Support

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

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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?

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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

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Customers 23

• Adding customers
• Customer record
• Merging duplicate customer records
• Adding and editing a customer description
• Editing customer records

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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

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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

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Statistics 16

• Financial report
• Commissions report
• Cash report
• Client retention report
• Customer acquisition source report

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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

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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

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Online Booking 19

• Setting up online booking - step by step
• Enabling online booking - basics
• Online booking - advanced settings
• Online vouchers
• Online store

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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)

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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)

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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

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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

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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

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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

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

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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

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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

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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

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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

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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

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?

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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?