Ask Meevo

Central Office

Running the whole business: cross-location data, reporting, memberships, marketing, and settings managed above the store level. 627 topics, mirrored from Meevo Help.

Welcome to Meevo Help for Central Office!
Revision History
Getting Started in Meevo
System Requirements
Compliance Guidelines for Cannabis and CBD
Logging In and Logging Out of Meevo
About Lockout
Changing Locations
Using the Convobar®
Convobar Shortcuts
If Meevo is Running Slowly
Hiding Sensitive Data in Meevo
Searching in Meevo
Using the Central Office Maintenance Form Search
Searching for Client Profiles
Using Client Quick Find
Viewing an Item's Maintenance Form
Central Office Features and Data
Data Management in Central Office
Making Data Available to Locations
Excluding a Location from Accessing a Data Item
Managing an Item's Local Overrides (Duplication Options)
Taking Ownership of a Data Item
Editing a Location-owned Data Item in CO Without Taking Ownership
Editing a CO-owned Data Item on Behalf of a Location
Business Types
Adding or Editing a Business Type
Deleting or Undeleting a Business Type
Image Gallery Categories
Adding or Editing an Image Gallery Category
Inactivating or Reactivating an Image Gallery Category
Deleting or Undeleting an Image Gallery Category
Location Groups
Adding or Editing a Location Group
Inactivating or Reactivating a Location Group
Deleting or Undeleting a Location Group
Location Maintenance
Activating a New Location
Editing a Location's Information and Settings
Closing a Location
Market Pricing
Creating Markets
Configuring Market Prices
Scheduling a Location Transfer to a New Market
Configuring Membership Grandfather Settings
Viewing Market Pricing History
Inactivating or Reactivating a Market
Reporting Hierarchy
Adding or Editing a Reporting Hierarchy
User Defined Fields
Adding a User Defined Field
Placing a User Defined Field
Creating a Custom Tab
Editing a User Defined Field or Custom Tab
Reordering User Defined Fields within a Tab
Unassigning or Hiding a User Defined Field
Inactivating or Reactivating a User Defined Field or Tab
Deleting a User Defined Field or Custom Tab
Viewing Answers to UDFs
Smart Centers
Opening and Closing Smart Centers
Setting Up Partner Smart Centers
Data
Clients
Client Types
Adding or Editing a Client Type
Inactivating or Reactivating a Client Type
Deleting or Undeleting a Client Type
Client Profiles
Adding or Editing a Client Profile
Uploading a Client Photo
Enabling Client Notifications
Adding and Managing Client Notes
Adding and Managing Visit Notes
Viewing a Client's History
Making an Expired Package Available for Use
Setting Up and Managing Client Families
Setting Up Booking Preferences
Refreshing a Worldpay Card on File Token
Restricting a Client Profile
Inactivating or Reactivating a Client Profile
Deleting or Undeleting a Client Profile
Purging Client Data
Employees
New Employee Checklists
Employee Categories
Adding or Editing an Employee Category
Inactivating or Reactivating an Employee Category
Deleting or Undeleting an Employee Category
Employee Templates
Adding or Editing an Employee Template
Applying a Template to an Employee Profile
Inactivating or Reactivating an Employee Template
Deleting or Undeleting an Employee Template
Employee Profiles
Adding or Editing an Employee Profile
Applying a Template to an Employee Profile
Assigning a Membership to an Employee
Uploading an Employee Photo
Enabling and Managing Employee Notifications
Setting Up Location Access and Security Roles/Smart Centers
Sharing an Employee
Setting Up a Multi-Location Employee
Changing an Employee's Home Location
Configuring Services an Employee Can Perform
Adding License and Insurance Information
Setting Up Booking Restrictions
Adding an Employee Note
Restricting an Employee
Inactivating or Reactivating an Employee Profile
Deleting or Undeleting an Employee Profile
Security
Assigning Security Roles from the Employee Profile
Defining Security Roles Using Security Administration
Elevating Security
Logins and Passwords
Logging In and Logging Out of Meevo
Changing or Resetting a Password
About Auto-Lockout
Unlocking a User Login
Schedules and Schedule Manager
Setting Up a Multi-Location Employee
Work Activities
Adding or Editing a Work Activity
Inactivating or Reactivating a Work Activity
Deleting or Undeleting a Work Activity
Payroll and Commission
Commission Scales
Setting Up Commission Overrides for Individual Employees
Setting Up Employee Deduction Overrides
Promotions and Terminations
Adding or Editing an Employee Promotion
Syncing Promotion Settings with Employee Profile Settings
Deleting a Promotion
Terminating an Employee
Undoing an Employee Termination
Departments
Adding or Editing a Department
Deleting or Undeleting a Department
Distributors
Adding or Editing a Distributor
Inactivating or Reactivating a Distributor
Deleting or Undeleting a Distributor
Equipment
Adding or Editing Equipment
Assigning Equipment to a Service
Inactivating or Reactivating Equipment
Deleting or Undeleting Equipment
Manufacturers
Adding or Editing a Manufacturer
Inactivating or Reactivating a Manufacturer
Deleting or Undeleting a Manufacturer
New Client Intake Form
Providing the Intake Form to New Clients
Using the Intake Form to Update Profiles
Package Swap Groups
Adding or Editing a Package Swap Group
Inactivating or Reactivating a Package Swap Group
Deleting or Undeleting a Package Swap Group
Packages
Adding or Editing a Package
Inactivating or Reactivating a Package
Deleting or Undeleting a Package
Product Bundles
Adding or Editing a Product Bundle
Adding or Editing a Custom Product Bundle
Product Categories
Adding or Editing a Product Category
Inactivating or Reactivating a Product Category
Deleting or Undeleting a Product Category
Products
Adding or Editing a Product
Setting Up Product Commission Overrides
Marking a Product Discontinued or Not For Sale
Uploading an Image for a Product
Deleting or Undeleting a Product
Referral Types
Adding or Editing a Referral Type
Inactivating or Reactivating a Referral Type
Deleting or Undeleting a Referral Type
Resource Categories
Adding or Editing a Resource Category
Inactivating or Reactivating a Resource Category
Deleting or Undeleting a Resource Category
Service Add-on Mappings
Setting Up Service Add-on Mappings
Deleting or Undeleting a Service Add-on Mapping
Service Categories
Adding or Editing a Service Category
Inactivating or Reactivating a Service Category
Deleting or Undeleting a Service Category
Services
Adding or Editing a Service
Uploading a Service Image
Adding a Service Note
Selecting Notification Template Overrides
Setting Up Split/Merge Rules
Setting Up Service-Level Deductions
Setting Up Service Commission Overrides
Inactivating or Reactivating a Service
Deleting or Undeleting a Service
Students & Teachers
Booking and Ringing Up a Student
Visit Note Types
Adding or Editing a Visit Note Type
Inactivating or Reactivating a Visit Note Type
Deleting or Undeleting a Visit Note Type
Schedules
Sharing an Employee
Work Activities
Adding or Editing a Work Activity
Inactivating or Reactivating a Work Activity
Deleting or Undeleting a Work Activity
Appointments
Setting Up the Appointment Book
Appointment Categories
Adding or Editing an Appointment Category
Inactivating or Reactivating an Appointment Category
Deleting or Undeleting an Appointment Category
Block Types
Adding or Editing a Block Type
Inactivating or Reactivating a Block Type
Deleting or Undeleting a Block Type
Cancellation Reasons
Adding or Editing a Cancellation Reason
Inactivating or Reactivating a Cancellation Reason
Deleting or Undeleting a Cancellation Reason
Working with Appointments in Meevo 2
Booking Appointments
Enabling Online Booking and Intelli-Booking
Editing or Cancelling Appointments
Adding and Managing Visit Notes
Adding and Managing Client Notes
Notifications
Immediate and Scheduled Notifications Explained
Turning on Notifications for Your Business
Enabling Employee Notifications
Enabling Client Notifications
Assigning Notification Templates
Selecting Service Notification Template Overrides
Walk-in Manager
Setting Up Walk-in Manager
Configuring General Settings
Setting Up the Walk-in Kiosk and Online Wait List
Uploading Images for Walk-in Manager Display and Kiosk
Setting Up Walk-in Manager Notifications
Defining Walk-in Hours
Defining Employees and Services
Using Walk-in Manager
Using the Walk-in Kiosk and Walk-in Display Monitor
Self Check-In Kiosk
Configuring Self Check-In Kiosk Settings
Self Check-In Kiosk Client Experience
Register
Installing POS Hardware
Credit Card Devices
Adding or Editing a Merchant Account
Troubleshooting a Locked Credit Card Device
Setting Up the Register
Merchant Accounts
Adding or Editing a Merchant Account
Setting Up a Third-Party Gift Card Integration
Deleting or Undeleting a Merchant Account
Drawers
Adding or Editing a Drawer
Inactivating or Reactivating a Register Drawer
Deleting or Undeleting a Register Drawer
Discounts and Sales
Discounts
Adding or Editing a Discount
Inactivating or Reactivating a Discount
Deleting or Undeleting a Discount
Mark Items On Sale
Marking Items on Sale
Gift Cards Types
Adding or Editing a Gift Card Type
Setting Up Third-Party Gift Card Integration
Inactivating or Reactivating a Gift Card Type
Deleting or Undeleting a Gift Card Type
Payment Types
Adding or Editing a Payment Type
Inactivating or Reactivating a Payment Type
Deleting or Undeleting a Payment Type
Pay In/Out Reasons
Adding or Editing a Pay In/Out Reason
Inactivating or Reactivating a Pay In/Out Reason
Deleting or Undeleting a Pay In/Out Reason
Using the Register
Drawer Manager (Opening and Closing Drawers)
Membership
Setting Up Membership Data
Membership Types
Adding or Editing a Membership Type
Ungrandfathering Memberships
Inactivating or Reactivating a Membership Type
Member Benefit Templates
Adding or Editing a Member Benefit Template
Deleting or Undeleting a Member Benefit Template
Packages
Adding or Editing a Package
Inactivating or Reactivating a Package
Deleting or Undeleting a Package
Membership Cancellation Reasons
Adding or Editing a Membership Cancellation Reason
Inactivating or Reactivating a Membership Cancellation Reason
Deleting or Undeleting a Membership Cancellation Reason
Creating Memberships
Adding or Editing a Membership
Adding a Membership Note
Assigning a Membership to an Employee
Inactivating or Reactivating a Membership
Using Membership Manager
Membership Manager Basics
Membership Management
Changing a Client's Enrollment Date or Renewal Settings
Changing a Client's Membership
Editing a Member's Recurring or Renewal Fee
Freezing or Unfreezing a Membership
Transferring a Membership to Another Location
Canceling a Membership
Ungrandfathering Memberships
Benefits, Service Transfers, and History
Viewing Membership Benefits and History
Transferring (Sharing) an Accrued Service to Another Client
Payments and Payment Methods
Viewing or Changing CC/ACH Payment Methods
Refreshing a Worldpay Card on File Token
Editing a Member's Recurring or Renewal Fee
Manually Paying an EFT
Waiving or Unwaiving a Payment
Refunding a Recurring Payment
Inserting a Payment
Deleting a Payment
Changing the Status of a Payment
Viewing the History of a Payment
Changing Payment Day of Month
Inventory
Inventory Transfers
Searching Inventory Transfers
Central Office: Transferring Inventory
Locations: Transferring Inventory Out
Locations: Receiving Transferred Inventory
Adding and Viewing an Inventory Transfer Note
Exporting or Printing an Inventory Transfer
Recalling or Returning an Inventory Transfer
Editing or Deleting an Inventory Transfer
Stock Levels
Stock Levels in Central Office
Reports
Millennium Reports and their Meevo 2 Equivalents
Virtual Drawers in Reports
Analytical
COMA201: Sales Analysis by Location
COMA202: Hours Available to Sell
Clients
DC041: Client Spending Summary by Classification
Liabilities
CO000: Offsite Liability Transfers
COCO000: Offsite Liability Transfers
Payroll
CODE040: Payroll Totals by Location
Products
DP005: Barcode Labels
Register/Sales
COMR010: Sales Ranking by Location
COMR085: Sales Detail
COMR110: Payment Detail
COMR140: Sales Summary
COMR145: Sales by Category
Schedules
COMES10: Employee Schedule Summary
Management
Activity Log
Using the Activity Log
Alerts Manager
Creating Alerts
Managing Configured Alerts
Viewing Alerts
Client Selection Export
Exporting a List of Clients
Client Intake Form Builder
Loading the Default Intake Form
Using Meevo Form Builder
Creating a Form with Custom HTML Upload
Creating a Form with Form Designer
Providing the Intake Form to New Clients in the Business
Using the Intake Form to Update Existing Client Profiles
Client Points Manager
Searching for and Viewing Client Points
Manually Adding or Removing Points
Viewing Points History
Custom Branding
Designing Your Brand
Using the Data Export
Docs and Forms
Configuring Form Settings
Using Meevo Form Builder
Creating a Form with Custom HTML Upload
Creating a Form with Form Designer
Editing a Saved Form or Settings
How Clients Fill Out and Submit Forms
Resending a Form Notification
Viewing, Printing, or Emailing a Completed Form
eGift
Configuring and Enabling eGift
Using Google Analytics with Online Booking and eGift
Customizing Your eGift Website
Customizing eGift Notifications
Setting Up System and Custom eGift Templates
Setting Up Mail/Pick Up eGift Templates
Showing or Hiding Packages and Services in eGift
Setting Up eGift Promotions
Processing eGift (Email) Orders
Processing Mail and Pick Up eGift Orders
Managing eGift Transactions
Intelli-Merge Clients
Using Intelli-Merge
Manual Merge Clients
Using Manual Merge
Meevo Messenger Arrivals
Enabling Meevo Messenger Arrivals
Payroll
Basics of Running Payroll
Stopping Payroll
Ratings Control Panel
Using the Ratings Control Panel Filters
More on Summary View and Detail View
Publishing, Unpublishing, or Deleting a Rating
Replying to a Client Rating
Exporting Clients Who Left a Review
Report Scheduler
Scheduling a Report
Viewing Delivered Reports
Viewing the Report Schedules
Sales Rankings and Export
Choosing Sales Rankings Criteria
Viewing and Exporting Sales Rankings Results
Security Roles and Administration
Adding or Editing Security Roles
Defining Security Roles Using Security Administration
Elevating Security
Exporting a List of Configured Security
Inactivating or Reactivating a Security Role
Deleting or Undeleting a Security Role
Smart Center Designer
Creating a Smart Center
Understanding Smart Center Tiles
Smart Center Tile Dimensions
Assigning a Smart Center to an Employee or User
Opening and Closing Smart Centers
Editing or Deleting a Smart Center
Yield Management
Creating or Editing a Yield Management Strategy
Creating or Editing a Yield Management Program
How Yield Management Adjustments Appear in Meevo 2
Inactivating or Deleting Programs and Strategies
Marketing
Email Marketing Powered by Emma
Email Marketing Compliance
Email Marketing Compliance Best Practices
Sender Email Best Practices
Deliverability Best Practices
Getting Started with Email Marketing
Welcome to Email Marketing Powered by Emma!
Turning On (Syncing) the Email Marketing Integration
Changing Sync Settings
More On Syncing Contacts with Email Marketing
Logging Into Email Marketing
Viewing and Managing Your Number of Active Contacts
Using Email Marketing
Understanding the Email Marketing Interface
Creating an Audience (Segment)
Sending a Client Selection Export to Email Marketing
Importing Contacts into Email Marketing
Creating a Signup Form
Creating an Appointment Request Form
Customizing a Campaign
Tracking and Monitoring Responses
Creating an Automation
Using Insights
Integrating Email Marketing and Shopify
Handling High Bounce-Back Rates (Error Addresses)
Turning Off the Email Marketing Integration
Obtaining Your Emma Email Marketing API Key
Online Presence Management
Getting Started with Online Presence Management
If You Already Have an Existing Yext Account
Getting Started Checklist
Setting Permissions in Facebook
Step 1: Sync Business Information
Step 2: Link Facebook and Google My Business
Step 3: Complete Local SEO Profile Settings
Step 4: Monitor Listing Statuses
Updating Your Online Listing Information
Understanding Local SEO Profile Settings
Updating Listings in Local SEO Profile Settings
Adding a Booking Link to Your Google Knowledge Panel
Updating Fields for Facebook
Updating Fields for Google My Business
Scheduling a Listings Update
Creating Listings for Other Languages
Adding or Changing Business Categories
Viewing and Managing Online Listings
Understanding Online Listings Management
The Overview Tab
Managing Your Online Listings
Resolving Unavailable Publishers
Unlinking a Facebook or GMB Account
Suppressing Duplicate Listings
Using Social Posting
Reputation Management
Understanding Reputation Management
Monitoring and Responding to Reviews
Emailing or Exporting a Review
Creating Review Notifications
Using Insights
Using Sentiment Analysis
Deleting a Review
Online Presence Analytics
Understanding Online Presence Analytics
Viewing and Understanding Analytics Dashboards
Creating a Custom Dashboard
Creating Analytics Notifications
Exporting Dashboards
Business Settings
Setting Up Business Information and Social Media Links
Uploading a Business Logo
Defining Preferences
Setting Service Booking Priority
Setting Service Category Display Order
Customizing the Meevo URL
Configuring Cultural Settings
Managing Events
Changing Field Labels
Managing Holidays
Adding or Editing an IP Restriction
Using the Meevo System Toolbox
Notifications
Immediate and Scheduled Notifications Explained
Turning on Notifications for Your Business
Enabling and Managing Employee Notifications
Enabling and Managing Client Notifications
Assigning Notification Templates
Selecting Service Notification Template Overrides
More on Notification Overrides and Bulk Updates
Notification Templates
About Notification Template Tags
Adding or Editing a Notification Template
Assigning Notification Templates
Selecting Service Notification Template Overrides
Inactivating or Reactivating a Notification Template
Deleting or Undeleting a Notification Template
Importing an HTML Email Notification Template
Online Booking Settings
Configuring Online Booking
Using Google Analytics with Online Booking and eGift
Customizing Your Online Booking Website
Enabling Online Booking and Intelli-Booking
Payroll Setup
Getting Started with Payroll
Setting Up Payroll Overtime
Setting Up Payroll Clock Rules
Configuring and Enabling Payroll
Configuring and Enabling Multi-Location Payroll
Understanding Payroll Deductions
Understanding Commission and Overrides
Setting Up Commission Adjustments and Splits
Setting Up Work Activity Overrides
Configuring Self Check-in Kiosk Settings
Service Charges
Adding or Editing a Service Charge
Setting Up Walk-in Manager
Setting Up the Walk-in Kiosk and Online Wait List
Uploading Walk-in Display Monitor Images
Configuring General Settings and Messages
Setting Up Walk-in Manager Notifications
Defining Walk-in Hours
Defining Employees and Services
Integrations
Availability of Integrations and Business Boosters by Region
How to Contact Partners of MSI
Aveda Empowered Ordering
Getting Started with Aveda Empowered Ordering
Configuring the Empowered Ordering Integration
Submitting a Purchase Order to Aveda
Resolving Errors in Aveda Purchase Orders
CareCredit
Setting Up a CareCredit Merchant Account
Managing CareCredit Promotions
Ringing Up a CareCredit Transaction
Editing or Refunding a CareCredit Transaction
CORE Royalty Export
Configuring CORE Royalty Export Exclusions
Scheduling a CORE Royalty Export
Running a Royalty Export Job Immediately
Viewing Delivered Exports
Viewing or Editing Scheduled Exports
Meevo 2 Business Intelligence
Granting Access to Meevo 2 BI
Logging into Meevo 2 BI
Changing Locations in Meevo 2 BI
Using Meevo 2 BI Filters
Viewing Metrics in Meevo 2 BI
SalonClouds+
App Setup
Getting Started with Salon Clouds
Configuring the Salon Connect App
Scratch Off Setup and Use
Configuring and Enabling the Scratch Off Feature
Viewing Scratch Off Winners and Redemptions
Redeeming a Scratch Off Winner
Client Salon Connect Experience
Salon Connect: Creating an Account and Logging In
Salon Connect: Appointments
Salon Connect: Services and Service Providers
Salon Connect: My Account
Salon Connect: Reviews
Salon Connect: Winning Scratch-Off
Salon Connect: Hours, Call Us, and Directions
Techsphere
Selecting the Techsphere Work Activity
Using the Techsphere Scanner
Viewing and Editing Techsphere Clock Actuals
Supplemental Info
Contingency Planning
Contingency Planning for Loss of Connectivity or Power
Executing a Contingency Plan for Loss of Internet
Executing a Contingency Plan for Loss of Card Reader
Executing a Contingency Plan for Loss of Power
If Meevo is Running Slowly
Formulas and Logic
Millennium Reports in Meevo
Appointment Book Rules and Limits
More on Intervals and Precision Timing
Meevo Scan for Opening Logic
FAQs on Taxes
Resource Rules
Rebook Rules
Package Transfer Liabilities
Swap, Split, and Merge Examples
Commission Scales
Discount Rules
Register Calculations
Using the Keyboard with Meevo
General Keyboard Shortcuts and Tab Order
Meevo Billing and Support
Accessing and Using Meevo Help
Remote Training and Millennium Inspo
Obtaining Support for Meevo
Notices and Copyright Information