Front desk
End of day and money handling
Refunds, client credits, payment plans and closing the day.
5 lessons · 3 core
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Role
Finance
Payments setup, end of day, payroll, insurance and financial reports.
6 courses
19 lessons
17 core lessons earn the certificate
Courses
Courses for finance
Take them in order, or start with the one you need today. Each course counts toward every role it is part of.
Practice manager
Money setup
Payment types, invoices, deposits and Pabau Pay card terminals.
5 lessons · 5 core
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Practice manager
Payroll and commissions
Timesheets, wages and commissions.
1 lesson · 1 core
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Practice manager
Memberships and insurance billing
Membership plans, subscriptions and insurance claims.
2 lessons · 2 core
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Practice manager
Reports and analytics
Financial, client and team reports, plus custom reports.
4 lessons · 4 core
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Practice manager
Compliance, disputes and integrations
Disputes, GDPR and HIPAA, integrations and the API.
2 lessons · 2 core
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