General
Getting Started
- Need help? Introducing the Simple Salon Knowledge Base.
- You've signed up, now what? Time to Login!
- Your password is a little tricky to remember right? Let's change it!
- Setting up your salon and operator hours with the Simple Rostering
- Setting up SMS, buying SMS credits & enabling auto reminders
- Setting up your Operator columns
Simple Rostering
Appointments
- ★ The right way to create a 'Wait List' column
- Getting Started with Appointments & POS
- Tracking Client History
- Display your operator's 'Week View' of appointments
- Appointment Flags—Arrived, Confirmed, Requested, No Show, First Visit, VIP, Notes
- Arrived flag colour for paid appointments
Online Bookings with Slick
- ★ Setting up your Online Bookings in Slick
- ★ How your business approves a customer's Slick appointment
- Setting up your operators & services in Slick
- Adding a salon profile pic to your Slick account
- Enabling payments in Slick
- Simple Rostering—opening up time available for online bookings
Clients
- The Client Capture Form—adding in new clients
- The Client Capture Form—updating existing client details
- Recording and viewing 'Client Comments'
- Recording and viewing client history—notes made on actual appointments
- Merging duplicate clients
- Deleting and undeleting a client
POS
- Two ways to add a surcharge to your client's sale
- Creating Custom Payment Method Types
- Getting Started with POS in Simple Salon
- Forgot to do End Of Day—what do I do now?
- Refunds in Simple Salon
- Managing Petty Cash
SMS & Email
- ★ SMS credit 'Auto Re-Charge' in Simple Salon Messaging
- ★ Reinstating a client who previously opted out of receiving SMS
- ★ Finding your SMS credit invoices in Simple Salon Messaging
- ★ Setting up SMS with Simple Salon Messaging (SSM)—Buying SMS credits & enabling auto reminders
- Set your SMS Notification Email Address
- Inserting an image into an email
Admin
- Setting up your operators & KPIs
- Setting your operator's commission structure
- Assigning specific services to operators
- How to create 'Categories' for your 'Services'
- Creating suppliers and assigning them to products
- Managing bulk price updates
Gift Vouchers
- Creating Gift Vouchers
- Selling Gift Vouchers to your clients
- How to redeem a Gift Voucher
- Using gift vouchers issued before starting with Simple Salon
- Processing Gift Vouchers With NO ID
- Variable Gift Vouchers—creating vouchers on the fly in POS
Salon Packages
Web Browsers
Marketing
- ★ Automatically Market to Clients Who are Due for a Re-Book
- ★ Automatically Check Up on Clients After Their Appointment
- ★ Automatically Market to Clients Who Haven’t Been In
- ★ See how your clients are finding your salon
- ★ When a friend of yours signs up for Simple Salon, you get paid
- Seeing a list of clients who haven't come in—encouraging client retention & increasing rebook rates
Reporting
- ★ Annual sales figures in your 'Sales Report'
- 'Manual Reminder Clients' in the 'Client Marketing Report'
- Use the 'Client Visit Report' to see projected revenue
- Understanding your 'Client Retention Report'—everything you need to know about your rebooking rate
- Track deletions, log-ins, appointment updates etc in your 'Activity Report'
- Insightful Analytics with the Simple Salon Dashboard
User Access
iPhone & iPad
Loyalty Program
- Introduction to Loyalty Points
- Enabling clients for Loyalty Points
- Applying loyalty points to individual services, products, vouchers and packages
- Auto Loyalty Points—applying points to all services, all products, all voucher and/or all packages in one go
- How clients can use their loyalty points to redeem services
- Converting your clients' loyalty points to a Gift Voucher
Ordering & Stock
Account
- What you need to do when a staff member leaves
- Managing user access in Simple Salon
- What does it mean if I get a 'Pay Now' prompt when I login?
- How to update Direct Debit details
- How to change your Simple Salon account package
- Data Import anyone? How to Purchase Options in Simple Salon
Location Settings
Advanced Rostering
Settings
Xero
Discounting
Payment Gateways
Dome
Did you know that you can. . .? Tips & Tricks.
FAQ
- How come my SMS reminders didn't send?
- What is the 'System Operator'?
- What does Att* in the Operator Report mean?
- Changing from 5 minute intervals to 15 minute intervals
- How can I see all my clients?
- How do I change my password?