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.
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
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.
Promotions
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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.
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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.