Training 16 Getting Started How to back up and restore How to book and check-out a multi-service appointment How to cash out How to merge duplicate clients
FAQs 23 Gmail App Password Setup How to add a logo to receipts (only works on full page receipts) How to attach and email/text a file from Google Drive How to connect to cloud or remote How to create and book packages
Appointment Booking 14 How to add an employee to the appointment book How to book and check-out a multi-service appointment How to change a daily schedule How to change appointment book order How to change the employee order
Sales 10 Credit Card Surcharges How to discount How to edit a finished invoice How to print off barcode labels How to refund a gift card
Emailing and Texting 16 Automatic SMS/texts or emails not sending Gmail App Password Setup How to add an image to an email template How to attach and email/text a file from Google Drive How to Check Your SMS/Text Balance
Integrations 5 Digitech(Elavon) Instructions How to add your online booking link to your Instagram bio How to set up iContact integration How to void an integrated credit card charge QuickBooks Integration
Mobile App 3 How to set up the app on a phone or tablet Insight Mobile/Tablet App frequently asked questions Mobile app connection issues
Reporting 4 How to export client emails How to run the revenue and tax report How to track edited, deleted or moved appointments Which report is best to give to an accountant or book keeper
Hardware 7 Common Receipt Printers How to set up a barcode scanner How to set up and open a cash drawer How to set up and use a T-Max Manager with Insight Symbol MS 4404 or 4407 Barcode Scanner Config
Troubleshooting 9 Automatic SMS/texts or emails not sending Cloud printing not working since Mac OS update to Catalina or newer How to fix a product having an incorrect On Order amount How to update Thinstuff (For Remote Desktop) Insight cloud keeps disconnecting when inactive
