|
10.0 General System Information
10.0.1
Changing Your Receipt Message
A two line message or greeting may be
placed at the bottom of all printed receipts. You can change the message
any time you wish. Open preferences and select the printing tab,
change the two lines of message text and click on the save button.
Preferences, Printing Tab
10.0.2
Sorting Files
Client, inventory and appointment files need to be
sorted to function correctly and efficiently. You may sort these
files at any time by selecting the sort feature from the file menu or
where you see the sort icon.
sort icon
10.0.3
Reorganizing (Purging) Files
When you delete records from
a file the records are only "marked for deletion" and can be
restored. When you want to remove the marked records permanently you
must reorganize or purge the file. You will find the reorganize feature in the
files menu where they are available.
10.0.4 Salon & Spa Security 
A password security system is provided to
protect your sensitive information. When the security is turned on in Preferences
all sensitive parts of the program will require a password for
access. The master password is encrypted so it cannot be found on
the computer system.
Preferences
Security Tab
Figure 10.3 Password
Screen
The sales and appointment screens and client
information entry tools are not protected as they
can only add information to the system but can not edit or delete
information.
Password Entry Dialog
The Register Close password will only access that
function of the system and can be given to the staff when security
features are enabled so the daily close of the register can be
completed.
Only the close register feature can be accessed using the
special access password or the Master password. You may use the
special password to have your staff close out the period and
reconcile the cash drawer.
You may set the passwords to any
alpha-numeric sequence that you wish. The special password can be given
to your staff for access to the close day procedure, while the Master
password and access to all areas of the system can be restricted as you
wish.
Remember
once you turn on the security system you will need the master password
to turn it off.
10.0.5
User Guide and Help System
This complete Salon & Spa user guide is available by selecting
the guide from the Help menu. As the guide is written in HTML you must have
Internet Explored 5+ installed on your system for it to function.
Salon & Spa Help Menu
Within the program the user guide is
accessed from the guide topic screen.
Salon & Spa User Guide Tool
Wherever you see the help icon there
is context sensitive help available about the task you are currently
working on.
When in sales the special sales help
tool will be used.
Sales Help Tool
When in Inventory Manager the special
inventory help tool will be used.
Inventory Help Tool
From the help menu you may also access
the web site for additional assistance and e-mail problem reports and
requests for information.
10.0.6 Salon & Spa LiveUpdate
Salon & Spa LiveUpdate is available
to quickly check the web site for updates to the program.
Information about your system will be sent to the site but no
personal information will be sent. Should your system
require an update you can download and install the update.
LiveUpdate is best used with a high speed internet connection.
10.0.7 Upgrading from Salon & Spa
Standard Version
If you have purchased Salon & Spa
standard version you can upgrade to the Professional Version.
Upon purchase of the upgrade you will be given a key to enter at this
point to complete the upgrade.
10.0.8 Lease Manager
If you are leasing Salon & Spa
professional Version this tool will be available to check the
remaining time on the lease and to connect to the website to make your
lease payments.
10.0.9
Understanding Text and Number Editing
After completing an edit remember to
click on the save button to save the changes.
The text which forms a record for a
client or inventory item, appears in fields which are displayed in text
boxes on the form. To change the text a number of keys are available to
make the work easier.
[ESC] when pressed on a form will close
the window and return to the last place you were.
[Tab] will move on one field at a
time.
If
you find that you cannot enter text or add text to a field when editing
a record it may be that the area is filled with spaces.
Press the Delete key a number of times or highlight the box by sweeping
it with the mouse cursor with the left button held down. This will
not be a problem when entering new records or where the system
highlights the text for you.
Mouse Left Button Click will move to the
position you had the mouse cursor.
The arrow keys will move the cursor back
and forth through the text. You may type over the text changing it as
you go.
[DEL] the delete key will delete the
character to the right of the cursor.
[BKSP] the backspace key will delete the
character to the left of the cursor.
[ENTER] when pressed in a field will move
to the next action if the form has been designed for full keyboard
entry. The Sales screen and search windows are examples of this.
Numeric or dollar amounts
may be entered using the number keys or the numeric keypad with [NUMLOCK]
on. Numbers are entered either from right to left or left to right and a
decimal is required.
10.0.10 Serial Cash Drawers
Salon & Spa is configured to work
with most serial port and printer cash drawers. Connect your cash
drawer to the computer and set up and test the drawer in preferences.
This procedure is described in Preferences Setup.
The drawer will open when completing each sale. You may open the
drawer using the selection from the Tools Menu. See
more on point of sale hardware.
10.0.11 Toolbars
Toolbars are used in the program to
assist in easy selection of the features. Most of the tools can
also be selected from the menus. You are always prompted with the
function of the tool.
Toolbars
10.0.12
Trouble Shooting Your System
The screen only appears to be partly there.
Salon & Spa requires the video
display to be a minimum of 800 x 600 resolution with a minimum of
256 colors. You must use the windows setup to configure display to the
required resolution. Please see your windows manual for more
information.
The Printer fails to operate and a
check printer message is displayed.
Check your printer cables, make sure it
is turned on and "on-line".
The Printer does not print correctly.
Salon & Spa uses your windows
printers and printers as you have selected in Preferences. Make sure
that you have installed the printers correctly. Refer to your Windows
manual or your system vendor for more help.
The Date and Time are not correct.
The system uses the date and time that it
gets on startup from your computer. Different computers use different
methods to set the date and time. Refer to your computer's manual for
procedures to set the time and date. If it is frequently incorrect your
battery may be low and require replacement. Ensure that
your system is using 4 digit years.
I want to start Salon & Spa when
I turn on my computer.
Place a Salon & Spa shortcut in the
Startup Folder in Windows95/98/Me/XP. Refer to your windows manual for
further help.
For further assistance with trouble shooting your
system take a look at the frequently asked
questions.
10.0.13
Glossary
Windows 98se/2000/Me/XP
Windows operating systems copyright by
Microsoft
Files
Salon & Spa keeps information on your hard
drive or disk in groups or files. Different kinds of information is kept
in separate groups, for example there are client name and address files,
client service information files, inventory files, etc.
Records
A record is a smaller division of the
information in a file, for example all the information on a single
client, inventory item or sale is a record.
Field
A field is a smaller division of a
record, for example when you are entering a new client you enter a last
name, first name, address, etc on each line. The line is called a
field.
Edit
Edit means to change the information in a
record by changing the information in each field and saving the changed
record to the file.
Backup
A backup is a copy of your
information files which are identical to the original files when the
backup was made. The backup files can only be read by the restore
programs associated with the backup program that you used. As you keep
entering new information to your system the backup copies become old as
the new information is not contained in them. It is important that you
backup your files frequently to keep the backup current. It is also
important that you keep at least two different floppy disks of backup
information in case one of the disks fails to work.
|
