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Getting started

Create your account, set up your business and get your team ready.

Create your account and start your free trialHow to sign up your business in Diego, create your password and sign in for the first time. The trial lasts 14 days, no credit card needed.Set up your business detailsAdd your logo, name, address, EIN, sales tax rate and receipt message so your receipts and invoices show your business details.Add users, roles and PINsInvite your team, choose what each person can do and give them a PIN to switch cashiers and approve actions.

Selling and getting paid

Point of Sale, discounts, shifts, invoices and payments.

Open and close a shift (cash count)Record the starting cash, switch cashiers with a PIN and close the shift by comparing expected cash with what you counted.Make a sale at the Point of SaleAdd products, choose the customer and payment method, calculate change and give the receipt on paper or by WhatsApp.Authorized discounts with a PINSet which discounts can be given and apply them at the Point of Sale with a manager or admin PIN.Create a cash or on-account invoiceCreate invoices paid now or on account with payment terms, and send them by email or WhatsApp.Collect payments from your customersRecord full or partial payments on one or several invoices, with payment method, reference and a receipt for the customer.Customers and account statementsAdd your customers, see what they owe and for how long, download their statement as a PDF and remind them by WhatsApp.Create estimates and turn them into invoicesCreate estimates for your customers, send them by email or WhatsApp, and turn them into an invoice with one tap when they accept.Find, reprint and void ordersFind any sale in Orders, reprint the receipt and void a sale with a manager's PIN.Send receipts, invoices and reminders by WhatsAppHow to send a sale receipt, an invoice, an estimate or a payment reminder by WhatsApp.

Restaurants

Tables, kitchen orders, waiters, QR menu and charging tables.

Set up your tables and seating areasCreate your tables, group them by area (patio, upstairs) and lay out your floor plan by dragging them.Take a table order and send it to the kitchenOpen a table, add dishes for the whole table or by seat, and send the ticket to the kitchen.Charge a table: full check, by seat and tipCharge the full check or by seat, add the tip and choose the payment method.Use the kitchen screenHow the kitchen sees tickets, marks them ready, prints them and lets the waiter know.Waiters: take orders from a phoneWaiters take the order on their phone, add notes for the kitchen and get an alert when the food is ready.QR menu: guests order from the tablePrint each table's QR code so guests can see the menu and send their order from their phone.Your restaurant menu and special dishesSee your menu with what's available, add special dishes and print today's menu.Takeout and delivery at the Point of SaleIn a restaurant, every Point of Sale order has a type: dine in, takeout, or delivery with the address.

Auto repair shops

Shop invoices with vehicle details, estimates, PIN-approved edits, saved notes, staff and commissions.

Create a shop invoice with the vehicleCreate a shop invoice with the customer, their vehicle, the repair order, mileage, parts and labor.Charge, print and send a shop invoiceRecord full or partial payments, print the invoice and send it by email or WhatsApp.Fix a shop invoice with a PINChange a shop invoice with an admin or manager PIN. Who approved it, when and what changed is recorded.Customers and their vehiclesSave each customer's vehicles and fix their details. A fix shows on all their invoices and estimates.Shop estimates and turning them into invoicesWrite an estimate with the vehicle and odometer, then turn it into a shop invoice when the customer accepts.Saved notes for invoices and estimatesWrite your warranty or terms once and pick them when you create an invoice or estimate.Shop invoice numbering, language and disclaimerSet the next invoice number, the language invoices print in and your disclaimer or warranty text. Shop staff and commissionsAdd technicians and service advisors, put them on every invoice and calculate their commissions when the customer pays.

Salons and barbershops

Appointment calendar, staff and online booking.

Add your team for appointmentsAdd your stylists, barbers or therapists so they show on the appointment calendar.Book appointments on the calendarPick the staff member, the day and a free time to book an appointment. The customer gets an email confirmation.Set up online bookingTurn on your booking page: hours, rules, which services can be booked and who on your team takes bookings.How your customers book onlineWhat your customer sees on your booking link: service, staff member, day and time, and their confirmation.Services with a variable priceFor services without a fixed price, like color by hair length: you type the price when you charge.

Products and inventory

Products, categories, stock adjustments, vendors, deliveries and products from your phone.

Create and edit productsAdd your products with price, cost, category, barcode, photo and sales tax, and choose whether Diego tracks their stock.Organize products into categoriesCreate categories with an icon and color so you find products faster at the Point of Sale.Check your inventory and adjust it with a PINSee which products are low or out of stock, and fix a quantity with a reason and a manager's PIN.Import your products from a fileUpload many products at once with a CSV file containing the name, price and quantity.Vendors and deliveriesSave your vendors and record each delivery. Inventory goes up on its own. Add products from your phone (and the Owner app)Create and edit products on your phone and scan their barcode with the camera. In the Owner app too.

Reports and accounting

The Today screen, sales reports and accounting.

The Today screen: how your business is doingWhat each number on the Today screen means: sales, transactions, cash in drawer, overdue invoices and what needs attention.Sales reportsSee your sales by day, payment method, product and user. Download to Excel or CSV, or get the report by email every day.Drawer status and shift historySee how much cash should be in the drawer right now, and review the last 30 days of cash counts.Accounting for US businessesRecord expenses, vendor bills and owner transactions, and export everything ready for QuickBooks.Vendor refunds and credit memosRecord money a vendor gives back to you, and give a customer a credit or refund on an invoice.

Your account

Plan, security, help and support.

Your plan and free trialHow many trial days you have left, how to choose a plan, and how to redeem an upgrade code.Change your password and keep your account safeChange your password, reset it if you forget it, and protect your business with personal PINs.Get help or report a problemOpen this help center from Diego, report an error or send us a suggestion.

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