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
- Setting up Your Salon and Operator Hours with Simple Rostering
- Setting up SMS, Buying SMS Credits & Enabling Auto Reminders
- Setting up Operator Columns
FAQ
- ★ Help! I've accidentally deleted an operator—what do I do?
- ★ Why didn't my SMS reminders send?
- How do I re-send an SMS Campaign?
- I've forgotten my PIN! How do I reset it?
- How do I clear a client's account balance?
- Why is my client's appointment not appearing in POS?
Online Bookings
- ★ Selling Gift Vouchers Online
- ★ Online Bookings––Common Problems and How to Solve Them
- Online Bookings Overview
- Setting Up Online Bookings
- Auto Approve Your Online Bookings
- Choosing Services for Online Bookings
SMS & Email
- ★ How to Set My SMS Account up to Avoid Unexpected Charges
- ★ SMS Marketing Overview
- ★ Send SMS & Send Email Button
- Adding HTML to Email Invoice Template
- How Many Characters Can I Have in an SMS?
- Creating Stylish 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 Salon Hours, Public Holidays & 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
- Set your Landing Page to the Resources View
- Changing from 5 Minute Intervals to 15 Minute Intervals
- Make Appointments Directly into the Resources Column
- How to Double Book an Operator
- The Right Way to Create a 'Wait List' Column
- Getting Started with Appointments & POS
POS
- Troubles with TYRO?
- Let's kick the cash drawer!
- Pay Using Afterpay in Simple Salon
- How to Use Afterpay in Simple Salon
- How to Refund a Zip Pay Transaction
- How to Use Zip Pay in POS
Marketing
- ★ Client Management Report—Manage Clients and Market to Targeted Sub-Sets
- ★ Bulk Delete Clients
- ★ Sending an SMS or Email to All Clients, Or Clients With Past/Future Appointments
- Campaign Monitor—The Supression List
- Referral Types––See how your clients are finding your salon
- Encouraging Client Retention & Increasing Rebook Rates
Reporting
- Average Visits Per Client
- 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'
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
Account
- Accounts Overview
- Closing Your Simple Salon Account
- Suspending your Simple Salon Account
- I can't login!
- Operational Integrity––What you can do at the start of each week and how to handle an outage
- What to Do When a Staff Member Leaves
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
- 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
- Using Gift Vouchers Issued Before Starting with Simple Salon
Document & Photo Management
Clients
- The Client Capture Form—Adding New Clients
- The Client Capture Form—Updating Existing Client Details
- Client Card—Recording and Viewing Client Comments
- Recording and Viewing Client History—Appointments
- Merging Duplicate Clients
- Deleting and Undeleting a Client
Salon Packages
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
- 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
- Dome—Transferring Stock Between Locations
Ordering & Stock
- Creating a New Order
- Receiving an Order
- 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
- Introduction to Loyalty Points
- Loyalty Points Overview
- 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 Vouchers and/or All Packages in One Go
- How Clients Can Use Their Points to Redeem Services
Web Browsers
- Site Not Secure
- Internet Explorer - Clear AutoFill
- Mozilla Firefox - Clear AutoFill
- Google Chrome - Clear AutoFill
- Safari - Clear AutoFill
- AutoFill––Quick PIN Issues or Password Not Working?