Help centre
How everything in Pulosa works, with animations and screenshots.
New here? Start with this
Getting started
Logging in, your PIN, and the first things to set up.
Read the guideStart here
4 steps · 2 screenshotsLogging in, PINs and switchingYour own PIN, forgotten PINs and the recovery key, switching between people on a shared device, and auto-lock.Read guide 
3 steps · 1 screenshotThe dashboardToday at a glance: appointments, messages, consents, gift cards and, for people with access, takings and the audit check.Read guide 5 stepsGetting helpAsk in the support chat: instant answers from the help centre, and a real person on the Pulosa team when you need one.Read guide
3 steps · 1 screenshotThe dashboardToday at a glance: appointments, messages, consents, gift cards and, for people with access, takings and the audit check.Read guide 5 stepsGetting helpAsk in the support chat: instant answers from the help centre, and a real person on the Pulosa team when you need one.Read guide Every day
3 stepsToday and finding thingsThe desk’s view of the day: who’s next, who’s arrived, who’s late, what’s not paid and which forms are still to do. And the search box that finds anything.Read guide 
5 steps · 4 screenshotsThe calendarDay, week and month views, who’s working, what’s paid, and everything you can do with a booking.Read guide 
4 steps · 1 screenshotBooking a clientBooking in person or on the phone, booking now and signing later, and confirmations by email or text.Read guide 
4 steps · 2 screenshotsTaking consentHealth questions, risks and signatures: in person, handed to the client, or by email before the visit. Then sealed.Read guide 
4 steps · 3 screenshotsClientsAdding and importing clients, finding them fast, following up, and archiving.Read guide 
5 steps · 1 screenshotClient records: notes, files and historyEverything on a client’s page: bookings, consents, clinical notes, photos, files, medical history and who looked at them.Read guide 3 stepsBefore and after photosTaking treatment photos that are stamped, sealed and proven unaltered.Read guide 4 stepsTime off, holidays and blocked timeBlocking out time, booking holidays and sickness, holiday requests and allowances.Read guide 
5 steps · 1 screenshotNotifications and messagesThe bell, Messages (your shared inbox for website messages, emails, quote requests and chat leads) and choosing what you’re told about.Read guide
5 steps · 4 screenshotsThe calendarDay, week and month views, who’s working, what’s paid, and everything you can do with a booking.Read guide 4 steps · 1 screenshotBooking a clientBooking in person or on the phone, booking now and signing later, and confirmations by email or text.Read guide 4 steps · 2 screenshotsTaking consentHealth questions, risks and signatures: in person, handed to the client, or by email before the visit. Then sealed.Read guide 4 steps · 3 screenshotsClientsAdding and importing clients, finding them fast, following up, and archiving.Read guide 5 steps · 1 screenshotClient records: notes, files and historyEverything on a client’s page: bookings, consents, clinical notes, photos, files, medical history and who looked at them.Read guide 3 stepsBefore and after photosTaking treatment photos that are stamped, sealed and proven unaltered.Read guide 4 stepsTime off, holidays and blocked timeBlocking out time, booking holidays and sickness, holiday requests and allowances.Read guide 5 steps · 1 screenshotNotifications and messagesThe bell, Messages (your shared inbox for website messages, emails, quote requests and chat leads) and choosing what you’re told about.Read guide Set up
4 steps · 3 screenshotsTreatments, prices and categoriesYour treatment menu: prices, options, discounts, minimum ages, quotes, regular appointments and who does what.Read guide 
3 steps · 1 screenshotConsent form settingsEditing each treatment’s form, how long a form lasts, and sending forms automatically before appointments.Read guide 
4 steps · 1 screenshotData protection impact assessment (DPIA)Your written check of how you protect clients’ health information: a template filled in for you to finish, sign off and print.Read guide 
3 steps · 1 screenshotBusiness profile and opening hoursYour business name, type, address, phone, email and logo, opening hours, and the rules for online booking.Read guide Website & messages
5 steps · 5 screenshotsYour websiteBuilding your website: themes, colours, sections, editing on the page, and publishing.Read guide 
6 steps · 3 screenshotsWebsite pages, news, address and domainExtra pages, legal pages, news posts and your Google listing; and Website settings: switching it on or off, maintenance mode, your web address, the map, other links and Google Analytics.Read guide 
5 steps · 1 screenshotOnline bookingHow clients book and pay on your website, regular appointments, forms when booking, and adding it to their calendar.Read guide 
3 steps · 1 screenshotMarketing: campaigns and automatic messagesEmail a group of clients, switch on messages that go by themselves (time to rebook, we miss you, birthday, review request), and see the bookings they bring in.Read guide 
5 steps · 1 screenshotPromotions, offers, discount codes and Refer a friendEvery discount: sales that start and stop by themselves or run all the time, savings on regular appointments, discount codes clients type when booking, Refer a friend, and the Offers category on your website.Read guide 
3 steps · 2 screenshotsClient messages: emails and the sent logConfirmations, reminders, receipts and invoices sent for you, in your words, plus the log of everything sent.Read guide 3 stepsText message remindersAppointment reminders (and, if you like, confirmations, changes and cancellations) texted to clients’ mobiles, with free texts every month and credits you can buy.Read guide 
3 steps · 1 screenshotWebsite chat (AI features)A chat assistant on your website that answers questions from your own information and takes details for you.Read guide Money
5 steps · 1 screenshotPayments, deposits and invoicesTaking payments by card online (Stripe, Square or SumUp) or on your card reader, cash and bank transfer, deposits, refunds, and receipts and invoices.Read guide 4 stepsGift cardsSelling gift cards on your website or at the desk, what they can be used for, how clients spend them, and where sales and balances show up.Read guide 
5 steps · 1 screenshotFinances and taxTakings, expenses, profit, team pay, a month-by-month forecast, treatment margins and an estimate of what to put aside for tax.Read guide 
3 steps · 1 screenshotYour plan and billingYour free trial, adding your card, changing plan, seats and invoices.Read guide Team and security
6 steps · 5 screenshotsData & complianceClients’ data requests (logged by you or sent through Manage my data on your website), archived profiles, legal holds, how long records are kept, and deleting them when they can go.Read guide 
5 steps · 2 screenshotsYour teamAdding people, their working hours, importing your team from a spreadsheet, PINs, showing them on your website, seats, and deactivating.Read guide 
3 steps · 1 screenshotStaff filesDocuments with expiry reminders, employment and pay details, holiday allowance, emergency contacts and private notes.Read guide 3 stepsNew startersSending new starters a link to fill in their details, documents and forms, then checking and approving them.Read guide 3 stepsRoles and permissionsWhat each role can do, making your own roles, changing one person’s access, and seeing the app as them.Read guide 
7 steps · 3 screenshotsSecurity, encryption and the audit logHow client records are protected, auto-lock, your business login, and the tamper-proof log of everything that happens.Read guide Need a hand?
Email the Pulosa team, or sign in and chat with us. A real person replies within one working day, usually much sooner.