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Practical guides for operators.

Switching playbooks, evaluation criteria, and day-to-day how-to for spas, salons, and medspas. Search, browse by topic, or start with the two pillars below.

Read the migration playbook Browse help
Pillar guides

Start here.

Long-form guides we recommend everyone read once.

Getting started

Switching beauty-and-wellness software in 14 days without losing bookings

A 14-day migration playbook for spas, salons, and medspas. What to export, what to test, what risks to plan for — without dropping appointments or angry clients.

Intermediate 12 min
Getting started

What to look for in spa booking software in 2026

A practical, operator-fluent checklist for choosing booking software for spas, salons, and medspas — what actually matters, what gets oversold, and which questions to ask vendors.

Beginner 15 min
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By topic.

A curated cross-section of the full library. Use the help center for the complete index.

Appointments

How to Add Buffer Times Between Appointments

Buffer times give you breathing room between appointments to clean your treatment room, sanitize tools, and prepare for your next client. Set them once and they'll apply automatically!

Beginner 2 min
Appointments

How to Block Time on Your Calendar

Block time on your calendar to reserve hours for lunch breaks, personal appointments, admin work, or time off. Blocked time prevents clients from booking during those hours.

Beginner 1 min
Appointments

How to Book a Walk-In Appointment

Learn how to quickly check in walk-in clients who arrive without a prior appointment. This process takes just seconds and automatically marks them as checked in.

Beginner 30 sec
Getting started

Quick Start Guide

Get your EstheticSense account up and running in just a few minutes. Follow this step-by-step guide to configure your business and start managing appointments.

Beginner 10 min
Memberships

Adjusting Member Credits

Learn how to manually add or remove membership credits for special situations like service recovery or corrections.

Beginner 1 min
Memberships

Enrolling Clients in Memberships

Learn how to sign up new members with agreements, billing setup, and instant credit access. Step-by-step guide for in-spa enrollment.

Beginner 2 min
Memberships

Handling Past-Due Members

Learn what happens when membership payments fail and how to help members recover their accounts.

Beginner 2 min
Memberships

Managing Member Benefits at Checkout

Learn how to apply membership credits at checkout, handle upgrade costs, and track member usage. Day-to-day operations guide for staff.

Beginner 2 min
Memberships

Member Self-Service Portal

What members can see and do in their online portal - view balance, check status, and update payment methods.

Beginner 2 min
Memberships

Membership Credits Explained

Understand how membership credits work—issuance, expiration, rollover, and consumption. A complete guide to the credit system.

Intermediate 3 min
Memberships

Membership Reporting

Overview of 13 membership reports to track revenue, retention, and member engagement.

Intermediate 2 min
Memberships

Online Membership Enrollment

Let clients sign up for memberships online through your booking site or a shareable link.

Beginner 2 min
Memberships

Pause & Cancel Memberships

Learn how to pause memberships when life happens, resume after a break, and handle cancellations gracefully. Keep the door open for members to return.

Beginner 2 min
Memberships

Recording Manual Payments

Learn how to record cash, check, or other manual payments for memberships and issue credits to members.

Beginner 1 min
Memberships

Setting Up Membership Plans

Create your first membership plan with service credits, discounts, billing, and rollover policies. Step-by-step setup guide for business owners.

Intermediate 5 min
Memberships

What Are Memberships?

Understand how memberships work and why they're a game-changer for your business. Learn the basics of service credits, billing, and member benefits.

Beginner 2 min
Topics

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