Team handbook

Signing in for the first time

Your owner gives your email access to Studio. You create your sign-in once, then use your email and password.

your-website.com/login

1. Ask your owner which email they gave access to. Use exactly that one.
2. Go to your-website.com/login and tap “Email me a sign-in code instead”.
3. Enter your email, tap “Email me a code”, then type “The code we emailed you” and tap “Sign in”.
4. Set a password: go to your-website.com/login, tap “Forgot your password?”, enter your email, and type the code with your new password.
5. From now on, sign in with your email and password. You land in Studio.

Put Studio on your phone

Install Studio as an app with no app store, so it’s one tap away and can send you alerts.

Studio menu → “Get the Studio app”

1. Sign in to Studio on your phone.
2. iPhone: open it in Safari, tap Share, then “Add to Home Screen” and “Add”.
3. Android: tap “Get the Studio app”, or use the browser menu (three dots) → “Install app”.
4. Open Studio from the home-screen icon from now on.

Turn on alerts for booking requests

Get a notification when a client requests a time with you.

Studio → Requests → “Turn on alerts”

1. Open Studio from your home screen (on iPhone this is required).
2. Go to “Requests” and tap “Turn on alerts”, then allow notifications.
3. You’ll see “Request alerts are on for this phone”.

What you can see and do

Your Studio shows your own day, clients you’ve served, your numbers and your pay. Setup pages are for owners and managers.

1. You can use: Schedule, Requests, Messages, Checkout, Waitlist, Clients, Services (view only), Team, Videos, Reports and Team pay (plus Walk-ins and Classes if your business uses them).
2. Your header numbers, “Your day”, reports and pay are your own.
3. You can book, move and block time for yourself, and confirm, check in, complete or mark no-shows on your own appointments.
4. Owners and managers handle cancellations, declining requests, settings, prices, the website, the store and payments.

Working the front desk

A front desk login sees the whole team’s calendar: book, move and check in anyone’s appointments, take payment, and handle walk-ins, the waitlist, requests, messages and clients. Settings, reports and pay stay with the owner.

Studio → Schedule

1. Your owner or a manager adds your email under Settings → Who has access, “As: Front desk”.
2. Sign in at your-website.com/login. You land on Schedule with every team member on the calendar.
3. Tap an appointment to check the client in, move it or open Checkout.
4. Use Requests for online bookings, Messages for client chats, Walk-ins and Waitlist for people at the door.

Turn on two-step sign-in

Protect your account: after your password, Studio asks for a 6-digit code from an authenticator app on your phone. Someone who learns your password still can’t get in.

Studio → Sign-in & security

1. Install an authenticator app on your phone if you don’t have one: Google Authenticator, Microsoft Authenticator, 1Password or Authy.
2. In Studio, open “Sign-in & security” and tap “Turn on two-step sign-in”.
3. In the app, tap + and scan the QR code. (Can’t scan? Tap “Enter this key instead” and type the key.)
4. Type the 6-digit code the app shows for “Lead Clickz Studio” and tap “Confirm and turn on”.
5. From now on, sign in with your email and password, then the newest code from the app.

Your day at a glance

Schedule shows who’s next, their notes, your week so far and your personal booking link.

Studio → Schedule

1. “Up next for you” shows the time, client, service, whether it’s their first visit, and their notes.
2. Tap “Client card & photos” before they arrive to see their history, chart and what they shared in their app.
3. “Your week so far” shows services, tips and your pay. Tap “See details” for more.
4. “Your booking link”: tap “Copy my link” and share it in your bio or texts. Clients see only your services.

Use the calendar

See the day or week, move your appointments by dragging, and open any appointment for details.

Studio → Schedule → calendar

1. Switch “Day”/“Week”, use the arrows or “Today”.
2. Tap an appointment to see the service, status, price, contact details and notes.
3. Drag one of your appointments to a new time. The client gets an alert with the new time.

Book an appointment for a client

Book a client in with you in a few taps. They get a confirmation automatically.

Studio → Schedule → “New appointment”

1. Tap “New appointment”, or tap an empty time.
2. Find the client, or tap “New client” and enter their name, mobile and email.
3. Choose the “Service” and any add-ons.
4. Pick the date and an open time, or type a time.
5. Add notes and tap “Book appointment”.

Confirm, check in, complete and no-shows

Move each appointment along as the visit happens.

Tap the appointment

1. “Confirm” a requested appointment.
2. “Check in” when they arrive.
3. “Complete” when you’re done, or “No-show” if they didn’t come.
4. “Note” adds a note to the appointment.

Block time and add time off

Block lunch, breaks or days off so nobody can book you then.

Studio → Schedule → “Block time” · Team → you → “Time off”

1. Tap “Block time”.
2. For part of a day: choose the “Date”, “From” and “Until”. For whole days, tick “Whole days” and pick the dates.
3. Add a “Reason” (only the team sees it) and tap “Block time”.
4. To remove a block, tap it on the calendar → “Remove the block”.

Answer booking requests

Online bookings arrive as requests. Accept the time, or send up to 3 other times. The client taps one and it’s booked.

Studio → Requests

1. Open “Requests”.
2. If the time works, tap “Accept [time]”. The client is told straight away.
3. If not, tap “Suggest other times”, pick up to 3 times, add a note and tap “Send N times”.
4. The card shows “Waiting for client” until they pick. It then disappears from the list as confirmed.
5. Use “Message” to talk it through first.

Reply to client messages

All client messages from the app land in Messages. Texts are one-way: a client who replies to a text is told to message you in the app.

Studio → Messages

1. Open “Messages” and pick a conversation.
2. Type your reply and press Enter or tap “Send”.
3. To message a client first, use “Message” on their card or appointment.

Check a client out

Build the ticket, add a tip and take payment by card, phone, cash or gift certificate.

Studio → Checkout

1. On the appointment, tap “Check out $X”. The services are added for you.
2. Add products, a gift certificate or another item if needed, and set “Who” for each line.
3. Choose a “Tip”.
4. Under “Take payment”, choose how they’re paying and tap “Charge $X” or “Take $X”.
5. When it says “Paid”, tap “Book their next visit”.

Walk-ins

Add walk-ins to the line and serve them in order.

Studio → Walk-ins

1. Type their name in “Add someone to the line” and tap “Add”, or they check in on the tablet.
2. When ready, choose “Serve with…” and pick who serves them.
3. Tap “Done” when finished, or “Left” if they walked out.

The waitlist

Clients waiting for an opening. They get an alert automatically when a matching time opens.

Studio → Waitlist

1. Open “Waitlist” to see who’s waiting and when suits them.
2. Tap “Book” to book them, or “Message” to offer a time.

Class roster

Mark who came and give spots to people on the waitlist.

Studio → Classes → “Roster”

1. Open the class and tap “Roster”.
2. Tap “Here” as people arrive.
3. Use “Give a spot” to move someone up from the waitlist.

Look up a client

See a client’s visits, chart, forms and notes before and after their visit.

Studio → Clients

1. Open “Clients” and search by name, email or phone (or press “/”).
2. Open their card: “IN THEIR WORDS” shows an occasion, their favorite team member and notes they shared.
3. Check “Visits”, “Chart”, “Forms” and “Notes”.

Add chart notes and photos

Record what you did, the products and settings used, and before/after photos.

Client card → “Chart”

1. Open the client → “Chart”.
2. Type the treatment, products and settings in “Add to the chart”.
3. Tap “+ Before / after photo” to add photos.
4. Tap “Save to chart”.

Add a new client

Add someone who called or walked in.

Studio → Clients → “Add a client”

1. Tap “Add a client”.
2. Enter “Name”, “Mobile”, “Email”, “Birthday” and “Notes”.
3. Tap “Add client”.

Send a form to sign

Send an intake or consent form for the client to fill in on their phone.

Client card → “Forms” → “Send a form”

1. Open the client → “Forms”.
2. Tap the form under “Send a form”.
3. Copy the link and send it to them, or open it on a tablet for them to sign.

Post a video of your work

Your videos show on the Videos page and in clients’ apps with a “Book this look” button. The owner approves them first.

Studio → Videos → “Add a video”

1. Tap “Add a video”.
2. Upload it (up to 50 MB) or paste a TikTok, Instagram or YouTube link.
3. Add a “Title”, “Caption” and “Cover photo”.
4. Under “What service is this?”, pick the service so clients can book that exact look.
5. Tap “Post video”. It shows “Waiting for the owner” until it’s approved.

See your numbers

Reports shows your visits, the payments you took and what you sold.

Studio → Reports

1. Open “Reports” and choose a range.
2. Check “Payments you took”, “Visits completed” and the rest.

See your pay and tips

Team pay shows your services, retail, commission, tips and what you’re owed (or the rent due).

Studio → Team pay

1. Open “Team pay” and choose the pay period.
2. Check your row: “Visits”, “Services”, “Retail”, “Commission”, “Tips” and “Pay”.

Show a client the app

The quickest win: get every client on the app before they leave. They get reminders, can rebook in seconds and see new videos.

1. Ask: “Do you have our app? It takes ten seconds.”
2. Open your-website.com/app on their phone and tap “Download the app” (iPhone: Share → “Add to Home Screen”).
3. Have them open it and tap “Turn on alerts”.
4. Show the “Book” tile and the “Videos” tile in the middle.
5. For anything else, send them the clients’ guide: your-website.com/guides/clients.

Common client questions

Quick answers to what clients ask most. Each one has a step-by-step page in the clients’ guide.

1. “How do I change my appointment?” Visits → “Change time” or “Cancel” (until the cancellation window).
2. “Why does it say waiting for confirmation?” It’s a request. You’ll accept it or suggest times they can pick.
3. “I didn’t get a reminder.” Check that alerts are on in Profile, and that their email and mobile are right.
4. “How do I share my video?” The “Share your look” tab.
5. “I can’t sign in.” Use “Email me a sign-in code instead” with the email they booked with.

Ask the help guide

Ask any Studio question in your own words. If it can’t solve it, send it to Lead Clickz Support, or ask your owner.

Studio → Help & guides

1. Open “Help & guides” in the menu.
2. Ask the help guide your question.
3. Not solved? Tap “Ask Lead Clickz Support”. The reply shows in Help & guides.