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HomeKnowledge baseFresha academy

Search results

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  • Knowledge base
    99+
  • Fresha academy
    31

Articles

    Create a client form

    Create custom forms to collect the information you need and choose when clients complete them.


    Create and share an external form

    Create and share forms with anyone using a link or QR code


    Learn how clients book appointments online

    …to book appointments online? Clients need to create or log…


    Create direct links

    Create, share, and update links to promote targeted areas for your business


    Record client patch tests

    …an appointment from your Calendar .1. You can also create…


    Reports and Insights glossary

    …returning and walk-in clients with appointments in the chosen…


    Set up and manage Client loyalty referrals

    Grow your client list by rewarding clients for referring friends.


    Data connector Tables

    …has exactly one appointment. At Fresha, a returning client is…


    Import your existing client list

    …Importing your client list creates a profile for each client…


    Create appointments

    Start scheduling appointments with detailed client and service information.


    Create and manage blocked time in your calendar

    …Create_an_appointment_for_a_specific_time_mob_2.jpg…


    Create a membership

    Give clients the flexibility to purchase memberships upfront or on a recurring basis.


    Refund a deposit

    Refund deposits or cancel appointments while returning deposits to clients.


    Upgrade to Insights for premium reports

    …returning and walk-in clients with appointments in the chosen…


    View your AI Concierge activity log

    …Recording and transcript : to create an audio recording and written…


    Segment your clients

    Create segments to organize clients and tailor your marketing.


    Performance summary report

    Understand how to use the Performance Summary Report to effectively track your business activities, including sales, appointments, productivity, and client data.


    Client Loyalty overview

    …Create a program that rewards your existing clients for referring…


    Sales summary report

    …Exchanged). Channel - The channel used to create the appointment. Type…


    Memberships overview

    …Collect recurring payments automatically each billing cycle and create a…

1-20 of 184 results

Videos

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    Set up repeat appointments

    Make rebooking effortless by setting up repeat appointments for your regular clients.


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    Intro: Schedule appointments

    Discover how effortless it is to schedule and manage appointments in your calendar. Learn how to create, update, and customize single, recurring, and group bookings.


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    Create a sale

    Creating a sale in Fresha is quick and simple, whether you’re starting from scratch or using an existing appointment. In this lesson, you'll learn you how to create a sale and finalise it with just a few clicks.


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    How to create an account

    In this video, you’ll learn how to create an account for your business on Fresha – the #1 software for beauty and wellness providers. In just a couple of simple steps, you can create your account for free and start exploring our tools. We’ll cover what information you’ll need and how to fill out each step.


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    Intro: Professional profiles

    Create a professional Fresha profile that showcases your skills, personality, and best work to attract more bookings. In this course, you’ll learn how profiles work on the Fresha Marketplace, how to set yours up, and where clients can find you online.


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    Create services

    Learn how to create and customize a bookable service in Fresha, covering initial setup, pricing, duration, and advanced options like variants and team-member specific details.


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    Create service bundles

    Learn how to create service bundles in Fresha so clients can book multiple treatments in one simple appointment. In this video, you’ll learn how to combine services, set bundle pricing and discounts, manage scheduling options, and streamline bookings for both your clients and team.


    Create resource-only appointments

    Manage resource-only appointments for spaces like steam rooms, wellness facilities, and treatment areas without assigning a team member. Discover how to set resource capacity and availability, and create bookable resource-only services.


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    Intro: Get the most from your services

    This course will teach you how to create and manage professional, easy-to-book services that are integrated with your appointments, schedule, team, and resources, including powerful features like managing availability and add-ons.


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    Add new clients

    In this video, we’ll show you how to create new client profiles in Fresha. Learn how to add clients from your calendar or client list, fill in key details like contact information and preferences, and customise settings for notifications and marketing. Check out the rest of the videos in this playlist to learn how to add and manage your clients with Fresha.


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    Getting started on Fresha

    In this course, you’ll learn how to get your business up and running on Fresha so you can start taking your first appointments. We’ll be covering how to create your account, add your business details, create your first service, add team members and schedule shifts. These steps will set you up on Fresha to start exploring more of our software.


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    How to schedule shifts

    In this lesson, we’ll dive into how easy scheduling can be. Learn how to create shifts for your team, setting the availability for when appointments can be booked. Configure each day of the week with customized shifts with the flexibility to incorporate breaks and split shifts. Let your schedule run itself by choosing how often you want it to repeat and when it ends.


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    Set up loyalty points

    Let's explore how to set up a points-based loyalty program in Fresha together. You’ll learn how to customize ways for clients to earn points, create rewards they can spend them on, and launch your program. See how easy it is to reward everyday actions, boost engagement, and keep clients coming back, all with full visibility in both client and workspace accounts.


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    Explore professional profiles

    See how your Fresha profile helps clients get to know you at a glance, from your photo and bio to your services and portfolio. In this lesson, we’ll walk through every section so you can create a profile that attracts and impresses.


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    Wrap up: Get the most from your services

    That’s a wrap on optimizing your service menu with Fresha. With the right setup in place, you’re ready to create a smoother booking experience for clients and help your team work more efficiently every day.


    Intro: Manage rooms, equipment and facilities

    Manage rooms, equipment, and facilities with Fresha Resources to keep your availability accurate and appointments running smoothly. In this course, you'll learn how to create and assign resources to services, manage resource bookings in your calendar, and handle resource-only appointments on desktop or mobile.


    Set up resources

    Learn how to set up resources in Fresha to keep your appointments organised and your availability accurate. We'll explore how to create resources, customise their settings, and get them ready to assign to your services.


    Track and respond to reviews

    Track performance, uncover key trends, and manage every Fresha and Google review from one place. Learn how AI-powered summaries and AI Concierge help you create tailored replies, save time, and strengthen your online reputation.


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    How to create a service

    In this video, we’ll cover the essential details to set up your first service. Learn how to lay the foundations for a service list that offers an all-round improved experience for both your team members and clients. Allocate your service to locations, team members and resources so they’re never overbooked.


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    Create your profile

    Ready to show off your talent? We'll explore logging in, adding your photo and details, and shaping a profile that highlights your personality and expertise..

1-20 of 31 results

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