Mainstack Bookings
How to Resend Transaction receipt from Bookings
Log in to your account On the Home page, scroll to the Mainstack Apps section and click on Bookings Click on Transactions at the top of your dashboard. Click on the specific transaction you want to resend a receipt for. On the Transaction Details ...
How to Create a Discount on Bookings
Here’s how to create a discount on your Bookings Dashboard; Log in to your Mainstack Dashboard. On the Home page, click on Bookings Click on More at the top right corner of the dashboard. Select Discounts Click on the “Create Discount” button Enter a ...
How to Set up Buffers for Appointment Scheduling
Having several appointments or meetings daily can be exhausting, especially when these meetings are happening consecutively. The Buffer feature allows you to set times to rest in between appointments. Here’s how to set this up: For an existing ...
How to determine who bears the sales tax on Bookings
You have the option to decide who is responsible for paying sales tax, whether it's your business or the customer. Follow these steps to configure this setting: Log in to your Mainstack Dashboard. On the Home page, click on the hamburger icon or the ...
How to export your sales data
Simple ways to export your Sales data Log in to your Mainstack Dashboard. On the Home page, scroll to the Mainstack Apps section and click on Bookings. Or, on the Home page, click on Bookings on the active App switcher. Click on Sales just above the ...
How to export your sales data
Log in to your Mainstack Dashboard. On the Home page, scroll to the Mainstack Apps section and click on Bookings. Or, on the Home page, click on Bookings on the active App switcher. Click on Sales just above the banner cover. Click on export list ...
How to disable/enable Wallet Payment for Bookings
Simple steps on how to disable/enable the wallet payment option Log in to your Mainstack Dashboard. Click on the hamburger menu (the 3 horizontal lines in the top right corner) or the icon with your profile picture. Click on Account settings. On the ...
How to update your payment currency on Bookings
Simple steps on how to update your payment currency on Bookings Log in to your Mainstack Dashboard. Click on the hamburger menu (the 3 horizontal lines in the top right corner) or the icon with your profile picture. Click on Account settings. On the ...
How to disable/enable currency switcher on your Bookings page
Simple steps on how to disable/enable the currency switcher Log in to your Mainstack Dashboard. Click on the hamburger menu (the 3 horizontal lines in the top right corner) or the icon with your profile picture. Click on Account settings. On the ...
How to turn off/on your Bookings page
Going on a holiday or break? Turn off your Bookings page to stop sales during this period. Or, are you back from the holiday? Turn on your page to resume sales. Log in to your Mainstack Dashboard. On the Home page, click on the Bookings icon. Click ...
How to edit your bookings details
Simple steps on how to edit/update your Bookings information Log in to your Mainstack Dashboard. On the Home page, click on the Bookings icon. Click on the ellipses (...) located on the banner. Click on Bookings settings. Click on General. Click on ...
How to edit your Bookings profile
Simple steps on how to edit/update your Bookings profile Log in to your Mainstack Dashboard. On the Home page, click on the Bookings icon. Click on the ellipses (...) located on the banner. Click on Bookings settings. Click on General. Click on Edit ...
How to set up Microsoft Teams as your meeting platform for your services
Here are simple steps on how to set up Microsoft Teams as your meeting platform. Log in to your Mainstack Dashboard. Click on the hamburger menu (the 3 horizontal lines in the top right corner) or the icon with your profile picture. Click on Account ...
How to set up Zoom as your meeting platform for your services
Simple steps on how to set up Zoom as your meeting platform. Log in to your Mainstack Dashboard. Click on the hamburger menu (the 3 horizontal lines in the top right corner) or the icon with your profile picture. Click on Account settings. On the ...
How to set up Google Meet as your meeting platform for your services
How to set up Google Meet as your meeting platform Log in to your Mainstack Dashboard. Click on the hamburger menu (the 3 horizontal lines in the top right corner) or the icon with your profile picture. Click on Account settings. On the Product ...
How to set up your default meeting calendar
Simple steps on how to set up your default meeting calendar Log in to your Mainstack Dashboard. Click on the hamburger menu (the 3 horizontal lines in the top right corner) or the icon with your profile picture. Click on Account settings. On the ...
How to add an Apple Calendar on Bookings
Simple steps on how to add an Apple Calendar Log in to your Mainstack Dashboard. Click on the hamburger menu (the 3 horizontal lines in the top right corner) or the icon with your profile picture. Click on Account settings. On the Product settings ...
How to add an Outlook Calendar on Bookings
Simple steps on how to add an Outlook Calendar Log in to your Mainstack Dashboard. Click on the hamburger menu (the 3 horizontal lines in the top right corner) or the icon with your profile picture Click on Account settings. On the Product settings ...
How to add a Google calendar on Bookings
Simple steps on how to add a Google calendar Log in to your Mainstack Dashboard. Click on the hamburger menu (the 3 horizontal lines in the top right corner) or the icon with your profile picture. Click on Account settings. On the Product settings ...
How to track the sales of your services on Bookings
Simple steps on how to track the sales of your services. Log in to your Mainstack Dashboard. On the Home page, click on the Bookings icon. Click on Sales.
How to change the role of a team member
Simple steps on how to change the role of a team member Log in to your Mainstack Dashboard. On the Home page, click on the Bookings icon. Click on More. Click on Teams. identify and click on the ellipsis (...) of the team member, Click on Change ...
How to confirm the availability of a team member
How to confirm the availability of a team member. Log in to your Mainstack Dashboard. On the Home page, click on the Bookings icon. Click on More. Click on Teams. Select the team member whose availability you would like to confirm. Click on the ...
How to add team members to your Bookings account
Simple steps on how to add team members to your bookings account Log in to your Mainstack Dashboard. On the Home page, click on the Bookings icon. Click on More. Click on Teams. Click on ‘ Add team member+’ Fill in the on-screen form, and Click Send.
How to decline an appointment
Simple steps on how to decline an appointment Log in to your Mainstack Dashboard. On the Home page, click on the Bookings icon. Click on Appointments. On the appointment you want to decline, click on the ellipsis (...). Click on ‘Decline ...
How to assign an appointment to a team member
Simple steps on how to assign an appointment to a team member Log in to your Mainstack Dashboard. On the Home page, click on the Bookings icon. Click on Appointments. Identify and click on the ellipsis (...) on the appointment you want to assign. ...
How to reschedule an appointment
Simple steps on how to reschedule an appointment Log in to your Mainstack Dashboard. On the Home page, click on the Bookings icon. Click on Appointments Select the appointment you wish to reschedule. Click on the ellipsis (...) on the appointment you ...
How to edit/update your service details
Simple steps on how to edit/update your service information Log in to your Mainstack Dashboard. On the Home page, click on the Bookings icon. Identify and click on the service whose details you wish to edit/update. Make the necessary updates, and ...
How to view your Appointments
How to view your appointments Log in to your Mainstack Dashboard. On the Home page, click on the Bookings icon. Click on Appointments. There you go! Your upcoming appointments will be displayed.
How to track the analytics for your Bookings page
Simple steps on how to track the analytics of your Bookings page. Log in to your Mainstack Dashboard. On the Home page, click on the Bookings icon. Click on Analytics. There you go! Your Analytics will be displayed.
How to share your Bookings URL
Simple steps on how to share your Bookings URL Log in to your Mainstack Dashboard. On the Home page, click on the Bookings icon. Click on Share, it's right beside the View Page button Select from the suggested sharing options. You can also copy the ...
How to set up a service on Bookings
Simple steps on how to create a service Log in to your Mainstack Dashboard. On the Home page, click on the Bookings icon. Click on Add service. Input the basic details about the service. Select the location. Choose the meeting platform and follow the ...
How to Set up a New Availability on Bookings
Simple steps on how to set up a new availability. Log in to your mainstack Dashboard. On the Home page, click on the Bookings icon. Click on More. Click on Availability. Click on +Create availability. Proceed to set up a new availability, and Click ...
How to Update Your Availability on Bookings
Quick, simple steps on how to update your Availability on Bookings. Log in to your Mainstack Dashboard. On the Home page, click on the Bookings icon. Click on More. Click on Availability. Identify the specific Availability you'd like to edit and ...
How to set up the Bookings app
Simple steps on how to set up the Bookings app. Log in to your Mainstack Dashboard. On the Home page, scroll to the Mainstack Apps section and click on Bookings. Proceed to click on ‘Get Started’. Click Next. Provide the necessary information, and ...