Shortcuts Staff On-boarding/Refresher Guide
The following course of videos will assist your new and existing team member to use Shortcuts with best practices
APPOINTMENT BOOK:
- Appointment book overview
- Create an Appointment for New & Existing Client
- How to reschedule appointment
- Delete an Appointment
- How to manage SMS confirmations
- Review online booking appointment
- Schedule a task
POS
- Rebooking and complete transaction
- Process a walk-in product sale
- Sell and redeem gift card
- Manage account
- Group transaction
EMPLOYEE MANAGEMENT
CLIENT MANAGEMENT
EOD