New to the Staff role? Here's a quick checklist covering Appointments and POS, the two screens you'll use most. Each step below links to the full how-to, so use this as your map and click through for the details.
Appointments
- Find your way around. Your diary lives on the Appointments page. Use the arrows either side of the date to move a day at a time, or click the date to jump to any day.
- Make an appointment. Click an empty slot, search for the client (or add a new one), pick the services, then confirm. See How to Create an Appointment for the full walkthrough.
- Flag an appointment. Mark a client as Arrived, Confirmed, a No Show, First Visit, Requested or VIP right from the appointment panel. See Appointment Flags.
- Add a comment. Keep notes on a client's visit so the whole team can see them. See Tracking Client Appointment Comment History.
Point of Sale (POS)
- Add the client's visit to a sale. Open the appointment and send it through to POS to start the sale.
- Add extra items. Add on any retail products or extra services the client wants, right from the sale screen.
- Take payment. Choose the payment type your salon uses and finish the sale.
See How to Process Sales Through POS for the full walkthrough, including editing a client's appointment from within POS and processing a refund.
Need help?
Click the icon in the top right corner, then Help & Support. Search the Knowledge Base first, it covers most questions. Can't find your answer? Click Submit a Request and fill in your details, including your Company ID. The more information you give us, the faster we can help.