Salon & Spa 8

User Guide  

 Introduction
 Installing Salon & Spa
 Getting Started
 Daily Operation
 Managing Inventory
 Monitoring Inventory
 Managing Clients
 Managing Staff
 Managing Client Accounts
 Loyalty Programs
 Monitoring Sales
 Year End Procedures
 Appointments
 Tanning Program
 Reports

    What's New

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Many recently added features in Salon & Spa are to new to have been added to the user guide.  This addendum covers the new features and supersedes information on earlier versions of some of the features contained in the guide.

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.

Tip Management

In earlier versions tips were recorded as a single entry.  With this release the tip tool will pick up all the staff providing services on a transaction and apportion the tip to the staff in proportion to the value of the service provided. The tool is shown below.


Tip Tool Screen

While the cursor is in the tender type box and before you enter a tender type.  Click on the tip button and enter the amount in the dialog shown below.  You may enter a percentage of the total service value, an amount or you may round the sale off and the system will calculate the tip amounts for you based upon the value of each of the services performed by the staff.  Tips are recorded as part of the transaction so you are able to look back using receipt history.

You may change the tip percentage for one or more of the staff.  Double click on the staff row that you want to change.  The system will recalculate the tip percentages taking or adding to the others as necessary. If you change the percentage after entering the tip amount it will be removed any you will have to re-enter the tip amount.

Salon & Spa Scheduler

You may now reverse the order in which your staff are listed on the schedule screen.

Salon & Spa schedule now provides a graphical 30 day look ahead for each of the staff.  You may double click on a cell to move the main book to that date for entry of an appointment.

The scheduler will also flag new clients for their first visit so that you can provide the extra attention that you may wish to give to ensure client retention.  Look for a check mark in the upper left corner of the appointment to signify a new client.

The scheduler will also advise if you have booked an appointment for a client with a different staff member than their usual one and give you options to change, override one time or go back to correct the selection. you may set up three different service groups for this feature.  Open the Inventory Manager tools menu and select Define service inventory groups

Enter the group codes and a name of your choice for the group of services.

To set up this feature you need to define your service inventory into categories or groups. Identify each group with a two character code, for instance Hair services might be HS, etc.

Having established the groups and each service having the appropriate code set in the file open the Inventory Manager, Tools Menu and click on Define service inventory groups.  Choose your three most important service groups and identify them in the boxes, click on Save.

The scheduler will now start to learn which staff member each of your clients prefer in each of the three service areas.  if an appointment is being made for a service and the staff member providing the service has been changed the operator will be warned.  At that point there are three options, change the staff relationship, override for this time only or go back to change the staff selection.

All Salon & Spa main screens may be minimized or moved as well the schedule screen may be resized and maximized.

The scheduler will archive all daily entry activity to the schedule.  Should you need to look back to see what appointments were made on a particular day select View/print archived schedule daily entry activity from the scheduler tools menu.

Select the day from the list and double click on it to display the daily activity.

Client Sorting

The Client file can now be sorted by either first name or last name.  The sort can be selected from the tools menu of the client manager.

Networking

Salon & Spa 8.5 has implemented multi-station pricing.  Need more than one station for your business, check this out. Note the system will not function as multi station in evaluation mode.

 

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