Salon & spa daily routine: open, book, close

A short routine for a salon or spa front desk. Print it for your team or pin it next to the reception computer.

Opening

1. The receptionist opens the cash register with the opening cash (it asks the first time they open the POS).
2. Open Services › Overview: check Requests to confirm and confirm or decline online bookings.
3. Check Finance › Payments › Booking payments for deposits waiting for payment and Receipts to review.
4. Look at Staff today: who is in, and who has gaps for walk-ins. Move appointments if a stylist called in sick.

/services

The Services overview is the receptionist's home screen.

During the day

• Arrivals: Check in from Today’s arrivals, then Start when the service begins.
• Walk-ins: New appointment with source Walk-in for the stylist who is free.
• Checkout: always from the appointment’s Checkout button; add retail products; use Advance for paid deposits.
• Phone bookings: New appointment with source Phone; use Request payment if you want a deposit.
• Stylists: follow their clients in My day in the SmartPOS Business app.

Closing

1. Mark leftover appointments Completed, No-show or Cancel booking.
2. Each cashier closes their register: count cash, compare with the expected total and close. See Cash register and closing.
3. Glance at tomorrow on Bookings (Day view) and call clients with unconfirmed or unpaid bookings.

Weekly and monthly

When	Check	Where
Weekly	Commission per stylist	Services › Reports › Staff performance & commission
Weekly	No-shows and where bookings come from	Services › Reports
Weekly	Retail stock to reorder	Reports › Stock Report
Monthly	Best services and busiest hours	Services › Reports
Monthly	Profit	Reports › Profit / Loss Report
Monthly	Clients who owe money	Reports › Supplier & Customer Report

Reports overview

Go-live checklist