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 was new in version 8.5

    What's New

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With the release of Salon & Spa 8.6 there are a number of new features designed to make the program more valuable to your business and to minimize the effort needed to run the system.

Point of Sale Module

Client statement added to provide your clients with a statement of all services and purchases made.  Any time period may be selected for the statement.

Staff file can now record the staff's professional designation and registration numbers.  The information can be printed out on receipts.

The tip tool can be set to display automatically at the tender stage of each sale by checking the set automatic tip item in the system menu

Added Insurance as a tender type.

Added the receipt number to client history to enable quicker lookup of a receipt for the sale.

Updated the context sensitive help system.

Added quick help for use of the point of sale and inventory manager features.
 

Scheduler (Appointments) Module

1. Staff activity report

Staff can print out a daily activity report from the scheduler including client names date, time, services and purchases as well as tip provided.

2. Confirm, check in, check out

Schedule items when added are set as scheduled and colored red.  The scheduler has the ability to set other status points for the appointment.  Staff time off is now colored purple.

  • Confirmed (blue)
  • Checked in (yellow)
  • Checked out (green)

Three different methods are provided to set and reset the status of the appointments.

Using the ticked feature to transfer the appointment information from the scheduler to the point of sale will automatically check the client out.

3. Appointment notes

Added the ability to add notes to both client appointments and to staff time off entries.  A note icon will show on the appointment entry to signify that a note is available.  This is in addition to the earlier new client and client alert icons.

4. Screen Font

You can now toggle between bold or standard font on the schedule screen for ease of viewing.  The check menu item is found in the system menu.

5. New client buttons

New Client buttons were added to the appointment entry tools to speed entering new clients to the system when entering new appointments.

6. Adjusting staff service durations

Added features in the staff file to enable the automatic addition of extra time for a service for new staff.

7. Disable appointment overlap

You can enable or disable the ability of the system to accept overlapping appointments by checking the disable menu selection in the tools menu.  The default setting is to enable the setting of overlapping appointments.

8. Undefined services

You can now type a service into an appointment that is not in your defined services in the service inventory.  When the ticket is used to transfer the item you are asked to price it and it is transferred as an undefined service.

9 Schedule help

Updated the context sensitive help system.

Added quick help for use of the schedule features.

10 SMS (Text) Messaging

Send text messages, promotions and reminders direct from Salon & Spa to your client's cell phones.

Look to the new inventory, sales and schedule quick guides for information on using these new features.

 

 

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