FIXA Knowledge Base
Getting started
Registration, first settings and migrating from Altegio or a paper journal.
Business settings
Brand, contacts, locations, services with categories, positions and team.
Services & price list
Service catalog, categories, position-based pricing, tech cards and Excel import
Team
Specialists, positions, work schedules and employee access to the system
- How to add specialists and positions
- How to set up specialists' work schedules
- How to invite a team member to the system
- Roles and access rights
- Individual employee rights
- Payroll: rules, schemes and period calculation
- Salary payouts: statements, advances and partial payments
- Assistants on appointments and their reward
- Dismissing and reinstating an employee
Appointment journal
Creating, rescheduling and cancelling appointments, breaks and specialists' schedules.
- Digital journal overview
- Creating an appointment in the journal
- Service blocks: lunches, breaks and technical windows
- The journal on your phone
- How to create your first appointment in the journal
- Appointment statuses
- Rescheduling an appointment
- No-show and cancellation
- The “Appointments” list
- Products in a visit and walk-in sales
- Service discounts and price recalculation
- Resources in an appointment: rooms and equipment
Online booking
Booking links, widget designer, slots and assigning specialists to services.
- How to create an online booking link
- Online booking settings: slots, fields and widget features
- Link editor: booking format, design and statistics
- How to embed online booking into your own website
- Widget designer: brand, colours and live preview
- "Like last time" repeat booking and recommendations
- Photos, descriptions and buffer times: service cards that sell
- Online booking via the Telegram bot
Clients
Client base, visit card, categories and search by phone number.
Cash register & finances
Taking payments, cash registers and accounts, payment items, editing operations.
Payroll
Salary schemes, accruals, mutual settlements and payouts.
Products & inventory
Products, sales, stock arrivals and write-offs, stocktaking, tech cards and cost price.
Reports & analytics
Daily cash report, financial reports, visits and utilization.
FIXA pricing & billing
Plans, promo period and subscription management
Account & security
Profile, roles, password change and change history.