- Help
- Learning paths
- Run the day-to-day
Run the day-to-day
The calendar, appointments, waiting list, staff schedule and client records: the day at the front desk.
- Finding your way around the calendarThe Day, 3-day, Week, Month and List views, the day's figures, the filters, the card colours and the occupancy tab.
- Creating an appointmentService, stylist, day, slot, client: the form only offers truly free slots, and creates the client record if needed.
- Managing an appointment: confirm, mark kept, move, cancelThe appointment record, the seven statuses, drag and drop, the session notes and what the client receives when you move it.
- Blocking a slot: break, meeting, time offReserve a time when no one can book an appointment: a break, a meeting, a half-day, for the stylist concerned, once or every week.
- The waiting list: notify as soon as a spot opens upYour clients who want to be notified if a slot frees up: sign-up from the site or by phone, automatic alert on cancellation, results.
- The team's schedule: hours and time offWho works when: each stylist's hours, up to two slots a day, and their time off. The calendar and online booking adapt on their own.
- Creating a client record by handFor a walk-in client or someone noted in a book: the first name used at the salon, the phone number used for reminders, the tags, the formula and consent for promotions.
- The client recordThe salon's memory: contact details, indicators, absences, technical record, last session, preferences, private notes, allergies, team alert, GDPR.