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
- Your Referral Link - Refer a Salon and Earn Rewards
- Viewing Your Subscription Invoices
- Uploading Your Company Logo
Simple Salon iOS & Android App
- Add Images to Services, Operators and Products
- 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
- Online Booking Admin Settings - Payments, URLs, Terms, and Style
- How to Pass On Online Payment Processing Charges
- Selling Packages Online
Messaging
- How to set up PredictPro SMS Subscriptions
- What's the difference between Plan SMS Messages and Credits?
- How to Send SMS Marketing
- Why is the 'Buy Credits' link asking for login details?
- Smart Send Plus - Creating Custom Automated Messages
- How to claim EOFY24/Spring Sale Bonus SMS Credits Offer
Appointments
- Customising the Appointments Page
- How to take a deposit while creating an appointment
- 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?
- Appointment Interval Information - Changing from 15 Minute Intervals to 10 Minutes etc
POS
- Stripe Invoicing: How to Take a Client's Deposit by Sending a Payment Link
- How to Setup Deposits for POS
- POS Manage Tab - Cash Register Balance, Cash Movements, and End-Of-Day
- Connecting ANZ Worldline to Simple Salon
- Creating a Payment Method Type for the Afterpay Digital Card
- How to Refund a Deposit
Rostering
- Using a Barcode Scanner in Simple Salon
- How to Roster Yourself On and Off with Advanced Rostering
- How to Set Up SMS Confirmations
- 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
Marketing
- Marketing Home - Searching and Filtering Clients
- 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
Reporting
- Reporting Dashboard, Benchmarking, and KPIs
- Package Items Outstanding Report
- Package Purchase Report
- Operator KPI Report
- Membership Purchase Report
- Membership Summary Report
Smart Send
- Smart Send Overview - Automatic SMS, Email, and WhatsApp Marketing
- Allow Clients to Review Your Salon After Their First Visit
- 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
Forms
Admin
- Admin Lists Overview - Managing Your Salon's Configuration
- 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
Memberships
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?
- How can I see how much an SMS has cost?
- 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?
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
- Managing Client Loyalty Points from the Client Card
- Viewing a Client's Future Bookings
- How to Stop or Block a Client
- Viewing Client Campaign History
- Uploading and Managing Client Images and Files
- Client Activities - Tracking Appointment Updates and Deletions
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