Creating a Custom View
- Editing Scheduling Hours
- Scheduling an Appointment Outside of Normal Employee Hours
Clients-
Understanding client profiles will help you with scheduling as well as quickly and efficiently looking up client information. The articles in this group will go over the essential information about client profiles.
Point of Sale-
This section will walk you through the processes that allow you to collect payments from your clients. If your business uses RosyPay to process payments, this section will provide more guides for you to reference.
Daily Use:
- Checking In a Client
- Checkout: Preparing the Ticket w/ Video ►
- Checkout: Collecting a Payment w/ Video ►
- Cash Drawer(s) w/ Video ►
- Tickets- Drop Down Summary
- Creating a New Ticket
Additional Guides:
- Attaching a Ticket w/ Video ►
- Return Transaction w/ Video ►
- Gift Cards w/ Video ►
- These are the primary articles that will introduce you to the many tools available to you within the system. Our Knowledge base contains many more useful articles that you can browse or search through at any point. When signed into Rosy, you can easily access this resource by clicking the toolbar option:
- Support > Support Center.