This section of the user guide provides information
useful to staff to undertake the day to day interaction with the program
and to learn the features most useful to them.
Getting Started
After starting Salon & Spa check the
current date and time in the upper right corner. If the date or time are
not correct then check your computer manual for instructions on how to
set them. If the problem persists, the battery in your computer is low
and should be replaced.
The sales and appointment screens are
available in two fixed resolutions depending upon the settings of your
desktop. The resolutions are 800 x 600 resolution and
1024 x 768
resolution and should be set to match your desktop
resolution. If you are using screen resolutions greater than these
it is best to leave the screen resolution setting on the default
automatic setting. The setting can be changed in the screen tab in
preferences.
The sales screen provides access to all parts of the system, you may complete a sale,
look-up of inventory, look up client information and service records,
add new service records, add and view tanning and spa information and
manage all aspects of the system. Sales
and Appointments are normally left open at all times the system is in
use. You may minimize the screens and they will remain available
on the windows taskbar.
When using auto or 1024x768
screen settingstwo additional tools are available. To the left the Client Center a client list in alphabetical order (see sorting
client list). Clicking on a client from the list will display
their phone numbers at the bottom of the screen and access to other
information. Click on a phone
number and it will be placed in the dialer. Click on dial and the
system will dial the client for you. Note a modem and telephone
line connection are required. A handset must also be connected to
the modem.
Below the sale summary a today's client list will be
displayed showing the names of all clients in the salon/spa for the
day. Note that this list will be emptied each time SalonTrac is
shut down.
When entering a sale there
is no need to use the mouse. Pressing "Enter" moves to
the next action and pressing "ESC" moves back.
The sales toolbar provides the basic
tools needed to operate the system.
It is important that you do a daily
backup of you information.
At the end of each day it is important that the
cash register be closed. More on closing the
cash register.
Client Center
If you are using a screen resolution greater than
800x600 you will see the Client Center next to the sales screen.
From the center you can access all of the client information systems.
Client Center
Training Mode
To enhance the training of staff on the operation
of the system the manager can implement the training mode. The
system keeps and constantly updates a copy of the system files for
training purposes. Any changes to these files during training
will not be permanently recorded, so there is no need to worry about
what changes may be made.
To turn on the training mode open the sales
screen tools menu and select training mode. To implement to mode
the administration password is required. The system will
prominently display training mode flags in bright red lettering.
Note that the appointment module will close when training mode is
turned on and off and will need to be re-opened each time.
Remember to return to normal mode when using the
system in the normal course of business. Training mode is turned
off be selecting "Training mode off" from the sales tools menu.
