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FAQ
Here are some common questions about Puzzle Piece.
1. General & Getting Started
What is Puzzle Piece?
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Who is Puzzle Piece for?
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How do I get started?
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Do I need technical skills to use Puzzle Piece?
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Is there a guided onboarding flow?
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What roles exist within the platform?
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Can staff members have their own login?
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2. Scheduling & Booking
How does the booking system work?
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What is my booking link?
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Can clients book without creating an account?
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Can I book multiple clients at the same time for one service (group events)?
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Do recurring appointments work?
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Can I block time off on my calendar?
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What statuses can a booking have?
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Can clients reschedule or cancel their own bookings?
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Is there a dashboard view of all appointments?
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3. Services & Service Options
How do I create a service?
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Can I set different prices for add-ons within a service?
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Can I attach intake questions to a service?
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What does public vs. private service access mean?
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Can I buffer time between appointments?
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Can I customize my booking page appearance?
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Can I show a custom message after booking?
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4. Scheduling Rules & Policies
Can I require a deposit to book?
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What happens if a client cancels last minute?
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What happens if a client is a no-show?
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Can clients reschedule and can I restrict it?
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Are these policies enforced automatically?
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Where do I set Scheduling Rules?
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5. Teams & Staff Management
Can I add staff members to my account?
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Can staff have different working hours?
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Can I assign staff to specific services and locations?
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Can I manage staff time off (PTO)?
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Can I track staff performance?
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Can staff have buffers between appointments?
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6. Client Management & CRM
Does Puzzle Piece have a client database?
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Can I see full client interaction history?
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Can I run re-engagement campaigns for lapsed clients?
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Can I take notes on a client?
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7. Client Packages & Memberships
What is a Client Package?
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What is a Client Membership?
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How are packages/memberships tracked in bookings?
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What happens when a package expires or membership is cancelled?
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8. Digital Profile (Link-in-Bio)
What is the Digital Profile?
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What can I add to my Digital Profile?
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Can I customize the look and feel?
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Can I track link clicks?
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Is there a live preview while editing?
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9. Analytics & Reporting
What analytics does Puzzle Piece provide?
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Which plan includes advanced analytics?
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Can I export analytics data?
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What is a client cohort?
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What does staff utilization mean?
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10. Email Automations
Does Puzzle Piece send automated emails?
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Can I customize email content?
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Can I have different templates per service?
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Do confirmation emails include calendar invites?
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Can clients reschedule or cancel from email?
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11. Lead Generation
What is the Leads feature?
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How does the credit system work?
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Can I browse leads before spending credits?
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Can I filter leads by industry and location?
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Is there a cart for bulk lead purchases?
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Where can I see purchased leads?
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12. Locations
Can I manage multiple business locations?
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How do locations affect bookings?
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Does Puzzle Piece support automatic geocoding?
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Can I filter analytics by location?
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13. Calendar & Integrations
Does Puzzle Piece sync with Google Calendar?
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Does it work with Outlook Calendar?
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Does it work with Apple Calendar?
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Can clients add bookings to their own calendar?
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Does Puzzle Piece integrate with Stripe?
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14. Payments & Billing
What payment methods are supported?
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Can I require a deposit before confirming a booking?
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What currencies are supported?
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How are refunds handled?
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Is tipping supported?
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Where can I see billing history?
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15. Subscription Plans
What plans does Puzzle Piece offer?
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Can I start for free?
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Can I cancel anytime?
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Is there a trial for paid plans?
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Can I use promo codes?
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What happens to data if I downgrade?
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18. CSV Import & Data Migration
Can I import existing client data?
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How does column mapping work?
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Does the importer detect duplicates?
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Can I review import errors before finalizing?
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What if an import fails partway through?
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19. Surveys & Scorecards
Can I create surveys to gather client feedback?
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How are surveys shared with clients?
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Can I gather client info alongside surveys?
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Can I embed survey links in follow-up emails?
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20. Support
How do I get help if I have an issue?
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Is there in-app guidance?
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Is there documentation available?
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How do I contact Puzzle Piece?
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