Salon Tech Services Guide

You can completely rebrand your site to match your salon's aesthetic.

• Go to the Admin dashboard and navigate to Manage Brand, Logo & Favicon or Theme & Fonts.
• Select from professionally designed themes, change title/body fonts, and upload your custom logo/favicon.
• All changes apply instantly across your entire site.

Keep your public website fresh with updated content and images.

• Go to the Admin dashboard.
• Use Manage Site Text & Pages to rewrite your welcome messaging, service descriptions, and policies.
• Use Homepage galleries to upload photos of your salon and your team's best hair transformations.

To accept online deposits or booking fees, you must connect your Stripe account.

1. Go to the Admin panel and navigate to the Stripe Payments section.
2. Enter your secure Admin Password to unlock the fields.
3. Paste your Stripe Secret Key and Stripe Public Key into the respective boxes and click Save.

Automated reminders drastically reduce no-shows.

• Go to the Admin dashboard and find Resend & Twilio API Keys.
• Enter your Twilio credentials (for SMS) and Resend API key (for Emails).
• Configure your reminder windows in Reminder emails and SMS to automatically notify clients 24 or 48 hours before their appointment.

Your opening hours dictate when clients can book appointments online.

• Go to the Admin dashboard and click the Salon Opening Times and Global Salon Details tabs.
• Update your Address, Phone Number, and Email.
• Toggle which days you are open and set the Start and End times.

Adding a new stylist involves creating a user account and assigning them as a bookable resource.

1. Click on Admin in the top navigation and navigate to Manage Stylists.
2. Click the + Add Resource button.
3. Fill in the staff member's name and details. They will automatically appear on the Calendar.

Individual staff members might work different hours than the salon's global opening times.

• Go to the Admin dashboard and open the Availability Planner.
• Here you can define specific working rotas, days off, and holidays for each individual stylist.
• The online booking system will automatically prevent clients from booking a stylist when they are unavailable.

Your service menu dictates what clients can book online and how much time it takes.

• Go to the Admin dashboard and click the Manage Services tab.
• Click + Add Service to create a new treatment.
• Define the Price, Duration (in minutes), and assign which specific stylists are capable of performing it.
• You can optionally flag a service to require a Patch Test.

Keep track of the retail products you sell in-salon.

• Go to Admin > Manage Products.
• Add your retail items, brands, and prices. This allows you to add products to a client's final bill during checkout.

Clients visit your public Booking page, where they can browse services, select a stylist, and pick an available time slot. If you've enabled deposits, they will be prompted to secure their booking with a card.

You can store personalized notes, formulas, and allergy rules directly on a client's profile.

1. Navigate to the Calendar view.
2. Click on the CLIENTS button at the top right to open the Client Directory.
3. Search for your client and click on their name to open their Technical Card.
4. Click Edit next to Client Notes to add allergies, lifestyle notes, or specific rules (e.g. "Do not book on Tuesdays").

If a client accidentally creates a second profile with a different email, you can merge them.

• Go to Admin > 🔀 Merge Client Accounts.
• Select the primary account to keep, and the duplicate account to merge.
• All appointment history, formulas, and notes will be combined safely.

You can group family members together so one primary account holder can book and pay for their dependents (e.g. children).

• Go to Admin > 👨‍👩‍👧‍👦 Client Family & Shared Booking Groups.
• Link dependent profiles to a primary account. The primary account will then see a drop-down menu during online booking asking "Who is this appointment for?".

If you're moving from another system, you don't have to enter clients manually.

• Go to Admin > Import Legacy CSV Files.
• Upload your client list exported from your old system. Ensure the columns match the required format (Name, Email, Phone), and the system will instantly create profiles for them.

To control your column directly from the Calendar:

• Manual Booking: Click any empty time slot on the Calendar. Select the client (or create a new one), choose the service, and hit Save.
• Block Out Time: Click an empty slot, select the stylist, and look for the option to create a "Block". This is perfect for lunch breaks, holidays, or staff training, and prevents clients from booking online during that period.

If your salon is fully booked, clients can join the waitlist online.

• When you open the Calendar, if there are clients waiting for that specific day, a notification dot will appear next to the Waitlist button.
• Click the Waitlist button to view all clients waiting for a slot.
• If a cancellation occurs, you can click on a waitlisted client to immediately convert them into a firm booking!

If you need to temporarily stop new appointments (e.g. during a busy holiday period):

• Go to Admin > Admin Control & Booking Mode.
• Toggle your booking mode to "Manual Only" or temporarily disable public bookings.

If you have services that require a patch test, the system will prevent bookings if the client doesn't have a valid one.

• Open the client's Technical Card.
• Click + Record Patch Test.
• Select the brand/product used and the date it was administered.
• The system will automatically track its 6-month validity and warn you when it's about to expire.

Colour formulas allow you to securely store bowls, timing, and visual head-sheet sketches.

• Open the client's Technical Card from the Calendar.
• Click + Add Formula or click on a past formula from the history list to edit it.
• Fill out the natural base, target shade, and mixing bowls.
• Use the ✏️ Draw Sketch button to open a full-screen drawing pad to sketch head sheets.
• Use the 🖍️ Annotate Card button to draw directly over the formula inputs.
• If you make a mistake, simply use the 🧽 Eraser / 🖍️ Draw toggle.

You can secure an appointment by requesting a deposit from the client.

• Click on an existing appointment in the Calendar to open the Appointment Card.
• If the appointment isn't paid yet, click the Request Deposit button.
• Enter the deposit amount. An SMS or Email link will automatically be sent to the client.
• Once the client pays via Stripe, the appointment status will automatically turn Green (Confirmed)!

When the appointment is finished, you can check them out.

• Open the appointment on the Calendar.
• Select Checkout. The system will automatically calculate the total price of their services minus any deposit they already paid.
• You can add Retail Products to their bill at this stage.
• Process the final payment via your physical card terminal or cash, and mark the appointment as Complete.

The system can automatically ask clients for reviews after their appointment.

• Go to Admin > Customer Reviews Management.
• Ensure your Google Review Link is added.
• When clients leave a review, you can view and feature the best ones directly on your public homepage!

To see how your business is performing:

• Go to Admin > Salon Reports.
• You can view revenue breakdowns, stylist utilization, and booking trends.
• You can also view the Activity Logs to see exactly which staff member created, edited, or deleted specific bookings.

Your data is safely stored in the cloud, but you can always take manual backups for peace of mind.

• Go to Admin > Backups and Restore.
• Click the export button to download a complete CSV copy of your client database, formulas, and appointment history.