Wolbix Help Center

Frequently Asked Questions

• How do I clear my cache?

• How to Take a Screenshot on Your Device

• Why can’t I use hyperlinks in Wolbix?

• How do I add the Client Portal widget to my website?

• I Cancelled My Subscription, but My Clients and I are Still Getting Reminders

• How Do I Export My Client Data?

Frequently Asked Questions

Business and Staff

Email & Notifications

Clients

Booking

Payments

Calendar Management

Marketing

Documents

Online Presence

Business and Staff

• How can I change the email address on my account?

• Setting Staff Roles & Permissions

• How do I update the business address in my Wolbix account?

• What languages can I use with Wolbix?

• How do I set a Display Name?

• Building and Managing Your Staff List

• See all 8 articles

Email & Notifications

• Why are Emails/Notifications not received or marked as spam?

• How Do I Set up Email & SMS Reminders for My Clients?

• How To CC Additional Email Addresses on all Account Notifications

• Can I customize the auto reply email sent to my clients?

• Email Notifications: Advanced Options

• How Do I Customize Service Level Notifications for a Specific Service?

• How Do I Customize Reminders for a Specific Service?

• See all 17 articles

Clients

• How Do I Export My Client Data?

• Importing Contacts to Your Client List

• Merging Duplicate Clients

• Adding a New Client

• Understanding the Clients Menu and Client Card

• Managing Client Status

• Importing Contacts From a CSV / Excel File

• See all 18 articles

Booking

• Troubleshooting Availability: Why Is My Service Not Showing for Online Scheduling?

• Will Appointments Appear on my Existing Calendar?

• How Do I Export My Appointment Data?

• Configuring Your Services Menu

• Adding One-on-One Appointments to Your Services Menu

• Group Events

• How to Add a Recurring Meeting

• See all 29 articles

Payments

• Does Wolbix Charge Transaction Fees?

• Selecting Payment Processing Settings

• How to Generate a Direct Paylink for a Button on Your Website

• Can I Refund Payments to My Clients?

• How Online Payments Work

• Selecting Payment Processing Settings

• See all 18 articles

Calendar management​​

• Why Are Meetings Not Automatically Added to My Google Calendar?

• Why Are Appointments Being Added to My Personal Calendar for the Wrong Time?

• How To Set Your Time Zone

• How can I change the time format?

• Why Should I Sync My Personal Calendar to Wolbix?

• How to Sync Multiple Google Calendars with Wolbix

• See all 10 articles

Marketing

• ​​What is my monthly campaign recipient limit?

• My Campaigns are Blocked/Bounce Rate Exceeded

• Wolbix's Marketing Tools: Overview

• Understanding the Announcements Menu

• Creating a New Announcement

• See all 19 articles

Documents

• ​Adding Documents to Client Records

• How Do You Upload an Internal Document to a Client Card?

• Requesting Documents from Clients

• How Do You Upload an Internal Document to a Client Card?

• Document Sharing: Overview

• My Documents: Your Customized Documents Library

Online Presence

• Where is the link to my client portal?

• How to Create a Direct Link

• Add Unique Labels to Your Call to Action Urls and Direct Links for Better Source Tracking

• How Do My Clients Login to the Client Portal

• Customize Your Contact Form Widget

• ​

• How Do My Clients Login to the Client Portal?

• Using Your Client Portal

• Customize Your Client Portal Widget

• Add the Client Portal Widget to Your Websited 

• See all 14 articles

Website Widgets

• Add the Wolbix Client Portal Widget to Your Website with HTML Code

• Add the Wolbix Contact Form or Scheduling Calendar to a Website with HTML Code

• How do I put multiple Scheduling Calendar Widgets on my website?

• Add the Wolbix Sidebar Widget HTML to Any Website

• How to Disable the Client Portal Widget from the Desktop and Mobile View

Integrations

• Adding a Call To Action Button to Your Facebook Page

• Connect Your QuickBooks Account to Wolbix

• Wolbix REST API for Developers

• Reserve with Google Integration

• Reserve with Google: Guidelines and Limitations

• See all 8 articles