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Knowledge base
Getting Started with Versum
Getting Started
7
Getting Started (Step 1): Sign up
Getting Started (Step 2): Enter basic data
Getting Started (Step 3): Enter remaining data
Signing in to Versum
Security
View all 7
Frequently Asked Questions (FAQ)
12
Do I need to sign a contract?
Can I change the subscription plan in Versum?
How does the trial version work?
Can I cancel the subscription at any moment?
When are automatic appointment reminders sent?
View all 12
How to Use Versum
Appointment Book
24
How to schedule appointments in the Versum salon software
Appointments with multiple services performed by different professionals
How to reschedule an appointment
How to check out appointments in the appointment book
Checking out appointments with multiple payment methods
View all 24
Customers
23
Adding customers
Customer record
Merging duplicate customer records
Adding and editing a customer description
Editing customer records
View all 23
Services
18
How to add, edit and delete services
Creating, editing and deleting service categories and subcategories
Assigning multiple employees to existing service categories
Defining usage formulas for services
How to add gap time to a service
View all 18
Employees
12
Adding, editing and deleting employees
Assigning an employee to a service category
User roles (access levels) in Versum
Employee access level configuration
How to enable sign in for employees added during account setup
View all 12
Statistics
16
Financial report
Commissions report
Cash report
Client retention report
Customer acquisition source report
View all 16
Inventory
26
Adding a new product
How to edit a product
Types of products in the inventory
Backbar product usage units
How to edit multiple products
View all 26
Settings
17
How to add salon details - name, logo, contact details and others
How to change the user password
How to change invoice details
How to apply non-standard opening and/or closing hours
How to hide purchase price of products and backbar usage costs
View all 17
Online Booking
19
Setting up online booking - step by step
Enabling online booking - basics
Online booking - advanced settings
Online vouchers
Online store
View all 19
Messages
12
Types of messages you can send manually using Versum
Test group
Unable to deliver a test message to a contact in the test group
How to send a bulk SMS message
How to send a bulk email message (newsletter)
View all 12
Automatic Messaging
11
Automatic appointment reminders
Appointment reminder templates
How to block appointment reminders and other automatic messages for a single customer
How to disable automatic appointment reminders for all customers
Screening Questionnaire (UK and Ireland)
View all 11
Work Schedules
13
How to create a work schedule (roster) for a given week
How to copy a work schedule (roster) for subsequent weeks
How to copy a work schedule to other employees
How to enter an absence to a work schedule
How to add a break in an employee's roster
View all 13
Dashboard
3
How to add new and edit existing tasks
Tasks archive
The Versum dashboard
Customer Reviews
11
Customer reviews report
How to enable customer reviews
How to change customer reviews settings
Where are customer reviews displayed?
How to block messages with review requests for a customer
View all 11
Payments
15
Prepayments
How to enable prepayments
How to set the prepayment amount in the service record
How to set the prepayment requirement for new customers
How to switch off the prepayment requirement for a customer
View all 15
General
5
The main search box in Versum
How to remove a saved password from your browser and disable password saving
How to create a secure password
How to create messages that will not be classified as SPAM
How to manage cookies in your browser
Social media
4
How to benefit from linking your Versum account to social media sites
How to link your Versum account to Facebook
How to link your Versum account to Twitter
Facebook/Twitter profile in Versum
Versum Add-Ons
Marketing Automation
10
Marketing Automation
How to enable the Marketing Automation add-on
How to check the number of messages sent as part of Marketing Automation
The "Recurring appointments" campaign
The "First impressions last" campaign
View all 10
Loyalty Program
8
Loyalty Program
How to enable the Loyalty Program add-on
Loyalty Program test mode
How to add rewards in the Loyalty Program add-on
Awarding points in the Loyalty Program add-on
View all 8
Resources
16
Resources - overview
How to use the Resources add-on
How to enable the Resources add-on
How to create resources (equipment, rooms, etc.)
Resource relationship types - and, or
View all 16
Gift Cards and Packages
16
Gift cards and Packages
How to enable the Gift Cards and Packages add-on
How to create a gift card or package template
Single-purpose vouchers (SPV) and multi-purpose vouchers (MPV)
How to edit and delete gift card and packages templates
View all 16
Google Calendar
1
Integration with Google Calendar
Group Buying
0
Access Restriction
9
Access Restriction
How to enable the Access Restriction add-on
The "Sign-in Time" access restriction
The "IP Address Authorisation" access restriction
The "Device Authorisation" access restriction
View all 9
PayPal Payments
5
Advance online payments - the PayPal Payments add-on overview
How to enable and configure the PayPal Payments add-on
How to pay for an appointment using PayPal Payments - customer's perspective
How to view the payments list and find particular payments
How to issue a refund using the PayPal Payments add-on
Versum Partner
Getting started
1
How to become a Versum partner?
Versum Partner - frequently asked questions (FAQ)
6
How to refer to Versum
What does a "referred friend" mean?
How does Versum recognise my referrals?
Do I have to pay anything for participating in the Versum Partner program?
How do I track my referrals?
View all 6
How to refer to Versum successfully?
5
How to refer to Versum via email?
Inform your referrals that they can get up to a 1000 free SMS text messages
How to refer to Versum via Facebook?
How to persuade your referrals to sign up to Versum
Who to refer to Versum?