Section
Settings & Integrations
8 tutorials in this section
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Xero Integration
Connect your Xero organisation, map your chart of accounts, and understand what Daobook syncs — invoices, payments, expenses, credits, and gift vouchers — so your books stay up to date without manual entry.
10 min read -
GST Setup for TCM Practices
Configure GST correctly for a TCM practice — consultations GST-free under Division 38, retail products taxable, and everything flows through to your invoices, expenses, reports, and Xero.
7 min read -
Setting Up a Second Practice Location
A second clinic, a shared team member, and per-location working hours — here's the order of operations so settings land where you expect.
5 min read -
Practitioner Commission
Configure commission rates per practitioner, handle GST on the clinic's service fee correctly, and read the commission report.
12 min read -
Transferring Ownership of Your Account
Hand your Daobook account — the subscription and every location under it — to another member of your team, with an accept step on their side.
3 min read -
Taking Online Payments with Square or Stripe
Connect Square or Stripe on the Payments page so your clients can pay invoices online, pay a deposit when they book, and buy gift vouchers — straight into your own account.
3 min read -
Connecting HighLevel
Keep your clients in HighLevel (GoHighLevel / LeadConnector) as contacts with engagement fields, so your agency's campaigns and automations run on a current list.
3 min read -
Card Hold at Booking
Keep a card on file when clients book online, so a late cancellation or no-show can be charged the fee in your cancellation policy — by you, never automatically.
4 min read