Shortcuts Fusion
Discover how to use your Shortcuts system.
Appointment Book
- Appointment Book Overview
- Create an Appointment for New & Existing Client
- Making an Appointment for a New Client
- Make an Appointment for an Existing Client
- Rebooking Overview
- Appointment Assistant Overview
- Understanding Appointment Clash Warnings
- Recurring an Appointment
- Deleting an Appointment
- Rescheduling Appointments
- Changing an Appointment Status
- Appointment Notes and Employee Messages Overview
- Using Appointment Tasks
- Using Appointment Tags
- Grouping Clients Transactions
- Using the Waitlist
- Setting Up Time Allocation
- Viewing Appointment History
- Tracking Appointment Service Status
Clubs
Clock on/off
Client Management
- Configuring Data Privacy Settings in Shortcuts: A Step-by-Step Guide
- Managing Client Arrivals: Key Features and Functions
- How to Add and View Client Alert Messages
- How to Customize and Use the New Client Form in Shortcuts
- How to Use the Client Merge Feature in Shortcuts
- Managing Details in the Client Card
- Client Data Requests and Deletion Process
- How to Search and Access Global Client Information
- Client Search Overview
Configuration
- Customizing Visual Options in Shortcuts
- How To Set Up Your Business Details In Shortcuts
- How to Create and Manage Note Types in Shortcuts
- How to Set Up a Date-Based Surcharge
- How to Set Up a Payment Type Surcharge
- Setting Up Healthcare Providers and Employee Associations in Shortcuts
- Setting Up Inventory and Transaction Reasons in Shortcuts
- Configuring Site Settings in Shortcuts Console
Contraindications
Employee Management
- How to Set Up and Manage Employee Profiles
- Set Up Employee Booking Intervals
- How to Create an Employee Group
- Set Up and View Employee Performance Targets in Shortcuts
- Set Up Employee Service Levels in Shortcuts
- Set Up Employee Capabilities in Shortcuts
- How to View Employee Performance
- How to Deactivate an Employee
End of Day
Gift Cards
- Set Up Gift Cards in Shortcuts
- Managing Gift Cards in the Program Manager
- How to Sell and Redeem a Gift Card
- How to Refund a Gift Card Balance
- How to Resend Online Gift Cards and Receipts via Email
- How to Sell and Redeem Online Gift Cards
- How to Redeem an Online Gift Card
- How to View Gift Card Reports in the Program Manager
- How to Set Up, Sell, and Redeem Gift Certificates
Loyalty
- Loyalty Program Management Guide
- Loyalty Program in the Mobile App Overview
- How to Set Up Loyalty in the Mobile App
- Guide to Setting Up a Loyalty Program
- How to Remove a Client from the Loyalty Program
- How to Redeem Loyalty Points
- How to Merge Two Loyalty Cards in the Same Program
- How to Check Your Client’s Loyalty Balance in Shortcuts
- How to Access and Use Loyalty Reports in Console
Point of Sale
- How to Set Up a Payment Type
- How to Set Up and Process Donations at Point of Sale
- How to Set Up a Payment Type
- Setting Up a Green Fee in Shortcuts
- Setting Up and Processing Tips at Point of Sale
- Setting Up and Printing Quotes in Shortcuts POS
- Setting Up and Processing Cancellation Fees at Point of Sale
- Setting Up and Sending Email Receipts
- Managing Upfront Payments
- Set Up and Manage Discounts in Shortcuts
- How to View and Manage Previous Transactions in Shortcuts
- Voiding a Transaction in Shortcuts
- Managing Client Account Deposits and Debits
- Editing the Employee for a Transaction
- Adjusting Payment Types in Transactions
- Managing Petty Cash and Expenses in Shortcuts: A Step-by-Step Guide
- How to Print a Gift Receipt
- Processing Integrated Payments and Tips in Shortcuts
- How to Process a Refund in Shortcuts with an Integrated Credit Card System
- How to Process and Redeem a Series at the Point of Sale
Promotions
- Creating and Managing Promotions in Shortcuts
- Creating a Basic Promotion: A Step-by-Step Guide
- How to Create a Double-Value Promotion on Gift Certificates
- How to Create a 20% Off Promotion for a Specific Company
- How to Create a Fixed-Price Promotion for a Product
- How to Set Up a 10% Off Coupon Promotion
- Set Up a 50% Off Hair Color Promotion with Cut and Blow Dry
- Setting Up a 30% Off Services Promotion for Tuesdays
- Set Up a Buy 1 Get 1 Free Promotion
- Set Up a Buy 10 Get 1 Free Promotion
- Set Up a Spend $100 and Get 20% Off the Entire Sale Promotion
Remote Access
Room & Resource Management
Rosters
Security
Self Check-in
Service Management
- Adding and Tracking a New Service Report Category in Reports
- How to Create and Manage Group Classes
- Setting Up Service Finish Blocks in Shortcuts
- How to Set Up a Multi-Block Service
- How to Set Up, Deactivate, and Reactivate a Series
- Adding a New Service Category
- Adding New Services & Service Categories
- How to check for unredeemed Series and clear them out of the system
- How do I check or set an expiry date on a Series?
- How to remove a Series so it's no longer available for sale?
Update Manager & Service Manager
SMS Confirmations
Stock Management
- How to Add a Supplier, Company, Line, and Products in the Product Screen
- Accessing and Managing Product Details
- How to Add a New Product
- How to Adjust Product Prices
- How to Manually Attach a Stock Order to an Email
- How to View and Value Stock on Hand
- How to Create and Receive Product Orders
- How to Bundle and Unbundle Products
- How to Transfer and Receive Stock Between Locations
- How to Print Barcode Labels
- L'Oreal Stock Orders
- Managing Professional Product Usage
- Stock Take Guide
- Using the Statistics Calculator
- How to Use the Products Screen
Online Booking Deposits - Upfront Payments
Visual Treatment Records
Walk-in Manager
- Using the Walk-In Manager: Key Features and Tips
- Set up the Walk-in Manager
- Edit Visits in the Walk-in Manager
- Set Employee Breaks for the Walk-in Manager
- Print visit and in-service tickets in the Walk-in Manager
- Adding notes in the Walk-in Manager
- Set up visit progress modes in the Walk-in Manager
- Managing Visit Notes in the Walk-in Manager
- Manage Data Collection in the Walk-in Manager
- Grouping Clients in the Walk-in Manager