Tutorials

Hands-on walkthroughs with screenshots. Each tutorial takes 5 to 15 minutes and produces a real, working result.

Scheduling

Get started with the core FoxCLM feature: managing sessions and calendar.

• Your First Session - sign in, open the scheduler, create a session from scratch
• Setting Up a Recurring Class - turn a session into a weekly class that repeats automatically
• Accepting Your First Booking - share a public booking page, review requests, and assign staff
• Setting Up Availability for a Booking Page - define your bookable hours, slot durations, and blackout dates per booking type

Invoicing

Bill clients and accept payments.

• Your First Invoice - create an invoice through the 3-step wizard
• Sending and Sharing an Invoice - email, generate public share links, and accept online payment
• Designing a Custom Invoice Template - drag-and-drop layout, fields, and styles for branded invoices

Clients

Build and maintain your client list.

• Adding Your First Client - create a client record, upload photos, and assign colour tags
• Setting Up Custom Fields - add custom fields to clients, sessions, and invoices

Team

Bring collaborators and staff into your workspace.

• Inviting a Collaborator - invite a partner or assistant with per-resource permission levels
• Running Your First Payroll - create a pay period, review staff earnings, approve, and mark as paid
• Sending an Announcement - broadcast messages to your staff and clients with scheduled publication and comments

Automation

Automate status changes, emails, and integrations.

• Building Your First Workflow - add statuses, wire up transitions, configure conditions and actions
• Integrating via Webhooks - fire HTTP requests to any external service (Slack, Zapier, CRM, custom API) on workflow events or schedules

Expenses

Track business spending alongside your income.

• Tracking Business Expenses - scan receipts, categorise spending, and route approvals

Contracts

Manage the full contract lifecycle - creation, approval, e-signature, obligations, renewals.

• Your First Contract - create from template, add parties, approve, send for signature, watch it activate
• Building a Reusable Contract Template - set up a Service Agreement template with clauses and default obligations

More tutorials coming soon:

• Cancelling and rescheduling sessions
• Inviting a staff member to the portal
• Setting up Stripe payments for Alipay and WeChat Pay

How these tutorials are structured

Every tutorial follows the same pattern:

1. What you'll build - a one-line outcome
2. Numbered steps with a screenshot for each
3. What's next - pointers to related reference docs and follow-up tutorials

If you prefer reference-style documentation over walkthroughs, go to the Scheduling Overview, Invoicing Overview, or any of the main sections.