Salon Mode Guide
Salon mode is designed for beauty salons, barbershops, spas, aesthetic clinics, and any service-based business with scheduled appointments and specialized staff.
Activating Salon Mode
The mode is set when the tenant is created. When Salon is activated, you get:
- Service management with duration
- Appointment calendar
- Staff assignment to services
- Staff schedules and shifts
- Deposit collection for reservations
- Workstations
Services
Services replace “products” in Salon mode.
Creating a Service
- Go to Services in the side menu.
- Press “New Service”.
- Fill in:
- Name of the service (e.g., “Haircut”).
- Category (e.g., “Hair”, “Nails”, “Facial”).
- Base price.
- Estimated duration (e.g., 45 minutes).
- Service description.
- Representative image.
- Assign which staff members can perform this service.
Service Categories
Organize your services by category:
- Go to Service Categories.
- Create categories such as:
- Hair
- Nails & Manicure
- Facial Treatments
- Massages
- Waxing
Staff and Schedules
Staff Management
Team members who handle appointments are managed from Users with a specific role:
- Assign the services each member can perform.
- Define workstations.
Work Schedules
In Staff Schedules, configure:
-
Weekly Template:
- Set clock-in and clock-out times for each day.
- Mark days off.
-
Breaks:
- Configure breaks (lunch, rest).
- Breaks automatically block appointment slots.
-
Exceptions:
- Vacations or special days.
- Extended hours for specific dates.
Schedule Example
| Day | Clock In | Clock Out | Break |
|---|---|---|---|
| Monday | 9:00 AM | 6:00 PM | 12:00 - 1:00 PM |
| Tuesday | 9:00 AM | 6:00 PM | 12:00 - 1:00 PM |
| Wednesday | Off | — | — |
| Thursday | 9:00 AM | 8:00 PM | 12:00 - 1:00 PM |
| Friday | 9:00 AM | 8:00 PM | 12:00 - 1:00 PM |
| Saturday | 8:00 AM | 4:00 PM | — |
Appointments and Reservations
Creating an Appointment
- Go to Reservations.
- On the schedule grid, tap the desired slot.
- Select:
- Service to be performed.
- Assigned staff member (only those available).
- Customer.
- The duration is calculated automatically based on the service.
- Confirm the appointment.
Calendar View
The grid displays:
- Columns for each staff member.
- Rows for time blocks (30 minutes).
- Colors based on appointment status.
- Real-time availability (taking schedules and breaks into account).
Deposits
For high-value services, configure required deposits:
- Set a percentage or fixed amount as the deposit.
- The deposit is collected when the appointment is booked.
- It is deducted from the total at the time of service.
Service Flow
- Book — The customer schedules an appointment.
- Confirm — The appointment is confirmed (manually or automatically).
- Check-in — The customer arrives and checks in.
- In Service — The staff member attends to the customer.
- Charge — Payment is processed upon completion.
- Complete — The appointment is closed.
Commissions and Tips
- Tips are recorded per service and staff member.
- In Reports > Tips, you can generate the settlement report.
- Service commissions are configured per staff member or as a global percentage.
Salon-Exclusive Features
| Feature | Description |
|---|---|
| Services | Catalog with duration and assigned staff |
| Appointment Calendar | Visual grid by staff and time slot |
| Staff Schedules | Weekly templates with breaks |
| Deposits | Advance payment for reservations |
| Workstations | Assignable work points |
| Tips | Recording and settlement by staff |
Need to manage reservations? See Reservations & Appointments Want to view tip reports? See Reports