• How do I deactivate or terminate an employee?

  Go to Settings Employees find employeesEnter 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 employeePopular

• I received an online appointment after hours. What happened?

  The employee for whom you have received an appointment should have more hours than he works. You can check it as follows: Go to configuration employees enter the employee’s tab for whom you have received an appointment and check the schedule of that week or in general. You will surely find that they had those extra hours available.Some readers

• How can I place an order with a supplier?

  You must go to configuration suppliers create your supplier with the products it sells. Then you enter to see the supplier (blue eye on the right) orders new order, add products and the order is loaded. Then from the supplier orders search orders when you pass it to "received" the program will ask if you have received everything so that you can upload the stock automatically.Some readers

• How can a new employee be enrolled in the program?

  From configuration employees. In the top bar you will see new, from that button you can create the new employee’s tab.Some readers

• I forgot my password. How can I reset it?

  If you do not remember your password, you have 2 options to reset it: 1.- Close the program completely and try to access with your user and on the login screen press the button to reset the password and send an email to that user address. 2.- Send an email to info@koibox.cloud from the user’s email account with your personal data asking us to reset it.Some readers

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

  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 itSome readers

• The program has been set in another language, how can I change it?

  In the upper right corner, click on your name idioma/language/lingua... select the language.Few readers

• My bank card has expired, how can I update it?

  From configuration update credit card, there you can register a new card.Few readers

• What is the "Warehouse" and what is it for?

  The "warehouse" functionality is to relate products of internal use that are consumed in certain treatments. This way the program every time we make a sale of one of these treatments will show us the products assigned to that treatment, so that we can deduct from the stock the unit used, in case it has been consumed in its entirety. If that product is not finished, you do not need to select anything. To configure it you have to go to configuration products enter the product tab (blue pencilFew readers

• What are combined services?

  With the combined services you can create a combination of services with a waiting time between them. In your agenda, you will see an appointment for each service chosen and a gap between them to make another appointment. For example, to create "cut + color + wash". From Configuration Services combined services (in the top bar) New. Once the window is open you can add services and wait times between services. If you want to offer this service in your online reservations, just activate itFew readers

• What does API Keys and Webhook mean?

  The sections API Keys and Webhooks aims to offer external programmers a link to communicate both systems and to develop the tools they need in their own programs.Few readers

• How do I register a new service?

  To add a service, click on configuration services new (located in the top bar). Take a look to this mini video tutorial for the basics configuration:Few readers

• How can I set or configure sales targets for employees?

  Configuration employees employee tab targets. You can select the reference month and the monthly sales quota to be achieved as a target, once configured do not forget to save it. You can also view an historical of all the goals you have set. However, remember that the objectives and commissions are separate.Few readers

• Can I update the prices of services and products in bulk?

  Yes, you can massively update prices in the programme, just go to Configuration Services or Products and click on the ‘update prices’ button in the top bar. You will be able to increase the prices with a percentage or an absolute value. The programme will add that percentage or amount to each of the existing rates. Finally, just click on update prices to save the configuration and wait a few minutes until it is ready.Few readers

• You can reactivate an employee that is disabled. Reactivate employee.

  Step 1: Go to Configuration Employees find employees clear the only active check box search. You will now see all employees. Step 2: Enter the employee tab (click on the blue icon at the end of the line) edit (green button) active (in green color) save.Few readers

• What is a pack and how can it be created?

  Packs are a set of services and/or products sold on the same day. To create a pack go to the configuration section pack new fill in the fields and add the services and/or products and you can save it. Then to sell a pack, from the schedule new appointment add the pack and you give it to save. Discover the ease of creating a pack, step by step, through our mini video tutorial:Few readers

• Is it possible to set up commissions for employees?

  Yes, from configuration employees employee tab (by clicking the pencil icon) select the commissions section configure commissions and once created do not forget to save them. If you want to apply commissions only to certain services and/or products, you have to create a separate category in "new commission". (https://storage.crisp.chat/users/helpdesk/website/aba5bb403acFew readers

• How can I change an employee’s schedule?

  Go to configuration employees and select the employee you want to modify. Once inside your tab, you can modify the schedule in a generic way or only specific days: generally you must use the default schedule and on specific days you must select the week in question and affect only the days of that week. Each time you have a week configured, you must save that schedule and select the next week to modify. (https://storage.crisp.chat/users/helpdesk/website/aba5bb403ac1d000/captura-de-pantallFew readers

• How do units of products that have been used in the center and not sold are discounted? Internal use product

  If you want to discount units of a product for internal use that has not been sold, but has been used to perform a treatment or service, you must do the following: Configuration products in the column stock you can, with the red arrow, discount the number of units you need. If you use warehouse, the program will give you the option to discount them each time you make a sale of services that carry related products.Few readers

• How can I change an employee's password?

  It will only be possible to change another user’s password from the admin profile. Enter the employee tab from configuration Employees. Once inside the tab, below the name you will see a green "Change Password" button. There you must put 2 times the new password.Few readers

• How can I export or print the employee attendance control?

  From configuration assistance control export or print pdf (both you find in the top bar), any of them will download the file that you can later print. Remember that with the "search" field you can choose the dates you want to export or the employee you want to consult.Few readers

• What is the "Consents" tool for?

  The consent tool is used to put your treatment consents into the program so that your clients have to sign them. Once signed, the program generates a document with the client’s data, company data, legal text and signature of the client. Saved in the customer’s file, documents section. You can configure it from configuration Consents and then it is signed from the client tab consents.Few readers

• I want information about the QR codes

  The QR code is a new functionality that has been integrated in Koibox for the GDPR and for consents, in the customer’s profile. Customers will now be able to scan QR codes, view conditions and sign with their finger from their mobile phone. You can also send the QR by email to sign from anywhere. Discover the ease of using the QR code, step by step, through our mini video tutorial:Few readers

• What is the "Attendance Control" tool and how do I set it up?

  From configuration attendance control you can record the hours of entry and exit of employees. Just click on the top bar "register entry" select the employee and complete the password. This automatically generates the time of entry. To register the departure, you just need to click on the exit icon that will appear in the registration line of each employee. (https://storageFew readers

• How do I create a customer service credit?

  From settings credits new credit fill in the data of the credit change tab to add services and/or products next to the number of sessions and/or units that can be performed and discount each one. We leave you the link of a tutorial for you to have more visual:Few readers

• Can categories be created for customers?

  You can create customer categories from configuration customer categories, there you will be able to add a new category by clicking on new at the top or edit existing ones.Few readers

• What is a form?

  The form is a tool that allows you to make a personalized document or survey to your customers. To create a form, go to the configuration forms new fill in the fields and save it. Then from the customer tab form choose the form and you go to new form. Discover the ease of creating a form, step by step, through our mini video tutorial:Few readers

• I can reactivate a service that I have disabled. Reactivate service.

  From configuration services search services. Find the active filter, check everything, and you give it to search. Once you find it you will have to hit the blue pencil (next to the service) and re-tick the asset before saving.Few readers