Learn Perceny, One Task At A Time
Short, practical walkthroughs for the things you actually do: booking a client, splitting a service between two stylists, fixing a payment that was rung up as cash, and every setting in between.
9 of 110 tutorials
Clients & Marketing
Client records, memberships, rewards, referrals, and campaigns.
Add, Merge and Manage Clients
The client record, duplicates and merging, who can see whose clients, and cards on file.
What Your Clients Actually Receive
Every automatic message Perceny sends a client, when it fires, and how to make sure the right ones arrive.
Sell a Client Membership
Building a plan, selling it, what members get automatically, and how membership money should be treated.
Set Up Loyalty Rewards
Rewarding repeat visits: building a reward, when it triggers, and how it differs from a discount or a membership.
Client and Ticket Notes
Formula notes, allergy warnings and "do not book with": where notes live, how prominently they show, and who can see them.
Messaging & Inbox
The two-way inbox, templates, your texting numbers, and what credits pay for.
The Two-Way Inbox
See and answer every client text and email in one thread, from the same page, including the replies to your automatic reminders.
What the AI Receptionist Remembers About Clients
How the AI receptionist keeps a few lines about each client between calls and texts, uses them to lead a regular with "same as last time?", what it never keeps, and how to read or clear those notes.
Settings Reference
Every tab in Features Configuration, switch by switch.
Troubleshooting
Fixing what already happened: wrong payment type, wrong stylist, wrong amount.
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