📝 Overview
The New Cloud Site offers more flexibility, automation, and built-in tools designed to save you time and reduce manual work. From easier appointment management to deposits, waitlists, and online forms, the new system helps streamline your daily operations and improve the customer experience.
Below is a breakdown of key differences and improvements.
🌟 Why Move to the New Cloud Site?
The New Cloud Site offers:
Easier appointment management
More powerful tools like deposits, online forms, and waitlists
Improved stability and fewer errors
A smoother experience for both staff and customers
By fully transitioning to the New Cloud Site, you’ll gain access to the latest features and the best overall experience available.
🚀 Key Improvements in the New Cloud Site
Learn what’s changed in the New Cloud Site and how it compares to Cloud Classic so you can quickly understand the biggest improvements.
🛡️ Reliability & Stability (No more Classic/New conflicts)
Learn why using only the New Cloud Site reduces errors and keeps your data consistent.
Click the arrow to view key changes in reliability and stability
Click the arrow to view key changes in reliability and stability
Cloud Classic + New Site Together
Switching between the Classic site and the New site could cause data errors.
Entering information in multiple systems created inconsistencies.
Fully Using the New Cloud Site
By transitioning fully to the New Cloud Site:
You eliminate errors caused by entering data in multiple systems
Your information stays consistent, accurate, and up to date
📅 Appointment Management (moving, filling openings, repeats)
See what’s faster in the Appointment Book: moving appointments, managing openings, and handling repeat visits.
Click the arrow to view key changes in appointment management
Click the arrow to view key changes in appointment management
Moving Appointments
Click the arrow to learn more
Click the arrow to learn more
Cloud Classic
Appointments had to be cut and pasted into new time slots.
Moving appointments required more clicks and manual steps.
New Cloud Site
Drag and drop appointments anywhere on the Appointment Book.
To move to a different day:
Drag the appointment to the holding space in the bottom left of the Appointment Book
Navigate to the preferred day
Drag it from the holding space into the desired time slot
Open the appointment and manually update the time on the ticket
Create recurring appointments for repeat visits.
Built-In Waitlist
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Click the arrow to learn more
Cloud Classic
Waitlist functionality was not available.
New Cloud Site
Add appointments to the waitlist from the Appointment Book screen.
Move appointments off the waitlist any time availability opens up.
Learn more about this feature in the article linked below:
💳 Checkout & Payments (discounts + deposits)
Learn how discounts and deposits work in the New Cloud Site, including where to apply them and what’s now automated.
Click the arrow to view key changes in checkout & payments
Click the arrow to view key changes in checkout & payments
Applying Discounts
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Click the arrow to learn more
Cloud Classic
Discounting options were limited.
Discounts had to be added manually per service.
New Cloud Site
Add a discount directly to a ticket from the Checkout screen.
Use Promotions to automatically apply discounts to tickets.
Deposits
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Click the arrow to learn more
Cloud Classic
Deposit functionality was unavailable or required workarounds.
Manual tracking was often needed to avoid misapplying client funds.
New Cloud Site
Charge deposits on all services or specific services.
Collect deposits in-software and through Online Booking.
Learn more about this feature in the article linked below:
📄 Automation & Forms (reminders + forms )
Learn how online forms and automated reminders streamline prep work and reduce manual follow-up.
⚠️ Please Note:
Online Forms aren’t included with Basic subscriptions. This section applies to Deluxe and higher plans.
Click the arrow to view key changes in forms & automation
Click the arrow to view key changes in forms & automation
Appointment Reminders
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Click the arrow to learn more
Cloud Classic
You could manually send appointment reminders when needed.
New Cloud Site
Manual reminder sending is no longer available.
Reminders are automatically sent behind the scenes.
Learn more about this feature in the article linked below:
Online Forms & Waivers
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Click the arrow to learn more
Cloud Classic
Online forms and waivers were not available.
New Cloud Site
Create online forms and waivers.
Send them automatically after scheduling an appointment.
Learn more about this feature in the article linked below:
❓ FAQs
Find answers to common questions or additional details that may not be covered in the main instructions
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Is Cloud Classic still supported?
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Click the arrow to see the answer
We are actively transitioning customers to the New Cloud Site to ensure access to improved features, stability, and future updates.
Can I use both systems at the same time?
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Click the arrow to see the answer
While technically possible in some cases, switching between systems can create data inconsistencies. We strongly recommend fully transitioning to the New Cloud Site.
Will I lose any functionality when moving?
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Click the arrow to see the answer
Most functionality is improved in the New Cloud Site. Some manual processes (like manually sending reminders) have been replaced with automated systems to save time.