✨What you can do
Book clients or patients, assign staff, track completed work and see revenue by service — ideal for clinics, garages, studios, schools and home-service businesses.
ServicesEach service has a name, duration in minutes and price.
StaffAdd your doctors, technicians & staff with role and salary details.
BookingsBook a customer with a service, a staff member and a date/time.
CommissionEnter a commission % on the booking — it is recorded when you complete the appointment.
Your daily routine in 5 steps
- Add servicesname, time, price
- Add staffDoctors, technicians & staff
- Book appointmentinvoice is created
- Mark completedcommission recorded
- Reportsby service
This guide is for these business types
Dental ClinicMedical ClinicPhysiotherapy CenterVeterinary ClinicPhotography / Videography StudioConsultancyAuto GarageRepair ServicesHome ServicesLaundry / Dry CleaningDiagnostic LaboratoryLaw Firm / Legal ConsultancyInsurance BrokeragePest Control CompanyMoving / Packing CompanyAC Maintenance CompanyElectronics Repair CentreComputer / Laptop RepairHome NursingCleaning Equipment ServiceImmigration / Document ClearingTravel Agency
🧭Where to click
Business Console
Overview
Sales
Purchases
Finance
People
Business
Settings
Your business name
🧰 Job cards
📅 Appointments calendar
Appointments
Services
Staff
Reports
Find your section
After you sign in, look at the left menu. Below the common groups you will see a section for your business: Your business name. Everything in this guide starts from the items inside it.
The common groups (Sales, Purchases, Finance, People, Business, Settings) are the same for every business and are explained in Getting started.
🚀Day-1 setup
Do these once, in this order, before your first day of work.
Add your services
- Open Your business name → Services → + Add service.
- Enter Name, Duration (minutes) and Price.
- Repeat for everything you offer, for example: Consultation, Teeth cleaning, Oil change, Portrait session, Driving lesson.
Tip: Keep names short and clear — they appear on invoices.
Add your staff (doctors, technicians & staff)
- Open Staff → + Add staff.
- Enter Name, Phone, Role title (e.g. Doctor / Technician / Instructor), Salary and Joined date.
- Save. They now appear in the booking form.
Good to know: Staff here means people who do the work. Logins for your team are different — see Team & roles in Getting started.
Add your customers
- Open People → Customers → + Add customer with name and phone. You can also add them while you book.
🛠️Everyday tasks
Click a heading to open or close it. Steps are numbered in the order you press.
Open a job card (walk-in or appointment)
- Open 🧰 Job cards → + New job / appointment. Choose the customer or type a new name and WhatsApp number.
- Fill what it is about (patient, car with plate, laptop with serial…) and the job / complaint.
- Choose the staff. For an appointment pick the date and time; leave it empty for a walk-in. Add Ready by if you promised a time.
- If that staff member is already busy at that time you are warned first — press Save again to book anyway.
Tip: Online booking requests become job cards by themselves when you confirm them.
Add parts and work, then bill
- On the job card add each part from stock (its price fills in) or type the labour / service with a price.
- Move the job along: Start work → Waiting (parts / approval) → Ready for the customer. Late jobs turn red.
- Press WhatsApp status to send the customer the update with their status link.
- When the customer pays press Make bill & close job (cash, card, bank or pay later). Parts come out of stock and one bill is made.
Good to know: Warranty or package work? Use Close without a bill.
Clinic, lab, optical & laundry records
- Clinics: on the job card fill the Visit record — BP, pulse, temperature, weight, SpO₂, sugar, complaint, diagnosis, medicines (dose, how often, days) and advice. Press Print prescription.
- Set a Next visit date and press Book the next visit — a new appointment is made for the same patient and doctor.
- Laboratories: enter each test with its result, unit and normal range. Results above or below the range are marked H / L. Press Print report.
- Optical shops: open 👓 Eye tests & orders, fill the eye power for right and left eye, PD, frame and lens, then Print prescription / order. The last test of the same customer is shown to compare.
- Laundries: add each item with its count (e.g. Shirt – wash & iron × 3); every piece gets its own tag number. Press Print tags.
Tip: Only the record for your kind of business is shown on the job card.
Plan the day on the calendar
- Open 📅 Appointments calendar: one column per staff member with their appointments for the day.
- Tap a free time under a name to book straight into that slot. Use ← → to change the day.
Give each staff member their phone page
- At the bottom of the calendar press Make link for a staff member, then Send link to WhatsApp it.
- On their phone they see only their jobs and press Start work, Waiting or Ready, and can add notes. No login and no prices.
- Phone lost? Press New link — the old link stops working.
Run maintenance contracts (AMC)
- Open 📑 Service contracts (AMC) → + New contract. Choose the customer, give it a name (e.g. AC maintenance – 4 units), the site and the start and end dates.
- Choose how often to visit (every month, 3 months, 6 months…), the usual time, staff and what to do on every visit.
- Enter the contract value and how to bill: full amount up front, every month / 3 months / year (bills are made by themselves) or per visit (added to each visit's job card).
- Each visit becomes a job card a week before it is due — it shows on the calendar and the staff phone page.
- Contracts ending in 30 days are listed under Ending soon: press Ask to renew to WhatsApp the customer, then Renew. You can also Pause or Cancel contract.
Tip: A contract entered late does not create job cards for visits that are already past.
Book an appointment
- Open Appointments → + Book appointment.
- Choose the Customer, the Service, the Stylist and the date & time.
- Enter the Stylist commission % if you pay commission (leave 0 if not).
- Save. You will see the booking with status Booked.
Good to know: On the booking form the staff field is labelled Stylist and the commission field Stylist commission %. Simply choose your doctor, technician, trainer or photographer there.
Complete an appointment after the service
- Open Appointments and find the booking.
- Press Complete. The status changes to Completed and the staff commission (if any) is recorded.
Cancel or mark a no-show
- Open Appointments → press Cancel on the booking. It is counted under Cancelled/No-show in your reports.
Change a price or add a service later
- Open Services → press Edit to change name, duration or price; or + Add service for a new one.
- Old appointments keep the price they were booked with.
Careful: A service that already has appointments cannot be deleted — edit it instead.
See your day at a glance
- The Overview page shows Appointments today and completed totals.
- Open Reports to see Booked / Completed / Cancelled counts, revenue and revenue by service.
⚙️What the system does for you
- Booking creates the invoice for the service price automatically.
- Completing the appointment records the staff commission you entered.
- Reports summarise bookings and revenue per service without any extra work.
📈Reports & numbers
| Report / number | What it tells you |
|---|---|
| Booked | Appointments still to be done |
| Completed | Appointments finished |
| Cancelled / No-show | Bookings that did not happen |
| Revenue | Money earned from completed appointments |
| Revenue by service | Which services earn the most |
Also open Analytics for sales, expenses and profit charts.
🏷️Status guide
| Status | Meaning |
|---|---|
| Booked | Scheduled |
| Completed | Service done, commission recorded |
| Cancelled | Cancelled or no-show |
❓Common questions
I booked at the wrong time.
Cancel the booking and book a new one at the right time.
Where do I see staff commission?
It is recorded against the staff member when you press Complete. Your accountant can view it in the accounts.
The staff drop-down is empty.
Add staff first under Staff → + Add staff.
Why does the form say “Stylist”?
The same booking screen is shared with salons. Choose whoever performs the service — the label does not change how it works.
Stuck? We are one message away.
Send us a screenshot on WhatsApp +974 3398 2304 and tell us what you were trying to do.