Things Brea couldn't finish for a client. Check each one and mark it handled when it's sorted.
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Client texts 0
Texts clients sent to the business number. Tap View conversation to read them — that marks them read.
No one assigned 0
These services can't be booked online because no one is set to do them. Add someone and they'll show online again.
Cash Drawer
Not Started⚑ Missing receipts
Opening Float—
Cash Sales Today—
Expenses & Tips—
Expected on Hand—
Opening count not completed — tap to count the till.
Deposits
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Payment Plans
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Portal Orders — Unpaid
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Client reviews 0
Reviews clients left from their account. They come straight to you — mark each one handled when you've read it.
Members still to move over 0
Former Vagaro members who haven't moved their membership over yet. They see a "Welcome back" card when they sign in. Text reminder sends them one text (never to anyone who chose no texts or replied STOP).
Only you can see these. More reports will be added here.
Sales
Every sale in the dates you pick, with the date and time, the client, what was sold and who did it, how it was paid, the tip, tax and total. Tap Receipt to see a sale's receipt.
Totals show what came in by each way of paying, by each person, the tips, and the cash that should be in your drawer (cash taken less change given — your starting float isn't included). Refunded or cancelled sales are listed but left out of the totals.
It opens on today. Pick other dates and tap Show sales.
Activity log
Every money action done with a PIN (while "Ask for a PIN on money actions" is on): who did it, the full date and time, the amount, and the sale or record. Only you can see this.
Commission & payouts
Every sale line in the dates you pick: who did it, what the client paid, each person's cut, partner cuts and what the business keeps. Worked out before tax. Tips go to staff.
Lines that couldn't be tied to anyone show first as "Needs a name" — they're also on your dashboard under Needs attention.
Pick the dates, tap Show report. Download spreadsheet saves exactly what's on screen.
Forecast — booked appointments
What the appointments on your calendar that haven't been rung up yet should bring in, and what each staff member, each partner and the business would get — worked out with the same rules as your pay run, before tax, no tips. A visit covered by a package or membership counts at what the client paid for that visit. It's an estimate: nothing is paid from this screen.
Cancelled, no-show, pencilled-in and blocked time are always left out. Appointments already rung up are in Commission & payouts above, and are added in here as "Already rung up".
Payouts — who's owed, who's been paid
For the dates you pick: what each staff member and each partner earned (the same numbers as Commission & payouts), what you've recorded as paid, and what's still owed. Open a statement to print it or save it as a PDF.
"Mark as paid" only records the payment — it doesn't move any money and never changes a pay run. Use the same dates each time you pay (for example your pay period) so "Still owed" lines up.
Business Info
Your business details and notification preferences.
Lock this page when nobody's using it
After this long with no taps or typing, your owner page locks and asks for your passcode — so nobody else at this computer can see your business. Closing the browser signs you out — except on a device you chose to keep signed in (below), which doesn't lock.
Your signed-in devices
The phones and computers where you ticked "Keep me signed in on this device". They stay signed in and don't lock. Sign out any you don't recognise. Changing your passcode signs out all of them.
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Business Details
Notifications
Saved!
When the shop is open
No one can be booked online outside these hours, even if their own hours are longer.
Overlapping bookings
What happens when you or your team book over someone's existing appointment. Used once
Overlapping bookings is on in Feature switches. Blocked-off time (lunch, time off) is never booked over. Each person can have their own setting on their profile.
Open — Clients can book online during the times below. By appointment only — Clients can't book online this day, but you and your team can still book people in. Closed — The shop is closed. No online booking, and the calendar greys out the day.
Pick when the shop opens and closes. Add another time if you close for part of the day.
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Calendar shows from / to
Choose how much of the day your calendar shows. Leave blank to match your business hours.
Closed days
Holidays or days the whole shop is closed. Online booking is closed for everyone that day.
Appearance
Choose the color palette for appointment blocks on the calendar.
Preset Themes
Preview
Lash Service
Facial
Brow Service
Membership
Add-On
Appointment Status Colors
Pick the color shown on the left edge of appointment blocks, by status.
Saved!
Consultation forms
The questions a client answers before a service, set per category — every service in a category (and its subcategories) uses that category's questions. A service asks for a form when "Consultation Required" is ticked in its service editor. Nothing here moves anything: Edit questions opens the same editor as Brea Dashboard.
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Client intake
The questions new clients answer the first time they sign in — one question per screen. "The essentials" must be answered before a first booking or purchase; "Get to know you" is optional and clients can finish it later. Reword, reorder or add your own questions. The five essentials are always asked (you can reword them); the optional built-in ones can be hidden.
Reward for finishing
Given once per client when they finish "Get to know you" (turn it on in Feature switches). It comes off their next checkout from the appointment automatically and shows on the receipt. It never applies to gift cards, membership charges, or anything a membership or package already covers.
Reviews
Clients can leave you a review from their account any time; it shows on your dashboard. If you paste your Google review link, everyone who leaves a review is offered it too (Google doesn't allow asking only happy clients).
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Saved!
Feature switches
Turn new features on or off. Each one saves as soon as you tap it and works within a minute. Only you can see this page.
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Calendar updates
How the calendar keeps itself current on every phone, tablet and computer. Your staff use the same calendar, so this applies to them too — they see a line about it in the calendar's colour key.
Keeping the calendar up to date
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Badges
Little labels on calendar appointments. They're automatic — nobody is asked for them when booking. Turn each one on or off, rename it, or change its colour.
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Saved!
Services Management
All offerings at your business.
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Manage Categories
Categories used across services, products, memberships, and packages. Archiving hides a category from pickers — it never deletes the row.
Type a name and press Add to make a main category. To make a subcategory (like Skin Care › Vivier), type its name, then choose the main category it goes under.
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Inventory
Products, supplies, and equipment.
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Expense Categories
Categories shown in the Cash Drawer expense dropdown. Owner can add custom categories.
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Packages
Define service packages clients can purchase — fixed bundles, open selection, or dollar credit.
Members you've set up from another system (on each client's profile). Nothing is charged until each one's first charge date — never sooner. Tick who to send their secure link to, then press Send now (or Send later to pick a time). Nothing sends on its own.
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You can use {first_name}, {plan}, {date} (their first charge), {amount} (what they'll pay each month — the price plus any fee, e.g. "$175.00 + 5% processing fee = $183.75 per month"), {total} (just the total, e.g. "$183.75"), {business} and {link} (their secure link — keep it in).
Membership payment warnings
For members who are behind on a membership payment — ticked "Payment behind" on their profile, or a membership
billed here that's lapsed, has a declined card, or is past its billing date. Old balances owed from before show on their own (on the client card and the appointment) — they aren't part of this warning. Used once Warn when a member is behind on payment is on in Feature switches.
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Deposit Types
Define deposit policies. Staff collect deposits at booking or checkout.
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Payment Plans
Configure installment plan defaults, enforcement tier, and contract terms.
Use , , , , , , , , .
Saved
Checkout Settings
Money-mechanics controls: commission basis, covered-line tip calculation, and line display.
Tax Rate (read-only)
Current rate:—— edit under Settings → Business Info
Payment methods
The ways clients can pay at checkout, in the order they show. Turn any on or off, rename them, or add your own (for example Cheque). "Connection" is how the money is taken: record only (you confirm you took it), your Clover machine, or Stripe.
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Saved!
Who can ring up a new sale
A new sale is one with no appointment — someone buying a product, a walk-in service, a gift card. Choose who on your team can start one (from Checkout in your top bar, or New sale in their staff portal). It only works while "Ring up a sale without an appointment" is on in Feature switches.
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Saved!
Largest tip on one sale
A safety limit. A tip above this is refused at checkout with a clear message, so a slip of the finger — or a phone filling the tip box with something else — can never be recorded or charged. Set it comfortably above the biggest real tip you'd expect.
Money actions and PINs
While "Ask for a PIN on money actions" is on (Feature switches), these ask "Who's doing this?" — the person enters their own staff passcode as a PIN. What they may do is decided by the ticks below for their group, whichever account the computer or tablet is signed into. "Fix a sale" and "Undo a checkout" use these ticks even with PINs off. You can always do everything.
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Saved!
Commission Basis Mode
For non-benefit-covered service lines: base commission on the actual charged amount or the original menu price.
Covered-Line Behaviour
Controls how membership- and package-covered services behave for tips and display at checkout.
Saved!
Staff Portal
Where your team signs in on their phone or the front-desk tablet.
Your staff portal link
Your team opens this to see their day, book, check out and clock in (whatever you allow each person). Share it any way you like — or use "Send staff portal link" on each person's profile to text them a personal set-up link.
Asked once, right after someone creates their passcode. They (and you) can change their answers later. Don't ask for SIN, licence or other ID numbers.
Client Portal
Choose which optional onboarding modules clients see when personalizing their profile at /portal.
Portal photo
Your own photo at the top of every client's portal. Choose one from your phone or computer — a wide (sideways) photo works best. It shows to clients once Your photo on the client portal is on in Settings → Feature switches.
No photo yet — clients see your logo.
Which part of the photo shows
How it fills the space
The preview is roughly how it looks on a phone. Changes save as you tap.
Onboarding Modules
Quick booking
On your public page, clients tap Book on any service (or the main button), see your real open times straight away, then give their first name, last name and mobile number and confirm with a code we text them. Your other rules still apply: auto-confirm (below), your working hours, overlap and last-minute rules, and membership payment warnings.
On: the public page books real times. Off: it keeps the old “Request an Appointment” form. This is the same switch as “Quick booking” in Feature switches.
On: “First available” is already picked, and a client can choose a person if they want to. Off: we always pick the first person who offers the service and is free — clients never see names.
The main button on your public page and the title of the booking window. Usual wording: “”.
The button under every service on your public page. Usual wording: “”.
What clients see when we pick the person for them. Usual wording: “”.
Front Page
What visitors see on your client portal before they sign in. Your changes show in the preview straight away (press Save first). Visitors only see the new page once New front page is on in Feature switches, and your own words and colours once Your own front page design is on.
Words
Sections
Tick the sections to show, and use the arrows to change their order on the page.
Colours and fonts
Your dark colour is the background of the buttons, tiles and footer; your accent is the gold; your light colour is the page itself. Remove goes back to the usual colour.
Visit us
Shown at the bottom of the page. Your opening hours come from Settings → Business Hours.
Products on the shelf
Tick a product to feature it. It saves straight away. With "Featured" chosen and nothing ticked, your newest products show instead.
Category icons
Each category's tile on the menu. Choose one of the built-in icons, or upload your own (a square PNG works best). Every icon sits in the same centred box. Automatic picks one from the category's name.
Preview (phone size)
Signed-in home
What your clients see after they sign in. Clients see it once New signed-in portal is on in Feature switches. Tick the sections to show and use the arrows to change their order. A section with nothing in it (no visit booked, nothing waiting) hides by itself. The bottom bar — Home, Menu, Book, Shop, Me — is always there.
Preview (phone size), in your colours:
Brea on the portal
A gentle glow on Brea's bubble and a short hint beside it at helpful moments. Clients see these once Brea's gentle hints is on in Feature switches. At most 3 hints a visit, one per page, and none once a client has opened Brea. Tapping a hint opens the chat. Brea herself works exactly the same.
Stops for the visit once the client opens Brea or closes a hint. Phones set to reduce motion never see it.
Preview — tap a hint's words to see it here:
B
App & Logo
Your logo at the top of your client portal, and your own app on your clients' phones. Clients see these once Client app install is on in Feature switches.
Business logo
Shown at the top of your client portal instead of the usual logo. PNG, JPG or WebP, under 5 MB. A wide logo on a see-through background looks best.
App icon
The picture on your clients' home screen. A square PNG, at least 512 × 512 pixels, under 5 MB. Keep the important part in the middle — phones round the corners. No icon? We use your logo if it's a square PNG, otherwise your first letter on your brand colour.
Up to 12 letters so phones don't cut it off. Blank uses the start of your business name.
Added once, to a brand-new client's first booking text. Keep {link} — it becomes your portal link, which opens the steps to add the app. Blank uses the usual line (shown faintly).
Staff app
Your team's own app, separate from the client app — both can sit on the same phone. It shows once Staff app install is on in Feature switches.
Up to 12 letters. Blank uses the usual name (shown faintly). The full name is "".
Send this link to your team. They open it on their phone and tap Install.
Preview — on a phone's home screen:
Preview — the card clients see on your portal:
Shop
The client's bag
What clients read when they reserve products from your portal. Nothing is charged online — the items are kept for them and they pay when they pick them up, so these words can't say "paid" or "purchased". Leave a line blank to use the usual words (shown faintly).
How the shop page on your new front page is organised. Clients see it once Photos, details and shop is on in Feature switches.
Gift card banner
The dark card at the top of the shop. Tapping it takes clients to buy a gift card. Leave a line blank to use the usual words (shown faintly).
Product categories
Each category is a tile on the shop page, in this order. A sub-filter sits inside a category and shows as a filter chip on that category's page. Products that aren't in any category go under "More". Choose each product's categories in its Edit window (Inventory).
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Featured products
The "Featured" row on the shop page shows the products ticked under Front Page → Products on the shelf.
Promotions
Offers that show as swipeable cards on your front page, each with its own page and a "Book this offer" button. They only show and book — they never change a price. Apply the discount at checkout as usual. Visitors see them once Offers on the front page is on in Feature switches. Drag the cards (or use the arrows) to set their order.
Booking Confirmation
When on, online bookings (portal Book tab and Brea) are confirmed automatically — unless they fall inside your last-minute window with the "Require Confirmation" policy. Turn off to require staff confirmation for every online booking.
Gift Card Purchase Amounts
Comma-separated preset dollar amounts shown to clients buying a gift card in the Shop tab. Clients can also enter a custom amount.
Brea Conversation Limits
Caps on Brea chat usage in the Client Portal, to help control AI costs.
While "Client card for staff" is on, your team can tap a client to check out, book, see their visits and notes, add a note, and see the form answers they need for the service. Phone numbers follow each person's "Can call or text clients" and "See all clients"; full forms follow "See full client forms" (each person, below).
Saved!
Adding someone, step by step
Tap + Add Staff. Fill in Full Name (needed) and their mobile number under Contact — they sign in to the staff portal with that number.
Choose This person is… (an employee, a contractor…).
Tap Save Staff Member. Then, in the same window, go to Portal Access / Login Passcode, type a passcode (at least 4 characters) and tap Set Passcode. Tell them their passcode: they sign in at /staff with their mobile number and that passcode.
Close the window. On their card, tap Permissions. For front desk, tick Front desk / receptionist — your front desk preset (below) is applied; you can still change anything — then tap Save Permissions.
Someone who doesn't do services? In their window untick Show on the calendar (front desk does this for you), so they're never a calendar column or booked.
Front desk preset
What ticking "Front desk / receptionist" on a person gives them. You can still change any one setting on that person afterwards.
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Clients
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Sign-in links
A "Sign-in link" on each client's profile signs that client into their portal. Each link works once. Choose how long a new link lasts (up to 7 days), and whether your admins can make them. Staff can make them only if you tick "Can create client sign-in links" on their permissions.
Subscription
Your current plan.
Tier 2 — Unified Communications
Upgrade options coming soon.
Marketing
Promotions, loyalty programs, and campaigns.
Coming soon.
Operations
Business Mode
Controls how much configuration detail is visible across the platform.
Simple hides advanced payroll, barter, tiered commission, and staff debt panels.
Advanced shows everything.
Saved!
Tip Distribution
How tips are split among providers at checkout. This is the tenant-level default;
it can be overridden per ticket in the checkout modal.
Note: the legacy Tip_Distribution_Mode_Default field (Even / Lead_Provider / Custom)
is deprecated — this field is now canonical.
Saved!
Clock-In Configuration
Controls for the staff clock-in system. PIN requirements apply at the shared Clock screen.
Saved!
Shift & Time Management
View, correct, and manually enter shifts. Rows in locked payroll periods are read-only.
Manual Shift Entry
Saved!
Payroll
Pay Period
The day your pay weeks count from — pick the first day of any real pay week. We fill in the start of this week to begin with.
Pick the first day; the last day fills in from your frequency (weekly = 7 days, bi-weekly = 14 days).
Saved!
Provider
Model
Gross Svc
Gross Ret.
Hrs
Formula Pay
Tips
Supply Ded.
Debt Ded.
Barter Adj.
Manual Adj.
NET
Run Total
—
Default Compensation
▼
Used for anyone without pay settings of their own. Their pay lines are marked "business default" so you can check them before approving.
Package visit = what the client paid for the package ÷ its visits. Membership visit = the monthly price ÷ the visits it includes each month.
Applies to services and products on a sale with a discount. A discount on the whole sale is shared across its lines in proportion to their prices. Sales already recorded keep the pay they had.
The cost is what you typed on each service (Settings → Services → Business Cost). Example with Yes: a $100 service that costs you $10 — shares are worked out on $90. It never takes a share below $0, and tips are never reduced. Staff who bring their own supplies ("Who pays for supplies") have no cost taken off.
Before this, a person named on a package's sale was paid commission on the sale and on every visit it covered. From your start date it's one or the other. With "When it is sold", visits from packages bought before the start date still pay (nobody was paid at a sale for those). Approved pay runs never change.
Shown in the staff app under My pay. Live: a running total for the pay period, line by line, plus what their booked appointments should add. Estimate only: one estimated total, no detail. Hidden: nothing until you approve the pay run. Once a pay run is approved they always see its final statement. Nobody sees anyone else's pay.
A different choice for one person:
Saved!
Messages
Quiet hours
No texts Brea sends or schedules for you go out between these times (your business's time). A text set for
inside them waits until they end. Appointment reminders and client notices keep their own sending times.
Brea alerts you — client texts
When a client texts the business, Brea pops up on the staff app and your dashboard and texts the people
you pick here. It stays until someone handles it. Switch it on in Feature switches → Brea → "Brea alerts you".
Text these people
Quiet hours protect clients. Your team waits until your quiet hours end, then gets the alert if it's still open. Save to keep changes.
Phone alerts ("ding") on this device: Switch on "Brea alerts you" to use these.
Real membership charges — start date and pause
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The daily run charges members on their payment date only from this day on (your own date). Before it, the
run only practises: nothing is charged and your daily heads-up says "Practice — nothing was charged". Pause stops real
charges at once — even part-way through a run; the run keeps practising and the heads-up says so.
History of changesMemberships — charges and card reminders
How BOSS tells your members and you about automatic membership charges. On or off for each message — and
whether it's a text, on your dashboard, or both — is under Who's told and how → Memberships below. Here you set the
wording and the number of days.
The member's receipt text
Sent after each automatic charge that went through (on to start with). Use {first_name}, {plan}, {amount},
{business}, {card}, {next_date} and {receipt}. Keep {receipt} — it's the link to their receipt.
Reminder to a member with no card on file
Off to start with — turn it on under Who's told and how → Memberships → "Remind a member with no card on
file". When on, a member whose payment is due within this many days, and who has no card on file, gets one text with
their portal link — once per payment date. Use {first_name}, {plan}, {amount}, {business}, {date} and {link}. Keep {link}.
"Text her the link" — a link to add their card
Sent only when you or the front desk tap "Text her the link" on a Card needed item (with "Save cards in
person" on). A brought-over member who hasn't signed yet gets their sign-up link; anyone else their portal. Use
{first_name}, {plan}, {business} and {link}. Keep {link}.
Your daily membership heads-up
Once a day, after the automatic charges: who was charged, declined or not charged today, and who's due
next — with a warning for no card, or a card that expires before the charge. While billing is in practice mode it still
comes, labelled "Practice — nothing was charged", and lists who WOULD be charged. It's on your dashboard (Needs attention —
also in the staff app when you're signed in there); a text is your choice under Who's told and how.
For you and your team: each automatic charge result — charged, declined, or not
charged because there's no card — can show on your dashboard and/or text you (Who's told and how → Memberships; to start:
dashboard on, text off). Staff who may see Needs attention see the items about clients they can see. Mark each one handled
when you've seen it.
Texts Brea scheduled for you
Waiting to go out, and the last ones that went. Cancel any that are waiting.
Every text BOSS sends, who gets it, and when. This list is read-only for now — you'll be able to change the wording here later.
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Who's told and how
Choose who hears about what, and how. Nothing here changes what clients can do — only who gets told.
Master switches
Turn all texts on or off. Login codes still go out so people can sign in.
When on: a client's text is saved to their conversation and marked unread, you get a text alert (at most once per client every 15 minutes), STOP and START are honoured, and texts from unknown numbers go to Needs attention. Booking, move and cancel get a "Don't text the client" tick box.
Things that need you always show on your dashboard (Needs attention).
Brea 3
Short updates about your day go to your Brea 3, signed so only it can trust them: bookings, things that need you, payroll.
Never allergies, notes, forms, health details, phone numbers, emails or card details. Choose which updates with the Brea 3 tick
boxes below.
On: "Cancelled: Diane Example — Brow Shape, Tue at 2:30 PM". Off: the service is left out of every update.
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Fill Brea 3’s calendar with the appointments you already have, from today through the next 90 days. Quiet: nothing is announced.
Appointment reminders
Each client gets one text the day before their appointment, from 10:00 AM your time — never after 7:00 PM, never twice. Turn them on or off in Feature switches → Texts → Appointment reminders.
New notice
One service text to many clients at once — for example, that you have a new booking system. No offers or discounts (those need the client's consent). STOP is always respected, nobody gets it twice, and it only sends 10:00 AM to 7:00 PM your time, in waves of 100, about one text a second, 20 minutes apart.
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Partner payouts
Partners are people or businesses you pay a share of sales to who aren't on your team. Their cut shows on Reports → Commission & payouts.
Add a partner
After adding a partner, add a rule to say what share they get and from when.
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Allocation
Revenue-allocation breakdown for a period — payroll cost, reserves, and margin.
Period
Edit Allocation Percentages
Margin at these rates—
Saved!
Payroll Cost
Commission derived—
Hourly wages derived—
Payroll remittance derived—
Total payroll cost—
Reserves
Product reserve ——
Business tax reserve ——
Margin—
Pick a start and end date, then Recalculate.
Brea Dashboard
Brea's brain, settings, and message history — all in one place.
Brea answers texts
When a client texts your business number, Brea can answer them. Turn it on or off in Feature switches → Brea → Text Brea.
Message Log
Coming soon.
Knowledge
Saved!
Per-Category Intake Questions
Questions apply to every service in a category — a service still requires a
consultation via its own "Consultation Required" checkbox in the service editor;
this is where you define WHAT gets asked. Use Yes/No only when the
answer is truly binary. Use Text whenever the answer names something
(a location, a medication, a date) — don't leave the answer ambiguous.
Approving will permanently commit the following to the ledger:
Staff debt balances decremented by each provider's Debt Deduction amount
One-time barter agreements marked Settled
Recurring barter agreements recorded as applied for this period
The run will be locked — no further adjustments or re-drafts will be possible for this period.
Calc Detail —
Add Product
New Category
Variants
Add Staff Member
Used for tax and pay stubs. Contractors and booth renters aren't taxed through your payroll. The owner isn't paid through payroll.
Contact
Working hours
The times this person can be booked. Online booking and Brea only offer times inside these hours, and the calendar greys out the rest.
Save the staff member first, then you can set their hours.
No hours set yet. Until you add some, clients can book this person any time the shop is open.
Every other week lets this person have two different weeks that take turns, like a Week A and a Week B.
Pick any day in a week that should be Week A.
Week A starts the week of . After that the weeks take turns.
Turn a day on if this person works that day. Pick when this person starts and stops. Add another time for a split day.
New hours apply to future bookings right away. Appointments already booked are not moved.
Time off & special days
Days that are different from this person's usual week. These win over the usual hours for those days only.
Pick the day. For a vacation, pick the first and last day away.
Only you and this person see this.
Services
Tick the services this person does. Clients can only book them for ticked services.
Minutes: leave blank to use the service's normal time. Type a number if this person takes longer or shorter.
Commission %: leave blank to use their normal commission. Type a % to pay a different share for this service.
Grey numbers are the normal settings. Changes start today — earlier sales keep the old numbers.
Save the staff member first, then choose their services.
Settings
Pay
How this person is paid. Leave anything blank to use your business settings (Settings → Payroll).
Save the staff member first, then set up their pay.
How you work out their pay each pay period. Booth rent is set up under Booth rent & trades below.
If the shop supplies the products, supply costs come off before commission is worked out.
What you pay per hour worked.
Paid for every hour worked, on top of their commission.
Their share of each service. Set a different % for any service in the Services list above.
Their share of products they sell.
"Actually paid" counts discounts and memberships. "Full menu price" ignores them.
A percentage uses the rate above. A set dollar amount pays the same each time they do a service.
Pay a higher % once they pass an amount in a pay period.
Stepped rates
From $ / up to $ in a pay period, the % to pay, and what it counts (services, products or both).
The first day these pay settings apply. Earlier pay periods keep the old settings.
Saved!
Staff Debt
Save this provider first to set up compensation and debt.
No debt entries.
Add Debt Entry
How much is deducted from each pay cycle until the balance is paid off.
Staff portal link
Texts them a personal link to set up their login. It works once, only for them, and stops working after the time set in Settings → Staff portal.
Archive
Someone who's left: archiving hides them from Team Management, the calendar, booking and every list. Nothing is deleted, and you can bring them back.
Portal Access / Login Passcode
Staff portal login requires a phone number.
Conversation
Brea chat is from the client portal. Text is a text message.
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Add Client
See everything this client said to Brea, and every text, in order.
Tick it for a member who's behind on payment (for example a membership from before BOSS). They're flagged wherever they're booked or checked out. The note is only ever shown to you.
From their welcome
Loyalty Points
0
Card on File
No card on file.
Booking History
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Add Offering
Pricing
Time Anatomy — all values in minutes
Options
Who can do this service?
Choose who clients can book for this service online. You can still book anyone by hand.
Shows on your client booking page. Square photos look best.
Variants
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Save this service first, then reopen it to add add-ons.
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Save this service first, then reopen it to add product add-ons.
Optional. Sets the price for this product when added to this service. Leave blank to use the product's own price. Doesn't change the product's price in your inventory.
New Appointment
Quick Add Client
SMS
Services
We'll text the client about this booking. Tick "Don't text the client" if you'd rather not.
Select a service to see duration and total.
Task List
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New Task
Cash Drawer
Not Started
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Checkout
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No profile found — create new client?
Services
Subtotal$0.00
Discount$0.00
+ Add reason
Tax$0.00
Fee$0.00
Tip
Tip split
Amount Due
$0.00
Change Due
$0.00
Add Payment
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Appointment Status►
Confirmed
Checked In
In Progress
Completed
No Show
Edit Appointment
Move Appointment
Cancel Appointment
Checkout
Send Consultation Link
Move Appointment
We'll text the client their new time. Tick "Don't text the client" if you'd rather not.
Cancel Appointment
We'll text the client that it's cancelled. Tick "Don't text the client" if you'd rather not.
How would you like to cancel this appointment?
📲
Send cancellation notification
Logs intent for Twilio SMS (integration coming soon)
🔔
Cancel silently
Sets Silent Cancel flag — no notification sent
New Deposit Type
Add Package
Rigid per-service allocations governed by this package
Visits = number covered (use Visits or Discount%, not both). ∞ = unlimited uses with no decrement.
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Per-session value: —
Add Services
Add Membership
Basics▸
Per-slot value: —
Credits & Eligibility▸
No global credit pool — each client's usage is tracked per service via the benefit lines below. Configure individual service allocations in the Per-Service Benefit Lines section.
Allow entire categories here — or leave empty and pick specific services in the Services section below.
Services▸
Visits = number covered (use Visits or Discount%, not both). ∞ = unlimited uses with no decrement.
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Redemption Fee▸
Charged at checkout when credits are redeemed
Name
Type
Value
Applies To
Processing Fee▸
Added on top of the plan price — charge it once at signup, or every billing cycle. Distinct from the Redemption Fee above.
The BOSS — Business Operations & Service Suite