Envision Cloud User Guide

Start up and Quick Reference - Step By Step Guides

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Start up and Quick Reference - Step By Step Guides

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Start up and Quick Reference - Step By Step Guides

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Click any of the links below for quick step by step instructions on how to setup and use Envision Cloud!  These instructions will assist you with the initial setup process and will also assist you with learning the most commonly used features of Envision Cloud.

 

Set Up Recommendation: It is recommended that you work on a Desktop computer or Laptop,

NOT through your mobile smart device during your setup process.

 

Step By Step - Setup Guides

 

Setup Company Settings

 

Adding a Retail Item

 

Adding a Service Item

 

Employee Schedule

 

Setting up Resources

 

Step By Step - Calendar

 

Scheduling an Appointment

 

Moving Appointment

 

Repeat Appointment

 

Standing Appointments

 

Canceling Appointments

 

Block Employee Time

 

Checking a Client Out

 

Step By Step - Sales Register

 

Checking a Client Out

 

Integrated Credit Card Processing

 

Entering Tips

 

Selling Gift Card

 

Discounting

 

Returns

 

Recalling Tickets

 

Voiding Tickets

 

Z-Out / Close Drawer