Documentation
Advanced workflows
Get the most out of Citauno: locations, team, services per professional, discounts and automations.
Business structure
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1
Manage multiple locations
How to add locations, assign each professional to one, limit services per location, and filter the calendar.
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2
Which services each professional performs
How to limit a service to certain professionals, and what to do when you want to charge differently depending on who works.
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17
More features: tools we turn on when you ask
Some tools are turned on business by business when you ask, at no cost. What they are, how to ask from More features, and what happens if one is turned off.
Team
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3
Team and roles: owner, admin, manager, professional
Who can do what in Citauno. The differences between the 4 roles and when to assign each one.
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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.
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5
Exceptional working hours per professional
How to set each professional's weekly schedule, copy it from the location's, and understand how the two combine.
Daily operations
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6
Block time (vacation, absences, maintenance)
How to create blocked time so nobody books hours you can't cover, and what to do about bookings already on the calendar.
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13
Recurring bookings: the same appointment, repeated
Book every Friday at 3pm in one go. The conflict report, what to do with each clashing date, and how to change one appointment without touching the rest.
Communication
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7
WhatsApp notifications: credits vs. your own account
What Citauno actually sends over WhatsApp, how your plan's credits are consumed, and what changes if you connect your own number.
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8
Connect your own WhatsApp with Embedded Signup
How to connect your WhatsApp Business account to Citauno through Meta's Embedded Signup, and what actually changes when you do.
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19
Team notifications: instant alerts on phones and computers
New bookings, cancellations and your next appointment on phone or computer, without WhatsApp credits. Turn them on per device and choose what you get.
Promotions
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9
Discount codes & referrals
Create percent or fixed-amount codes that apply to the whole invoice or specific services, and assign one to a client to track referrals internally.
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10
Deposits and advance payments
How to charge a deposit or the full amount at booking time with tpago, what the customer sees, and what stays on you.
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18
A links page for your bio (link-in-bio)
One link for your Instagram, TikTok or WhatsApp bio: the booking button at the top and, below it, your social profiles, WhatsApp and anything else.
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20
Refer and earn: invite businesses and get money off your invoice
Share your link or QR code with other businesses. When one pays its first invoice, we take that same amount off your next invoice.