Tasks
01How do I record a new client visit to the salon?
- Go to the Salon visits and sessions menu.
- Click the Record new visit button.
- 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.
- Click Save and start service.
- Screen
- Salon & beauty center › Visits & Bills · Create
- Permission needed
- Salon — Visits & bills / Add
02How do I view details and current visit history for a client?
- In the Salon visits and sessions table, find the active visit and click the Show button.
- 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
03How do I apply a discount to the total services of a visit?
- On the visit page in Salon visits and sessions.
- Click the Apply discount option.
- 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
04How do I send an SMS or visit reminder to the client?
- On the visit review page in Salon visits and sessions.
- Click the Send message to client button.
- 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
05How do I cancel a visit entered in error in the salon?
- In the Salon visits and sessions table, select the incomplete visit.
- Click the actions button and select Cancel visit.
- 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
06How do I review and settle pending bills in the salon?
- Navigate to the Pending bills awaiting payment menu.
- The list of sessions whose services have finished and are awaiting payment at the reception counter appears.
- 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
07How do I add a new beauty service to the salon price list?
- Go to the Salon services menu.
- Click the Add new service button to open the service window.
- Enter service name, department (hair, skin, nails, makeup), base price, estimated duration in minutes, and default stylist commission percentage.
- Click Save.
- Screen
- Salon & beauty center › Salon Services
- Permission needed
- Salon — Services / Add
08How do I update prices or durations of beauty services?
- In the Salon services list, select the desired service.
- 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
09How do I register a new beauty specialist or stylist?
- Go to the Stylists and beauty specialists menu.
- Click the Add new stylist button to open the registration window.
- Enter name, phone number, areas of expertise, and commission type (percentage of service or fixed amount).
- Click Save.
- Screen
- Salon & beauty center › Stylists
- Permission needed
- Salon — Stylists / Add
10How do I define a discounted beauty package or multi-session bundle?
- Navigate to the Salon package types menu.
- Click the Add package type button to open the definition window.
- Enter package name (e.g., Royal Bridal Package, 5-Session Hair Care Package), included services and allowed usage count, and package validity in days.
- Click Save.
- Screen
- Salon & beauty center › Package Types
- Permission needed
- Salon — Packages / Add
11How do I sell a service package to a client?
- In the Client packages and subscriptions menu.
- Click the Sell new package button to open the sales window.
- 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
12How do I deduct a session from the client's package balance during a visit?
- When recording a visit in the Client packages and subscriptions list or visit checkout window.
- Choose payment via Use package balance.
- 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
13How do I issue a gift voucher or shopping card for a client?
- Go to the Gift and shopping vouchers menu.
- Click the Issue new voucher button to open the voucher window.
- Enter voucher code, monetary balance or gifted service, expiration date, and beneficiary name.
- Click Save and issue.
- Screen
- Salon & beauty center › Gift Vouchers
- Permission needed
- Salon — Gift vouchers / Issue gift voucher
14How do I cancel a gift voucher before it is redeemed?
- In the Gift and shopping vouchers table, select the unused voucher.
- Click the actions button and select Cancel voucher.
- 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
15How do I review the client's beauty profile and past preferences?
- Navigate to the Salon clients menu.
- Search for the client's name and click the Show button.
- 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
16How do I edit client details and preferences?
- In the Salon clients table, search for the client.
- Click the actions button and select Edit client details.
- Update contact numbers or technical formula notes, then click Save.
- Screen
- Salon & beauty center › Clients
- Permission needed
- Salon — Client files / Edit
17How does management calculate and review stylist and beauty expert commissions?
- Open the Stylist commissions and wages page.
- 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
18How 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
19How do I approve and pay out stylist commissions?
- On the Stylist commissions and wages page.
- Select the period and stylist, then click the Disburse and settle commissions button.
- The amount is posted, financially approved, and a payment voucher is issued.
- Screen
- Salon & beauty center › Commissions
- Permission needed
- Salon — Commissions / Record commission payments
20How do I configure salon settings, service taxes, and appointment messaging?
- Go to the Salon settings page.
- Configure general settings: applied tax rate, appointment reminder message templates, and buffer intervals between sessions.
- Click Save settings.
- Screen
- Salon & beauty center › Salon settings
- Permission needed
- Salon — Settings / Edit
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