How To Edit Permissions/Limit Access Of A User Click on the “Settings” tab and go to “Users” On the “Users” page, select the staff member whose permissions you...
Importing Contacts Learning how to upload your contacts into your Punchey software will save you time and money! Keep reading to find...
How To Add Or Edit A Contact Click the green “+” sign button in the top of the screen, and go to “Add Contact” On the “New...
How To Book An Appointment Click the “Appointments” tab Click the blue “Book New Appointment” button Under the “Book an Appointment” page, select your contact...
How to View your Deposits from Punchey If you are using Punchey Merchant Services, funds are deposited into your account according to the funding schedule. You can...
How To Send An Online Invoice Click on the “Payments” tab and go to “Invoices” Click on the little invoice icon with the gear on the...
How To Issue A Refund Click the “Payments” tab and go to “payments” Change the start and end date and refresh, to locate the period...
How To Add The Tax Rate On Product Inventory Click “Settings” tab and click “Software Setup” Go to “Register Setup” Follow to “Product List and Inventory Tracking” on the...
How To Convert An Appointment To A Bill Click on the “Appointments” tab Click the little invoice icon with the gear and select “Confirmed” from the drop down...
How To Add Services To Your DetailPro Menu Click the “Settings” tab, and go to “Your Menu” On the next page, click the “Services Menu Setup” link On...