Adjust Invoice Ledger Using Credits Our software allows for credits to be applied to a customer’s profile, in order to be used for future purchases....
How To Edit Appointment Tags Appointment tags are very helpful in reminding staff of any special information to be considered for any specific booking. If...
How To Use Service Specific Scheduling By default, your calendars operate in a catch-all mode. Meaning, every service you add is automatically bookable on all calendars....
How To Link Add-Ons To Parent Services Click the “Settings” tab, and go to “Your Menu” Click the “Edit” button next to “Services Menu Setup” Select the...
Call or Text using your Smart Number Your business Smart Number gives you the capability to text and call your customer’s right from the dashboard. Follow the...
Understanding & using your Accounts Receivable Ledger The Accounts Receivable ledger is used to track customer balances, whether there is money owed or a credit given to...
How To Export Payment Data to QuickBooks Learning how to export your payments to Quickbooks will ease your accounting needs. First, open up your Punchey Dashboard, click...
Customer Call Logging Widget Functionality Punchey is excited to further connect your phone system with our software. Our call logging widget is like callerID on...
Web Form Connection for Lead Integration – Using Mailparser.io Mailparser.io is a program that is able to extract relevant data fields within an email according to the set parsing...
General Solutions to Time and Attendance Documentation Issues Doing the same task over and over again expecting different results defines a word we all hope to avoid in...