General
Getting Started
- Need help? Introducing the Simple Salon Knowledge Base.
- You've signed up, now what? Time to Login!
- How to Update Your Password
- Adding Your Products & Services
- Setting up Opening Hours & Operator Hours with Simple Rostering
- Setting up SMS, Buying SMS Credits & Enabling Auto Reminders
Account
- How Do I Update My Account Details?
- Simple Salon New 'Look'! What's Changed?
- How to Upgrade or Downgrade your Simple Salon Account Package
- How to Purchase a Data Import in Simple Salon
- Managing User Access in Simple Salon
- Suspending your Simple Salon Account
Memberships
- ★ How to connect Simple Salon to Payleadr
- ★ How to create Salon Memberships
- ★ How to sell and redeem Loyalty Memberships (includes member discount)
- ★ How to sell and redeem Salon Memberships (with Packaged Services)
- Setting up Your Security Gate for Active Members
- Setting up Multi-Client appointments—Classes & Sessions
Online Bookings
- ★ How to add the 'Book Now' button to Instagram
- ★ How to add the 'Book Now' button to Facebook
- Setting up Online Bookings
- How Clients Make Online Bookings with Deposits e.g. Redeeming Packages or Cancelling Their Appointment
- Connecting Stripe to Online Bookings
- Online Booking Deposits Overview
FAQ
- 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?
- How do I purchase SMS credits?
SMS & Email
- ★ Important: Changes to the 'Buy Credits' Link
- Creating and Editing SMS & Email Templates
- How to Set My SMS Account up to Avoid Unexpected Charges
- SMS Marketing Overview
- Send SMS & Send Email Button
- Creating Customized Email Templates with Simple Salon
1-Touch Marketing
- Automatic 1-Touch Marketing Overview
- 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
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
- Advanced Rostering (Part 1)—Roster Types & Operator Hours
Appointments
- How to Repeat an Appointment or Task
- How to Turn off Week View as a Single Operator
- How to View the Wait List as a Single Operator
- Send an SMS to Clients with Future Appointments using the Appointments Report
- Cancelling an Open Appointment with an Online Booking Deposit Attached
- How Does the Wait List Work?
POS
- Refunding a POS Stripe Gateway Payment
- Creating a Payment Method Type for the Afterpay Digital Card
- Refunding Online Booking Deposits, e.g. Refunding a Sale & the Deposit, Refunding the Deposit Only and Refunding a Retained Deposit
- How to Use a Client's Online Booking Deposit in POS
- How to Use Zip Pay in POS
- Connecting Zip Pay to Simple Salon
Marketing
- 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
- How to SMS & email clients who haven't been in for awhile (automatically & manually)
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—View past and future appointments, including Online Bookings
- Average Visits Per Client
- Hide Wages Report for Salon Mangers
Simple Salon iOS & Android App
- Adding an Appointment Using the + Icon
- Adding an Appointment by Tapping a Time Slot on the App
- Making an Appointment Longer or Shorter on the App
- Moving an Appointment to a New Time or Operator
- Moving an Appointment to a Different Day
- Adding Notes to a Client's Appointment
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
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
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'
Packages
- Packages Overview
- Expiration Dates for Packages
- Creating Salon 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
- 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
- Add a New Location to Your Dome
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
Data Import
Loyalty Program
- How to Manually Award Loyalty Points
- Making Services Redeemable using Loyalty Points
- Introduction to Loyalty Points
- Loyalty Points Overview
- Enabling Clients for Loyalty Points
- Applying Loyalty Points to Individual Services, Products, Vouchers and Packages
Xero
- Connecting Multiple Xero Accounts with Your Simple Salon Dome Accounts
- Setting up a Xero Account Per Payment Type
- How to Set Xero Accounts for Payment Method Types
- Connecting Your Xero Account with Your Simple Salon Account
- How Simple Salon and Xero Work with Account Balances and Gift Vouchers
- Find My Figures Being Sent to Xero
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