Salons and spas

Where

Verticals → Salon & Spa

Plan

Growth and above

Feature

Verticals → Salon

The Salon pack adds a service ticket counter with a day board, and seven record screens. All of them are real and working — an earlier version of this guide said the setup screens were empty and the counter unusable, which is no longer true.

Setting up

1. Create your Stylists first. Almost everything else needs one.
2. Make sure your services exist as ordinary products with prices.
3. Then add appointments, chair rentals and the rest in any order.

Adding a stylist

1. Go to Verticals → Salon & Spa → Stylists and click New record.
2. Choose the Company and Location — both locked once saved.
3. Enter the Display name. This is required.
4. Add the Specialty and Phone.
5. Set the Status — Active, On leave or Inactive.
6. Optionally link a Customer record and a Login user.
7. Save.

Running the day

Go to Sales → Service ticket. There are two tabs.

The Day board

Appointments and the Walk-in queue side by side. Each row has a button to advance its status, and a Ring up button.

It is not filtered to today

Despite the name, the board shows bookings from any date — past and future together. There is no date filter. Read the times on the rows.

The Ticket

1. Choose the Stylist.
2. Choose the Customer, or type a Walk-in name — the hint suggests “e.g. Ama (blue dress)”.
3. Add the services and retail items from the catalogue, or scan them.
4. Check the Total and click Settle & Pay.

Payment is real — a sale is created and tendered. A ticket with only labour on it says “Ticket settled — nothing to collect.”

Ring up does not bring the booked service across

Pressing Ring up on an appointment copies only the stylist and the client. The service they booked is not added to the ticket — you have to find and add it from the catalogue yourself.

If you are busy, it is easy to ring up the wrong treatment, or a cheaper one.

Settling does not close the appointment

The booking stays exactly where it was on the day board after you have taken the money. Nothing joins the two records.

Go back to the day board and advance it to Completed yourself, or your board will fill up with appointments that look outstanding and were served hours ago.

Appointments and the walk-in queue

To book an appointment: click New record, choose the Stylist and the Service — both required — then the Customer or a Walk-in customer name, the Appointment start, the Duration (minutes) and any Notes.

Statuses are Booked, Confirmed, Checked in, In service, Completed, No-show and Cancelled, changed with Change status.

The status list offers choices the server will refuse

All seven are always shown. Marking somebody No-show before their appointment time is rejected — “an appointment can only be marked no-show N minutes after its start time” — and you only find out after clicking Save.

The walk-in queue takes a Customer name (required), a Phone, an Estimated wait (minutes) and optionally a service. Statuses are Waiting, In service, Served and Left.

A walk-in entry cannot be edited

There is no Edit action — only advancing the status or deleting. A mistyped name means deleting and adding again.

Chair rentals

For stylists who rent a chair rather than being employed.

1. Click New record and choose the Stylist.
2. Set the Rental period — Weekly, Bi-weekly or Monthly.
3. Enter the Amount and the Start date.
4. Set the Status — Active, Suspended or Ended.
5. Record Last billed through as you collect.

Nothing bills a chair rental

No invoice is raised and no reminder appears when one falls due. Last billed through is a date you keep updated by hand. Collect the rent the way you do now and record it here.

What the records do not do

Three screens look like they should drive money or stock, and none of them does.

Commission rules calculate nothing

Stylist Commission Rules takes a stylist, an optional service, a Commission base — % of service price, Fixed per service or % of tip — a value and a priority.

Nothing reads these rules. Settling a ticket does not compute commission, and the figures never appear in a report or a payslip. They are a note of what you have agreed.

Pay commission the way you do now. If you want SaleSprint to track it, use commission under Workforce, which is a separate and working system.

Back-bar usage does not reduce stock or bill the client

Back-Bar Usage records the colour or product consumed performing a service. Writing one leaves your stock untouched — the tube stays in your inventory figures.

The Billable switch bills nothing and the Applied switch applies nothing.

To take the product out of stock, raise a stock adjustment as well.

Back-bar usage needs a ticket line identifier you cannot find

Service ticket line ID is required, and it is a plain text box expecting a long internal code. Nowhere in the app displays one to copy.

In practice this screen cannot be used without help from whoever supports your installation.

Client Photos works properly — pick the Customer, upload the Photo, set the Kind (Before, After, Reference or Progress) and record whether the Client consented. The optional Service ticket ID box has the same problem as above; leave it blank.

Other things to know

Several lists show a long code where a name should be — the Stylist column on Appointments, Chair rentals and Commission rules, the Customer column on Appointments and Client photos, and the Product column on Back-bar usage.

Export produces no file on any of the seven screens.

Company and Location look editable when you edit and are not.

Two screens are gated on restaurant permissions. Back-Bar Usage and the Walk-in Queue check a restaurant permission rather than a salon one, so a salon manager with full salon rights can find their buttons missing. Whoever sets up your roles needs to know this.

Chair rentals and Client photos need the Growth plan on the server. The rest of the pack is gated only on Salon being switched on, though the menu hides the whole group below Growth.

Related

• Industry packs
• Point of sale
• Hours and commission