Tagged
#how-to
12 articles tagged #how-to.
How to manage multiple locations in one account
Run two sites or twenty from a single Opraly account — shared customers, per-location calendars and staff, and reporting you can view per site or rolled up.
How to read your reports and dashboard
Make sense of Opraly reporting & analytics — utilization, no-show rate, sales, tips and retention — and turn the numbers into decisions about staffing, pricing and policy.
How to add staff and set roles & permissions
A step-by-step guide to inviting team members, assigning roles and setting permissions in Opraly so everyone sees exactly what they need — and nothing they should not.
How to use intake and consent forms
Collect intake details and signed consent before the visit with Opraly forms — attach them to services, send them with reminders, and keep every answer on the customer record.
How to accept payments and tips at checkout
Step-by-step: take payments, add tips and choose when to charge the card in Opraly — from prepaid bookings to pay-after checkout and walk-in queue tabs.
How to send appointment reminders and confirmations
Set up booking confirmations, appointment reminders and reschedule/cancel notices in Opraly — the simplest, kindest way to cut no-shows and stop fielding "when was my appointment?" messages.
How to set up the walk-in queue and online check-in
Set up the Opraly walk-in queue and online check-in so customers who show up now join a fair, visible line — for salon walk-ins, the restaurant host stand or the taxi stand.
How to create memberships, packages, and gift cards
A step-by-step guide to building memberships, packages and gift cards in Opraly — recurring revenue, prepaid visits and sellable credit that redeem automatically at checkout.
How to take deposits and reduce no-shows
Turn on deposits, no-show fees and card-on-file in Opraly the right way — protect your calendar with fair cancellation windows that cut no-shows without scaring new customers off.
How to set staff working hours and availability
Set accurate working hours, breaks and time off for your team in Opraly so the booking calendar only ever offers slots that genuinely exist — no double-books, no gaps you cannot fill.
How to add services with durations, prices, and buffers
Build a service menu in Opraly that books cleanly — set accurate durations, prices and buffers so your calendar never double-books or runs you ragged between appointments.
How to set up online booking for your business
A step-by-step guide to turning on online booking in Opraly — build your branded booking page, add services and staff, set your rules, and take your first booking today.
