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<title>Home - All Categories - Wylie Help Documents and Videos  </title>
<link>https://help.wyliebiz.com/category.php?id=1</link>
<description>This RSS Feed contains Articles of Category in the knowledge base. You can click on the title to view its content. Powered by PHPKB (https://www.phpkb.com)</description>
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										<guid>https://help.wyliebiz.com/article.php?id=56</guid>
										<title>Automated Digital Documents</title>
										<link>https://help.wyliebiz.com/article.php?id=56</link>
										<description><![CDATA[When clients schedule specific appointments this can trigger Wylie to automatically send the client the associated digital documents before or after the appointment or at the time of scheduling. When clients fill and sign documents at home, they are ...]]></description>

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										<guid>https://help.wyliebiz.com/article.php?id=61</guid>
										<title>How to locate anything in the system.</title>
										<link>https://help.wyliebiz.com/article.php?id=61</link>
										<description><![CDATA[Did you know that we have super charged the search bar in the top right of the software. If you need to go to any customer or section of the software you can simply search for it in this bar.Example: You want to change or add some new quick buttons. ...]]></description>

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										<guid>https://help.wyliebiz.com/article.php?id=74</guid>
										<title>How to Add or Edit a Service</title>
										<link>https://help.wyliebiz.com/article.php?id=74</link>
										<description><![CDATA[To add a new service, go to the &#039;inventory&#039; menu in the top blue bar. Then, select &#039;products &amp; services&#039; and once you are in the products and services table, select the &#039;add product or service&#039; button at the top of t...]]></description>

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										<guid>https://help.wyliebiz.com/article.php?id=73</guid>
										<title>Ideal Protein Platform Integration: Preordering</title>
										<link>https://help.wyliebiz.com/article.php?id=73</link>
										<description><![CDATA[Wylie is now integrated with the preorder feature on the Ideal Protein Platform. This enables preorders placed by dieters on the Ideal Protein platform to be automatically created in Wylie&#039;s preorders section. Then, in Wylie, payment can be proc...]]></description>

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										<guid>https://help.wyliebiz.com/article.php?id=78</guid>
										<title>How To Automatically Send Pre and Post Care Instructions</title>
										<link>https://help.wyliebiz.com/article.php?id=78</link>
										<description><![CDATA[You can automate the process of sending pre and post care instructions for a service or procedure. By creating email templates in Wylie that include pre/post care instructions in the body of the email or as an attachment, you can then add or edit a s...]]></description>

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										<guid>https://help.wyliebiz.com/article.php?id=71</guid>
										<title>Payment Notes, Customer Notes, and Invoice Notes</title>
										<link>https://help.wyliebiz.com/article.php?id=71</link>
										<description><![CDATA[There are different types of note sections in the Wylie System. Below is a list of the different types of notes and where they will be displayed: Â   Customer Note (Register Note Box):Use the &lsquo;Note&rsquo; box in the register to add a note to the...]]></description>

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										<guid>https://help.wyliebiz.com/article.php?id=72</guid>
										<title>A Piece Of Data Is Not Loading. A First Step In Fixing An Issue</title>
										<link>https://help.wyliebiz.com/article.php?id=72</link>
										<description><![CDATA[If, for some reason, data is not loading correctly, the first thing you should do is clear your cache. This is also a good first fix attempt for any issue you may be having in relation to something not working as it has before. If the issue still per...]]></description>

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										<guid>https://help.wyliebiz.com/article.php?id=62</guid>
										<title>Handling eGift Cards</title>
										<link>https://help.wyliebiz.com/article.php?id=62</link>
										<description><![CDATA[Selling eGift Cards Online:  Reach out to Wylie to set up your egift cards, then they will provide the best way to connect your Wylie online store to your website or what link to provide to your client if you are not using a website.Â  When a client g...]]></description>

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										<guid>https://help.wyliebiz.com/article.php?id=64</guid>
										<title>Handling Physical Gift Cards in Wylie</title>
										<link>https://help.wyliebiz.com/article.php?id=64</link>
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										<guid>https://help.wyliebiz.com/article.php?id=75</guid>
										<title>How To Add an Appointment Resource</title>
										<link>https://help.wyliebiz.com/article.php?id=75</link>
										<description><![CDATA[Resources can be anything of limited quantity required to perform a specific service. Common examples of resources include rooms or equipment, such as a scale or microneedling device. Adding these resources in Wylie and then adding them to a specific...]]></description>

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										<guid>https://help.wyliebiz.com/article.php?id=59</guid>
										<title>Digital Documents - How do I request a document be digitized?</title>
										<link>https://help.wyliebiz.com/article.php?id=59</link>
										<description><![CDATA[Wylie will digitize documents for users in order to enable use of the digital documents feature. This feature allows users to fill in documents digitally within Wylie. Users also have the capability to email documents to clients from within the syste...]]></description>

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										<guid>https://help.wyliebiz.com/article.php?id=69</guid>
										<title>How To Manage Customer Accounts Receivable</title>
										<link>https://help.wyliebiz.com/article.php?id=69</link>
										<description><![CDATA[Â When an invoice is created but no payment type is selected or the full amount owing is not paid, the amount owing will be added to the customer&#039;s account in the "Accounts Receivable" section. This is separate from Invoices and can be managed by...]]></description>

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										<guid>https://help.wyliebiz.com/article.php?id=70</guid>
										<title>How To View a Breakdown of Sales By line Item</title>
										<link>https://help.wyliebiz.com/article.php?id=70</link>
										<description><![CDATA[If you would like to see a line-by-line breakdown of your sold items, go to the &#039;Analysis&#039; menu and select &#039;Sales By Line Item&#039;. In this section, you will see data on each individual line item ever sold. You have the option to fur...]]></description>

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										<guid>https://help.wyliebiz.com/article.php?id=83</guid>
										<title>Quick Buttons</title>
										<link>https://help.wyliebiz.com/article.php?id=83</link>
										<description><![CDATA[How to Add or Adjust Quick Buttons in Wylie Quick buttons allow you to access your most purchased products with a single click. Follow these steps to add or modify quick buttons:  Step 1: Open the Sales Menu   Navigate to the top of the Wylie interfa...]]></description>

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<item>
										<guid>https://help.wyliebiz.com/article.php?id=68</guid>
										<title>Terminal Reset</title>
										<link>https://help.wyliebiz.com/article.php?id=68</link>
										<description><![CDATA[If your terminal has lost its connection to the software, it most likely requires a reset. To reboot the terminal, hold down the # key and the yellow button simultaneously (picture below). The terminal will then begin its reboot. If this fails, pleas...]]></description>

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										<guid>https://help.wyliebiz.com/article.php?id=92</guid>
										<title>How to Merge Duplicate Customer Accounts</title>
										<link>https://help.wyliebiz.com/article.php?id=92</link>
										<description><![CDATA[  Select &#039;merge duplicate customer&#039; (or patient/client) button at the top of the customer table.Â    In the first field start typing the name of the customer account you want to keep (name, email, phone numbers).    It is often helpful to no...]]></description>

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