Watch this video tutorial to get acquainted with the Booxi Back Office.
The Back Office is the main platform where all the core business functions are performed; it is what you will be using most often (unless you are a Head Office user).
The Back Office can be used on desktop, mobile or tablet.
*Note: Back Office functionality is limited on mobile and tablet.
The Back Office includes the following tabs:
Calendar
Clients
Personnel
Services
Resources
Invoices & Receipts
My Business
Calendar
This tab contains your bookings and time slots.
In this tab, you can:
Display the calendar in different views
Useful links:
Clients
This tab contains a list of your clients and their information.
In this tab, you can:
View your client list
Access client booking history
Useful links:
Personnel
This tab contains a list of staff members and their information.
In this tab, you can:
Assign services to staff to make them eligible for booking
Useful links:
Services
This tab contains a list of your services and their information.
In this tab, you can:
Assign resources to services
Useful links:
Resources
This tab contains a list of your resources and their information.
In this tab, you can:
Assign resource(s) to service(s) so they can be used
Manage resource availability
Configure resource booking rules
Invoices & Receipts
This tab contains your invoices (paid/unpaid, drafts) and receipts.
In this tab, you can:
Create/draft invoices, which can be sent to your clients by email
Send receipts to your clients by email
Collect payments
My Business
This tab contains your business’ information and settings.
In this tab, you can:
Manage your Business Profile
Configure your business's booking rules
Create and/or manage your Business Open Hours
Activate/configure integrations (optional)
Alerts
Access Booxi alerts (in-app notifications that inform you of specific events that you need to be aware of or that require your action (e.g. appointment confirmation)).