Q: How do I deactivate or terminate an employee?

Go to Settings &gt; Employees &gt; find employees&gt; Enter the employee's profile (press the blue icon at the end of the line) &gt; edit &gt; uncheck the active bar &gt; save. Remember, in order to disable it, you do not have to have any pending appointments assigned to your user in the agenda. <img src="https://storage.crisp.chat/users/helpdesk/website/aba5bb403ac1d000/captura-de-pantalla-2024-11-26_1ro991p.png" alt="deactivate an employee" />

Q: I want an employee to not have access to certain things in the program. Can permissions be set?

From configuration &gt; employees &gt; click on the blue doll to enter the employee’s tab &gt; edit &gt; permissions &gt; you can configure the employee’s permissions and then you can save it

Question 1

I need to be called on the phone

Accepted Answer

Our assistance number is +34 960 620 053, you can call us directly as soon as you need it. Remember that our customer service hours are from Monday to Friday from 09:00 to 18:00 (Spanish time).

Question 2

How do I delete a sale?

Accepted Answer

In Spain it is not possible to remove or modify anything associated with a sale due to General Tax Law 11/2021, in the articles of measures for prevention and fight against tax fraud, articles 29.2.j) and 201.bis, establishes the obligation, to software producers like us, that we guarantee the integrity, conservation, accessibility, legibility, traceability and inalterability of the records, without interpolations, omissions or alterations of which there is no proper annotation in the systems themselves.

To reconcile the balance you have to generate the same sale, but in negative, thus making a rectification invoice.

If you don't live in Spain you can delete sales from cash register > search sale > delete sale (from the 3 points of the sales line).

Question 3

How do I deactivate or terminate an employee?

Accepted Answer

Go to Settings > Employees > find employees> Enter the employee's profile (press the blue icon at the end of the line) > edit > uncheck the active bar > save.

Remember, in order to disable it, you do not have to have any pending appointments assigned to your user in the agenda.

deactivate an employee

Question 4

How can I register a credit from a client that I had in another program and update the sessions consumed?

Accepted Answer

To sell a credit that a customer had already partially consumed before purchasing the program, you must do the following:

Sell the credit with the price you have left to pay, so that it does not double your old sales. At that moment you must add the service already done and modify the necessary units and click on the star to discount them.

Finally, we complete the sale with the appropriate payment method.

Question 5

I want an employee to not have access to certain things in the program. Can permissions be set?

Accepted Answer

From configuration > employees > click on the blue doll to enter the employee’s tab > edit > permissions > you can configure the employee’s permissions and then you can save it

Question 6

What is the "ticket promotion" tool?

Accepted Answer

With the ticket promotion we want to retain our customers by giving them offers adapted to their purchases.

To add a ticket promotion you must do the following: click in configuration > tickets > in the bar above click in promotion of tickets > and fill out the fields.

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