Multi-Location (Salon)

Day-to-day in the salon: appointment book, register, clients, schedules, inventory, and everything the front desk touches. 966 topics, mirrored from Meevo Help.

Welcome to Meevo Help!

Revision History

Getting Started in Meevo

System Requirements

Supported Devices and Hardware

Compliance Guidelines for Cannabis and CBD

Logging In and Logging Out of Meevo

Changing Locations

Using the Convobar®

Convobar Shortcuts

If Meevo is Running Slowly

Hiding Sensitive Data in Meevo

Searching in Meevo

Searching for Client Profiles

Locating Appointments

Using Client Quick Find

Viewing an Item's Maintenance Form

Opening and Closing Smart Centers

Setting Up Partner Smart Centers

Data

Clients

Employees

New Employee Checklists

Employee Categories

Adding or Editing an Employee Category

Viewing Employees that are Assigned to a 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

Assigning Security Roles

Sharing an Employee

Setting Up a Multi-Location Employee

Configuring Services an Employee Can Perform

Adding License and Insurance Information

Setting Up Booking Restrictions

Using the Image Gallery

Adding an Employee Note

Looking Up Employee Service Times and Pricing

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

Defining Employee Work Hours and Resource Use

Setting Up a Multi-Location Employee

Copying Schedules

Blocking Employee Time or a Resource

Adding a Recurring Block Definition

Changing Schedule Manager Views

Viewing and Editing Employee Actuals

Deleting Schedules

Using the Time Clock

Breaking Out and Breaking In

Viewing Schedule and Timesheet Summaries

Viewing and Editing Employee Actuals

Work Activities

Adding or Editing a Work Activity

Inactivating or Reactivating a Work Activity

Deleting or Undeleting a Work Activity

Payroll and Commission

Setting Up an Employee's Earnings

Commission Scales

Setting Up Commission Overrides for Individual Employees

Setting Up Employee Deductions

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

Assigning Employees to a Department

Adding or Editing a Distributor

Inactivating or Reactivating a Distributor

Deleting or Undeleting a Distributor

Adding or Editing Equipment

Assigning Equipment to a Service

Inactivating or Reactivating Equipment

Deleting or Undeleting Equipment

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

Adding or Editing a Package

Setting Up Package Commission Overrides

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

Assembling or Disassembling a Product Bundle

Product Categories

Adding or Editing a Product Category

Inactivating or Reactivating a Product Category

Deleting or Undeleting a Product Category

Adding or Editing a Product

Setting Up Product Commission Overrides

Marking a Product Discontinued or Not For Sale

Uploading an Image for a Product

Exporting a List of Products

Deleting or Undeleting a Product

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

Adding or Editing a Resource

Inactivating or Reactivating a Resource

Deleting or Undeleting a Resource

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

Using the Image Gallery

Inactivating or Reactivating a Service Category

Deleting or Undeleting a Service Category

Adding or Editing a Service

Uploading a Service Image

Configuring Which Employees Can Perform a Service

Adding a Service Note

Assigning a Resource to a Service

Setting Up Split/Merge Rules

Setting Up Service-Level Deductions

Setting Up Service Commission Overrides

Exporting a List of Services

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

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

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

Appointment Book Tips & Tricks

Enabling Online Booking and Intelli-Booking

Using the Appointment Book Toolbar

Booking an Appointment in Appointment Book

Booking a Resource

Booking a Standing Appointment

Using Intelli-Booking

Looking Up Employee Service Times and Pricing

Double-booking an Employee or Resource

Copying Services and Appointments

Rebooking a Client

Adding a Missed Opportunity

Viewing Appointment Audit History and Custom Fields

Creating Blocks and Standing Blocks

Blocking Employee Time or a Resource

Adding a Standing Block

Editing a Standing Block

Viewing Block Time Audit History

Deleting a Standing Block

Editing or Cancelling Appointments

Using the Smart Assistant

Rescheduling (Moving) Appointments

Editing Appointment Details

Adding and Managing Visit Notes

Adding and Managing Client Notes

Editing a Standing Appointment Series

Canceling Appointments

Viewing Appointment Audit History and Custom Fields

Updating Appointment Statuses

Updating the Status of an Appointment

Checking In a Client

Printing a Work Ticket

Checking Out a Client

Checking Out a Client for a Past Appointment

Adding a Missed Opportunity

Marking a Client as Running Late

Marking a Client as a No-Show

Booking Appointments Using Booking Agent

Confirmation Manager

Using Confirmation Manager Filters

Sending Confirmations and Updating Confirmation Status

Editing Appointments in Confirmation Manager

Immediate and Scheduled Notifications Explained

Turning on Notifications for Your Business

Enabling Employee Notifications

Enabling Client Notifications

Assigning Notification Templates

Configuring Wait List Settings

Adding an Appointment Request to the Wait List

Booking a Wait List Appointment Request

Editing, Prioritizing, or Removing an Appointment Request

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

Step 1: Add the Client to the Walk-in Manager Wait List

Step 2: Check In the Client in Walk-in Manager

Step 3: Book the Walk-in Appointment

Sending Notifications from Walk-in Manager

Checking Out a Client from Walk-In Manager

Marking a Client as a Walkout or No-show

Editing or Prioritizing a Request on the List

Using the Walk-in Kiosk and Walk-in Display Monitor

Starting or Exiting Out of the Walk-in Kiosk

Starting or Exiting Out of the Walk-in Manager Display

Self Check-In Kiosk

Configuring Self Check-In Kiosk Settings

Opening and Closing the Self Check-In Kiosk

Self Check-In Kiosk Client Experience

Register

Installing POS Hardware

Supported Devices

Receipt Printers, Cash Drawers, and Pole/Price Displays

Installing the Epson TM-m30II-h

Installing the Epson TM-T20II-i

Installing the Epson TM-T88VI-i

Important Firmware Update for Epson TM-T88VI-i Receipt Printers

Installing the Star TSP654II

Installing the Star mC-Print2 / mC-Print3

Installing a Star USB Printer

Connecting a Cash Drawer

Installing and Setting Up a Pole or Price Display

Adding a Logo to a Receipt

Credit Card Devices

Adding or Editing a Merchant Account

Installing the Ingenico iSC 250

Installing the Ingenico iPP 320

Installing the Ingenico iPP 350

Installing the Ingenico iSMP4

Installing the Ingenico Link/2500

Installing the Ingenico Lane/3000

Installing the Ingenico Lane/5000

Installing the VeriFone MX915

Activating a Credit Card Device in Meevo

Deactivating a Credit Card Device

Troubleshooting a Locked Credit Card Device

Barcode Scanners

Barcode Scanner Tips and Tricks

Pairing the Honeywell Voyager 1602g Scanner

Installing the Honeywell Voyager 1450g Scanner

Installing the Zebra DS4800 Series Scanner

Setting Up the Register

Merchant Accounts

Adding or Editing a Merchant Account

Installing and Activating a Credit Card Device

Setting Up a Third-Party Gift Card Integration

Adding a Third-Party Gift Card Merchant Account

Deleting or Undeleting a Merchant Account

Deactivating a Credit Card Device

Adding or Editing a Drawer

Configuring Receipt Options

Assigning POS Stations to a Drawer

Inactivating or Reactivating a Register Drawer

Deleting or Undeleting a Register Drawer

Discounts and Sales

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 a Third-Party Gift Card Merchant

Inactivating or Reactivating a Gift Card Type

Deleting or Undeleting a Gift Card Type

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)

Assigning Yourself a Register Drawer

Opening a Register Drawer

Viewing Transaction Details in Drawer Manager

Changing Your Assigned Drawer

Changing a Drawer's Receipt Printer or Credit Card Terminal

Closing a Register Drawer

Printing a Batch Report (PaymentSense Only)

Editing Opening or Closing Details

Undoing a Drawer Close

Viewing Drawer History and Drawer Details

Recording a Pay-in

Recording a Pay-out

Popping the Register Drawer

Using the Cash Calculator

Creating Transactions

Applying Discounts

Applying or Removing an Automatic Discount

Applying or Removing a Manual Discount

Adding a Transaction Note or Discount Note

Finalizing Sales, Tips, and Receipts

Using the Smart Receipt

Adding a Tip to a Transaction

Finalizing a Sale and Accepting Payment

Popping the Register Drawer

Voiding a Card Payment on the Smart Receipt

Returning On-hold and Cancellation/No-Show Transactions

Providing Receipts After a Finalized Transaction

Recovering a Credit Card Transaction

Changing Your Default Receipt Printer

Overview of Receipts

Processing Refunds and Voids

Refunding Items Through the Register

Refunding Transactions in Transaction Editor

Voiding a Completed Transaction

Managing POS Hardware and Stations

Creating and Enabling POS Stations

Changing Your Default Receipt Printer

Editing or Deleting a Network Receipt Printer

Deactivating a Credit Card Device

Managing Client Accounts

Making a Payment to a Client Account

Placing Credit on a Client Account

Using Transaction Editor

Locating a Transaction

Editing a Completed Transaction

Inserting a Transaction into the Past

Providing Receipts After a Finalized Transaction

Refunding a Completed Transaction

Voiding a Completed Transaction

Printing Transactions

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

Adding or Editing a Package

Configuring Package Commission Overrides

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

Setting Up Membership Commission Overrides

Adding a Membership Note

Assigning a Membership to an Employee

Inactivating or Reactivating a Membership

Using the EFT Control Panel

Filtering the EFT List

Reprocessing Payments in EFT Control Panel

Using Membership Manager

Inventory

Calculating Inventory Value

Employee Supply Usage

Checking Out a Product

Viewing Supply Costs and Usage

Deleting or Undoing a Usage Record

Floor Locations

Adding or Editing a Floor Location

Inactivating or Reactivating a Floor Location

Deleting or Undeleting a Floor Location

Inventory Count

Counting Inventory Using Your Computer

Counting Inventory Using a Mobile Device

Resolving an Inventory Count Conflict

Viewing, Editing, or Deleting an Inventory Count

Inventory Returns

Managing Inventory Returns

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

Adding Misc Supplies

Purchase Orders

Creating a Purchase Order

Viewing, Editing, or Deleting a Purchase Order

Discounting a Purchase Order

Emailing a Purchase Order

Printing a Purchase Order

Adding and Viewing Notes on a Purchase Order

Receiving a Purchase Order

Managing Stock Levels

Stock Levels in Central Office

Creating and Viewing Employee Goals

Creating Overall and Department Goals

Using the Goals Dashboard

Millennium Reports and their Meevo 2 Equivalents

Virtual Drawers in Reports

Analytical

MA045: Detailed Client Retention

MA050: Client Visits by Type

MA060: Employee Productivity

MA065 Estimated vs Actual Sales

MA075: Retention Projection

MA200: Employee Key Performance Indicators

MA202: Hours Available to Sell

MA210: New Client Retention By Visit

MA215: FOV by Service Category

MA225: Sales Statistics

MA235: Revenue Analysis: Top Spenders

MA240: Lifetime Client Value

MSG01: Text / Email Usage

Appointments

AQ000 Appointments Booked

AQ010: Appointment Listing with Visit Notes

AQ020: Client Work Tickets

AQ022: Small Client Work Ticket

AQ025: Appointments for Specific Clients

AQ030: Booking Traffic

AQ065: Appointment Confirmations

AQ070: Appointment Recall Listing

AQ150: Rebooking Analysis

AQ150B: Rebooking Analysis Detail

AQ200: Blocked Time

AQ205: Check In and Out Timing

AQ210: Missed Opportunities

AQ225: Appointment List by Filter

AQ226: Online Booking KPI

AQ230: Appointment Cancellation Listing

AQ246: Add-Ons Booked

AQ255: Docs & Forms Due

Clients

DC000: Low Client Summary

DC025: Transaction History

DC041: Client Spending Summary by Classification

DC042: Restricted Clients

DC055: Client Information

DC065: Client Visit Notes

DC080: Client Mailing Labels

Employees

DE001: License/Insurance About To Expire

DE005 + DE005B: 5 Star Rating

DE045: Detailed Employee Information

DE110: Teacher Assistance Report

Inventory

MI000: Supply Usage

MI020: Inventory Count History

MI025: Inventory Count Sheets

MI047: Inventory Sales and Usage

MI100: Purchase Orders

MI105: Inventory Returns

MI210: Inventory Value

MI215: Inventory Snapshot

Liabilities

CO000: Offsite Liability Transfers

MR000: Client Account Activity

MR055: Liability Sales Detail

MR118: Client-to-Client Liability Transfers

MR129: Liability Summary

MR129B: Quarterly Liability Summary

MR230: Points Activity

Memberships

DB001: Membership Base

DB015: Membership Status

DB040: EFT Master List

DB042: Waived EFTs

DB050: Membership Cards About To Expire

MR245: Memberships Purchased

Payroll

DE040: Employee Payroll

DE043: Commission Deduction Detail

DE044: Employee Commission Detail

DE070: Tips Collected

Products

DP005: Barcode Labels

Referrals

DR020: Client Referrals

Register/Sales

CF001: Cash Flow

MR035: Price Changes

MR041: Service and Retail Analysis by Employee

MR070: Product Sales and Cost by Manufacturer/Product Category

MR075: Refunds Processed

MR080: Register Summary

MR085: Sales Detail

MR090: Business Overview

MR095: Sales Tax Collected

MR100: Transaction Log

MR110: Payment Detail

MR115: Pay In/Out History

MR130: Sales By Month

MR145: Sales by Category

MR160: Product Bundle Sales

MR200: Employee Sales

MR240: Daily Deposit Report

MR255: Service Charges

Schedules

MES01: Weekly Schedules

MES10: Schedule Summary

MES20: Clock-in/out Discrepancies

MES30: California Meal and Rest Breaks

MES35: Basic Wage Accrual

Walk-ins

WI005: Walk-in Visit Rankings

WI010: Walk-in Manager Graphs

WI015: Walk-in Manager Stats

Management

Using the Activity Log

Viewing Alerts and Using Alerts Log

Creating Alerts

Managing Configured Alerts

Client Selection Export

Exporting a List of Clients

Client Intake Form Builder

Providing the Intake Form to New Clients in the Business

Using the Intake Form to Update Existing Client Profiles

Client Point Promotions

Creating or Editing a Point Promotion

Inactivating or Reactivating a Promotion

Deleting or Inactivating a Promotion

Client Points Manager

Searching for and Viewing Client Points

Manually Adding or Removing Points

Viewing Points History

Using the Data Export

Editing a Saved Form or Settings

How Clients Fill Out and Submit Forms

Resending a Form Notification

Viewing, Printing, or Emailing a Completed Form

Configuring and Enabling eGift

Using Google Analytics with Online Booking and eGift

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

Configuring Arrivals Settings

Using Meevo Messenger

Meevo Messenger Notifications

Using Auto Replies in Meevo Messenger

Using Quick Responses in Meevo Messenger

Deleting or Undeleting a Conversation

Payroll

Basics of Running Payroll

Searching Payrolls

Viewing Payroll Period Details

Recalculating a Payroll

Stopping Payroll

Price Management

Adjusting Product Prices Immediately

Adjusting Service Prices Immediately

Scheduling a Price Change

Viewing Price Management History

Ratings Control Panel

Configuring 5 Star Ratings Settings

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

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 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

Configuring 5 Star Ratings Settings

Setting Up Business Information and Social Media Links

Uploading a Business Logo

Defining Preferences

Using the Image Gallery

Setting Service Booking Priority

Setting Service Category Display Order

Configuring Currency and Tax

Managing Events

Managing Holidays

Adding or Editing an IP Restriction

Using the Meevo System Toolbox

Immediate and Scheduled Notifications Explained

Turning on Notifications for Your Business

Enabling and Managing Employee Notifications

Enabling and Managing Client Notifications

Assigning Notification Templates

More on Notification Overrides and Bulk Updates

Notification Templates

About Notification Template Tags

Adding or Editing a Notification Template

Assigning Notification Templates

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

Enabling Online Booking and Intelli-Booking

Payroll Setup

Getting Started with Payroll

Setting Up Payroll Overtime

Setting Up Payroll Clock Rules

Options That Affect Clock-ins and Meevo 2 Access

Setting Up an Employee's Earnings

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

RUN Powered by ADP Integration

Getting Started with the RUN Integration

Connecting Meevo 2 to RUN

Mapping Employees from RUN to Meevo 2

Mapping Earning Codes from RUN to Meevo 2

Enabling the RUN Integration

Submitting Payroll to RUN

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

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

Getting Started with Paging

Enabling and Setting Up Paging

Turning Off Paging

QuickBooks Desktop

Getting Started with the QuickBooks Desktop Integration

Best Practices for the QuickBooks Integration

Creating a New Connection to QuickBooks Desktop

Setting Up QuickBooks Accounts and Payment Types

Syncing to QuickBooks Desktop

Viewing QuickBooks Integration Logs

Editing an Existing QuickBooks Desktop Connection

Deleting Data from a Previous QuickBooks Desktop Sync

QuickBooks Online

Getting Started with the QuickBooks Online Integration

Best Practices for the QuickBooks Integration

Creating a New Connection to QuickBooks Online

Setting Up QuickBooks Accounts and Payment Types

Syncing to QuickBooks Online

Viewing QuickBooks Integration Logs

Editing an Existing QuickBooks Online Connection

Deleting Data from a Previous QuickBooks Online Sync

SalonClouds+

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

Selecting the Techsphere Work Activity

Using the Techsphere Scanner

Viewing and Editing Techsphere Clock Actuals

Textel (Meevo Messenger)

Getting Started with Textel

Initial Textel Setup

Configuring Textel Settings in Meevo 2

Using Meevo Messenger

Meevo Messenger Notifications

Using Auto Replies in Meevo Messenger

Using Quick Responses in Meevo Messenger

Resolving Duplicate or Unknown Numbers in Meevo Messenger

Deleting or Undeleting a Conversation

Getting Started with Transworld

Configuring and Enabling Transworld

Turning Off the Transworld Integration

Supplemental Info

Notices and Copyright Information