How it works in Terminz, field by field.

Reading the dashboard: daily overview and quick links

How to read the dashboard home page: daily figures, the task bar, upcoming appointments, revenue, team availability and quick actions like “New Appointment”.

Today → Dashboard

Today: Work Through the Day's Appointments

See all of today's appointments, filter by status, search customers, start, complete or cancel appointments and process payments.

Today → Today

Process requests: Appointments, times, vacation, and devices

Work through everything awaiting your decision: review appointments, approve work hours, decide on vacation requests and approve terminal devices.

Today → Requests

View activity history: who did what at the location

See which appointments, absences, time entries and notifications occurred and who triggered them, filter and search, and export rows as CSV.

Today → Activity timeline

Using the Calendar and Editing Appointments

Find appointments in the calendar, move them by dragging, change time, staff and service in the details, set the status and block off time.

Appointments → Calendar

My appointments: your own calendar and chair work

As a staff member, view your own appointments, create one, start and finish it, mark a no-show and respond to appointment requests.

Appointments

View and book appointments at all locations (Tenant Admin)

As a Tenant Admin, view a location's calendar, switch between locations, open an appointment sheet to read it and create an appointment.

Appointments

Create an appointment in the dashboard

Book an appointment for a customer or walk-in in four steps, from customer to service and time to confirmation, and what happens on conflicts and warnings.

Appointments → New appointment

Creating and Ending Recurring Appointments

Here's how to create a series of appointments—for example, the same time each week for the same person—check for conflicts before booking, and end the series.

Appointments → Recurring appointments

Create Outages, Closures, and Blockages

Block staff, the whole location, services or resources for a period, import holidays and see what happens to existing appointments and customer emails.

Appointments → Absences & closures

Create, search for, and view customer files

Find a customer in the list, create a new one, enter details and notes, delete a customer and book an appointment for them directly.

Customers → Customer list

Invite customers via the registration link

Here's how to enable your location's registration link, specify what customers need to fill out, print the QR code sign, and send the link.

Customers → Invite customers

Read, Approve, and Respond to Reviews

Here's how to find customer reviews you've received, approve or reject new ones, reply publicly, highlight positive reviews, and hide a review.

Customers → Reviews

Create, edit, assign, and deactivate staff members

Create staff with photo, position, pay, services and work hours, grant dashboard access and permissions, assign services, deactivate or reactivate a person.

Team → Staff

View and search staff at all locations (Tenant Admin)

As a Tenant Admin, here's how to find every person on your team across all locations, filter by location, sort the list, and view staff member details.

Staff

Reading the Weekly Schedule

Read your team's weekly schedule, the difference between the recurring schedule and the weekly view, which times are bookable and what the top numbers mean.

Team → Week plan

View My Times and Log Additional Hours

View your recorded work hours by month, read the calendar with the daily timeline, add hours the calendar doesn't know and export your timesheet.

Time tracking → My times

Availability: change work hours, request time off

Here's how you, as a staff member, can change your weekly work hours, request vacation or sick leave, view the status of your requests, and cancel a request.

Availability

Team Times: Review, Enter, Import, and Export Entries

See what your team logged, approve or reject times, add times later, import a spreadsheet, analyze the month and labor costs and export for DATEV.

Time tracking → Team times

Set Up Time Tracking

Enable time tracking, set maximum hours, breaks, rest periods and overtime, define where hours for hourly staff come from and set approval and payroll export.

Settings → Team & access → Time tracking

Appoint managers, assign permissions, and transfer ownership

Promote a staff member to manager, define their permissions, adjust them later one by one, remove a manager and transfer ownership to another person.

Settings → Team & access → Permissions

Create and Edit a Service

Here's how to create a service with duration, price, price tiers, team, resources, buffer, and additional services, and set where it can be booked.

Services → Services

Editing services in table mode

How to change many services at once like in a spreadsheet, paste your price list from Excel, add new rows and save everything in one go.

Services → Services

Create, Sort, and Assign Service Categories

Here's how to create categories for your services, rename them, drag them into the desired order, merge two categories, and assign multiple services at once.

Services → Service categories

Create resources, assign services, and block them

Here's how to create rooms, chairs, and equipment as resources, set the concurrent capacity, assign services to the resource, and block it for a period of time.

Services → Resources

Create and Edit Products

Here's how to create shampoo, nail polish, or body oil as a product, including sizes, price, base price, inventory, and how it appears on your site.

Services → Products

Booking in deliveries (goods receipt)

How to book in a delivery, choose supplier, date and products, enter packs and purchase price, and see how stock and purchase price change.

Services → Products

Running a stocktake and downloading the stocktake list

How to count your shelf, see every difference from the book stock, close the stocktake and download the stocktake list as PDF or Excel for your tax advisor.

Services → Products

Importing a product list from Excel

Bring your products into Terminz with the Excel template, which columns are required, how several sizes of a product look and what happens to existing products.

Services → Products

Reading the Till Overview

Here's how to read the till overview: daily sales, refunds, payment fees, breakdown by payment method, the latest payouts from Stripe, and your card readers.

Financials → Daily → Till overview

Count the cash, close the register, and print the Z-report

Count the cash and reconcile it with the expected balance, close the day with a numbered Z-report, print it and view the till report for any period.

Financials → Daily → Cash reconciliation

Creating and Finding Invoices for Customers

Where to find your invoices to customers, how to create one from an appointment or manually, mark it as paid, send it via email, and cancel it.

Financials → Reports → Invoices

View, refund, and display receipt QR codes

Find a payment by receipt or period, refund it fully, partly or only for returned products, show the receipt QR code and export the TSE log.

Financials → Daily → Payments

Record expenses, attach receipts, and create categories

Here's how to enter business expenses, attach receipts, create your own expense categories with an SKR03 account, find an expense, and archive it.

Financials → Reports → Expenses

Paying Tips and Payment History

Here's how to see how much each staff member has earned in tips, what you still owe, pay it out, and view all payouts in the history.

Financials → Daily → Tips

Read the financial report and export it for your tax advisor

Read the monthly and annual report (profit, income, expenses, sales tax, cash) and export the month as CSV or a DATEV package for your tax advisor.

Financials → Reports → Financial report

Set Up and Evaluate Commissions for Staff members

Here's how to set up a commission rule for each staff member (flat rate, tiered, or per service), select the month, and export the report as a CSV.

Financials → Reports → Commission report

View and filter the booking journal

Find every transaction Terminz creates for your location in the journal, filter by period and type, and view debit and credit accounts.

Financials → Accounting → Ledger

View Chart of Accounts and Account Balances

This is how you view the balances of all accounts in the chart of accounts (SKR03), filter by account type and time period, and see revenue minus expenses.

Financials → Accounting → Chart of accounts

Marketing overview: promotions, codes and campaigns

What the Marketing home page shows, how to read the numbers at the top and where to go for promotions, discount codes, campaigns and the email list.

Marketing & website → Overview

Email list: who can receive your promotional emails

Here's how to view your location's email list, invite customers to offers via a confirmation email, import addresses, and unsubscribe someone.

Marketing & website → Win customers back → Email list

Campaigns: Create and send emails to your customers

Create an announcement, birthday or win-back email, attach a promotion, send it and track sends, clicks and bookings.

Marketing & website → Win customers back → Campaigns

Create a promotion for services

Lower the price of one or more services for a period, by percentage, amount or target price, and set what customers see on the booking page.

Marketing & website → Win customers back → Promotions

Create, Limit, and Manage Discount Codes

Create a discount code, limit it by amount, uses and period, show it on your public page and see how often it was redeemed.

Marketing & website → Win customers back → Discount codes

Set up a loyalty card (stamp card)

Enable the stamp card, set how many appointments earn a bonus and its size, and add stamps or remove someone from the card.

Marketing & website → Win customers back → Loyalty program

Set Up, Publish, and Share Your Website

Here's how to set up your location's public page, assign the web address, go live or take the page offline, print the QR code, and view the page numbers.

Marketing & website → Website & Google → Your website

Designing the Website in the Editor

Design your location's public page in the editor: sections, order, logo and colors, fonts, Google title, photos, FAQs, hours, then save, publish or go offline.

Marketing & website → Website & Google → Edit website

Embed the booking widget on an external website

Show your location's services, hours, map and reviews on your own website: enable widgets, customize the look, copy the code, add the privacy text.

Marketing & website → Website & Google → Your website → Widgets for your website

Your Own Domain for Your Website

Connect your own domain to your Terminz website, which DNS records to set with your provider, what the add-on costs and what happens if you cancel.

Marketing & website → Website & Google → Your website → Own domain

Connect your Google Profile, sync it, and respond to reviews

Connect your Google Business Profile, see differences in name, address and hours, control what goes to Google, reply to reviews and check your visibility.

Marketing & website → Website & Google → Google Profile

Manage Photos, Files, and Images

Here's how to upload files and photos, find them again, delete them, and convert images to the smaller WebP format.

Marketing & website → Website & Google → Photos & media

My Profile, Settings, and Security (Account)

Manage your personal details, profile picture, time zone and appearance, and secure your account with a password, passkey, two-factor and device list.

Settings

All Settings: Overview and Setup

Here's how to find every setting for your location, see at a glance what's missing, and enable or disable the checkout.

Settings → All settings

Confirm your setup and activate the location

How to review all your location's details on the welcome page after registration, add a service and opening hours, and start with “Confirm & start”.

Create, Edit, and Delete Locations (Tenant Admin)

As a Tenant Admin, create a location with a pricing plan, edit contact details and business hours and see when a location can't be deleted.

Locations

Set Up Booking Rules

Set how early and how far ahead customers can book online, what they must provide, whether prices show, the time grid, reserved times and reminders.

Settings → Appointments & booking → Booking rules

Set buffer time for all services

Set how many minutes before and after each appointment nobody can be booked, what it means for appointments per day and what happens to service buffers on save.

Settings → Appointments & booking → Buffer time

Set opening hours and display time zone

Enter your opening hours for each weekday, mark days off, set closures and holidays and configure the time zone your team sees times in.

Settings → Business → Hours & closures

Change company name, logo, cover photo, and business type

Here's how to change your location's name, website, description, logo, cover photo, and business type—and where customers will see this information.

Settings → Business → Profile & branding

Change address, email, phone and social profiles

Here's how to change your location's address, email address, phone numbers, and social media profiles—and where customers can view this information.

Settings → Business → Address & contact

Set Up Reviews and Review Requests

Set whether reviews appear on your public page, whether you approve them first, who can review, whether photos can be attached and when the request goes out.

Settings → Customers → Reviews & requests

Subscription and Invoices from Terminz

Where you can find your plan, your next billing date, Terminz invoices for your subscription, and your contract documents.

Settings → Till & payments → Plan & Stripe

Add your legal notice, privacy policy and terms

Enter your company's legal details, insert the templates for legal notice, privacy policy and terms, fill open placeholders and update the privacy policy.

Settings → Account & data → Legal

Data protection: customer list, data export, locked files

Request your data export, see which customers are stored, check disconnected Terminz profile links and delete locked customer files after an account deletion.

Settings → Account & data → Privacy (GDPR)

Import data from your old system

Migrate with Excel templates: upload services, team and appointment book, review the preview, disable online booking during import and undo an import.

Account & data → Bring your data

Read Terminz's DPA and legal documents

Who at Terminz is responsible for which customer data, what the DPA covers, what error monitoring transmits and where the binding legal documents are.

Settings → Account & data → Data processing

Set Up Till and Taxes

Set tax rates, payment methods, tips, deposits, receipts and rounding for the till, register it with the tax office and generate the procedural documentation.

Settings → Till & payments → Checkout & taxes

Manage the Till App: PINs, Sessions, Log, and Check-in Times

Give staff PIN access to the till app, block users, end active sessions, read the activity log, enable full till mode and set check-in times.

Settings → Till & payments → Till app

Manage devices: pair a till tablet, register a reader

Pair a till tablet with a code, approve, lock and configure it, register a card reader, change its home screen and generate the admin passcode.

Settings → Devices & hardware → Devices & hardware

Create, change or delete your own terminal PIN

As a staff member, this is how you set, change, or delete your four-digit PIN for the POS app, and view your recent logins and active sessions.

Settings → Terminal PIN

Messages with Terminz, your team and locations

Write to Terminz Support, your team or a location, reply, attach files, add internal notes, set status, priority and owner, and find closed conversations.

Support → Messages

Create text blocks for replies

This is how you create text blocks for replies you write often, edit and delete them, and insert them into a conversation with a single tap.

Support → Messages