Advanced workflows

Business structure

1. 1

   Manage multiple locations

   How to add new locations, assign professionals and services per location, and keep separate calendars.

2. 2

   Services per professional with different prices

   How to assign a service to specific professionals and apply custom prices or durations per person.

Team

1. 3

   Team and roles: owner, admin, member

   Who can do what in Citauno. The differences between the 3 roles and when to assign each one.

2. 4

   Invite your team by email

   The full invitation flow: how to send them, what happens on the invitee's side, how to resend or revoke.

3. 5

   Exceptional working hours per professional

   How to set different working hours for each professional, whether by day of the week or as a one-off exception.

Daily operations

1. 6

   Block time (vacation, absences, maintenance)

   How to create one-off or recurring blocked time so no customer books during hours you can't cover.

Communication

1. 7

   WhatsApp notifications: credits vs. your own account

   The two ways to send WhatsApp from Citauno: use our credits (fast) or connect your own account (scale).

2. 8

   Connect your own WhatsApp with Embedded Signup

   A step-by-step walkthrough of Meta's Embedded Signup flow so your messages go out from your own WhatsApp Business number.

Promotions

1. 9

   Discount codes & referrals

   Create percent or fixed-amount codes that apply to the whole invoice or a single service, and assign one to a client to track referrals internally.

2. 10

   Deposits and upfront payments

   How to set up deposit-required mode so customers pay a portion upfront and you reduce no-shows.