Complete guide

How to use Agendix

Everything you need to set up calendar, cash register, clients and start billing in minutes.

First steps to get Agendix ready

If your account was just created, follow this order. It avoids issues like an empty calendar, staff without hours, or services that do not show for clients.

  1. Start with "Business". Add your description, address, photos, team, and what you want on your public page.
  2. Then go to "Inventory". Register all services and products. Set name, price, duration, and who can perform each service.
  3. Next open "Appointments". Set working days, open/close times, gaps between appointments, and active staff.
  4. Open "Settings". Adjust your profile, language, and payments.
  5. To charge deposits online, enable payments. This is done in the payments area.
  6. Then test a booking. Book as a client and confirm the slot appears correctly.
  7. When ready, use "Dashboard", "Appointments", "Cash register", and "Clients" day to day.
Most common mistake at the start

Many people open the calendar before registering services, setting duration, and linking the right staff. Then online booking is incomplete or has no slots.

How to set up Agendix the right way

This is the most important part for new users. If setup is done well, the calendar works better, the team stays organised, and clients can book without confusion.

1. Set up “Business” first

  • Add staff. Set name, photo, and who has admin access.
  • Send invites. So each person can sign in with their own access.
  • Upload banner and gallery. This improves your public page.
  • Write your business description. Explain what you offer and what makes your brand special.
  • Confirm your address. This helps public presence and Google reviews.

2. Build “Inventory” carefully

  • Register all services. Example: cut, beard, colour, manicure, treatment.
  • Set the right price. The amount is stored and used at checkout.
  • Set the correct duration. Essential for slots to appear in the calendar.
  • Choose who can perform the service. If wrong, clients may see the wrong staff or none at all.
  • Register products. If you sell products, set stock and price.

3. Open “Appointments” and adjust the calendar

  • Set working days. Example: Monday to Saturday.
  • Set open and close times.
  • Set the gap between appointments. Helps avoid back-to-back rush.
  • Enable or disable staff. If someone is away or not started yet, they can be turned off.
  • Enable or disable services for booking. Stops clients booking something you are not offering now.
  • If needed, adjust each staff member's hours separately.

4. Finish in “Settings”

  • Confirm your profile details.
  • Choose the platform language.
  • Connect payments. Required if you want deposits or paid bookings.
  • Test everything. Make a real test booking to confirm setup is correct.
Area What must be correct If wrong, what can happen
Business Team, description, address, photos, and public page Your business may look poor or incomplete to the client
Inventory Services, duration, price, products, and staff linked to the service Slots may not show or price may be wrong
Appointments Working days, hours, breaks, active staff, and active services The client may not be able to book or may see wrong times
Settings Profile, language, and payments You may miss important features such as paid booking

Important configuration details

This section explains what is inside each area and why each setting matters for running your business.

Inside "Business"

  • Staff: create the team, edit details, grant admin access, and send invites.
  • Gallery: show photos of the space, work, and results.
  • Posts: publish news, promos, and short content.
  • Info: business description, address, and Google reviews.
  • Public link: the URL you share so clients can find you or book.

Inside "Appointments"

  • Hours: which days and times you accept bookings.
  • Staff: who appears for booking and in what order.
  • Services: which services are visible to the client.
  • Payments: configure paid booking or deposit.
  • New appointment: create a booking manually in the system.

Inside "Inventory"

  • Services: name, price, duration, description, and who performs them.
  • Products: name, price, and quantity available.
  • Commissions: how much each staff member earns.
  • Stock alerts: see when a product is running low.

Inside "Settings"

  • Profile: update email, phone, and password.
  • Language: change the interface language.
  • Payments: connect the account that receives online booking payments.

Inside "Cash register"

  • Automatic session: cash register opens and closes on its own; entries are grouped by period with no manual shift open/close.
  • Entry: add services and products to charge.
  • Payment: cash, card, MB Way, or other method.
  • Overview: see what came in today in the area and Dashboard — no extra manual close step.

Inside "Clients"

  • Search: find a client quickly.
  • Client record: details, contact, and history.
  • Edit: fix phone, email, or name.
  • Block: stop future bookings when needed.
What most affects online booking

For online booking to work well, focus on: service duration, staff linked to the service, working days, open hours, and payments configured correctly.

Each area in detail

Here is each area in more detail for whoever runs the business every day.

Dashboard

Use the Dashboard to start the day with a quick view of the business.

  • See how much you have sold today.
  • Track week and month totals.
  • See results by payment method.
  • Track team performance.
  • Use the Dashboard to see if you are selling more, less, or as expected.

Expenses

Use this area whenever there is real spending in the business.

  • Record purchases, rent, bills, and suppliers.
  • Describe the expense clearly. Helps later in Dashboard analysis.
  • Pick the right category and date.

Business

Branding, online presence, and team organisation.

  • Staff: add, edit, invite, and organise the team.
  • Gallery: show photos of the space, work, and venue.
  • Posts: publish news and short content.
  • Information: edit description, address, and Google reviews.

Appointments

Where day-to-day operations actually happen.

  • See who is booked and when.
  • Create bookings manually.
  • Reschedule quickly.
  • Mark as completed, cancelled, or no-show.
  • Use settings to adjust the whole calendar.

Clients

Keeps data organised and improves relationships.

  • Search by name, phone, or email.
  • Edit details when something changes.
  • Check each client's history.
  • Block problematic clients when needed.

Cash register

Checkout area. The register opens and closes automatically — no manual shift. Whenever you finish a service or sell a product, use Cash register to record it.

  • Available whenever you need — no manual session open/close.
  • Add services and products.
  • Select the client when needed.
  • Choose payment method.
  • Check the Dashboard summary to track the day without manual close.

Inventory

This area backs the calendar and checkout. Without proper setup, operations lose accuracy.

  • Use it to create services.
  • Use it to create products.
  • Set team commissions.
  • Watch low-stock alerts.

Settings

More personal, but very important.

  • Profile: your basic details.
  • Language: choose platform language.
  • Payments: connect the account for paid bookings.

My Wallet

Page for staff (employees) to track their own performance and what they will receive. It only appears in the menu for users with a staff/employee profile.

  • Monthly sales and appointments — total sold and number of appointments.
  • Commission to receive — amount calculated from the business commission rules.
  • History by day — list of appointments grouped by date.
  • Export report — download a PDF or Excel summary with only your sales and your commission (what you will receive), with no business-level data.
Quick summary

Business shows your brand. Inventory organises what you sell. Appointments organises time. Cash register takes payment. Clients holds relationships. Dashboard shows results.

Using Agendix day to day

After initial setup, the platform becomes part of daily routine. This sequence helps you stay organised.

1. Open and check

  • Open the Dashboard to see how the business is doing.
  • Open Appointments to see today's clients.
  • Open Cash register when charging — always ready; open/close is automatic.

2. Work the calendar

  • Create new bookings when the client books by phone, WhatsApp, or in person.
  • Reschedule if the client changes time.
  • Mark completed when the service ends.
  • Mark cancelled or no-show if the client does not show up.

3. Charge correctly

  • Use Cash register to add services and products.
  • Choose the correct payment method.
  • Record everything in the system. Improves reports and commissions.

4. Keep clients organised

  • Search and update clients whenever phone or email changes.
  • Use history to offer more personalised service.

5. End the day

  • Check Cash register.
  • Record expenses from the day.
  • Check the Dashboard for the result.

6. Continuous improvement

  • Update gallery and posts in Business.
  • Review services and prices in Inventory.
  • Review hours and breaks in Appointments.

Common issues and fixes

Most day-to-day issues come from configuration. Here are the most common cases.

Client does not see slots

  • Check the service has duration.
  • Check the service is active.
  • Check there is at least one active staff member.
  • Check that staff member is linked to the service.
  • Check working days and hours.

A staff member does not appear for booking

  • See if they are active in Appointments.
  • Confirm the service is assigned to that staff member.
  • Confirm they have open hours that day.

Wrong price at checkout

  • Check the service price in Inventory.
  • Check the item added in Cash register is correct.
  • If products are involved, check the product price too.

Google reviews do not show

  • Confirm the address in Business.
  • Search for the business location correctly.
  • Check the option to show reviews is enabled.

Client does not receive confirmation

  • Confirm phone and email were entered correctly.
  • Confirm the client did not choose to continue without those details.
  • If you use payments or automations, confirm the setting is active.

Online payment does not work

  • See if the payment account is connected.
  • Confirm payment configuration is active.
  • If needed, open the payments area again and confirm the connection.

Frequently asked questions

These answers cover what most often confuses customers.

Where do I start when I log into Agendix?

Start with Business, then Inventory, then Appointments, then use the platform day to day.

Where do I set business hours?

In Appointments, inside calendar settings.

Where do I configure services?

In Inventory. There you set name, price, duration, and staff linked to the service.

Where do I add my team?

In Business, in the staff section.

Where do I track money in?

In the Dashboard and Cash register.

Where do I connect payments?

In Settings, in payments. In some cases you can also adjust this inside calendar settings.

How do I know online booking is ready?

When services have price and duration, staff are active, hours are open, and you can complete a test booking successfully.

Do I need to use every area every day?

No. Day to day you usually use Dashboard, Appointments, Cash register, and Clients most. Other areas are mainly for setup and maintenance.

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