For our customers using CardConnect for credit card processing, CardConnect is currently experiencing issues with processing payments. They are aware of the issue and are working to rectify the problem. For up to date information on the outage you can go to Status.CardConnect.com

On Monday, September 2nd, our offices will be closed for the Labor Day holiday. Our regular business hours will resume on Tuesday, September 3rd at 9 A.M. Eastern Daylight Time.

System Maintenance is scheduled Sunday night, April 22nd, between 10:00 PM and 5:00 AM EST Monday, April 23rd. While these database upgrades and maintenance is necessary, it will mean that our online services will not be available during this maintenance window. These services include: online booking, messaging, remote access, memberships or any account management. We apologize for any inconvenience this work may cause and thank you for your service and patience.

We recently experienced a service outage related to some Amazon Web Services, which affected key functionality of our Remote Access Service. This interruption happened on Thursday, June 22nd, between the hours of 9:00pm and 2:00am EST. The Remote Access Service is now fully restored. If you continue to experience issues with your Remote Access Service, please follow the directions on this Support Article to restart the Remote Access Service and try reconnecting again. You can also restart your computer to restart your service. If you are still experiencing issues afterwards please contact our support team at 1 (800) 604-2040.

All of our services have been restored after a brief interruption that impacted our Cloud online services. This interruption occurred between 9:45 a.m. and 10:55 a.m. EST on September 18th. We apologize for the inconvenience and thank you for your patience!

Online Booking Client Account Creation

With the online booking service you can allow your clients to create logins for your business. With these login accounts, your customers will be able to view their upcoming appointments and change their contact information as needed from your website.

Note: You must be on the latest version of the software in order to take advantage of this feature.
  1. From your online booking website, select Manage Site at the bottom of the page.
  2. Login with your email and password.
  3. Select Booking Preferences
  4. Scroll down to the section labelled Client Settings.
  5. Move the slider for Allow Client Online Account Access from NO to YES. 
  6. Click Save Changes to save your settings.
Now that you have enabled account creation, you customers will be able to setup a login so that they can view their upcoming appointments and change their contact information. Customers will be able to create their account during the appointment booking process.

Emailing your Customers to Create their Online Booking Account.

It is suggested that you email your customers to let them know they can create an account for your online booking website. Having your clients create their accounts through this email will ensure that the account is linked to the correct client within the database and will avoid potential duplicate clients.
  1. Within the installed desktop software, go to the Online Services drop down menu.
  2. Select Online Booking.
  3. In the Account Options section, select Invite Clients to Book Online
  4. You will receive a message asking if you want to send e-mail login information to all active clients that do not already have an account. Press Yes
  5.  You will now receive a message stating how many clients will receive the email to create a login account. Press OK. Your clients will not start to receive emails to create a login for use with your online booking website.

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