Getting Started
- Let's Take A Look Around And Get Started!
- You've signed up, now what? Time to Login!
- How to Update Your Password
- Creating Your Services and Products
- Setting up Opening Hours & Operator Hours with Simple Rostering
- How to Purchase SMS Credits and Enable Automatic Appointment Reminders
Account
- How to Change your Simple Salon Subscription Plan
- How to Update Subscription and SMS Top up Billing Details in Simple Salon
- Account Essentials: Updating Your Personal Information
- Connecting to Quickbooks
- How Do I Update My Account Details?
- Simple Salon New 'Look'! What's Changed?
Simple Salon iOS & Android App
- New! Add Images to Services, Operators and Products
- New! iOS & Android App Update Overview
- How to create an appointment on the iOS & Android App
- Searching for a client on the iOS & Android app
- Making an appointment longer or shorter on the iOS & Android app
- Moving an appointment to a new time or operator on the iOS & Android app
Online Bookings
- How to add the 'Book Now' button to Facebook
- How to add the 'Book Now' button to Instagram
- How to Setup Deposits for Online Bookings
- Selling Packages Online
- New Online Bookings Update!
- Online Booking Overview
Messaging
- What's the difference between Plan SMS Messages and Credits?
- How to Send SMS Marketing
- How to claim EOFY24/Spring Sale Bonus SMS Credits Offer
- How to connect with your clients using WhatsApp Messaging
- When will my SMS Appointments Reminders send to clients?
- Standard SMS Length and Unicode Characters
Appointments
- Customising the Appointments Page
- How to Repeat an Appointment or Task
- How to Turn off Week View as a Single Operator
- How do I view the Waitlist as a Single operator?
- Cancelling an Open Appointment with a Deposit Attached
- How Does the Wait List Work?
POS
- Stripe Invoicing: How to Take a Client's Deposit by Sending a Payment Link
- How to Setup Deposits for POS
- Creating a Payment Method Type for the Afterpay Digital Card
- How to Refund a Deposit
- How to Use a Client's Deposit in POS
- How to Use Zip Pay in POS
Rostering
- Rostering Overview
- How to Extend Hours over Christmas and Other Extended Trade Periods
- Simple Rostering—Setting Opening Hours, Public Holidays, Alternate Trading Hours & Operator Hours
- How to Export an Operator's Roster in Simple Rostering
- Scheduling Lunch (Or Time Off) Using the 'Tasks' Feature
- Setting up your Roster with Advanced Rostering
Marketing
- How to send an Email using a Template in Simple Salon
- Client Management Report—Manage Clients and Market to Targeted Sub-Sets
- Campaign Monitor—The Supression List
- Bulk Delete Clients
- Sending an SMS or Email to All Clients, Or Clients With Past/Future Appointments
- Referral Types––See how your clients are finding your salon
Reporting
- Accounts Report—View which clients owe you money and which clients are in credit
- Activity Report—Track Deletions, Log-ins, Appointment Updates and More!
- Advanced Discounting Report—Keep track of discount types used, and view a breakdown of discounts applied by staff members
- Appointments Report—Learn how to view past and future bookings, filter by flags or status, and more!
- Average Visits Per Client
- Hide Wages Report for Salon Mangers
1-Touch Marketing
- Automatic 1-Touch Marketing Overview
- Automatically Market to Clients––Re-book Reminder
- Automatically Market to Clients Who've Recently Been In
- Automatically Market to Clients Who Haven’t Been In
- Promote Online Bookings to New Clients
- Setting up Your Automatic 1-Touch SMS & Email Marketing - Aftercare, Follow Ups, Re-Book Reminders and More
Forms
Admin
- How to Add a Buffer Zone to Services with Processing Durations
- Setting up Your Operators & KPIs
- Setting Your Operator's Commission Structure
- Assigning Specific Services to Operators
- How to Create Categories for Your Services
- Managing Bulk Price Updates
Memberships
- How to connect to Stripe for Memberships
- How to create & customise Salon Memberships
- Sell & Redeem Member Discount Loyalty Memberships
- Sell & Redeem Packaged Service Salon Memberships
- How to connect Simple Salon to Payleadr
- Setting up Multi-Client appointments—Classes & Sessions
Gift Vouchers
- How to Edit the Gift Voucher SMS or Email Template
- Gift Vouchers Overview
- View Clients Who Have Purchased a Voucher
- Creating Gift Vouchers
- Selling Gift Vouchers to Your Clients
- How to Redeem a Gift Voucher
Packages
- Packages Overview
- Expiration Dates for Packages
- How to Create Packages
- Selling Salon Packages and Booking Clients in for their Prepaid Services
- Redeeming Prepaid Product Package Items
- Adding a Booked in Service Back to its Package
Settings
- Send Your End-Of-Day to Multiple Emails
- Removing or Adding Tax to All Future Sales
- Lock Visit Notes and Comments
- Turn On 'Email/Mobile Required When Adding Client' Setting
- How to Use Global Staff & Salon Manager Lock Out
- How to Setup Your Location in Simple Salon
Dome
- Transfer SMS Credit and Plan SMS Messages via the Dome
- Dome Overview
- Online Bookings with Dome
- Advanced Rostering in Dome
- Introduction to the Dome—Navigating to Locations & Sharing Items
- Global Appointments in the Simple Salon Dome
FAQ
- How do I add a new location?
- How do I open up the Appointments Page on a day that I'm normally closed?
- Where can I view my client's invoices?
- Why are appointments that were booked online being discounted?
- Why don’t I have any historic End of Day figures?
- How do I purchase SMS credits?
Ordering & Stock
- Creating a New Order
- Receiving an Order
- Stock Ordering Overview
- Auto Generate Order––My Order Is Incorrect
- Quick Receiving Stock
- How to Do a Stock Take with Simple Salon
Document & Photo Management
Clients
- How to Create, Assign and View Client Categories
- How to View a Specific Client's Appointment Updates and Deletions Using 'Client Activities'
- Accounts Overview
- The Client Capture Form—Adding New Clients
- The Client Capture Form—Updating Existing Client Details
- Recording and Viewing 'Client Comments'
Data Import
Loyalty Program
- Introduction to Loyalty Points
- Loyalty Points Overview
- Enabling Clients for Loyalty Points
- Auto Loyalty Points—Applying Points to All Services, Products, Vouchers and Packages in One Go
- Applying Loyalty Points to Individual Services, Products, Vouchers and Packages
- Converting Your Clients' Loyalty Points to a Gift Voucher
Discounting
Web Browsers
- Mozilla Firefox - Clear AutoFill
- Google Chrome - Clear AutoFill
- Safari - Clear AutoFill
- AutoFill––Quick PIN Issues or Password Not Working?
- Allow Pop-ups for Safari
- Resetting Your Safari Browser