Note
this user guide is a reference for both Salon & Spa Standard and
Professional Series the Standard Series may not have all features noted
in the guide.
The various chapters in
the Salon & Spa user guide are in the menu tree to the left.
Note that the program contains help icons at key locations, clicking on
the icon will link to the appropriate section of the used guide.
Salon & Spa Help Icon
The main modules of Salon
& Spa are described below. Each of the modules are designed to
work together to provide the overall business management system.
Appointment
Manager:
- Visual daybook similar to normal paper
books with color key
- Easy date navigation for displaying
future and past appointments
- Add new appointments with the click of
a mouse
- Print daybook and individual staff
schedules
- View appointment information by
holding the cursor over the appointment
- Immediate access to your client
histories and formulas
- Book appointments as far into the
future as you like
Sales
Manager (Point of Sale):
- Allows unlimited sales transactions
- Records the volume and sales revenues
of services you provide in your key service areas such as hair cuts,
perms, etc
- Retains your latest sale price for products
- Provides discounts to selected clients
at time of sale
- Features split service for group work
- Controls your shop consumption of
inventory, your cash disbursements and non taxable sales
- Features split tenders
- Tracks two individual sales taxes,
singly or tax on tax, tax settings and names can be set in
preferences
- Reports end of day sales, itemized by
staff member and sales category with separate accounting for cash,
cheques, credit cards, coupons, points and charges ready for your
bank deposit
- Customizes invoice messages
- Prints invoices for the client showing
regular and/or sale prices, point totals
- Tracks tanning time purchased and used
for each client and print summary reports
- Provides detailed gift certificate
program tracking and management suitable for large certificate
programs
Client Manager
Provides for entering new clients, editing client information, sorting
and deleting client information. You keep the client's name, address,
phone numbers, birth date and notes. For each client you keep day by day
records of the services provided, outcome of the work and information on
what you want to look out for during the next visit. Client profiles,
formulas and tanning histories can be created for crucial client
information. All information can be edited or deleted. E-mail and
dial directly from client lists.
Key features of the Client Manager are:
- Records up to 100,000 clients with an
unlimited number of service records
- Enters and retrieves client
information including name, address, telephone, e-mail birthday,
special notes and records of past services
- Prints telephone lists, client
summaries, mailing lists, and birthday lists
Inventory
Manager
Provides control and monitors your product
inventory levels, maintains vendor lists, creates purchase orders and
sets up sale pricing. Tax rates and mark up may be individually set for
each stock item.
Key features of the Inventory Manager
are:
- Records up to 900,000 inventory items
using UPC or custom coding
- Records sales, consumption, losses,
purchases and current levels for each stock item
- Prints stock re-order reports,
purchase orders, order entry, detailed inventory status, turnover
and inventory analysis, pricing and barcode labels
- Prints forms for inventory counts at
any time
- Manages your refill program, with
separate pricing for different refill sizes
Sales Reports
Provides additional features to enhance the sales, inventory and client
management programs, including over 100 detailed and summary reports to
monitor sales and staff performance. The "SpotCheck"
reports are designed specifically to monitor performance of your
services, client retention, retail program and other key indicators of
the health of your business.
Staff Manager
Tracks your employees and monitors commissions on the sales
categories that you set up.
Year End
Calculates
statistics for your past year, provides year-end summary report and sets
up your system for the year to come.
For additional help Contact Us
or check out our web site at www.salontrac.com
