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User manual

Salon & Beauty Center

Every chair is filled with a confirmed appointment, each service's commission is credited to the stylist automatically, and clients return because the salon remembers their colour and last visit.

Appointments with no clashes, deposits, reminders, automatic commission, and a file for each client with her formula and colour. Try it at one branch.

20 tasks

What the system does

  • Visit invoice
  • Packages
  • Commissions
  • Client file
  • Linked to the booking system
  • WhatsApp messages

Works with

This system needs the following and switches them on with it:

Tasks

How do I record a new client visit to the salon?

  1. Go to the Salon visits and sessions menu.
  2. Click the Record new visit button.
  3. Select the client (or walk-in client without registration), and choose requested services (haircut, coloring, hair treatment, makeup, nail care), and the specialist/stylist responsible for each service.
  4. Click Save and start service.
Screen
Salon & beauty center › Visits & Bills · Create
Permission needed
Salon — Visits & bills / Add

How do I view details and current visit history for a client?

  1. In the Salon visits and sessions table, find the active visit and click the Show button.
  2. The visit page appears detailing: rendered services, assigned stylists, status of each service, and session cost.
Screen
Salon & beauty center › Visits & Bills · View
Permission needed
Salon — Visits & bills / View

How do I apply a discount to the total services of a visit?

  1. On the visit page in Salon visits and sessions.
  2. Click the Apply discount option.
  3. Enter the percentage or monetary discount allowed for the receptionist so the system recalculates the net amount before issuing the bill.
Screen
Salon & beauty center › Visits & Bills · View
Permission needed
Salon — Visits & bills / Give discount

How do I send an SMS or visit reminder to the client?

  1. On the visit review page in Salon visits and sessions.
  2. Click the Send message to client button.
  3. Select the message template (thank you for visiting, service rating request, or post-treatment hair and skincare instructions) and click Send.
Screen
Salon & beauty center › Visits & Bills · View
Permission needed
Salon — Visits & bills / Send messages to clients

How do I cancel a visit entered in error in the salon?

  1. In the Salon visits and sessions table, select the incomplete visit.
  2. Click the actions button and select Cancel visit.
  3. Record the cancellation reason and confirm the action to void the entry.
Screen
Salon & beauty center › Visits & Bills
Permission needed
Salon — Visits & bills / Void bill

How do I review and settle pending bills in the salon?

  1. Navigate to the Pending bills awaiting payment menu.
  2. The list of sessions whose services have finished and are awaiting payment at the reception counter appears.
  3. Click the Checkout and print bill action, select payment method (cash, card/POS, or loyalty points), then click Complete payment.
Screen
Salon & beauty center › Awaiting Bill
Permission needed
Salon — Visits & bills / View

How do I add a new beauty service to the salon price list?

  1. Go to the Salon services menu.
  2. Click the Add new service button to open the service window.
  3. Enter service name, department (hair, skin, nails, makeup), base price, estimated duration in minutes, and default stylist commission percentage.
  4. Click Save.
Screen
Salon & beauty center › Salon Services
Permission needed
Salon — Services / Add

How do I update prices or durations of beauty services?

  1. In the Salon services list, select the desired service.
  2. Click the actions button and select Edit to update price or execution time, then click Save.
Screen
Salon & beauty center › Salon Services
Permission needed
Salon — Services / Edit

How do I register a new beauty specialist or stylist?

  1. Go to the Stylists and beauty specialists menu.
  2. Click the Add new stylist button to open the registration window.
  3. Enter name, phone number, areas of expertise, and commission type (percentage of service or fixed amount).
  4. Click Save.
Screen
Salon & beauty center › Stylists
Permission needed
Salon — Stylists / Add

How do I define a discounted beauty package or multi-session bundle?

  1. Navigate to the Salon package types menu.
  2. Click the Add package type button to open the definition window.
  3. Enter package name (e.g., Royal Bridal Package, 5-Session Hair Care Package), included services and allowed usage count, and package validity in days.
  4. Click Save.
Screen
Salon & beauty center › Package Types
Permission needed
Salon — Packages / Add

How do I sell a service package to a client?

  1. In the Client packages and subscriptions menu.
  2. Click the Sell new package button to open the sales window.
  3. Select client, package type, and payment method; an available session balance is created in the client's file.
Screen
Salon & beauty center › Sold Packages
Permission needed
Salon — Packages / Sell package

How do I deduct a session from the client's package balance during a visit?

  1. When recording a visit in the Client packages and subscriptions list or visit checkout window.
  2. Choose payment via Use package balance.
  3. The system deducts one session from the remaining package balance without charging additional cash to the client.
Screen
Salon & beauty center › Sold Packages
Permission needed
Salon — Packages / Use a session from a package

How do I issue a gift voucher or shopping card for a client?

  1. Go to the Gift and shopping vouchers menu.
  2. Click the Issue new voucher button to open the voucher window.
  3. Enter voucher code, monetary balance or gifted service, expiration date, and beneficiary name.
  4. Click Save and issue.
Screen
Salon & beauty center › Gift Vouchers
Permission needed
Salon — Gift vouchers / Issue gift voucher

How do I cancel a gift voucher before it is redeemed?

  1. In the Gift and shopping vouchers table, select the unused voucher.
  2. Click the actions button and select Cancel voucher.
  3. Record cancellation reason and confirm change to prevent code usage at the counter.
Screen
Salon & beauty center › Gift Vouchers
Permission needed
Salon — Gift vouchers / Void bill

How do I review the client's beauty profile and past preferences?

  1. Navigate to the Salon clients menu.
  2. Search for the client's name and click the Show button.
  3. The client card opens displaying: previous visit history, hair dye formulas and shades used previously, and any sensitivities to specific products.
Screen
Salon & beauty center › Clients · View
Permission needed
Salon — Client files / View

How do I edit client details and preferences?

  1. In the Salon clients table, search for the client.
  2. Click the actions button and select Edit client details.
  3. Update contact numbers or technical formula notes, then click Save.
Screen
Salon & beauty center › Clients
Permission needed
Salon — Client files / Edit

How does management calculate and review stylist and beauty expert commissions?

  1. Open the Stylist commissions and wages page.
  2. Review the automatically calculated commission table for each stylist based on completed services and product sales during the specified period.
Screen
Salon & beauty center › Commissions
Permission needed
Salon — Commissions / View

How does a stylist view only their own personal commissions?

  • A stylist or beauty specialist can access the commissions page to review their own earned commissions exclusively without viewing colleagues' numbers under the view-own commission permission.
Screen
Salon & beauty center › Commissions
Permission needed
Salon — Commissions / View own commission only

How do I approve and pay out stylist commissions?

  1. On the Stylist commissions and wages page.
  2. Select the period and stylist, then click the Disburse and settle commissions button.
  3. The amount is posted, financially approved, and a payment voucher is issued.
Screen
Salon & beauty center › Commissions
Permission needed
Salon — Commissions / Record commission payments

How do I configure salon settings, service taxes, and appointment messaging?

  1. Go to the Salon settings page.
  2. Configure general settings: applied tax rate, appointment reminder message templates, and buffer intervals between sessions.
  3. Click Save settings.
Screen
Salon & beauty center › Salon settings
Permission needed
Salon — Settings / Edit

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