FAQ

faq

Frequently Asked Questions

Here are some of the common questions that our clients ask while inquiring about Pasofin quam.

To get started with employees, follow these steps:

  1. Click Add Employee after selecting Employee.
  2. Fill in all of the information about the employee you’d want to add.
  3. When you’ve finished filling out all of the fields, click Save to save everything into the system.
  4. Then, by clicking on the employee’s name, you can see their details.
  5. You may also use the search field to find an employee by typing their name.
  6. An “Employee ID” field will be produced automatically and displayed in the employee details.
  7. You will be able to export the details of the selected employee in PDF format.
  8. Only if the field details on this software match the field details in the PDF file you are seeking to import will you be able to quickly import employee details PDF.

This is how employee details will be updated.

To get started with Appointments, follow these steps:

  1. Choose Appointment and then Create New.

  2. Update the client’s information and save it.

  3. It will appear in a table format once you’ve saved it.

  4. From the appointment table, you may search by typing any keyword

  5. When you double-click on an appointment, you’ll see all of its details.

  6. Prior to the client’s visit, an automatic reminder message will be sent to them.

  7. When you change the appointment status to Complete, the Client’s Parent/Guardian will be asked to sign.

  8. The appointment will be listed as completed once they sign.

This is how appointment details will be updated.

To get started with invoices, follow these steps:

  1. From the Sales menu, select Invoice, then Create Invoice.

  2. Complete all of the invoice’s details and save it.

  3. It will appear under the invoices table once you’ve saved it.

  4. You can also edit or update it later using the action option.

  5. You can also use the filter option to filter your data.

This is how invoices will be updated.

To begin working with customers, follow these steps:

  1. From the Sales menu, select Customer, then New Customer.

  2. Update the customer’s information and save it.

  3. It will be visible beneath the customer table once you’ve saved it.

  4. From here, you’ll be able to produce invoices as well.

  5. You can also perform a keyword search from the customer table.

 This is how customers will be updated.

To get started with Product and Services, follow these steps:

  1. From the Sales menu, select Product and Services, then New.

  2. You can create four different sorts of products and services under New:

    • Inventory

    • Non-Inventory

    • Services

    • Bundle

  3. Make all the necessary changes to the Product and Services you want to add.

  4. It will appear in the Product and Services table once you’ve saved it.

  5. You may also use the Product and Services table to conduct a keyword search.