Help Center
Explore How-To's and set-up your business for success
220 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, and notifications — all from 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.
- 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
- Hide canceled and no-show appointments from the CalendarLearn how to hide all canceled and no-show appointments from your calendar at once, and how to show them again from Settings.
- 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.
- 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.
- Calendar Views, Appointment Icons, and Canceled AppointmentsLearn how to preview a day from Month view, jump to any month, read the new appointment icons, and work with canceled and no-show appointments on your calendar.
- Adjust Working hours for a set periodLearn how to set temporary working hours for a date range, and how your regular hours resume automatically when the period ends.
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.
- Edit appointment requests before acceptingLearn how to change an appointment request's details before you accept it, so your client gets one notification instead of two.
- How do I assign a staff member when creating an appointment?Choose which staff member performs each service when you create an appointment in Goldie.
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 with my Goldie subscription?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.
- How To Set Up Rebooking RemindersLearn how the Rebooking reminder works, how to turn it on, and how it skips clients who already have a future appointment.
- 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 OverviewLearn how to text clients and read their replies in Goldie Chats, including notifications, failed messages, and team access.
- Communicate with Clients via WhatsApp in GoldieLearn how to call, message, and share client details through WhatsApp or WhatsApp Business, and add a secondary phone number.
- 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
- Send a Review Link to a Client ManuallyLearn how Pro and Pro Plus users can send or copy a review link for any client from their Client profile or the Reviews screen.
- What happens when no staff member is bookable onlineLearn what Goldie shows you when you turn off online booking for your last bookable staff member, and what clients see on your booking website.
- 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 approve online bookings in Goldie automatically or manually 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 BookingLearn how to ask clients for extra details, up to five photos, and their location in the last step of online booking.
- Online Booking Best Practices and RecommendationsReview the booking website, booking preferences, and no-show protection settings that help your Goldie online booking page work the way you want.
- 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 Hours?Customize 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
- Managing Your Reviews in GoldieLearn how Pro and Pro Plus users can find the Reviews screen, publish or unpublish client reviews, search them, and pin the best ones to their booking website.
- How to sell prepaid Packages in GoldieLearn how to create, sell, and manage Packages in Goldie — prepaid bundles of a single service that clients pay for once and use across future visits.
- Making a Form Required Before BookingLearn how Pro Plus users can require clients to complete a form as part of the online booking flow, so no booking is created until it is submitted.
- Collecting a Reason When Clients Cancel or RescheduleLearn how clients can give a reason when they cancel or reschedule online, and where you'll see those reasons in Goldie and in your emails.
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.
- 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.
- 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.
- Merge duplicate clientsLearn how to find and merge duplicate client profiles in the Goldie app so each client has one profile with their appointments, payments, and history in one place.
- Avoiding and Resolving Duplicate ClientsLearn how Goldie warns you before you save a client with a phone number you already have, and how to turn a duplicate into a sub-client or keep it separate.
Services
Set-up your services
- How do I create services?Learn how to add a new service in Goldie and set its price, duration, online booking options, add-ons, photo, and staff.
- How do I rearrange the order of my services list?Easily reorder your services in Goldie. Drag and drop to customize the order clients see when booking.
- Adding more photos to servicesLearn how to add up to five photos to a service, choose which one clients see first, and how the gallery appears in 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.
- How can I add extra time or processing time when setting appointments?Learn how processing time and extra time work in Goldie and how to add them to your services.
- What Happens to Booked Appointments When You Change a Service PriceLearn how Goldie asks whether a new service price should apply to appointments that are already on your calendar, and which ones are left untouched.
Product
Create, manage, and sell your products
- How can I sell or add products to my account?Sell products alongside services with Goldie. Manage inventory, assign staff, and enable online sales with ease.
- Understanding Your Products ReportSee how the Products report totals product sales from the cart and from appointments, broken down by product and staff.
Reports
See how much you earn and your profits
- Can I see how much money I’ve made each day/week/month/year?View your earnings by day, week, month, year, or custom period in Goldie's Appointments, Payments, Clients, Products, and Expenses reports.
- Understanding Net Profit in Your Payments ReportLearn how the Profit & Loss area of your Payments report calculates Net profit from revenue, expenses, taxes, and fees.
- Can I Access My Reports After Downgrading?Learn what happens to your reports when you move to the Starter plan, and how to keep the records you need for taxes.
- Can I export my report data for tax purposes?Export your appointment, payment, product, and expense reports as PDF and Excel files to support your tax filings.
- Appointment Reports vs. Payment ReportsLearn the difference between the Appointments report, based on booked prices, and the Payments report, based on money actually collected.
- Understanding the Balance Section in Your Payments ReportLearn how the Balance section of your Payments report separates money received from money refunded, and how the Net amount is calculated.
- Can I see financial reports for my staff members?See revenue, time worked, and tips for each staff member in Goldie's Appointments and Payments reports.
Marketing
Promote your business for success
- 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 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
- 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.
- 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.
- 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.
- Goldie Guide: Social Media TemplatesDownload Goldie social media templates with captions and booking links to promote your business online
- Win Back Inactive Clients with a Mass MessageLearn how AI Marketer finds clients you haven't seen in over two months and drafts a ready-to-send Winback mass message, plus other ready-made mass messages for Pro and Pro Plus…
- Ask clients for a Google review with AI MarketerLearn how Pro Plus users can use AI Marketer to invite happy clients to share their 5-star Goldie review on Google.
Plans & Billing
Upgrade your subscription
- Is Goldie free?See what's included in Goldie's free Starter plan, how the Pro Plus free trial works, and when it makes sense to upgrade.
- How can I upgrade to Pro, and why should I do it?See what Goldie Pro unlocks — unlimited appointments, automated reminders, marketing tools, and reports — and how to upgrade on iOS, Android, or the Web App.
- How can I upgrade to Pro Plus, and why should I do it?See what Goldie Pro Plus adds on top of Pro — team management, AI Receptionist, premium themes, waitlist, and more — and how to upgrade.
- How am I being billed?Goldie Pro and Pro Plus are auto-renewing monthly or annual subscriptions, billed by the App Store, Google Play, or Goldie, depending on where you subscribed.
- How do I change my payment method?Update the card used for your Goldie subscription in your Apple ID, Google account, or the Goldie Web App Billing page.
- How do I cancel my subscription?Cancel your Goldie subscription in the App Store, Google Play, or the Goldie Web App, and find out what to do if you can't see it there.
- Canceling your subscription vs. deleting your account — what's the difference?Explains the difference between cancelling a subscription and deleting your Goldie account, how to do each, and what happens to your data and billing in both cases.
- How do I request an invoice for my purchase?Download invoices for your Goldie subscription from the Goldie Web App Billing page, or from Apple or Google Play if you subscribed in the mobile app.
- What happens if I switch from one subscription to another?Learn how upgrades, downgrades, and switches between monthly and annual billing work for Goldie Pro and Pro Plus.
- What happens if I cancel my Goldie Pro Plus subscription? Will I lose appointments or my staff members?Cancelling Pro Plus keeps your appointments, but staff accounts are deactivated and permanently deleted after 14 days unless you reactivate Pro Plus.
Security
Keep your account secure
- What happens if I lose my phone or buy a new device?Access your Goldie account from any device, sync seamlessly, and manage your business anywhere
- Is Goldie GDPR compliant?Goldie ensures GDPR compliance, secure data, and easy export or deletion of your account information
- 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 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.
Team Management
Manage your team like a breeze
- How do I add a staff member?Add staff to your Goldie Pro Plus account, choose their role, and send them an invite to join.
- How can I edit the staff member’s profile?Owners and Managers can update a staff member's details, services, and settings in Goldie. Staff can also edit their own profile.
- How do I set up my staff members to be bookable online?Choose which staff members clients can book online in Goldie, and what happens when no one is bookable.
- How do I stop staff from seeing client contact details?Limit what staff can see in Goldie, including client phone numbers and emails, using roles and staff permissions.
- Why can't my staff member join my account?Fix staff invite and login problems, including staff members who already have a Goldie account with the same email.
- How do I change the staff’s permissions?Only the Owner can change a staff member's role or adjust what each role can do in Goldie.
- How to Customize Staff Permissions in GoldieAdjust what Managers, Receptionists, Service Providers, and Restricted Service Providers can do in Goldie. Only the Owner can change these settings.
- Do I get notified about what my staff is doing?Turn on email or push notifications for new bookings made with your staff members in Goldie.
- Why can't I see a staff member on my calendar?Find out why a staff member doesn't appear on your calendar and how the "visible on the calendar" setting works.
- How does the “Team Management” option work?Add unlimited staff to your Goldie account with Pro Plus, give each person a role, and manage your team from one place.
- What roles are available in the “Team Management” option?Compare Goldie's five staff roles — Owner, Manager, Receptionist, Service Provider, and Restricted Service Provider — and their default permissions.
- 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.
- How to delete a staff memberRemove a staff member from your Goldie account. They lose access right away, and their past appointments stay on your calendar and in reports.
- Will clients be able to select a staff member when booking online?Clients can choose their preferred staff member on your Goldie booking site, with names, professions, and photos shown.
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 method6 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 Stripe8 articles
Web App
Did you know you can use Goldie on your computer?
AI Assistant
Handle your communications and schedules with AI Receptionist
- AI ReceptionistLearn how AI Receptionist works in Goldie — how to find and activate it, choose which requests it handles, track results, reply to clients, and manage AI replies by plan.
- How the AI Receptionist Uses Your Online Booking SettingsLearn which Online Booking timeframes your AI Receptionist follows, where to review them, and what happens when a client asks to reschedule or cancel too late.
Troubleshooting
Troubleshooting
- Why does Goldie ask me to update the app?Learn what the "Quick update needed" message and the "App update is required!" banner mean in the Goldie mobile app, and how to update.
- Calendar sync troubleshooting: Why is my calendar not syncing?Fix the most common Goldie calendar sync problems: sync turning itself off, events missing on the web app, and differences between Google and Apple calendar syncing.
- 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.