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
Online Bookings (NEW)
- ★ Introduction to the new Simple Salon Online Bookings—NO Booking Fees
- ★ Embed Online Bookings into WordPress
- Adding Online Booking URL to Instagram account
- Displaying your operators online
- Choosing services for online bookings
- Add or update online booking profile pic
Simple Salon iOS & Android App
- ★ Adding an appointment by tapping time slot on the app
- ★ Lengthening or shortening an appointment on the app
- ★ Checking client history notes on the app
- ★ Operator's Week View in Simple Salon App
- Adding an appointment using the + icon
- Moving an appointment to a new time or operator
Appointments
- Set your landing page to the Resources View
- Make appointments directly into the Resources colums
- How to double book an operator
- The right way to create a 'Wait List' column
- Getting Started with Appointments & POS
- Tracking Client History
POS
- ★ Connecting Tyro to Simple Salon
- ★ How to use Tyro in POS
- Creating an invoice for a client
- How to use After Pay in Simple Salon
- Two ways to add a surcharge to your client's sale
- Creating Custom Payment Method Types
SMS & Email
- Price of SMS credits
- 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
- Set your SMS Notification Email Address
- Setting up SMS with Simple Salon Messaging (SSM)—Buying SMS credits & enabling auto reminders
Simple Rostering
Advanced Rostering
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
- See your clients who have purchased a voucher
- 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
Document & Photo Management
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
Salon Packages
Marketing
- ★ Automatically market to clients who are due to rebook their appointment
- ★ Automatically market to Clients Who Haven’t Been In
- Automatically market to clients who've recently been in
- See how your clients are finding your salon
- Seeing a list of clients who haven't come in—encouraging client retention & increasing rebook rates
- "Use Simple Salon to Grow Your Business"—Business Series
Reporting
- How to export data
- Hide Wages Report for Salon Mangers
- Understanding the Sales Report
- Annual sales figures in your 'Sales Report'
- 'Manual Reminder Clients' in the 'Client Marketing Report'
- Use the 'Client Visit Report' to see projected revenue
User Access
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
Partner Program
Data Import
Web Browsers
Settings
Xero
Discounting
Payment Gateways
Dome
- Introduction to Dome
- Global Appointments in the Simple Salon Dome
- Add a new location to your Dome
- Transferring stock between locations using the Dome
- Child location accounts to use Dome Simple Salon Messaging account
- Redeeming pre-paid package items in other locations
Did you know that you can. . .? Tips & Tricks.
FAQ
- ★ How to send a support question to the Help Desk for prompt assistance
- 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?