Record a deposit or advance payment for a future appointment. This logs the credit against the client's account and can be applied at checkout.
✓ Pre-Payment Recorded!
Clients
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Services
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Inventory
Total Value
$0.00
Products
0
Low Stock
0
Avg Unit Cost
$0.00
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Threshold Settings
Product Mix Calculator
Products Used
Total Weight
0.0 g
Total Cost
$0.00
Product Consistency
Mix Logs
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Expense Tracker
Record business expenses and link product purchases to inventory
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Log Service Usage
Track products used during services — auto-deducts from inventory
New Usage Entry
Recent Usage Log
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Inventory Reports
Analyze usage, trends, and inventory performance
Top Used Products
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Low Stock Alert
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Inventory Value by Category
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Gift Cards
Total Cards
0
Active Cards
0
Outstanding Value
$0.00
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Team & Payouts
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Time Clock
Track team clock-in/out and manage time entries
Quick Actions
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Team Earnings
Revenue breakdown by team member with commission details
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Miscellaneous Payouts
Track payments to influencers, contractors, and vendors
Total Paid (All Time)
$0
This Month
$0
Pending
$0
Tax Deductible
$0
Cash Paid
$0
Comp Value
$0
Trade Value
$0
Date
Recipient
Type
Payout
Platform
Category
Amount
Status
Actions
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Category Breakdown
Tip Settlement Method
Choose how tips are distributed to your team.
Saving…
Daily Cash Tip-Out Log
Tips set to daily cash mode that need to be handed out.
Employee
Service
Appt #
Tip Amount
Status
Paid By / At
Action
Select a date to load tips.
Payout Calculator
Estimate team member compensation based on hours worked, services performed, and commission rates.
Estimated Payout Breakdown
Hourly Pay$0.00
Service Commission$0.00
Product Commission$0.00
Tips (Provider Share)$0.00
Booth Rent (deduction)-$0.00
Total Estimated Payout$0.00
This is an estimate. Actual payouts may vary based on adjustments, deductions, and applicable taxes.
Business Financials
Revenue Overview
Today's Revenue
$0.00
Services
$0.00
Products
$0.00
Tips
$0.00
Profit & Loss
Complete business financial summary — all revenue minus all costs equals your true bottom line.
Gross Revenue$0.00
Services$0.00
Products$0.00
Tips$0.00
Cost of Goods (COGS)-$0.00
Employee Payouts-$0.00
Card Processing Fees-$0.00
Terminal Processor Fees-$0.00
Operating Expenses-$0.00
Net Profit (Your Take-Home)$0.00
Profit Margin0%
Net Profit is your true take-home after every cost — employee pay, product costs, processing fees, and operating expenses (rent, utilities, etc.) are all deducted from gross revenue.
Deposit Float & Commission Liability
ⓘ
Live snapshot of deposit cash on hand vs pending employee commission — resets naturally as appointments are checked out.
Deposits Collected
$0.00
0 upcoming appts
Est. Commission Owed
-$0.00
releases at checkout
Your Net Float$0.00
Employee Wallet Status
Pending (held at checkout, not yet released)$0.00
Available for Payout$0.00
No active deposit float or pending commissions. This resets automatically as appointments check out.
Recent Transactions
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Cash Flow
Monthly Inflow
$0.00
Monthly Outflow
$0.00
Net Cash Flow
$0.00
Transactions
0
Expense Breakdown
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Stripe
Credit/debit cards, Apple Pay, Google Pay
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Square
In-person POS, cards, invoices
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Payment Processing Summary
Total Processed (All Time)$0.00
Tips Collected$0.00
Product Sales$0.00
Service Revenue$0.00
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Log Tax Payment
Activity Log
Track all actions and changes made by you and your team
Analytics
Retention, performance, and revenue insights for your business.
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Staff Performance
Revenue by Service
Client Activity
Settings
Add-On Modules
Enable optional modules to extend your business capabilities. Modules are available based on your subscription tier and industry.
Reserve with Google
Enable "Reserve with Google" so clients can book appointments directly from Google Search, Maps, and the Google Assistant.
Enable Google Reserve
Allow bookings from Google Search & Maps
If blank, your business owner ID will be used as the merchant identifier.
Service Availability
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Integration Endpoints
Provide this to Google during Reserve with Google onboarding.
Apply for Reserve with Google through your Google Business Profile dashboard
Once approved, provide the Service Feed URL above during onboarding
Configure the Webhook URL so Google can send booking notifications
Select which services to make available on Google Reserve using the toggles above
Test the integration by searching for your business on Google and looking for the "Book" button
Note
Reserve with Google requires approval from Google. The feed and webhook endpoints above are ready for integration. Structured data (Schema.org markup) has been automatically added to your public booking page to improve Google indexing.
Social Media Booking
Let clients book directly from your Instagram and Facebook profiles. Copy your booking URL below and follow the setup instructions for each platform.
Your Booking URL
Creates a short URL for your social profiles
Vanity URL
QR Code
Use this QR code on social media posts, stories, or printed materials
Instagram Setup
Switch to an Instagram Business or Creator account
Go to Edit Profile
Tap Action Buttons (or Contact Options)
Select Book Now
Choose Add a link and paste your booking URL above
Save changes — a "Book" button will appear on your profile
Facebook Setup
Go to your Facebook Business Page
Click the + Add a Button below your cover photo (or edit existing)
Select Book Now or Book with You
Choose Link to website
Paste your booking URL above and save
The "Book Now" button will appear on your page
Tips for Social Media Booking
Share your booking link in Instagram Stories with the link sticker
Add your booking URL to your Linktree or bio link tool
Include the QR code in posts to drive offline-to-online bookings
Pin a post with your booking link for easy access
Business Setup
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Connect a payment processor to accept card payments, tips, and process refunds. You can connect Stripe, Square, or both.
Stripe
Credit/debit cards, Apple Pay, Google Pay
Not Connected
Account ID:-
Square
In-person POS, cards, invoices
Not Connected
Location:-
How payment processing works
Connect at least one processor to accept card payments at checkout
Stripe is recommended for online payments, subscriptions, and tipping
Square is ideal if you also use Square POS hardware in-store
You can connect both and choose per transaction at checkout
Card processing fees can be configured in Financials → Card Fees
Share these links on your website, Instagram, social media, or anywhere to let clients book directly.
Booking Page
Clients can view your services and book appointments directly.
Client Portal
Clients can log in to view appointments, messages, and manage their account.
Kiosk / Self Check-In
For tablets at your front desk — clients check in on arrival.
How to use these links
Add your Booking Page link to your Instagram bio or Linktree
Embed it as a "Book Now" button on your website
Share the Client Portal link so returning clients can manage their appointments
Set up the Kiosk link on a tablet at your reception desk
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Memberships & Promos
Client Experience
Booking Links
Share these links on your website, Instagram, social media, or anywhere to let clients book directly.
Booking Page
Clients can view your services and book appointments directly.
Client Portal
Clients can log in to view appointments, messages, and manage their account.
Kiosk / Self Check-In
For tablets at your front desk — clients check in on arrival.
Website Embed Code
Paste this one line of code on any website to add a floating "Book Now" button.
Copied!
How to use these links
Add your Booking Page link to your Instagram bio or Linktree
Embed it as a "Book Now" button on your website
Share the Client Portal link so returning clients can manage their appointments
Set up the Kiosk link on a tablet at your reception desk
Workbook
Keep business notes, standard operating procedures, reference guides, and internal documentation all in one place.
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AI Organize
Paste raw text and AI will structure it for you
Organizing with AI...
Booking Rules
Configure how clients book appointments — payment requirements, deposits, and policies.
Schedule Settings
Control how far in advance clients can book, minimum notice, and calendar time intervals.
Cancellation & No-Show Policy
Set rules for late cancellations and no-shows to protect your time and revenue.
Notifications & Automations
⏳Email (SendGrid)
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⏳SMS (Twilio)
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Configure your email and SMS delivery credentials. These are used for portal invitations, appointment reminders, and automated messages.
Email (SendGrid)
SMS (Twilio)
Control which notifications your business sends to clients and staff.
Team members get text messages for new bookings, client check-ins, and status changes
Automated Messages are sent automatically when specific events happen (booking, checkout, cancellation). Toggle each automation on or off and customize the message content and timing.
Client Settings
Configure how your business manages client relationships, rebooking, and default preferences.
Rebooking Reminders
Set thresholds for when clients are flagged as needing a rebooking reminder.
Clients without a visit in this many days show as "Due Soon"
Clients past this threshold show as "Needs Rebooking" with a reminder button
Default Client Forms
Choose which forms are automatically assigned to new clients.
Configure automated strategies to encourage clients to rebook and build long-term retention.
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Rebook Rate
0
Active Credits
0
Redeemed
Pre-Book Loyalty Credit
Reward clients who book next before leaving
Milestone Rewards
Bonus for consecutive on-time rebooks
Smart Reminders
Category-aware rebooking messages
Membership Nudge
Suggest memberships to frequent rebookers
When a client rebooks within this many days consistently, suggest a membership
Checkout Engagement
Customize the post-checkout engagement screen that encourages clients to rebook, set reminders, or schedule follow-ups.
Enable Post-Checkout Engagement
Show the engagement screen after checkout
Show Reminder Timing Screen
Show reminder options when client skips rebooking
Financials & Tax
Configure sales tax rates, card processing fees, and payment-related settings.
Sales Tax Configuration
Configure tax rates applied to services and products at checkout.
Card Processing Fee
Configure the fee charged for card transactions. This is factored into your take-home calculations.
Typical: Stripe 2.9%, Square 2.6%
When enabled, the processing fee is added to the client's total instead of deducted from your revenue.
Extra Time Pricing
Configure how extra time added to appointments is billed. This applies when staff extend an appointment beyond the standard service duration.
Payment Method Details
Configure Zelle and Apple Pay (text) details shown to staff at checkout. These are direct payment methods — no card reader needed. The client pays by sending funds through their app.
Zelle
Apple Pay (via text)
Client sends Apple Pay (Apple Cash) to your phone number. Not the same as Apple Pay tap — tap is handled through the card reader as credit/debit.
Terminal Processor Fees
Enter your processing fees for each external terminal. Aura uses these rates to deduct fees from your financial metrics so your net profit is always accurate — just like it does for Stripe and Square.
National Bank Card
Costco / Elavon
1.1% + $0.12 typical
Chase
These fees are deducted from gross revenue in your Financial Overview so net profit reflects your actual take-home. Leave set to "No processing fees" for any processor that passes fees to clients or charges no per-transaction fees.
Direct Payment for Online Orders
Allow clients to pay via Zelle or Apple Pay when placing online store orders, saving you processing fees. Clients will see payment instructions and their order will be held until you confirm receipt.
Show direct payment options to clients at checkout
Uses your Zelle details configured above
Client texts your phone number to arrange payment
Forms & Documents
Create forms with smart triggers — consent forms, feedback surveys, internal staff notes. Set when they appear and how they're delivered.
Client-facing forms are shown to or emailed to clients. Staff-only forms are visible to your team only.
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Service note templates are used by staff to record details during appointments (formulas, products used, notes).
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Business Hours
Business Profile
AI Logo Generator
Describe your ideal logo and let AI create it
Current Logo
Generated Logo Preview
Subscription & Billing
Industry Categories
Select the categories that match your business. Your plan determines how many you can activate.
Notification Preferences
Team members get text messages for new bookings, client check-ins, and status changes
Choose which events trigger email notifications to clients.
Sent when a new appointment is booked
Sent 24 hours before the appointment
Sent when an appointment is cancelled
Sent when an appointment is rescheduled
Sent after checkout with service summary and payment
Sent to clients who missed their appointment
Sent after checkout to encourage rebooking
Sent before membership auto-renews
Sent before each installment is charged
Sends consent forms and service note forms via email
Automated birthday email on the client's birthday
Control which events send SMS messages to clients.
Sales Tax Settings
Online Store
Online Store is available on Pro, Business, and Enterprise plans. Upgrade your plan to enable this feature.
When enabled, clients can browse and purchase products online.
Offer local delivery for product orders in your area
Delivery Configuration
Split purchases into 2 bi-weekly payments. Available on Business and Enterprise plans.
Store Products
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Rooms & Devices
Private rooms and stations for service delivery.
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Equipment and devices used during services.
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Add Room
Kiosk / Self Check-In
Allow clients to check in via a tablet at your front desk.
Kiosk URL
Configure to generate your kiosk URL
Waitlist Settings
Smart Auto-Fill
When enabled, the system automatically notifies waitlisted clients when a matching slot opens due to a cancellation. Clients receive an email or SMS with a one-tap confirmation link.
How flexible clients are with time slots (±minutes from their preferred time). Default: 120 minutes (2 hours).
How far in advance to proactively notify waitlisted clients that their date is approaching, encouraging flexibility.
Select services that require manual approval for first-time clients before auto-booking. Useful for consultations, patch tests, or complex procedures where a new client should be reviewed first.
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Smart auto-fill is disabled
Your waitlist will function as a simple list. Clients will not be automatically notified when slots open. You can still manually contact waitlisted clients from the Appointments → Waitlist tab.
Locations
Manage multiple business sites, branches, or studio locations.
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Add Location
Transfer Data Between Locations
Clone services, add-ons, and team assignments from one location to another.
Feature Toggles
Enable or disable features based on your business needs. Turning a feature off hides it from your portal and team.
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Import Data
Import clients and services from other platforms like Acuity, Booksy, Vagaro, Square, or Fresha. Export your data from those platforms as a CSV file, then upload it here.
Import Clients
Upload a CSV with columns: First Name, Last Name, Email, Phone, Notes, Birthday. Duplicates (same email) are automatically skipped.
Click or drag CSV file here
0 clients found in file
Import Services
Upload a CSV with columns: Name, Description, Category, Price, Duration (minutes). Services are added to your existing list.
Click or drag CSV file here
0 services found in file
Supported Platforms
Export your client list and services from any of these platforms as a CSV file: Acuity Scheduling — Clients → Export → CSV Booksy — Clients → Download → CSV Vagaro — Reports → Client List → Export Square Appointments — Customers → Export Fresha — Clients → Export → CSV Mindbody — Reports → Client Export Any other platform — As long as it exports to CSV with the right column headers
Service Packages
Create bundled session packages at discounted rates.
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Service Discounts
Create reusable discounts you can apply at checkout — by percentage, dollar amount, or staff rate.
New Discount
Reviews & Reputation
Connect review platforms so clients can easily leave reviews after their visit.
Google Reviews
Yelp Reviews
Loyalty & Rewards Program
Configure your points-based rewards system. Clients earn points per dollar spent and per visit, redeemable for discounts.
e.g. 100 points = $1 off
How It Works
Clients automatically earn points after each checkout based on the total amount
Visit bonus points are added once per appointment
At checkout, you can apply available loyalty points as a discount
Points balance is visible in each client's profile
Members on membership plans earn points at the same rate
Calendar Sync
Generate a subscribable calendar feed URL to sync your appointments with Google Calendar, Outlook, or Apple Calendar. The feed updates automatically as appointments change.
Your Calendar Feeds
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How to Subscribe
Google Calendar
Copy the feed URL above
Open Google Calendar
Click "+" next to "Other calendars"
Select "From URL"
Paste your feed URL and click "Add calendar"
Outlook / Office 365
Copy the feed URL above
Open Outlook Calendar
Click "Add calendar" → "Subscribe from web"
Paste the URL and name the calendar
Click "Import"
Apple Calendar / iCal
Copy the feed URL above
Open Apple Calendar
File → New Calendar Subscription
Paste the URL and click "Subscribe"
Choose auto-refresh interval
Note: Calendar feeds are read-only subscriptions. Changes you make in your external calendar won't sync back. The feed includes upcoming appointments for the next 90 days and refreshes automatically based on your calendar app's settings.
Memberships
Create membership plans for recurring client revenue.
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Add Membership Plan
Promo Codes
Create discount codes for your store and services.
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Add Promo Code
How-To Guides
Browse all features by category. Click any feature to see step-by-step setup instructions.
Your Plan:Free
📚
Select a Feature
Choose a feature from the sidebar to see its how-to guide and setup instructions.
1
2
3
4
5
Choose Your Plan
Select the plan that fits your business. You can change this anytime.
MonthlyYearlySave 2 months
Free
$0 /mo
Up to 2 team members
1 industry category
Unlimited services, 40 bookings/mo
Booking links & client portal
Up to 2 service calendars
Most Popular
Pro
$49 /mo
Up to 10 team members
Up to 3 industry categories
Email messaging & campaigns
Gift cards & loyalty
Landing page & partnerships
Business
$99 /mo
Up to 25 team members
Up to 5 categories & locations
Email + SMS messaging
Expense tracking & payouts
Square + Stripe payments
Enterprise
$199 /mo
Unlimited team & locations
White-label & custom domain
B2B wholesale portal
All platform add-ons included
Dedicated account support
Select Your Industry
Choose the categories that best describe your business. This tailors your features, forms, and workflows.
Select up to 1 category
Add Your First Service
Set up a service that your clients can book
Set Your Business Hours
Let clients know when you're available
You're All Set!
Your business is ready to start accepting bookings
Automated Messages are sent automatically when specific events happen (booking, checkout, cancellation). Toggle each automation on or off and customize the message content and timing. These are separate from marketing campaigns.
Waitlist
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Add to Waitlist
Walk-In Queue
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Add Walk-In
Payment Plans
Create and manage installment payment plans for clients
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New Plan Template
Waste Report
Track product waste by employee, reason, and date
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Tax Report
Tax collection summaries and reporting by period
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Messaging Usage
Monitor your monthly email and SMS usage, limits, and overages
Loading usage data...
Store Orders
Manage online store orders, fulfillment, and shipping
Loading orders...
Support Tickets
Submit and track support requests
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New Support Ticket
Reset Business Data
Clear test data from your business. This action cannot be undone.
Warning — Destructive Action
This will permanently delete selected data categories. Make sure you have exported any data you want to keep before proceeding.
My Businesses
Manage and switch between multiple business accounts.
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Create New Business
Calendars & Booking
Service availability calendars and online booking rules
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New Service Calendar
Configure how clients book appointments — payment requirements, deposits, and policies.
This page was auto-generated from your business settings. Preview it, publish it, or customize it further below.
AI Page Generator
Describe the vibe you want and AI will generate your page design
Sections
Drag arrows to reorder, click to edit
Vanity URL
/b/
Custom Domain
Connect your own domain so visitors to your website see your Aura-built page.
DNS Setup Instructions
Theme
SEO
Sections
Preview
Block Time
B2B / Wholesale
Manage wholesale customers, pricing tiers, and orders
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Order Queue
POS & live order management
Total Today
0
Received
0
In Progress
0
Ready
0
Completed
0
Revenue
$0
Filter:Source:
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Menu Management
Add, edit, and manage your food menu
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Walk-In Checkout
Review and collect payment
Subtotal$0.00
Tax$0.00
Tip$0.00
Discount-$0.00
Total$0.00
New Order
Cart
Subtotal$0.00
Tax$0.00
Total$0.00
Add Menu Item
Food Order Settings
Delivery Settings
5 mi
Add B2B Customer
Add Pricing Tier
New B2B Order
Order Details
Quick Setup Tutorial
Want a quick walkthrough of setting up your business? We'll guide you through adding services, setting hours, and configuring your portal.
You can always revisit tutorials in Settings → Tutorials
Redirecting to your portal...
Quick Schedule
Set your weekly business hours. Click any day to toggle or edit hours.
Monday
View and override employee schedules. Set base weekly patterns or adjust individual days.
Base Weekly Schedule
Daily Override
Every-Other-Week Pattern
For employees who work alternating weeks (e.g., every other Saturday).
Customize Dashboard
Toggle widgets on or off and drag to reorder them.
Book Appointment
Add-Ons & Additional Services
New Client Details(walk-in / first-time)
Photo ID Verification
Upload a photo ID for identity verification. You may block out your address (excluding zip code) and driver's license number if uncomfortable sharing.
Card on File
Recurring Appointment
Total Sessions
Per Session
Estimated Total
Add Client
Card on File
Securely stored for no-show or policy violation charges.
Payment Restrictions
Override general booking payment rules for this client
Require Deposit
Client must pay a deposit to book
Require Full Payment
Client must pay in full before appointment
Deposit Exempt
Skip deposit requirement for this client
Trust & Safety
Flagged Client
Mark as requiring extra attention
No-Show Count
Add Service
Tap a sub-category above to select it. Long press (right-click on desktop) to remove.
Charge a deposit when this service is booked
Minimum 2 tiers required when enabled
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Add Expense
Also update inventory stock
Skip double entry — log expense and update inventory at once
New inventory item
Tax Deductible
Can be deducted on business taxes
Add Product
Used for client refill reminders. Set a range if usage varies.
Inventory Update
Select a product and update type to record inventory changes
New Stock After Update-
Shipment Cost$0.00
Invite Team Member
Send a portal login invite to an existing team member
Add Team Member
Standard team member with access to services, appointments, and client interactions.
Clients can book appointments with this team member
Comma-separated list of skills & service specialties
Permissions auto-fill based on selected roles. Customize as needed.
Compensation
As the business owner, your remaining earnings = total collected - employee payouts - inventory costs. If you also perform services, your service earnings are calculated and tracked like any team member.
Set work hours, lunch break, and scheduling pattern.
to
Select which services this team member can perform.
