3-Touch Booking

• Easy color-coded appointments
• Print & Text Dailys
• Stylist-specific Booking
• Double-Booking
• Processing Time
• Standing Appointments
• Easy Rescheduling
• Waitlist Management
• Flexpediatm Multi-Service Management
• Week-At-A-Glance

Digital Cash Register

• Credit and Debit Processing
• Simple Ticket Manager
• Custom Quickbuttons tm
• Color Touch Menu
• Pricing On-The-Fly
• Walk-in Cashout
• Discounts, Refunds & Returns
• Open Ticket Management
• Custom Receipt Messages

Advanced Reports

• Sales Breakdowns
• Daily Sheets
• Commissions
• Inventory
• Timeclock Reporting
• Sales Projections
• Batch Reports
• Cancellations & No-Shows
• Email & Export Reports

Marketing & Multimedia

• Mailing Labels
• Automatic & Picture Email
• Custom Distribution Lists
• Birthday, Reminder and Thank You Templates
• Retention Marketing
• Virtual Tradeshow

Add-On Services

• Multiple Merchant Accounts
• Gift Cards
• Texting
• Client Basket
• MobileBook tm
• Online Data Backup

Optional Equipment

• Pinpad Debit
• Customer-Facing Display tm

To save a ticket:

1. Use Ticket Manager as usual to edit a client ticket.
2. Touch ‘Save Ticket’ on the NavBar. (Ticket is saved in the database, and you can print a copy for your reference).

To find an open ticket:

1. Touch “$” on the NavBar.
2. Touch ‘Find Open Ticket’ on the NavBar.
3. Enter the open ticket Ref Code (printed on your ticket copy) in the ‘Ref Code’ field or simply select the ticket you
   want from the open ticket list, and touch ‘Use’.
4. Edit ticket as desired.
5. Check out as usual, or touch ‘Save Ticket’ to re-save and finish later.

MobileBook™ (add on service)*


Check your booked appointments remotely from any device with internet access (e.g. cell phone, laptop). To
sign up for TouchSuite® MobileBook™, ask us for the easy Add-on Services form. We’ll send it to your email.

*subscription required

To use MobileBook™:

1. Visit www.touchsuite.com/mobile using any device with internet access.
2. Enter your Company ID and Passcode.
3. Select a date from the calendar
4. View booked appointments.

NOTE: Your MobileBook passcode gives you access to all scheduled appointments for your own station. If you
have multiple stations or wish to see other schedules, you must log in to those separately.

Picture Email Blasts


Spice up your email marketing with html picture emails. Upload your logo and/or photo(s), and format your text

To create a picture email:

1. Touch ‘Marketing’ on the Home screen.
2. Touch ‘Create Email Campaign’ on the NavBar.
3. Touch the icon on the toolbar at center of page.
4. Insert USB Flash Drive (containing your picture file(s)) when prompted.
5. Highlight the name(s) of your desired picture file(s) in the left hand list box, and touch ‘Use’ at screen lower right.
6. Scale your picture by touching it and adjusting the margins.
7. Add desired text using the keyboard.
8. Use the toolbar to edit font size, color, etc. (Note: You cannot place text on top of the picture. To do that, you'll need to
   create a design using separate design software and save as a picture file, then upload to TouchSuite as a picture).
9. Send email as usual.

Client Basket™


Client Basket is a new ‘kiosk’ feature that allows customers to add items for checkout to their own tickets (satellite
terminal required).

To enable Client Basket:

1. Touch ‘Back Office’ on the home screen.
2. Touch ‘Preferences’ on the NavBar.
3. Check ‘Enable Client Basket’.
4. Touch ‘Save’ on the NavBar.

NOTE: You will have a new default sign-in screen on your satellite terminal with two buttons: ‘Client’ and ‘Staff’.
Client takes you to a screen where you can choose items for purchase. Staff takes you to the regular home screen
(passcode required).

To use Client Basket:

1. Touch ‘Client’ on the satellite terminal sign-in screen.
• For booked clients, highlight your name in the ‘Today’s Clients’ list box, and touch ‘Select’.
• For non-booked clients, touch the ‘Search’ button at page top right. Either type your name in the ‘Enter Name’ field or use the scroll bar to find and highlight your name on the client list, and touch ‘Select’. (Client must already be in the database).
2. Confirm your identity by typing the last 4 digits of your phone number on file.
3. Highlight desired item(s) for purchase at screen left and touch ‘Add’ at screen bottom. (To remove an item from checkout, highlight item at screen right and touch ‘Remove’ at screen bottom).
4. Touch ‘Finish’ when you are done adding item(s). (System will automatically add selections to client ticket at checkout).

Checkout Enhancements
The Visual Ticket Builder™ page now includes easy ‘QuickPay’ buttons that auto-fill data for checkout.

To use QuickPay:

1. Add/Edit items in VisualTicketBuilder as usual.
2. Touch ‘QuickPay Cash’ or ‘QuickPay Credit’ at page bottom.
• For QuickPay Cash, a pop up appears asking the amount of cash collected. Enter amount and press ok.
• For QuickPay Credit, you will be taken to the regular payment screen with the payment amount and swipe
  pop-up ready to go.

Report Enhancements
You can now send yourself or anyone updated reports twice a day, at the dates and times you choose. You’ll also find a new
‘Open Tickets’ report, as well as existing report enhancements.

To email any report on a recurring ‘set it and forget it’ schedule:

1. Touch Reports on the home screen.
2. Find your desired report (use page tabs as necessary)
3. Select a desired date range at top center of page. (choose today’s date if you always want the report to be for the current day).
4. Touch ‘Send’ next to desired report name (a pop-up appears).
5. Fill out the form, including the day(s) of the week you want this sent, as well as a ‘send time’ … and if desired
   select a second ‘send time’.
6. Touch Send Later.
7. Report will be automatically emailed. (Note: Your TouchSuite must be on and internet working properly at the time(s)
   your email is scheduled to go out).

Online Data Backup
(add-on service)*

Get peace of mind with TouchSuite’s new online data backup service. Your important client, staff, product, and sales data are
automatically backed daily in a remote, secure location (Note: Requires that your internet is working properly and system is
left on overnight). Should you need to restore your system with the latest saved data, our team will handle it for you.

To sign up for TouchSuite® OnlineBackup, ask us for the easy Add-on Services form. We’ll send it to your email.
*subscription required

Other great value-added enhancements to the software include:

• Automatic Product Promotion At Checkout
• Notes Viewer and Editor
• Reactivate Inactive Clients, Staff, Products
• Clear Print Queue

Automatic Product Promotion At Checkout
The following promotions have been added into the Product Details. Whichever one you select, will be automatically applied at
checkout:

• Buy One, Get One Free (2 for 1)
• Buy One, Get Second Half Off
• Buy N, Get One Free (N can be any number you choose - N+1 for N)
• Buy N, Get Next One Half Off (N can be any number you choose

To setup an automatic promotion:

1. Touch ‘Products’ on the home screen.
2. Touch the desired product row (use scroll bar if necessary).
3. Touch the ‘Details’ tab at page bottom.
4. Touch the ‘Cost/Price’ sub-tab.
5. Tap on the promotion you want to apply. Set the number for N if you choose one of the last two promotions.
6. Touch ‘Save’ when finished.

In the cash register, as you scan the products into the SKU field, the additional product will display the promotion price. In this
example we chose ‘Buy One Get Second Half Off’.

Notes Viewer and Editor
The new notes viewer/editor gives you more control over your client notes and booking notes. There is a large edit pad
area which allows for easier insertion of notes. There is also automatic time stamping so you can see when the notes
were added or modified.

The Notes fields in Clients and the Appointment Builder/Manager are no longer editable. You must press the View/Edit
Notes button in order to access the notes information.

For Client’s Notes:

1. Touch ‘Clients’ on the home screen.
2. Touch the desired client row (use scroll bar if necessary).
3. Touch the ‘Details’ tab at page bottom.
• To edit existing notes, tap into the note section on the right, make additions or changes and press ‘Save’.
• To add a new note, tap into the New Note edit pad, add your notes then press ‘Save’ below. The note will
  then display on the right with a timestamp.
4. Touch ‘Cancel’ at bottom when finished.

Touch ‘Save’ on the Appointment Manager Window (or ‘Close Don’t Save’ if no changes to the appointment were made).
You can now view these notes in descending timestamp order in the Client’s Notes field. Or simply use the View/Edit
Notes button and view them there, press ‘Cancel’ when finished.



For Booking Notes in the Appointment Builder:

1. Touch ‘Today’ button on the NavBar.
2. Tap a timeslot to add an appointment.
3. When the Appointment Builder comes up, add your appointment information.
4. Touch the ‘View Edit Booking Notes’ button.
5. The notes viewer will display.
• To edit existing notes, tap into the note section on the right, make additions or changes and press ‘Save’.
• To add a new note, tap into the New Note edit pad, add your notes then press ‘Save’ below. The note will
  then display on the right with a timestamp.
6. Touch ‘Cancel’ below when finished.
• You can now view these notes in descending timestamp order in the Booking Notes field. Or simply
  use the View/Edit Notes button and view them there, press ‘Cancel’ when finished.
7. Touch ‘Save’ on the Appointment Builder window to save the appointment.

NOTE: The Client Notes from the client card are displayed on the right side of the Notes Viewer as well.

For Booking Notes in the Appointment Manager:

1. Touch ‘Today’ button on the NavBar.
2. Tap an existing appointment.
3. When the Appointment Manager comes up, touch the ‘View Edit Booking Notes’ button.
4. The notes viewer will display.
• To edit existing notes, tap into the note section on the right, make additions or changes and press ‘Save’.
• To add a new note, tap into the New Note edit pad, add your notes then press ‘Save’ below. The note will
  then display on the right with a timestamp.
5. Touch ‘Cancel’ below when finished.
6. Touch ‘Save’ on the Appointment Manager Window (or ‘Close Don’t Save’ if no changes to the appointment weremade).

NOTE: The Client Notes from the client card are displayed on the right side of the Notes Viewer as well.

Reactivate Inactive Clients, Staff, Products

1. Touch ‘Back Office’.
2. Touch ‘Summary’ tab at page bottom.
3. Choose the desired function button. Inactive Clients, Inactive Employees, or Inactive Products.
4. The Reactivate popup displays.
1. Select the items you want to reactive by tapping the checkboxes.
5. Touch ‘Activate’ at bottom when finished.
6. Touch ‘Close’ when finished. You can now access the items in their appropriate areas of TouchSuite.

NOTE: Products are not allowed to be reactivated if an active product exists with the same SKU. Clients and employees can
be reactivated even though it may cause duplicates. You will have to use the Merge function for clients to combine if desired.

Clear Print Queue:
In day to day use of the system, some clients encounter their printer not working. In most of these cases, the print queue is
jammed up, a common printer problem. You had to call customer support in order to clear the queue. Now, you can clear
the queue right from the back office.

1. Touch ‘Back Office’ on the home screen.
2. Touch the ‘System’ tab at page bottom.
3. Touch the ‘Clear Print Queue’ button.
4. Retry printing your reports/cards.