Documentation

Reference

Every form, every option, every permission explained in detail. For when you need to know exactly what something does.

Settings

  1. 1

    Business settings: every option

    Exhaustive reference for every field on the Business Settings screen.

  2. 2

    Location form: field by field

    Exhaustive reference for every field in the location creation/edit form.

  3. 3

    Professional form: field by field

    Exhaustive reference for every field in the team member / professional form.

  4. 4

    Service form: field by field

    Exhaustive reference for every field in the service creation/edit form.

Daily operations

  1. 5

    Calendar: views, filters and the quick popup

    Everything the internal calendar does: day and week views, filters, colours, drag-to-create and the booking popup.

  2. 6

    Booking statuses: pending, confirmed, completed, no-show, cancelled

    The 8 statuses of a booking, who can move between them, what each change notifies, and which ones hold the slot.

  3. 7

    Quick booking form

    Every field in the quick form that opens when you click or drag a calendar slot — and what it doesn't include.

  4. 12

    Editing a booking and changing its client

    What you can change on an existing booking, its client included: who can, who gets told, and how it differs from Reschedule.

  5. 13

    Internal booking notes

    Notes only your team can see, kept on the booking with author and date: where they show, who writes them, and how they differ from client notes.

  6. 14

    Clients: card, search, blocking and merging

    The admin's Clients section: search, read the client card and its counters, clients who share a WhatsApp, block a number and merge duplicate cards.

Team

  1. 8

    Roles and permissions matrix

    Complete table of what each role (Owner, Admin, Manager, Professional) can do across every area of the product.

Notifications

  1. 9

    Notification templates (email + WhatsApp)

    The automatic notifications Citauno sends today: when they fire, who gets them, and what you can configure.

End customer

  1. 10

    What your customers see on the public page

    Complete reference for the business's public page: sections, booking flow, customer options, mobile behavior.

Analysis

  1. 11

    Visits and bookings: how to read the funnel

    What each step of the Analytics funnel measures, where the numbers come from, what is not counted and why it may not match your bookings.