Easily configure the software to adapt it to your
needs. All
configuration options are in the top menu >Settings:
You can select which Language you want to use the software in.
And also your Country, Time Zone, the Currency
(€, $, ...) and the Applicable Tax.
You can configure your Business Information, Logos, and much more
to customize it to your liking.
If you want, configure the next invoice number to issue, and
automatically
the following ones will follow that numbering.
For example, if you want the next one to be number 26, write 26.
You can add your employees' data, with their work and contact information.
For security reasons, if several users or employees work in your business, we recommend that each one have their own access credentials (username and password). Additionally, you will be able to:
Limit access days and hours for each user
(For example, John can only access from Monday to Friday from
9:00 a.m. to 2:30 p.m.)
Limit the areas they have access to. (For
example, Michael cannot access reports or settings)
And you'll have greater control of the cash register:
opening and
closing of the cash register,
sales, returns, etc. made by each employee
And a record with all accesses they have made
(time, IP address, operating system used).
This way, you can control your employees' access for greater security of your business.
You can set up your different prices or rates. You can configure your individual
education or training services or sessions, and you can also configure
courses (a combination of multiple sessions or classes).
If you select the Course type, you will be able to configure the classes/sessions/modules that make up the course. (For example, the Basic Obedience Course will have 6 sessions or modules).
The price is calculated automatically. If you enter the base price (without taxes), the sale price (or final price with taxes) is calculated automatically, and vice versa.
In the same Configuration menu, you will find more options to set up the payment
methods you accept in your business, animal breeds, and much more.
In the Configuration > Planning option, you can configure the range of hours
you want for the planning and whether you want to see completed appointments and sessions
as well.
