THE ROVELOGICS GUIDE
Explore every RoveLogics feature
Browse individual features and step-by-step instructions by topic. Each guide includes setup steps and practical checks.
65 articlesUpdated as features are verified
Appointments & scheduling10 guides Routes & SmartFill7 guides Clients & communication9 guides Payments & billing5 guides Team & resources5 guides Website & marketing7 guides Integrations7 guides Daily operations7 guides Reports & bookkeeping4 guides Security & account4 guides
Appointments & scheduling
Services, appointments, availability and policies
Appointments and confirmationUnderstand holds, confirmed bookings, cancellations, and provider-defined requirements.Pilot / limited rolloutWorking hours, breaks and time offSet when appointments may be offered and preserve recovery or travel time.GuideHow far ahead clients can bookSet the number of days available for future online appointments.GuideBooking start intervals and smart routingUnderstand how the booking grid and route-aware time suggestions interact.GuideControl who can request a bookingChoose open booking, approval-only access, referral access, or closed online booking.GuideUse the appointment calendarReview, create and manage appointments from the provider workspace.GuideReschedule and cancel appointmentsApply provider policies consistently when plans change.GuideBooking holds and expiration windowsUnderstand temporary reservations during multistep booking.GuideConfigure appointment confirmation rulesDetermine when a booking becomes confirmed based on payment, intake or approval.Pilot / limited rolloutBook multiple services at one addressSchedule consecutive appointments for a household or shared location.Guide
Routes & SmartFill
Travel rules, nearby openings and capacity
Route-aware bookingLearn how travel time and location influence available appointments.GuideSmart Waitlist & SmartFillUse openings and travel proximity to match interested clients.GuideTravel limits and return-home rulesKeep your mobile schedule within practical travel constraints.GuideMileage charges and travel feesSet included miles, additional-mile charges and any caps.GuideQuick Route planningPreview practical travel paths for a workday.GuideManage Smart Waitlist requestsCapture clients' interest in alternate dates and booking windows.GuideInvite nearby clients when a route is confirmedOffer eligible clients a chance to book while a provider is already in their area.Pilot / limited rollout
Clients & communication
Profiles, forms, messages and reminders
Set up notifications and remindersChoose email and in-app alerts, set up to two reminder times, enable device push and check delivery.GuideForms, intake & policiesCollect necessary booking details and policy acknowledgments.GuideAsk screening questions before schedulingCollect eligibility or logistics information before a client enters the calendar.GuideManage client profilesKeep contact details, preferences and booking history organized.GuideClient wallets, credits and gift transfersTrack eligible client credits and transfers without losing the original history.GuidePackages and gift cardsOffer prepaid value or service credits with clear redemption rules.Pilot / limited rolloutClient messages and conversationsKeep business communication connected to the relevant client record.Pilot / limited rolloutRequest and manage client reviewsCollect feedback and decide what may appear on public provider pages.GuideFollow-ups and recurring visit remindersHelp clients return on a schedule that fits their needs.Pilot / limited rollout
Payments & billing
Checkout, estimates, invoices and receipts
Choosing Stripe or SquareWhy RoveLogics recommends Stripe and how to choose the right processor for your business.GuideEstimates, invoices & approvalsThe document-to-payment workflow and its current pilot status.Pilot / limited rolloutPrepayment, deposits and payment requirementsChoose what clients pay at booking and how payment affects confirmation.GuideRefunds, credits and payment reconciliationTrack changes after payment without duplicating refunds.Pilot / limited rolloutReceipts and payment statusHelp clients understand whether a charge succeeded and what comes next.Pilot / limited rollout
Team & resources
Staff permissions, rooms and assignments
Add and manage team membersCreate provider staff records and their working roles.GuideRoles and permissionsLimit staff to the tools and records required for their work.GuideStaff availability and shared bookingsManage working hours for multiple providers without overlap.GuideLocations, rooms and resourcesPlan studio or hybrid work using shared resources.GuideCommissions, tips and provider earningsTrack amounts owed to practitioners before owner approval.In development
Website & marketing
Your public presence and client experience
Brand your client experienceMake provider pages and notifications recognizable to clients.Pilot / limited rolloutSet up your provider websiteCreate a small branded site connected to your business profile and booking flow.GuideOrganize website FAQsAnswer common client questions in a readable format.GuideManage website photos and galleryUse authentic business photography to explain services.GuideWebsite SEO and social previewsMake your business page understandable in search and shared links.GuideContact forms and public inquiriesGive visitors a simple way to reach the business.GuideConnect a custom website domainUse your own business domain for a provider page when supported.Pilot / limited rollout
Integrations
Stripe, Square, Google and planned connections
Connect payments and calendarsWhat to expect when connecting Stripe, Square, and Google Calendar.GuideConnect Stripe (recommended)Authorize the intended business account for RoveLogics' recommended payment integration.GuideConnect SquareConnect a Square account for supported payment collection.GuideTwo-way Google Calendar synchronizationKeep availability aligned while limiting information shared externally.GuideConnect a Google Business ProfileKeep public business information consistent across online listings.GuideQuickBooks integration roadmapUnderstand what future accounting sync could include.In developmentAutomation and Zapier roadmapUnderstand the direction of third-party workflow automation.In development
Daily operations
Today, dashboards, capacity and dispatch
Daily capacity and preferred workloadSet a hard maximum while indicating the number of appointments you prefer.GuideUse the Today viewSee upcoming work and the most important tasks for your day.GuideUnderstand your dashboardUse your main dashboard to orient yourself across business activity.GuideCustomize dashboard widgets and favoritesChoose which business information and shortcuts appear first.Pilot / limited rolloutDispatch and daily work assignmentCoordinate multiple mobile appointments and team members.GuideTrack orders and service salesReview transactions and service-related order records.GuideImport clients and migrate dataBring client information into RoveLogics while checking duplicates and consent.Guide
Reports & bookkeeping
Revenue, expenses, mileage and retention
Read business reportsUse summary reporting to review bookings and business outcomes.GuideTrack business expensesOrganize business costs separately from client charges.GuideTrack mileage for business travelReview recorded travel distances and related business records.GuideRetention and follow-up reportingUnderstand repeat business and outreach performance.Pilot / limited rollout
Security & account
Sign-in, permissions, exports and accessibility
Sign-in security and MFAProtect provider accounts and administrative access.GuideOptional identity verificationUnderstand verification checks and connected account onboarding.GuideExport and account recordsPrepare business data for review, portability or account transitions.GuideKeyboard and accessibility featuresNavigate RL using keyboard, zoom, and assistive technology.Guide