For our customers using CardConnect for credit card processing, CardConnect is currently experiencing issues with processing payments. They are aware of the issue and are working to rectify the problem. For up to date information on the outage you can go to Status.CardConnect.com

On Monday, September 2nd, our offices will be closed for the Labor Day holiday. Our regular business hours will resume on Tuesday, September 3rd at 9 A.M. Eastern Daylight Time.

As part of our continuing effort to improve the functionality of our payroll feature, payroll will be unavailable on Friday, March 15th between 5am - 8am EST. We apologize for any inconvenience this work may cause.

All of our services have been restored after a brief interruption that impacted our Cloud online services. This interruption occurred between 9:45 a.m. and 10:55 a.m. EST on September 18th. We apologize for the inconvenience and thank you for your patience!

Features Overview

Sending Receipts

These instructions will help you send receipts by e-mail to your clients. When you close a ticket, you will automatically be prompted to e-mail a receipt to the client. Enter the client’s e-mail address i...

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Scheduling an Appointment

These instructions will help you successfully schedule a new appointment on the cloud website and from the mobile app. Cloud Website Go to the appointment book by clicking the Appt Book icon at the top. ...

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Client Formula History Overview

These instructions will help you view, edit, and make new entries in a client's formula history. From the cloud software website, click the Clients icon. Select a client from the list to modify. Choose t...

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Changing the Length of an Appointment

These instructions will help you modify the length of an appointment by changing service duration times on open tickets. Once you’ve added a service to a ticket, you can easily change the details of that servic...

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Modifying Employee Schedules

These instructions will help you adjust the working times an employee is shown as available on your appointment book. The hours that an employee is shown as available on the appointment book is determined by th...

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Adding Payment & Tender Types

These instructions will help you add (or remove) new Payment and Tender types to your software. Many businesses require new entries simply for special promotions, while others accept more specific forms of paym...

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Tips Overview

Employees may claim tips on an open ticket. Two types of tips exist: Direct Tip: a tip given directly to the employee. The tip amount does not appear on the client's receipt. The tip amount is reported in pa...

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Ticket History

The ticket history for individual tickets can be very helpful in determining when changes were made to tickets, including when different services and products were added and when a ticket was closed. Ticket His...

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Adding Additional Employees

These instructions will help you create accounts for additional employees in your software. Once you’ve created your first Cloud software account, you can log in to your account and add more employees to you...

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Employee Service Limitations

Using individual services or service categories, limitations can be set for the services that an employee is able to perform on the Service Limitations tab. The service limitations you set will be used to deter...

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