Back office Guides
Guides about using the Detail Bookie backoffice website
41 articles
- How to search my backoffice?Find tickets and customers with the search box
- Recurring jobsA guide for using the recurring jobs feature.
- Restrict self booking with work bay time slotsUse the work bay time slots feature to limit what appointment times are available to customers for self booking.
- Understanding the company dashboardGuide to understanding what each chart or graph on the company dashboard is for, and how it gets it's report data.
- How to automatically delete unbooked anonymous estimatesGuide for the option to delete all unbooked anonymous estimates automatically based on their age.
- Telegram Bot Privacy PolicyThe privacy policy for the Detail Bookie Telegram Bot
- How to link your Square account
- How to Set Schedules, Exceptions, and LimitsWork bay schedules, Exceptions and limits
- Company Set up Guide
- How to create customers and book jobs in BackofficeHow to create a customer and book a job in your Backoffice
- How to accept and record payments
- How to customize or discount an invoice
- How to customize packages and pricing
- How to get accurate reporting by marking invoices as COMPLETE
- How to log in to your back office
- How to manage your detail bookie subscriptionManaging Your Subscriptions
- How to send an invoice
- Guide to Job status and payment status
- Quick start guide
- Guide to Rescheduling and cancellations
- Guide to Vehicle types
- Guide to Work bay set up
- How to send a payment request
- How to add an Employee to your back officeHow to add an Employee
- Guide to customer E-Mail opt in and deliveryGuide to understanding how emails to your customers are sent, how to check delivery status, and understanding opt-out
- How to set the Self Booking Interval settingSet the size of the appointment blocks offered at self booking.
- Set packages for in shop or mobile bookingGuide for choosing if a package is available for booking into mobile or in shop work bays.
- Convenience FeesGuide for how convenience fees work, how to set them up, and why you might want to charge them.
- How to import packages and pricing
- How to update a detail service
- Guide to Packages and pricing
- Mobile surcharges feesGuide for how to configure remote surcharges, to charge your customer a fee when driving to their location.
Self Booking Site
Using and customizing your customer self booking site
- Customize your cancellation policyGuide for editing and customizing the cancellation policy on your self booking site.
- Customize your appointment confirmation messageControl the appointment confirmation message on your self booking website.
- Customize the we come to you messageCustomize your mobile booking message displayed on your self booking website.
- How to customize your booking site
Commissions
Guides for setting up and using commissions tracking features
- Commissions FAQGeneral overview and FAQ for using the Commissions tracking features built in to Detail Bookie
- Commissions Set Up GuideStep by step instructions for setting up the Commissions feature in Detail Bookie
- Commissions Guide for Team MembersLearn all about earning and managing commissions for commission earning team members.
- Commissions Guide for ManagersLearn all about managing commissions for your team members. This includes how to assign, approve, deny or customize commissions.