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Docs
  • Overview
  • Welcome to Vally
  • Getting Started
    • Prerequisites
    • 1. Create your account
    • 2. Downloading the app
    • 3. Set Up Business Information
    • 4. Set Up Business Policies
    • 5. Invite and Manage Members
    • 6a. Set Up Stripe (Business)
    • 6b. Set Up Stripe (Individual)
    • 6c. Set Up Your Stripe Terminal Reader
    • 7. Add and Manage Resources
    • 8. Set Up Activities
    • 9. Add-Ons & Discounts
    • 10. Explore the Dashboard
    • 11. Learn how customers can pay deposits
    • 12. Review and Manage Bookings
    • 13. Collect Final Balances
    • 14. Collect Gratuities and Extra Charges
    • 15. Issue a Refund
    • 16. Review Calendar
    • 17. Review Client Directory
    • 18. Import Calendar Events
    • Review your business emails
  • Basics
    • Create a Booking from Custom Invoice
    • Send and Manage a Payment Link
    • Create a Booking from Schedule
    • Use Business Metrics
    • Add a Booking to an Existing Order
  • Developers
    • Adding Vally to your website
    • Set Up Google Analytics and Google Tag Manager
    • Embed a Vally Calendar on Your Website
  • Troubleshooting
    • Why won't my booking show on the calendar?
    • Fix Issues Receiving SMS Alerts
Changelog Vally Portal Sign in
  • Overview
  • Welcome to Vally
  • Getting Started
    • Prerequisites
    • 1. Create your account
    • 2. Downloading the app
    • 3. Set Up Business Information
    • 4. Set Up Business Policies
    • 5. Invite and Manage Members
    • 6a. Set Up Stripe (Business)
    • 6b. Set Up Stripe (Individual)
    • 6c. Set Up Your Stripe Terminal Reader
    • 7. Add and Manage Resources
    • 8. Set Up Activities
    • 9. Add-Ons & Discounts
    • 10. Explore the Dashboard
    • 11. Learn how customers can pay deposits
    • 12. Review and Manage Bookings
    • 13. Collect Final Balances
    • 14. Collect Gratuities and Extra Charges
    • 15. Issue a Refund
    • 16. Review Calendar
    • 17. Review Client Directory
    • 18. Import Calendar Events
    • Review your business emails
  • Basics
    • Create a Booking from Custom Invoice
    • Send and Manage a Payment Link
    • Create a Booking from Schedule
    • Use Business Metrics
    • Add a Booking to an Existing Order
  • Developers
    • Adding Vally to your website
    • Set Up Google Analytics and Google Tag Manager
    • Embed a Vally Calendar on Your Website
  • Troubleshooting
    • Why won't my booking show on the calendar?
    • Fix Issues Receiving SMS Alerts
Browse docs
  • Overview
  • Welcome to Vally
  • Getting Started
    • Prerequisites
    • 1. Create your account
    • 2. Downloading the app
    • 3. Set Up Business Information
    • 4. Set Up Business Policies
    • 5. Invite and Manage Members
    • 6a. Set Up Stripe (Business)
    • 6b. Set Up Stripe (Individual)
    • 6c. Set Up Your Stripe Terminal Reader
    • 7. Add and Manage Resources
    • 8. Set Up Activities
    • 9. Add-Ons & Discounts
    • 10. Explore the Dashboard
    • 11. Learn how customers can pay deposits
    • 12. Review and Manage Bookings
    • 13. Collect Final Balances
    • 14. Collect Gratuities and Extra Charges
    • 15. Issue a Refund
    • 16. Review Calendar
    • 17. Review Client Directory
    • 18. Import Calendar Events
    • Review your business emails
  • Basics
    • Create a Booking from Custom Invoice
    • Send and Manage a Payment Link
    • Create a Booking from Schedule
    • Use Business Metrics
    • Add a Booking to an Existing Order
  • Developers
    • Adding Vally to your website
    • Set Up Google Analytics and Google Tag Manager
    • Embed a Vally Calendar on Your Website
  • Troubleshooting
    • Why won't my booking show on the calendar?
    • Fix Issues Receiving SMS Alerts
Home / Basics

Basics

Complete common day-to-day workflows in the Vally Portal.

Create a Booking from Custom Invoice

Send and Manage a Payment Link

Create a Booking from Schedule

Use Business Metrics

Add a Booking to an Existing Order

Previous Review your business emails Next Create a Booking from Custom Invoice
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