The HappierBiz guide

Introduction

HappierBiz is an all-in-one operating system for a small business. Instead of

Quick-start guide

Get up and running in about 30 minutes. This is the fast path; each step links to

Getting started

This chapter takes you from "never heard of it" to "set up and logged in." It

Roles & permissions

HappierBiz controls who can see and do what through roles. Every team member

Dashboard & navigation

This chapter explains the home Dashboard you land on after logging in, and

Accounting export

that imports straight into your accounting software, Xero, MYOB or

AI assistant

business and helps you get things done faster. You can ask what needs your

Approvals & payroll sign-off

have to hunt through separate screens. It gathers leave, shift requests,

Assets & maintenance

after, coffee machines, fridges, play equipment, gym machines, vehicles,

Bookings (Experiences, Staff/spaces/equipment, Check-in)

Bookings is the heart of HappierBiz. It is really four connected screens:

Calendar

glance and avoid double-bookings. It shows the same bookings as the Bookings

Customers

their history, total spend, your private notes and tags, and their **marketing

Documents

procedures (SOPs) and manuals, with optional read-acknowledgement so you can

Expenses

for you to approve it and track what is owed back to them. It covers two cases

Forms & workflows

feedback, checklists, and track every submission through a workflow of

Invitations & day plan

functions, parties, corporate events, catering:

Invoicing

also handles outbound purchase orders to your suppliers, raise, approve,

Leave

who's away at a glance. Approved leave automatically blocks bookings for that

Licences & certifications

With Children Check (WWCC), White Card, electrical licences and anything else,

Marketing

news, and grow your opt-in list. HappierBiz only ever emails people who have

Memberships

passes, that bill a customer's card automatically each week, month or year,

Payments

Stripe** account, so payouts go straight to your bank. You can charge a saved

Recipes & menu

track consumption and tie production to your shopping list. Each recipe lists its

Reminders & digests

expiring licences, overdue invoices, quotes awaiting a reply, assets due for

Roster & timesheets

the result into timesheets you can approve and export for payroll. It

Safety & cleaning

logs. Build tasks by area, category and frequency, capture readings

Shift requests

and managers approve it all in one inbox. Open shifts can be claimed by anyone

Shopping list

whiteboard. Anyone can add what's needed, group by category and supplier, and tick

Tasks

with due dates and priorities, set up recurring chores (opening/closing

Team comms

Team → Announcements & chat, with Team chat and Handover alongside.

Team happiness

an anonymous weekly pulse check-in, peer recognition (shout-outs), and an

Work logs

for it, look back at what was done for a customer, and see how much captured

FAQs

Go to your workspace's …/admin address and enter your email and password. See

Troubleshooting

A consolidated, symptom-first guide. For module-specific issues, each module

Administrator guide

For Owners and Managers who configure the business. It covers Settings,

Security & your data

HappierBiz looks after the things that matter most to your business, your

AI, data & privacy

HappierBiz has two AI features, the Help assistant (the ? panel, available

Release notes & training

This section gives (1) a release-notes template for documenting future