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Help Center

Moxie Suite

Moxie Suite

Here is where you can learn how to use all of Moxie Suite's functionalities and understand best practices around the various tooling.

Accessibility

How do I reset my password in Moxie Suite

How do I log in to my Moxie Suite Account?

How do I bookmark Moxie Suite on my phone?

Settings

How Do I Use Pre-populated Consent Forms or Add My Own?

How do I add, edit, and remove services in Moxie Suite?

How do I share my booking link for Moxie Suite?

How to manage your working hours and recurring time blocks in Moxie Suite

How to add, edit, or delete post-care forms in Moxie Suite

How to add, edit, or delete pre-care forms in Moxie Suite

How do I add, edit, and remove service products in Moxie Suite?

How do I add working blocks to my schedule in Moxie Suite?

How do I add a new custom service category in Moxie Suite?

How do I see a list of my service menu in Moxie Suite?

Where do I find my Terms and Conditions in Moxie Suite?

How do I enable Two-step verification on my account?

Creating, managing, and adding custom fees to invoices in Moxie Suite

How to add a pre-populated in-take form?

Customizing Colors & Logo Across Online Booking, Store, and Client Portals

How do I organize services by category on my online booking page?

What changes when I customize my online booking page?

Viewing and editing another provider's working hours in Moxie Suite

Consultation forms FAQ

How do I remove pricing from my booking page?

How do I view and edit client communications?

How to customize your online store with brand color and logo

How to Add Images and Organize Packages in Your Online Store

How to Manage Consent Forms

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Clients

How Do I Add a Client to Moxie Suite?

How do I edit a client profile in my Moxie Suite?

How do I create side-by-side photo comparisons of a client?

How do I access a client's profile in Moxie Suite?

How to view a client's wallet transactions

The Client Gift Purchasing Experience

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Scheduling

How Do I Create an Appointment in Moxie Suite?

How do I cancel an appointment in Moxie Suite?

How do I reschedule an appointment in Moxie Suite?

How do I clean up old appointments?

How do I update my cancellation policy?

How do I put time restrictions on client scheduling?

How to charge a no-show/late cancellation fee

How to view a client's appointment history

Duplicating notes and diagrams from previous appointments

Understanding icons on the calendar view

How to Rebook a Client During Checkout

How to Add and Manage Telehealth Appointments

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Payments

How do I create an invoice and accept payment in Moxie Suite?

How do I turn on tip collection on my Stripe Reader?

How Long Does It Take for My Stripe Terminal Payments to Hit My Account?

How to disable automatically sending a receipt after checkout?

How do I issue a refund?

How to redeem Wallet credits

How do I add credits to a client Wallet?

How to connect your Venmo account to Moxie PC account and accept payments

How to edit an invoice after it is “locked”

How to apply Membership discounts to an invoice

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Reports

How do I pull payout reports in Moxie Suite?

How do I pull transaction reports on Moxie Suite?

How do I pull client reports in Moxie Suite?

How do I pull sales reports on Moxie Suite?

What reports do I have access to in Moxie Suite?

What reports are available to me within the Transaction List tab?

What reports are available to me within the Sales tab?

How can I see the calculation for the 9% Moxie fee I am billed?

Why are my Sales numbers different from my Payments numbers in the same reporting period?

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Packages, Deposits, & Gift Cards

How to purchase a package online

How to sell a product, package, or gift card in-store

How do I create a promotional package for unit or syringe products

Moxie Balance

What information do I need to send/receive money from Moxie Balance?

What is Moxie Balance?

Where do I find Moxie Balance?

Where do I find my account information for Moxie Balance?

How can I send money from my Moxie Balance account?

How can I issue or deactivate a virtual debit card in Moxie Balance?

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Moxie Supplies

How do I order Galderma supplies?

What happens when I choose to migrate my current Allergan account to Moxie's Allergan account?

How do I order Allergan supplies?

How do I order Merz supplies?

How do I order Evolus supplies (Jeuveau)?

How do I order Crown Aesthetics supplies

How do I order Revance supplies?

FAQ: Supplier cut off times for orders

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GFEs & Charting

How do I use the GFE Status filter on my upcoming appointments?

How Do I Submit a GFE?

When does a client’s intake form expire?

Understanding GFE results

What are service menu statuses and how do I effectively use them?

How to manage GFE re-reviews for non indicated services

Initiating Sync GFE Reviews in Moxie

How to Upload a Synchronous GFE Document

FAQ: Sync GFE

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MBR Reports

What are my metrics, and how are they calculated?

3rd party applications

How do I cancel my OpenPhone account?

Service Protocols

How do I request a service protocol?

I've created a new service protocol, what's next?

How do I create a standing order?

How to upload signed service protocols and standing orders

Official offerings

How Do I Remove a Service From Official Offerings?

What Are Official Offerings, and How Do I Update Them?

Discounts

How do I create and apply a retail product discount

How do I create and apply a service menu item discount

How do I create and apply an entire purchase discount

How do I create and apply a service product discount

How to Edit Invoice Line Items

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Inventory

How Do I Set Up Inventory for Service Products?

How can I view lot details?

How Do I Manually Adjust Inventory?

How do I add lot details to product used?

How to estimate revenue, cost and profit for a specific product

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Memberships

How do I create a new membership?

How do I enroll a client in a membership?

How do I cancel a membership?

What happens when you add memberships to your online store?

A membership payment failed, how can I retry charging the card on file?

How to edit an existing membership

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Misc.

How to submit a bug report

Schedule tab

How can I switch between list and calendar views?

Understanding calendar color codes

Charts tab

Where Can I View All My Charts and Complete Them?

Viewing Charting Templates, Affirmations, and Confirmations

Services & Products

How do I add, edit, and remove retail products in Moxie Suite?

How can I add or remove providers from services?

Resources

How to add a new room in Moxie Suite

How to see which services have rooms or devices attached?

How to add and manage devices in Moxie Suite

How to confirm a device or room is available when scheduling a service.

Education

Comprehensive guide to training and educational resources

Moxie Bookkeeping

What is Moxie Bookkeeping?

How to use Moxie Bookkeeping

Compliance Hub

Reporting Adverse Reactions in Moxie

How to Use Compliance Hub

How to Create and Manage MD Meetings

Compliance Hub FAQ: Can I Upload PC Documents?

Cherry

Boosting Sales with Cherry

Recording Cherry & Allē Transactions in Moxie Suite

Setting Up Your Cherry Account

Checking Out Through the Cherry App

Cherry FAQ

How Does a Patient Apply for Cherry?

How Do I Connect My Cherry Account to Allē and Complete a Transaction

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Scripts

How to Order Patient Scripts