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.
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
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.
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.