General Information
How do I create an account with FIG Booking Software?
To create an account, visit our website and click on the "Sign Up" button. Fill in your business details, create a username and password, and follow the onscreen instructions to complete the registration process.
What do I need to start using FIG Booking Software?
You only need a modern web browser and an internet connection. FIG Booking Software is web-based and does not require any additional software installation.
Is FIG Booking Software secure?
Yes, FIG Booking Software uses advanced encryption protocols and security measures to protect your business and client data. Your information is securely stored and regularly backed up.
What payment gateways does FIG currently support?
FIG currently supports Stripe as its payment gateway. Integration with other payment gateways is not available at this time.
Is there a FIG mobile app available for staff?
Currently, there is no dedicated mobile app for staff. All staff interactions with FIG are conducted through the web-based dashboard.
Can FIG support multiple languages?
FIG supports English only at this time. Multi-language support is not available, but future updates may include additional language options.
What should I do if I encounter issues during client data import?
Ensure that the data is correctly formatted according to FIG's guidelines. If problems persist, contact customer support for assistance. Data import templates and instructions are available in the Help Center.
How do I resolve issues with email notifications not being sent, or specific types of notifications (e.g., reminders or cancellations) not working?
First, verify that the client’s email address is correct and that no spam filters are blocking the notifications. Also, check the notification settings in your FIG account. If problems persist, contact support for troubleshooting.

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Getting Started
How do I set up my business profile?
After logging in, navigate to the "Settings" section and fill out your business information, including your business name, address, contact details, and logo.
How do I customize the booking form?
Go to the "Booking Form" settings in your dashboard. You can add fields, adjust the design, and set up the form to capture the necessary information from your clients.
Can I customize the client portal?
Currently, FIG Booking Software does not support extensive customization of the client portal. However, we are exploring ways to allow more customization options in the future.
How do I manage user permissions within FIG?
To manage user permissions, go to the "Settings" section and select "User Management." Here, you can assign different roles to users and define their specific permissions.
How do I enable or disable features in the client portal?
You can enable or disable specific features in the client portal by navigating to the "Client Portal" settings under "Settings."

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Booking and Scheduling
How do I create a new booking?
Navigate to the dashboard and click on the "+Add" button. Select "Booking" from the menu, enter the client's details, service type, date, and time, and then save the booking.
Can clients book services online themselves?
Yes, clients can book services online through a customizable booking form integrated into your website or shared via a link.
How do I reschedule a booking?
To reschedule a booking, go to the "Bookings" section, find the appointment you want to reschedule, and select the new date and time.
Why aren't my bookings showing up on the calendar, or showing incomplete data?
The calendar is designed to show available hours for scheduling. If bookings are missing or incomplete, adjust the view settings or access bookings through the list or grid views.

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Service Management 
Can I adjust the order of services or categories in FIG?
Yes, FIG allows you to adjust the order of service categories. However, the order of individual services within those categories cannot currently be rearranged.
What’s the difference between internal and external service names?
Internal service names are visible only to your team, making it easier to organize and manage offerings internally. External names are what your customers see on quotes and booking pages. Both can be customized in FIG’s service settings.

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Lead Management
How do I convert a lead into a customer?
Navigate to the "Contacts" section, select the lead you wish to convert, and follow the prompts to finalize the conversion.
Why can't I select a payment method when converting a lead, and can I add one directly from the lead section?
Payment methods can only be added once a lead is converted into a customer to ensure they are tied to confirmed customers with active bookings.

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Client Management
How do I add a new client?
Go to the "Contacts" section and click on "Add New Client." Enter the client's details, such as name, phone number, and email, and save the information.
How can clients manage their bookings through the client portal?
Clients can manage their bookings through the client portal by logging in and accessing the "My Appointments" section.
Is there a way for clients to communicate directly through the portal?
Currently, the client portal does not support direct communication, but FIG offers other communication tools for you to stay connected with clients.

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Payroll Management
How do I track employee work hours?
Employees can log their work hours in the "Timesheets" section. Administrators can view and approve these timesheets to ensure accurate payroll processing.
Can I manage payroll for multiple employees?
Yes, FIG allows you to manage payroll for all your employees, track their earnings, and generate payroll reports.

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Service Areas And Zip Codes
How do I add different services for different zip codes?
In FIG, you can configure services to be specific to certain zip codes. Navigate to the service settings, and assign zip code restrictions to ensure only relevant services are displayed for each area.
Why does my lead form say we don’t serve a specific area?
This message appears if the zip code entered is not included in your service area settings. Double-check your zip code configurations in the settings to ensure accuracy.

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Filters and Booking Management
Can I filter bookings by “Unassigned”?
Yes, FIG allows you to filter bookings by their assigned status. Use the filter options in the bookings tab to identify and manage unassigned bookings.

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Data Migration and Testing
Will my previous and future bookings be migrated over?
Yes, FIG supports migrating both past and future bookings (including recurring bookings) to ensure seamless continuity when transitioning to the platform.
Can I double-check my setup in the production environment before going live?
Yes, once your account is live, you can review all settings, services, and configurations to ensure everything is accurate before fully committing.

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Communication Tools
How do I send a quote to a client?
In the dashboard, click on the "+Add" button, select "Quote," and fill in the required details.
What communication options are available?
FIG offers email, SMS, and phone call integrations to help you stay connected with clients and team members.
How do I set up automated email reminders for clients?
Go to the "Notifications" section in "Settings" to configure reminders for upcoming appointments, service follow-ups, and more.

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Calendar Management
What should I do if my calendar view is not updating properly?
If your calendar view is not updating, try refreshing the page or clearing your browser cache. If the issue persists, contact support.

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Reporting and Analytics
What types of reports can I generate with FIG?
FIG offers reports on appointment history, revenue, client retention, and staff performance, accessible in the "Reports" section.
Can I export reports for offline use?
Yes, you can export reports in various formats, including PDF and Excel.

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Integrations
What integrations does FIG support?
FIG integrates with Google Calendar, QuickBooks, and various payment processors to streamline your operations.
How do I integrate FIG with other tools?
Go to the "Integrations" section in the settings menu and follow the instructions.

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Troubleshooting
What should I do if I encounter an issue with the software?
Visit our Help Center for troubleshooting guides. If you need further assistance, contact support via email or live chat.
How do I reset my password?
Click on the "Forgot Password" link on the login page, enter your registered email address, and follow the instructions to reset your password.
How do I resolve system errors related to booking management?
Ensure your software is up-to-date and that there are no conflicts with integrations or browser settings. Contact support if the issue persists.

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Feature Requests and Improvements
How do I suggest a feature or improvement?
We value your feedback! Contact our support team or use the feedback form available in the Help Center.