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Help Articles
All Help Articles
Find detailed guides and tutorials to help you get the most out of Xolapp.
Billing
5 min read
Billing and Subscription
Manage your Xolapp subscription, plan, payment methods, billing history, and add-ons (team seats, SMS, Voixa, hardware).
Getting Started
5 min read
Welcome to Xolapp
Get started with Xolapp — your all-in-one business management platform for clients, appointments, invoices, and more.
Payments
5 min read
Payments
Enable and manage payments in Xolapp. Set up Stripe Connect, use Point of Sale, order a terminal, and view payment history.
Settings
5 min read
Security
Manage your Xolapp account security: change password, change email, enable two-factor authentication (2FA), and manage sessions.
Sms
5 min read
SMS and Notifications
Use SMS in Xolapp for appointment reminders and notifications. View usage, purchase add-on packs, and check SMS history.
Analytics
5 min read
Comprehensive Business Analytics & Reporting
Overview of Xolapp analytics: revenue, appointments, clients, services, payments, and efficiency. Compare periods and export data.
Analytics
5 min read
Appointments & Bookings Analytics
Monitor appointment and booking analytics in Xolapp: counts by status, trends, period comparison, and status distribution.
Analytics
5 min read
Client Growth & Retention Analytics
Track client growth and retention in Xolapp: new clients, returning clients, growth trend, and total client base for the selected period.
Analytics
5 min read
Operational Efficiency Analytics
Track operational efficiency in Xolapp: average duration, no-show rate, booking lead time, completion rate, and peak hours.
Analytics
5 min read
Payment Collection Analytics
Track payment collection in Xolapp: collection rate, overdue amount, average days to payment, and invoice totals for the selected period.
Analytics
5 min read
Understanding Time Periods in Analytics
How time periods work in Xolapp analytics: Today, This Week, This Month, Last Month. All dashboard sections use the selected period.
Analytics
5 min read
Revenue & Cash Flow Analytics
Track revenue and cash flow in Xolapp: total, confirmed, and pending revenue; trends; revenue by source; and period comparison.
FAQs
Quick answers to the questions we hear most often from our users.
How do I create my first appointment?
Navigate to the Appointments page, click "Create New", fill in the client details, select a service, choose date and time, and save. The appointment will appear in your calendar.
How do I send an invoice to a client?
Go to the Invoices page, click "Create Invoice", select the client, add services or items, set the due date, and click "Send Invoice". The client will receive an email with the invoice.
Can clients book appointments online?
Yes! Enable online booking in your Business Profile settings. Clients can then book appointments through your public booking page.
How do I add team members?
Go to the Team page, click "Add Team Member", enter their details, assign roles and permissions, and send them an invitation email.
How do team invitations work?
Business owners can invite team members by email. Invited members receive an email with a link to accept. If they don't have an account, they can create one during the acceptance process. Invitations expire after 7 days. Team members can have Admin, Member, or Viewer roles with different permission levels.
What can team members access?
Team members can access the same business dashboard as the owner, including clients, appointments, invoices, and services. Admins have full access, Members can manage data, and Viewers have read-only access. All team members see the same business data regardless of their role.
How do I customize my booking page?
Go to Business Profile, then open "Create your Website". You can customize colors, add your logo, write descriptions, and configure booking options.
What payment methods are supported?
Xolapp integrates with Stripe and PayPal for online payments. You can also record cash and bank transfer payments manually.
How do I set up automated reminders?
Go to Settings > Notifications, enable email or SMS reminders, and configure when reminders should be sent (e.g., 24 hours before appointment).
How does appointment auto-confirmation work?
In Settings > Booking & Confirmation, you can toggle "Auto-confirm bookings". When ON: Appointments are automatically confirmed and customers receive confirmation email immediately. When OFF: Appointments are marked as pending and customers receive a "we'll confirm ASAP" email. You must manually confirm them in the dashboard, and a confirmation email will be sent when you do. Settings are automatically saved as you make changes.
Can I export my data?
Yes. From the dashboard you can export clients, appointments, earnings and invoices. Use the Export buttons on each page (Clients, Appointments, Revenue & Invoices) to download CSV, Excel or PDF files. You can also use the Import buttons on Clients and Appointments to bring in data from CSV or Excel with a guided wizard that handles column mapping, per-row validation, and (for appointments) matching service names to existing or new services with price and duration.
Still have questions?
Reach out to our support team anytime.
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