Learning Center

Select a topic:

Getting Started

About Mangomint

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

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 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 Repeating Appointments Print a Client's Appointment Details

Express Booking™

Set Up Express Booking™Use Express Booking™What happens after an Express Booking™ link is sent?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 Setting Up Waitlist Automated Messages

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

Sales & Checkout Basics

Check Out an Appointment Start a Checkout Without an Appointment Check Out Appointments Together 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 Sending and Printing a Client Receipt Navigating the Sales App

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

Refunds & Returns

Complete a Credit Card Refund Reversing a Payment Voiding a Sale Fixing an Accidentally Voided Sale Refunding a Deposit Product Returns: Credit Card Product Returns: Non-Credit Card Complete a Product Return and Refund to the Client Account Balance Product Exchanges

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

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

Taking Credit Card Payments 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 Managing Cards on File 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 Processors

Advanced Settings: Payments & Checkout

Payroll Processing

Employer Onboarding for Payroll

Signing Up for Payroll as an Employer Completing the Employer Onboarding for Payroll

Worker Onboarding for Payroll

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

Running Payroll

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

FAQ: Payroll Processing

Adding and Inviting Staff Members

Staff Member Notifications

Staff Member Permissions

Managing Staff Member Work Hours

Set Up Alternating Hours for Staff Members (Biweekly Schedules)

Staff Compensation

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

Set a Day Off for a Staff Member

Set Days Off for Multiple Staff Members at Once

Viewing Your Daily and Weekly Totals

Resetting Passwords

Archiving a Staff Member

Creating Services

Creating a Couples Service

Processing, Finishing, and Buffer Times

Assign Services to Staff Members

Service Customizations

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

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

Managing Appointments from the Client Portal Managing Memberships from the Client Portal

Automated Flows

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

Viewing Flow Details & Statistics

Using Form Responses with Flows

Create and Send Email Campaigns

Duplicate or Delete an Email Campaign

Client Filters for Email Campaigns

View Your Email 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

Offers & Discounts

Creating an Offer

Applying an Offer

FAQ: Offers & Discounts

Two-Way Texting

Navigating the Messages App

Sending and Receiving Text Messages

Adding Internal Notes in a Conversation

FAQ: Two-Way Texting

Enable Online Booking

Enable Services for Online Booking

Adding Online Booking to Your Website

Online Booking Guides for Popular Website Builders

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

Using Direct Booking Links

Adjusting Online Booking Preferences

Adjusting Staff Selection Options in Online Booking

Online Booking from the Client’s Perspective

FAQ: Online Booking

Products & Inventory

Creating Products

Search & Sort Products

Add 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 When Checking Out an Appointment Selling Gift Cards Without an Appointment 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

FAQ: Gift Cards

Membership Plans

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

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 Cancel a Client’s Membership Transferring Memberships from a Previous Booking System

Use a Service-Based Membership During Checkout

Memberships Settings

FAQ: Memberships

Creating a Package

Selling a Package

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 Form Submissions and Resubmitting Forms Approving a Form Submission

FAQ: Forms & Charting

Setting Up the Time Clock

Using the Time Clock

Managing Time Cards

Clock In and Out on a Front Desk Device

Available 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

Webhooks Integration

Mailchimp Integration

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

WaiverForever Integration

Setting Up the WaiverForever Integration Creating Waivers in WaiverForever Collecting Waivers From Your Clients

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

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 Accounts

Payroll Account Details & Documents Adding Payroll Accounts

Advanced Settings: Business Setup

Apps & Integrations

Webhooks Integration

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