Learning Center

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Getting Started

About Mangomint

Introduction to Mangomint HIPAA Compliance Using Mangomint with a Booth Renter or Hybrid Model

Setting Up Your Account

Switching to Mangomint Setup Guide for Admin Users Setup Guide for Non-Admin Users Marketing Options in Mangomint

Mangomint Basics

Learning the Basics in Mangomint Setting Up Hours in Mangomint Adding Notes in Mangomint

Calendar & Appointments

Calendar Basics Calendar Colors & Appointment Icons Calendar Display Preferences Scheduling Options Cancellations & Rescheduling Link Your Mangomint Calendar to Your Apple or Google Calendar

Create an Appointment Edit an Appointment Cancel or Delete an Appointment Enforce Your Cancellation Policy Rebook an Appointment Repeating Appointments Print a Client's Appointment Details

Express Booking™

Set Up Express Booking™Use Express Booking™FAQ: Express Booking™

Enable Group Booking Create a Group Booking from the Calendar Create a Group Booking from Existing Appointments Create a Group Booking from Online Booking Update an Existing Group Booking Check In and Check Out a Group Booking FAQ: Group Booking

Understanding Resources and Resource Groups Creating Resources Adding Resource Requirements to Services Viewing Resources on the Calendar Setting Up Services with Limited Availability Creating Services that Do Not Require Staff Members FAQ: Resources

Intelligent Waitlist

Viewing the Waitlist Adding and Finding Waitlist Entries Allowing Clients to Join Waitlist in Online Booking Booking an Appointment from the Waitlist

Virtual Waiting Room

Using the Virtual Waiting Room Client Self Check-In

Create a Time Block Create a Repeating Time Block

FAQ: Calendar & Appointments

Sales & Checkout

Completing Sales & Checkouts

Check Out an Appointment Check Out Appointments Together Complete a Checkout Without an Appointment Split Services into Separate Checkouts Apply a Discount During Checkout Using a Barcode Scanner to Scan Products During Checkout Add a Surcharge or Fee to Every Checkout Save a Checkout for Later Discard an Existing Checkout Change the Service Provider on a Closed Sale Send or Print a Client Receipt Navigating the Sales App

Adding a Tip to a Closed Sale Collecting a Tip on a Zero-Balance Sale Splitting Tips Between Staff Members Fixing an Unassigned Tip on a Service Sale Fixing an Unassigned Tip on a Gift Card or Package Sale Assigning Tips for Assistants or Resource-Only Services Paying Out a Staff Member's Tips in Cash

Refunds & Returns

Completing a Refund Resolving a Remaining Balance Refunding a Single Payment Refunding a Deposit or Payment on an Open Sale Completing a Product Return Voiding a Sale FAQ: Refunds & Returns

Payment Types Split Payments Between Multiple Payment Methods

Payment Accounts

Payment Account Basics Signing Up for Payment Processing Setting Up a Payment Account for a Staff Member Signing Up for a Staff Member Payment Account

Payment Hardware

Front Desk Display vs. Direct Connection Front Desk Display: Hardware Purchase Guide Setting Up Your Front Desk Display Setting Up the iPad Kiosk Mode Updating the Mangomint Mobile App on the Front Desk Display Connecting a Card Reader Directly to Your iPhone or iPad Completing a Test Transaction Using Your Card Reader Troubleshooting Guide: Front Desk Display Troubleshooting Guide: Card Reader

Charging a Credit Card on File Managing Credit Cards on File Taking Payments with the Front Desk Display Taking Payments with a Card Reader Connected to Your iPhone or iPad Client Self Checkout Requiring a Credit Card in Online Booking Best Practices: Credit Card Payments Payment Disputes Payment Processing: Balance & Payouts Payment Processing: Payout Schedule Payment Processing: Monthly Summaries Payment Processing: Update Account Details FAQ: Payment Processing

Collect a Manual Deposit Collect Deposits with Express Booking™Require a Deposit in Online Booking

Taking Cash Payments and Calculating Change Add a New Count Add a New Pay-In or Pay-Out Cash Drawer Daily Closeout

Using Non-Integrated Payment Options

Advanced Settings: Payments & Checkout

Adding and Inviting Staff Members

Staff Member Notifications

Enabling Desktop Notifications

Staff Member Permissions

Staff Member Work Hours & Days Off

Managing Staff Member Work Hours Set Up Alternating Hours for Staff Members (Bi-weekly Schedules)Set a Day Off for a Staff Member Set and Remove Days Off for Multiple Staff Members

Staff Member Compensation

Service and Product Commission Hourly and Salary Compensation Tips Settings for Payroll Processing

Setting Up the Time Clock Using the Time Clock Managing Time Cards Clock In and Out on a Front Desk Device

Resetting Passwords

Archiving a Staff Member

Managing Your Phone Call Availability

Viewing Your Daily and Weekly Totals

Creating Services

Creating a Couples Service

Processing, Finishing, and Buffer Times

Service Customizations

Create Service Customizations Show Base Prices for Service Customizations Customize a Service for an Appointment FAQ: Service Customizations

Setting Up Products for Product Usage Adding Product Usage to a Service Completing a Checkout with Product Usage Using Memberships & Packages with Product Usage FAQ: Product Usage

Assign Services to Staff Members

Deleting Services

Track Services Sold Through Groupon or Other Online Promotions

Navigating the Client List Adding and Deleting Clients Merging Duplicate Clients Exporting Your Client List

Client Details & Timeline

Client Details Client Timeline Block a Client from Online Booking

Client Account Balances

Add to a Client's Account Balance Use a Client’s Account Balance as a Payment Method FAQ: Client Account Balances

Client Communication

Viewing Conversations Adding Internal Notes in a Conversation

Managing Appointments from the Client Portal Managing Memberships & Packages from the Client Portal

Phone Calls & Texting

Enabling Phone Calls

Completing Your Phone Call Application Enabling Staff Members for Phone Calls

Transferring Phone Numbers

Transferring Your Phone Number to Mangomint Deregistering Your Phone Number from iMessage FAQ: Transferring Phone Numbers

Managing Phone Calls

Making Phone Calls Receiving Phone Calls Listening to Recorded Phone Calls

Listening to Voicemails

Updating Phone & Voicemail Settings

International Calling

Sending & Receiving Text Messages

FAQ: Phone Calls & Texting

Enabling Web Chat

Receiving Web Chat Messages

Replying to Web Chat Messages

Enable Online Booking

Enable Services for Online Booking

Adding Online Booking to Your Website

Online Booking Setup Guides

Adding Online Booking to a Shopify Website Adding Online Booking to a Squarespace Website Adding Online Booking to a Wix Website Adding Online Booking to a WordPress Website

Add Booking Link to Google Business Profile

Direct Booking Links

Online Booking Preferences

Staff Selection Options in Online Booking

Online Booking from the Client’s Perspective

FAQ: Online Booking

Products & Inventory

Creating Products

Searching & Sorting Products

Adding an Inventory Change

Purchase Orders

Add & Manage Suppliers Set Up Products for Purchase Orders Create Purchase Orders Receive a Purchase Order Delivery

FAQ: Products & Inventory

Selling & Redeeming Gift Cards

Buying Physical Gift Cards Selling Gift Cards in Person Selling Gift Cards Online Applying Discounts on Gift Cards Redeeming a Gift Card During Checkout

Creating Gift Card Promotions

Adding Gift Cards Sold Outside of Mangomint

Gift Card Settings

FAQ: Gift Cards

Offers & Discounts

Creating an Offer

Applying an Offer

FAQ: Offers & Discounts

Automated Flows

Building and Activating a Flow Client Filters for Automated Flows Flow Message Types Flow Message Pricing

Editing and Deactivating a Flow

Viewing Flow Details & Statistics

Using Form Responses with Flows

Creating Campaigns

Create and Send an Email Campaign Create and Send a Text Message Campaign Client Filters for Campaigns Campaign Message Pricing

Duplicate or Delete a Campaign

View Your Campaign Performance

Using a Custom Email Address

Sending Emails from a Custom Email Address Adding DNS Records to Bluehost Adding DNS Records to GoDaddy Adding DNS Records to Squarespace Adding DNS Records to Wix

Membership Plans

Create a Service-Based Membership Plan Create an Account Balance Membership Plan

Membership Agreements

Creating Membership Agreements Signing Membership Agreements

Client Memberships

Start a New Membership for a Client Find a Client's Membership Client Membership Statuses Adjust the Quantities of Remaining Services on a Client’s Membership Switch a Client's Membership to the Current Version of the Plan Change the Service Expiration Date on a Client's Membership Resend the Credit Card Email Request for a Client's Membership Renew a Client’s Membership Early Pause and Resume a Client’s Membership Cancel a Client’s Membership Transferring Memberships from a Previous Booking System

Selling Memberships Online

Using a Service-Based Membership During Checkout

Memberships Settings

FAQ: Memberships

Creating a Package

Selling Packages in Person

Selling Packages Online

Using a Package During Checkout

Sell and Redeem a Package on the Same Day

Manually Adding Packages and Adjusting Package Quantities

Transferring a Package to Another Client

Forms & Charting

Creating & Requesting Forms

Creating Form Templates Sending Forms to Clients Adding a Form to an Existing Appointment

Completing Forms

Filling Out Client Forms in Person Using Image Markup on a Form Saving Progress on a Form

Managing Form Submissions

Viewing and Downloading Form Submissions Approving a Form Submission Resubmitting Forms Exporting a Client’s Form Submissions

FAQ: Forms & Charting

Payroll Processing

Employer Onboarding for Payroll

Signing Up for Payroll as an Employer Completing the Employer Onboarding for Payroll Viewing Your Tax Documents as an Employer

Worker Onboarding for Payroll

Signing Up for Payroll as a Worker Viewing Your Paystubs and Tax Documents as a Worker

Running Payroll

Adding and Removing Staff Members from Your Payroll Payroll Report Running Payroll in Mangomint Viewing Past Payroll Runs

QuickBooks Payroll Sync

Setting Up the QuickBooks Payroll Sync Manually Sync Payroll Data with QuickBooks

FAQ: Payroll Processing

Available Reports

Refunds Reports

Client Account Balances Reports

Gift Card Reports

Packages Reports

Membership Reports

Payment Reports

Inventory Reports

Business Reports

Apps & Integrations

Managing Your Apps & Integrations

Shopify Integration

Mailchimp Integration

Setting Up the Mailchimp Integration Sending Emails to Your Clients Using Mailchimp Sending Emails to Clients with Memberships Using Mailchimp

Webhooks Integration Docovia Integration

Doxy.me Integration

WaiverForever Integration

Setting Up the WaiverForever Integration Creating Waivers in WaiverForever Collecting Waivers Using WaiverForever

Gift Up! Integration

Setting Up the Gift Up! Integration Adding Gift Up! to Your Website

Mangomint Subscription

Updating Your Mangomint Subscription

Viewing Invoices for Your Mangomint Subscription

Automated Messages

Available Automated Messages

Automated Messages: Appointment Booked Automated Messages: Appointment Canceled Automated Messages: Appointment Rescheduled Automated Messages: Form Submitted Automated Messages: Waitlist Entries Automated Messages: Check-In Process Automated Messages: Sale Closed Automated Messages: Gift Cards Automated Messages: Packages Automated Messages: Memberships

Enabling and Disabling Automated Messages

Customizing Automated Messages

Advanced Settings: Automated Messages

Business Details

Adding and Changing Phone Numbers Using Multiple Phone Numbers

Logo & Branding

Payroll Settings Adding Payroll Accounts

Advanced Settings: Business Setup

Completing a Checkout with Product Usage

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