Help Center
Explore How-To's and set-up your business for success
192 articles
Account
Set-up your account
- How do I create a new Goldie account?Download Goldie, sign up with email or social login, and add your business details. You're ready to start scheduling!
- How do I reset my password?Forgot your Goldie password? Tap “Forgot password,” check your email, and reset it in minutes. Quick and easy!
- How do I change my profile details?Update your Goldie profile: name, profession, phone, email, photo, hours & notifications—all in one place.
- How do I change my password from within the Goldie app?Change your Goldie password in account settings. Enter current and new passwords, then tap "Change password" to confirm.
- What happens if I change my phone? Will I still have access to my appointments?Access your Goldie account on any device. Log in, sync your data, and manage your business anywhere.
- How do I delete my Goldie account?Permanently delete your Goldie account from the app. All data is lost. Don’t forget to cancel your subscription separately.
- How do I change Regional Settings?Update your country, timezone, currency & language in Goldie’s regional settings. Quick setup for your business location.
- How do I export my Goldie data?Export all your Goldie data (clients, appointments, services) via email in minutes. Download link valid for 7 days.
- How do I change the currency?Set your local currency in Goldie to match your business location. Easy to update in Regional Settings.
- I got logged out of Goldie. How do I log back in?Sign in to Goldie using the same method you used to create your account: Apple, Google, Facebook, or email.
- How do I refer a friend?Explains Goldie's referral program — how to find your referral link, what you and your referees earn ($30 per paid signup plus a $500 quarterly giveaway), and how to track…
- Goldie Supports Siri ShortcutsUse Siri with Goldie to check your schedule hands-free. Just say, “Hey Siri, what’s my schedule for today in Goldie?”
- Can I merge two or more Goldie accounts?Goldie accounts can't be merged. Each account is unique and data can't be transferred between them.
- Why Did I Receive an Account Closure Email?Received an email saying your Goldie account will be closed? Here's why it was sent and what to do to keep your account active.
- Keep your Goldie account safe. Avoiding phishing scamsLearn how to recognize phishing scams, what Goldie will never ask for, and how to protect your account from impersonation attempts.
- How to easily search in your calendarLearn how Goldie's redesigned search helps you find any client in seconds and take action directly from the results.
- How do I turn on 2-step verification?Learn how to set up and manage 2-step verification in Goldie to protect your account when signing in from a new or unrecognized device.
- How to Update Your Business Information in GoldieA complete guide to updating your business name, location, phone number, hours, currency, and all other business details in Goldie.
Calendar
Configure your Calendar
- How do I change the calendar view?Change your Goldie calendar view to Schedule, Day, 3 Day, Week, Month, or Mini Month for easier scheduling.
- How do I set my working days and hours?Set your working hours in Goldie to control your booking availability by day and time.
- Can I add personal events or block off time on the calendar?Block time off or personal events in Goldie to stay unavailable for bookings during holidays or breaks.
- Can I adjust the length of the time slots on my calendar?Customize your Goldie calendar view by adjusting time slot size to 15, 30, 45, 60, 90, or 120 minutes.
- How do I sync Goldie with my Google Calendar?Sync your Goldie calendar with Google Calendar in seconds. Just connect your account in settings and you're set!
- Can I sync Goldie with my Apple calendar?Sync Goldie with your iOS/Apple Calendar via Settings → Calendar → Sync with other calendars.
- Can I view events from other calendars on my phone in Goldie?Choose which device calendars show in Goldie via Settings → Calendar → Visible Calendars.
- Can I turn a Google/Apple event into a Goldie appointment?Turn external events (gray) into Goldie appointments by tapping them and selecting “Turn into a Goldie event.”
- Can I view just my working hours on my calendar?Show only working hours in Goldie: Menu → Settings → Calendar → Toggle “Show only the work schedule.”
- How do I set the first day of the week?Set your week start day in Goldie: Menu → Settings → Calendar → Week start day → Choose Sat, Sun, or Mon.
- How do I activate dark mode?Change Goldie’s light or dark mode: Menu → Settings → Calendar → Color theme → Choose Light, Dark, or System Default.
- Goldie Widget: Your Personal Appointment Assistant!Add the Goldie Widget to your iPhone to view and manage appointments from your home screen. Easy, fast, and super convenient.
- How do I set flexible hours on my calendar?Manage your schedule with Goldie's Flexible Hours. Set custom work intervals easily on mobile or web for ultimate flexibility.
Appointments
How to manage your appointments with ease
- How do I create an appointment?Create appointments in Goldie easily—tap a slot, add client, service, message, and more. Edit anytime from your calendar.
- How do I make an appointment recurring?Make appointments recurring in Goldie easily. Set daily, weekly, monthly, yearly, or custom repeats for your clients.
- How do I change the appointment status?Easily change appointment status in Goldie: Upcoming, Confirmed, Completed, Canceled, or No-Show. Keep clients informed.
- Can I book two or more appointments for the same time slot?Create multiple appointments at the same time in Goldie by adding details and saving. Overlapping online bookings aren’t allowed.
- Can I edit the start and end time of an appointment?Edit appointment date and time in Goldie easily. Rescheduling sends automatic client notifications. Save changes quickly.
- Can I reschedule an appointment for another day?Change appointment day easily in Goldie. Edit the date or drag and drop on iOS. Clients get automatic notifications.
- Can I add multiple clients to an appointment?Add multiple clients to one appointment in Goldie easily. Search and add clients by name or phone for group bookings.
- How do I delete an appointment?Delete appointments in Goldie with a tap. Confirm deletion and notify clients. External calendar events must be removed there.
- How can I send my location to my clients?Share your business location in Goldie via appointment details and reminder messages. Keep clients informed with ease.
- Appointment Management LinkLet clients confirm, pay, reschedule, or cancel with Goldie’s Appointment Management Link. Simple, flexible, and automatic.
- How to set Push Notifications for Your Appointments and Personal Events?Get push notifications in Goldie for appointments & personal events. Stay organized with timely reminders on all paid plans.
- How to rebook an appointment?Instantly reschedule a past appointment without re-entering client or service details.
Reminders/Messages
Customize your reminders
- How do I customize my message template?Customize and automate messages in Goldie. Edit templates for reminders, follow-ups, rebooking, and more.
- How can I add a reminder template to an appointment?Send multiple messages with appointments in Goldie. Choose reminder templates and keep clients informed with ease.
- How to disable the default template?Disable auto-sending a message in Goldie by deactivating the default setting. Manage templates easily in your app settings.
- Can I change the date/time, language, and format of my messages?Easily change date, time, and language in Goldie message templates. Customize how info appears in client messages.
- Do I get charged extra for reminders?Goldie message limits by plan: Starter uses your phone; Pro/Pro Plus include 500–750 messages monthly via Goldie’s system.
- How do messages work on the Starter (free) plan?On the Starter plan, messages are sent from your phone via carrier. Tap to send pre-filled texts based on your templates.
- How do I change the sending device?Choose which device sends client messages in Goldie. Select from any device logged into your account.
- How do messages work on Goldie Pro and Pro Plus plans?Pro & Pro Plus plans use Goldie’s automated messaging. Send 500–750 monthly texts; replies go to your mobile number.
- Why did I run out of text/SMS messages on with my Goldie subscription?Goldie Pro includes 500 monthly messages. Track usage, avoid long templates, and buy extras if needed.
- I’m using a tablet, and the messages are not getting sentTablets can’t send messages on the Starter plan. Upgrade or switch to an SMS-capable device in your account settings.
- Why do you ask my clients for consent?Clients must reply “YES” to get your automated messages due to legal rules. They can reply “STOP” anytime to opt out.
- My client unsubscribed from the messages by mistake; how to resubscribe?Clients can re-subscribe to your automated messages anytime by replying “UNSTOP” to the number.
- How to set up the daily reminder option?Stay on top of client messages with Goldie's Daily Reminder and new message screen design for better organization.
- Rebooking Reminder GuideSend rebooking reminders only if clients have no upcoming appointments with Goldie’s new smart message option.
- How do I send a birthdate reminder?Never miss a birthday! Goldie reminds you to send client greetings at 9 AM on their special day.
- Two-Way-Texting overviewChat with clients in real-time in Goldie! All replies are saved in one place, with fewer messages used.
- Communicate with Clients via WhatsApp in GoldieMessage clients via WhatsApp straight from Goldie! Fast, easy, and works with mobile numbers in international format.
- Reminders Not Sending? Troubleshooting GuideClients not receiving reminders? Work through this troubleshooting checklist to find and fix the issue — from SMS credits to sending device to consent status.
- Understanding the Sending Method: Automatic vs Manual RemindersLearn the difference between Automatic and Manual sending methods in Goldie and how each one affects whether your clients receive appointment reminders.
Online Booking
Set-up your online booking page and policy
- How do I activate online booking?Easily turn online booking on or off in Goldie! Full control over when clients can book appointments.
- How do I configure my booking link and send it to clients?Customize & share your Goldie booking link so clients can book you online anytime. Simple, fast, and fully yours.
- How do I add payment terms/policies for my clients to see?Set clear terms on your booking page so clients know your policies before booking. Add deposits, cancellation rules & more.
- How do I edit my online booking details?Learn how to edit your business details in Goldie, including your booking link, hours, location, logo, and contact info.
- How can I manually approve or reject appointments that my customers book online?Choose to auto or manually approve online bookings in Goldie for better appointment control.
- How can I display only the time slots that are before or after an existing appointment?Choose what time slots are shown on your Goldie booking site: all or only those near existing appointments.
- How do I set when clients can book or cancel an appointment?Set how far in advance clients can book, cancel, or reschedule appointments online with Goldie.
- What happens when someone books an appointment if I choose to accept booking requests manually?Manually review and approve or reject all online bookings in Goldie with just a few taps.
- How do I choose how time slots are offered to clients online?Choose how time slots appear on your booking site—by service duration, 15 mins, 30 mins, or hourly.
- How can a client cancel or reschedule an appointment?Clients get an instant email with links to reschedule or cancel after booking online with Goldie.
- How can I integrate the booking link to my website?Add your Goldie booking link as a button on your website using simple HTML code styles.
- How to customize your online booking page?Customize your booking site: edit info, hours, theme, logo, and policies in Goldie.
- Connecting a Book Now button on your Facebook page to Goldie's online bookingConnect Goldie with Facebook’s “Book Now” button and turn followers into clients.
- How do I integrate my Online Booking link with Instagram’s Book button?Add a “Book Now” button to your Instagram profile so clients can easily book appointments with you.
- Customizable Field in Goldie App's Online BookingAdd a customizable booking field in Goldie to collect specific info, photos, or location from clients.
- Online Booking Best Practices and RecommendationsOptimize your Goldie Online Booking page to attract more clients and control your availability, preferences, and policies.
- Adding Book Now Button to Google Business ProfileAdd the “Book Now” button on Google to let clients book you via Maps. Easy setup from your Goldie app.
- How do I set Business Hours and Working HoursCustomize or sync business and working hours in Goldie, based on your subscription plan.
- How can I generate a QR code?Generate a QR code for your Goldie booking page and let clients book appointments easily.
- How can I request customers to review?Enable Goldie Reviews to collect and showcase client testimonials on your booking page and grow your online reputation.
- How can I display all available time slots to my customers?Control your calendar with Goldie—show all free time slots or optimize bookings around existing appointments.
- How can I add forms to my online booking page?Pro Plus users can create custom forms for services to gather client info and improve bookings.
- Online Booking: How do I change the page theme? (Pro Plus Feature)Pro Plus users can customize their booking website with design themes to match their brand.
- Understanding the Goldie Waitlist FeatureLearn how to set up, manage, and delete waitlist entries — including how to book clients when a slot opens and how to control waitlist settings.
- How to customize your online booking portfolio?Showcase your work with Goldie's new Portfolio Gallery—available for Pro and Pro Plus users.
- How do I integrate my Online Booking link with TikTok Book button?Add your Goldie booking link to your TikTok bio and start taking appointments directly from your profile.
- Request Removal Of Google "Book"How to remove your Goldie "Book" Button from your Google Business page
Clients
Configure your client's profile
- How do I create a new client?Easily add clients to Goldie to manage appointments, send messages, and take payments—all in one place.
- Can I import clients from my Contacts list?Quickly import multiple contacts into Goldie to simplify appointment scheduling and client management.
- How do I delete a client?Permanently delete a client from Goldie in just a few taps. Quick and simple steps inside.
- Client Profile OverviewView client insights, notes, photos, and appointments in one place with the new Client Profile tabs and stats.
- Sub-Clients – Organize Your Clients Even BetterOrganize families, pets, or properties under one client profile with Goldie’s new Sub-clients feature.
- How to Block a Client from Booking OnlineLearn how to prevent a specific client from booking appointments through your Goldie online booking page.
Services
Set-up your services
- How do I create services?Walks Goldie business owners through adding a new service — setting its name, category, price, duration, online-booking visibility, deposit, description, photo, and staff assignment.
- How do I rearrange my services list?Easily reorder your services in Goldie. Drag and drop to customize the order clients see when booking.
- How can I add extra time or processing time when setting appointments?Learn how to add extra or processing time to services in Goldie to optimize your schedule and online booking.
- How do I create a service category?Organize services with Service Categories in Goldie—create, edit, reorder, and group services on mobile and web.
- How to create a Service Add-on?Boost bookings with Goldie’s new add-ons feature. Offer clients upgrades and earn more with every appointment.
Reports
See how much you earn and your profits
- Can I see how much money I’ve made each day/week/month/year?Pro users get detailed reports on appointments, payments, and clients to track business performance and export data easily.
- Can I export my appointment data for tax purposes?Export appointment and payment data as CSV to support your tax filings. Automatic email delivery for Pro users.
- Appointment Reports vs. Payment ReportsUnderstand your business with Goldie’s Appointment and Payment Reports for Pro and Pro Plus users. Track projected vs actual revenue.
- Reports OverviewGet detailed Goldie reports with forecasts, custom dates, payment breakdowns, weekly emails, and export options for Pro users.
Marketing
Promote your business for success
- How to Use the Social PostsLearn how to turn your client reviews, photos, discounts, and more into ready-to-share Instagram and Facebook posts using Goldie's Social posts feature.
- Can I send a mass/bulk message to all my clients?Send mass messages in Goldie Pro & Pro Plus to update clients or share promotions with ease.
- How can I create a social media post from Goldie?Create engaging social posts with Goldie Pro Plus. Upload photos, get AI captions, and set reminders.
- How do I set discounts for my services?Manage promotions in Goldie. Learn how to create, apply, and track discounts to reward clients and boost bookings
- Goldie Guide: Social Media TemplatesDownload Goldie social media templates with captions and booking links to promote your business online
- How to set up Dynamic PricingSet time-based discounts or surcharges with Goldie’s Dynamic Pricing to boost bookings, fill gaps, and maximize revenue
- Loyalty ProgramTurn repeat visits into rewards — automatically track client progress, issue discounts or credits, and apply them at checkout in one tap.
Plans & Billing
Upgrade your subscription
- Is Goldie free?Explore Goldie's free plan and upgrade anytime to manage payments and unlock premium features
- How can I upgrade to Pro, and why should I do it?Upgrade to Goldie Pro to manage payments, appointments, marketing, and grow your business anywhere
- How can I get more text messages? (I ran out of messages)Buy extra automated messages on Goldie Pro/Pro Plus to stay in touch with clients easily
- How am I being billed?Manage Goldie Pro/Pro Plus subscriptions, auto-renewable monthly or yearly via iOS, Android, or Web
- How do I change my payment method?Manage Goldie app payments via Apple or Google accounts. Update methods, subscriptions auto-renew unless canceled
- How do I cancel my subscription?Cancel your Goldie subscription via Apple, Google Play, or Goldie Web. Uninstalling the app doesn’t stop auto-renewal
- How do I request an invoice for my purchase?Download your Goldie subscription invoice via Apple or Google Play. Goldie cannot issue invoices directly for app subscriptions
- How can I upgrade to Pro Plus, and why should I do it?Upgrade to Goldie Pro Plus for AI tools, unlimited staff, expense tracking, team management, and priority support
- What happens if I switch from one subscription to another?Upgrade or downgrade Goldie plans easily with prorated billing for fair subscription management
Security
Keep your account secure
Team Management
Manage your team like a breeze
- How does the “Team Management” option work?Add multiple staff to your Goldie account with Pro Plus and manage your team easily
- What roles are available in the “Team Management” option?Manage staff permissions in Goldie Pro Plus. Control payments, subscriptions, and access with flexible roles
- How to delete a staff memberRemove staff from your Goldie Pro Plus account. Easy steps to update team access while keeping past appointments in reports
- How do I set up my staff members to be bookable online?Update staff online booking availability in Goldie Pro Plus. Control which team members clients can book services with.
- How can I edit the staff member’s profile?Learn how Account Owners can edit staff profiles in Goldie. Update team info quickly while staff can manage their own profiles too.
- How do I add a staff member?Learn how Pro Plus subscribers can add staff to their Goldie account. Invite team members, set permissions, and manage online booking
- How do I change the staff’s permissions?Learn how the Account Owner can change staff permissions in Goldie. Adjust access levels to manage your team effectively
- How many SMS messages will I have available each month?Goldie Pro Plus includes 750 monthly SMS for reminders & marketing. Learn how to use and purchase more messages
- What happens if I cancel my Goldie Pro Plus subscription? Will I lose appointments or my staff members?Canceling Pro Plus won’t delete appointments, but staff access ends after 14 days unless the plan is reactivated
- How do I assign a staff member when creating an appointment?Assign staff to Goldie calendar appointments with ease. Pro Plus lets you manage services and staff roles efficiently
- Do I get notified about what my staff is doing?Enable booking notifications in Goldie to track staff appointments. Stay updated via email or push alerts
- Will clients be able to select a staff member when booking online?Let clients book services with their preferred staff on Goldie’s online booking site. Show staff names, photos & roles
- Can I see financial reports for my staff members?Track revenue and performance by staff with Goldie’s Pro Plus reports. Filter results by day, week, month, or year
- How to Customize Staff Permissions in GoldieSet custom staff roles and permissions in Goldie. Control access for managers, receptionists, and providers
- How do I color-code calendar appointments by staff member?Learn how Pro Plus owners, managers, and receptionists can color-code calendar appointments by staff member to instantly see who's booked at a glance.
Payments
Scale up your business and earn more money
- Setup Goldie PaymentsHow to setup your Goldie Payments13 articles
- PayoutsGuides on how to handle your payouts6 articles
- Payment MethodsCharge your customers with your preffered payment method5 articles
- Payment FeaturesGuides on how to use the Goldie Payment Features8 articles
- Payment FeesQuick guides to help you understand payment fees.4 articles
- Card ReaderSetup your Goldie Card Reader4 articles
- Stripe ReportingGuide to help you track your payment reports.1 article
- ChargebacksThis is a collection of guide on how to handle chargebacks4 articles
- Payment TroubleshootingGuides on how to troubleshoot Stripe6 articles
Web App
Did you know you can use Goldie on your computer?
Troubleshooting
Troubleshooting
- How to Track Your Support Requests with the Tickets PortalLearn how to use the Goldie Tickets Portal to track your support requests, check ticket status, and reply to the support team.
- Login and account access troubleshootingWhat to do when you can't log in to Goldie: fixing login errors, missing verification emails, resetting your password, regaining access after changing phones, and recovering a hacked account.