Shapzo Help Centre
How can we help?
Guides written in the same words you see on screen, with pictures of the real thing.
Start here
- 1Sign in and sign outOpen the portal with your email and password, and end your session from the profile menu.
- 2Book an appointmentCreate a booking from the calendar for a registered customer or a walk-in, with one or more services.
- 3Search everythingFind a customer, invoice, service, product or page from anywhere with the global search.
Browse by topic
160 articles
- Getting startedCreate your account, get approved and set the business up in the first hour.11 articles
- Around the portalThe sidebar, the top bar, branches, search, shortcuts and notifications.9 articles
- CalendarBook, move and manage appointments across your team and rooms.11 articles
- CheckoutBill services and products, take split payments, redeem memberships and gift cards.12 articles
- Billing & POSInvoices, dues, refunds, voids and exports.8 articles
- CustomersProfiles, notes, wallet, family links, tags and segments.10 articles
- Services & packagesYour menu: services, variants, pricing, packages and imports.9 articles
- Products & stockProducts, inventory, suppliers and purchase orders.12 articles
- TeamTeam members, shifts, timesheets, the punch clock, leave, advances and performance.14 articles
- Pay runsMonthly salaries with PF, ESI, professional tax and TDS.5 articles
- ExpensesRecord what the business spends, scan receipts and see where the money went.6 articles
- MembershipsPrepaid, discount and session plans; assign, freeze, top up and renew.6 articles
- Gift vouchersTemplates, designs, issued cards and liability.6 articles
- LoyaltyPoints rules, campaigns and the ledger.4 articles
- Reports & AIThe report library, AI Insights and the AI Assistant.7 articles
- SettingsBusiness setup, scheduling, point of sale, taxes, printing and more.13 articles
- Roles, permissions & auditWho can do what, and the record of what was done.5 articles
- Your accountProfile, password, two-factor, mobile verification and your salary.7 articles
- ReferenceStatuses, tenders, shortcuts, notification events and troubleshooting.5 articles
Still stuck?
Write to us with a screenshot and the name of the screen. In the portal, Contact support in your profile menu adds those details for you.