Salon step 1: branches and modules

Start your salon or spa with two things every other screen depends on: a business location for each branch and the modules an appointment business uses. This page is for the owner or an admin setting up the account for the first time.

Before you start

• You are signed in as the owner or an admin with access to Settings.
• Your business name, currency, time zone and logo are set in Settings › Business Settings (see Business settings).
• You know the address and opening hours of each branch.

Add one location per branch

1. Open Settings › Business Locations and click Add.
2. Enter the branch name (for example “Clifton Flagship” or “Mall Branch”), address, city and country. Clients see this name on the online booking page.
3. Choose the Invoice scheme and the invoice layouts for POS and for sales. Keep Default if you have not designed receipts yet.
4. Save. Repeat for every branch.

See Locations for every field.

Switch on the modules a salon uses

How to turn it on

1. 1Plan: The Services module must be in your plan (Settings › Package Subscription). A module that is not in your plan shows as a greyed card Not in your plan with See plans.
2. 2Switch: Settings › Business Settings › Modules
3. 3Permission: Settings access for the person switching; staff then need the module permissions in User Management › Roles

1. Open Settings › Business Settings and click the Modules tab.
2. Under Sales & stock, keep Purchases, Add Sale and POS on. Stock Transfers and Stock Adjustment are useful if you sell retail products.
3. Under Restaurant, bar & bookings, switch on Service staff if you want to pick the stylist on quick POS sales. Leave Tables and Modifiers off.
4. Under Industry modules, switch on:
   • Services: service menu, staff hours, appointments, online booking, commission and reports.
   • Product Library: ready-made catalogs for retail products such as shampoo, skin care and makeup.
   • Mobile app: if stylists will use the SmartPOS Business app.
   • Shopper app & Scan & Go and Website & online store: if clients will book or shop online.
5. Click Update Settings at the bottom of the page.

/business/settings

Settings › Business Settings › Modules. A salon keeps Tables and Modifiers off and Service staff on.

Caution

Restaurant switches such as Tables, Kitchen and Modifiers add restaurant fields to the POS that a salon does not need. Leave them off.

Set opening hours

Online time slots and staff without their own hours use the business opening hours. Open Bookings, click Settings and fill in Opening hours for each day. You can also reach it from the Business hours button on Services › Settings.

What happens next

The Services group appears in the sidebar (Overview, Appointments, Staff calendar, My appointments, Services, Staff, Reports, Settings) and Bookings appears under Sales. The Services overview shows a Get started checklist until you have added services, staff and online booking. Continue with step 2: your service menu.

Locations in detail

All modules and how to enable them