Select a topic:
Getting Started
About Mangomint
Introduction to MangomintUsing Mangomint with a Booth Renter or Hybrid ModelHIPAA Compliance
Setting Up Your Account
Switching to MangomintSetup Guide for Admin UsersSetup Guide for Non-Admin UsersMarketing Options in Mangomint
Mangomint Basics
Learning the Basics in MangomintSetting Up Hours in MangomintAdding Notes in Mangomint
Calendar & Appointments
Calendar
Calendar BasicsCalendar Colors & Appointment IconsCalendar Display PreferencesScheduling OptionsCancellations & Rescheduling
Appointments
Create an AppointmentEdit an AppointmentCancel or Delete an AppointmentView Appointment Change HistoryEnforce Your Cancellation PolicyRebook an AppointmentRepeating AppointmentsPrint a Client's Appointment Details
Express Booking™
Setting Up Express Booking™Using Express Booking™FAQ: Express Booking™
Group Appointments
Enable Group AppointmentsCreate a Group Appointment from the CalendarCreate a Group Appointment from Existing AppointmentsCreate a Group Appointment from Online BookingUpdate an Existing Group AppointmentCheck In and Check Out a Group AppointmentFAQ: Group Appointments
Resources
Understanding Resources and Resource GroupsCreating ResourcesAdding Resource Requirements to ServicesViewing Resources on the CalendarSetting Up Services with Limited AvailabilityCreating Services that Do Not Require Staff MembersFAQ: Resources
Intelligent Waitlist
Viewing the WaitlistAdding and Finding Waitlist EntriesAllowing Clients to Join Waitlist in Online BookingBooking an Appointment from the Waitlist
Virtual Waiting Room
Using the Virtual Waiting RoomClient Self Check-In
Time Blocks
Create a Time BlockCreate a Repeating Time Block
FAQ: Calendar & Appointments
Sales & Checkout
Completing Sales & Checkouts
Check Out an AppointmentCheck Out Appointments TogetherComplete a Checkout Without an AppointmentSplit Services into Separate CheckoutsApply a Discount During CheckoutUsing a Barcode Scanner to Scan Products During CheckoutSave a Checkout for LaterDiscard an Existing CheckoutChange the Service Provider on a Closed SaleSend or Print a Client ReceiptNavigating the Sales App
Tips/Gratuity
Collecting a Tip on a Zero-Balance SaleSplitting Tips Between Staff MembersFixing an Unassigned Tip on a Service SaleFixing an Unassigned Tip on a Gift Card or Package SaleAssigning Tips for Assistants or Resource-Only ServicesPaying Out a Staff Member's Tips in Cash
Refunds & Returns
Completing a RefundResolving a Remaining BalanceRefunding a Single PaymentRefunding a Deposit or Payment on an Open SaleCompleting a Product ReturnVoiding a SaleFAQ: Refunds & Returns
Custom Fees
Creating Custom FeesCompleting Checkouts with Custom FeesFAQ: Custom Fees
Payments
Payment Basics
Payment TypesSplit Payments Between Multiple Payment Methods
Payment Accounts
Payment Account BasicsSigning Up for Payment ProcessingSetting Up a Payment Account for a Staff MemberSigning Up for a Staff Member Payment Account
Payment Hardware
Front Desk Display vs. Direct ConnectionFront Desk Display: Hardware Purchase GuideSetting Up Your Front Desk DisplaySetting Up the iPad Kiosk ModeUpdating the Mangomint Mobile App on the Front Desk DisplayConnecting a Card Reader Directly to Your iPhone or iPadCompleting a Test Transaction Using Your Card ReaderTroubleshooting Guide: Front Desk DisplayTroubleshooting Guide: Card Reader
Credit Cards
Taking Payments with the Front Desk DisplayTaking Payments with a Card Reader Connected to Your iPhone or iPadClient Self CheckoutManaging Credit Cards on FileCharging Credit Cards on FileRequiring a Credit Card in Online BookingRequiring a Credit Card Using Express Booking™Best Practices: Credit Card PaymentsPayment DisputesPayment Processing: Balance & PayoutsPayment Processing: Payout SchedulePayment Processing: Monthly SummariesPayment Processing: Update Account DetailsFAQ: Payment Processing
Deposits
Collecting a Manual DepositRequiring a Deposit in Online BookingRequiring a Deposit Using Express Booking™
Cash Drawer
Taking Cash Payments and Calculating ChangeAdding a New Count to the Cash DrawerAdding a New Pay-In or Pay-Out to the Cash DrawerCash Drawer Daily Closeout
Using Non-Integrated Payment Options
Advanced Settings: Payments & Checkout
Staff Members
Adding and Inviting Staff Members
Staff Member Permissions
Staff Member Work Hours & Days Off
Managing Staff Member Work HoursSet Up Alternating Hours for Staff Members (Bi-weekly Schedules)Set a Day Off for a Staff MemberSet and Remove Days Off for Multiple Staff Members
Staff Member Compensation
Service and Product CommissionHourly and Salary CompensationTips Settings for Payroll Processing
Time Clock
Setting Up the Time ClockUsing the Time ClockManaging Time CardsClock In and Out on a Front Desk Device
Resetting Passwords
Deactivating & Archiving Staff Members
Staff Member Notifications
Viewing Your Daily and Weekly Totals
Link Your Mangomint Calendar to Your Apple or Google Calendar
Managing Your Phone Call Availability
Services
Creating Services
Group Services
Creating a Group Service
Service Customizations
Creating Service CustomizationsShowing Base Prices for Service CustomizationsCustomizing a Service for an AppointmentFAQ: Service Customizations
Product Usage
Setting Up Products for Product UsageAdding Product Usage to a ServiceCompleting a Checkout with Product UsageUsing Memberships & Packages with Product UsageFAQ: Product Usage
Processing, Finishing, and Buffer Times
Assigning Services to Staff Members
Deleting Services
Deducting Backbar Fees
Tracking Services Sold Outside of Mangomint
FAQ: Services
Clients
Client List
Navigating and Exporting the Client ListAdding and Deleting ClientsMerging Duplicate Clients
Client Details
Client Timeline
Client-Specific Service Durations
Client Account Balances
Add to a Client's Account BalanceUse a Client’s Account Balance as a Payment MethodFAQ: Client Account Balances
Client Communication
Viewing ConversationsAdding Internal Notes in a ConversationUsing Quick RepliesUsing Mentions in ConversationsClient Eligibility for Marketing Messages
Client Portal
Customizing the Client PortalManaging Appointments from the Client PortalManaging Memberships & Packages from the Client Portal
Phone Calls & Texting
Enabling Phone Calls
Activating Phone CallsEnabling Staff Members for Phone Calls
Transferring Phone Numbers
Transferring Your Phone Number to MangomintDeregistering Your Phone Number from iMessageFAQ: Transferring Phone Numbers
Managing Phone Calls
Making Phone CallsReceiving Phone CallsListening to VoicemailsListening to Recorded Phone CallsSpam Call ScreeningInternational CallingViewing Phone Call Usage
Updating Phone & Voicemail Settings
Sending & Receiving Text Messages
Verifying Your Business for Calls & Texts
FAQ: Phone Calls & Texting
Web Chat
Enabling Web Chat
Receiving Web Chat Messages
Replying to Web Chat Messages
FAQ: Web Chat
Online Booking
Enable Online Booking
Enable Services for Online Booking
Adding Online Booking to Your Website
Online Booking Setup Guides
Adding Online Booking to a Shopify WebsiteAdding Online Booking to a Squarespace WebsiteAdding Online Booking to a Wix WebsiteAdding 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
Block a Client from Online Booking
Using Online Booking
Online Booking from the Client’s PerspectiveRebooking Past Services in Online Booking
FAQ: Online Booking
Products & Inventory
Creating Products
Searching & Sorting Products
Adding an Inventory Change
Purchase Orders
Adding & Managing SuppliersSetting Up Products for Purchase OrdersCreating Purchase OrdersReceiving a Purchase Order Delivery
FAQ: Products & Inventory
Gift Cards
Selling & Redeeming Gift Cards
Buying Physical Gift CardsSelling Gift Cards in PersonSelling Gift Cards OnlineApplying Discounts on Gift CardsSending Digital Gift CardsRedeeming 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
Flows Basics
Creating Flows
Building and Activating a FlowClient Filters for Automated FlowsFlow Message TypesFlow Message Pricing
Editing and Deactivating a Flow
Viewing Flow Details & Statistics
Using Form Responses with Flows
FAQ: Flows
Campaigns
Creating Campaigns
Create and Send an Email CampaignCreate and Send a Text Message CampaignClient Filters for CampaignsCampaign Message Pricing
Duplicate or Delete a Campaign
View Your Campaign Performance
Using a Custom Email Address
Sending Emails from a Custom Email AddressAdding DNS Records to BluehostAdding DNS Records to GoDaddyAdding DNS Records to SquarespaceAdding DNS Records to Wix
FAQ: Campaigns
Memberships
Membership Plans
Create a Service-Based Membership PlanCreate an Account Balance Membership Plan
Membership Agreements
Creating Membership AgreementsSigning Membership Agreements
Client Memberships
Start a New Membership for a ClientFind a Client's MembershipClient Membership StatusesAdjust the Service Quantities on a Client’s MembershipSwitch a Client's Membership to the Current Version of the PlanChange the Service Expiration Date on a Client's MembershipResend the Credit Card Email Request for a Client's MembershipRenew a Client’s Membership EarlyPause and Resume a Client’s MembershipCancel a Client’s MembershipTransferring Memberships from a Previous Booking System
Selling Memberships Online
Using a Service-Based Membership During Checkout
Memberships Settings
FAQ: Memberships
Packages
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
Adjusting the Service Quantities in a Package
Transferring a Package to Another Client
Forms & Charting
Creating & Requesting Forms
Creating Form TemplatesSending Forms to ClientsAdding a Form to an Existing Appointment
Completing Forms
Filling Out Client Forms in PersonUsing Image Markup on a FormSaving Progress on a Form
Managing Form Submissions
Viewing and Downloading Form SubmissionsApproving a Form SubmissionResubmitting FormsExporting a Client’s Form Submissions
FAQ: Forms & Charting
Payroll Processing for Employers
Employer Onboarding for Payroll
Signing Up for Payroll as an EmployerCompleting the Employer Onboarding for Payroll
Employer & Worker Settings
Employer AddressesEmployer Tax InformationEmployer Pay GroupsEmployer Bank AccountsEmployer Time Off PoliciesEmployer Benefit PoliciesWorker Personal InformationWorker ContractsWorker LocationsWorker Tax InformationWorker Payment MethodsWorker Time Off PoliciesWorker Benefit Policies
Running Payroll
Adding and Removing Staff Members from Your PayrollPayroll ReportRunning Payroll in MangomintViewing Past Payroll Runs
QuickBooks Payroll Sync
Setting Up the QuickBooks Payroll SyncManually Syncing Payroll Data with QuickBooks
Payroll Settings
Viewing Your Tax Documents as an Employer
Adding Payroll Accounts
FAQ: Payroll Processing for Employers
Payroll Processing for Workers
Signing Up for Payroll as a Worker
Updating Your Payroll Settings as a Worker
Viewing Your Paystubs and Tax Documents as a Worker
FAQ: Payroll Processing for Workers
Reports
Available Reports
Staff Reports
Sales Reports
Refund Reports
Custom Fee Reports
Offers Reports
Client Account Balances Reports
Gift Card Reports
Packages Reports
Membership Reports
Payment Reports
Inventory Reports
Business Reports
FAQ: Reports
Apps & Integrations
Managing Your Apps & Integrations
Shopify Integration
Mailchimp Integration
Setting Up the Mailchimp IntegrationSending Emails Using MailchimpSending Emails to Clients with Memberships Using Mailchimp
Webhooks Integration
Docovia Integration
Doxy.me Integration
WaiverForever Integration
Setting Up the WaiverForever IntegrationCreating Waivers in WaiverForeverCollecting Waivers Using WaiverForever
Gift Up! Integration
Setting Up the Gift Up! IntegrationAdding Gift Up! to Your Website
Automated Messages
Available Automated Messages
Automated Messages: Appointment BookedAutomated Messages: Appointment CanceledAutomated Messages: Appointment RescheduledAutomated Messages: Form SubmittedAutomated Messages: Waitlist EntriesAutomated Messages: Check-In ProcessAutomated Messages: Sale ClosedAutomated Messages: Gift CardsAutomated Messages: PackagesAutomated Messages: Memberships
Enabling and Disabling Automated Messages
Customizing Automated Messages
Advanced Settings: Automated Messages
Business Setup
Business Details
Business Hours
Locations
Phone Numbers
Adding and Changing Phone NumbersUsing Multiple Phone Numbers
Logo & Branding
Advanced Settings: Business Setup
Mangomint Subscription
Updating Your Mangomint Subscription
Viewing Your Mangomint Subscription Invoices
Marketing Credits
Pricing Changes (August 2026)
Home
Getting Started
Setting Up Your Account

Setting Up Your Account

The articles in this section cover setting up your Mangomint account and switching to Mangomint from a previous scheduling software.

In this section:

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