General query
Adjusting Appointment Time
Need to shorten or extend an appointment? Here's how: 1. Tap the booking in the diary. 2. Tap “Resize” This activates adjustment mode. 3. Adjust the Time •Drag the top to shorten the time •Drag the bottom to extend it The diary will now reflect the ...
Marking a Client as a No-Show
If a client misses their appointment, here’s how to log it: 1. Tap the missed booking in the diary. 2. Tap “Client No-Show” This marks the appointment as a no-show. What Happens Next: • The appointment changes colour in the diary • A note is added to ...
Cancelling or Deleting a Booking
Need to remove a booking? Here’s how to do it correctly: 1. Tap the booking in the diary. 2. Tap “Remove” You’ll see two options: Cancel or Delete. 3. Choose the Right Option: •Cancel– Use when a client cancels. This adds a note to their record. ...
How to Reschedule an Appointment
Need to move a booking? Here’s how: 1. Tap the appointment you want to move. 2. Tap “Reschedule” This moves it into the clipboard on the left. 3. Go to the New Date Navigate to the day you want to rebook. 4. Drag and Drop the appointment from the ...
How to Edit an Appointment
Need to update a booking? Here’s how: 1. Tap the booking you want to change. 2. Tap “Edit” This opens the booking details. 3. Update the Service Select a new service if needed — it will update automatically. 4. Tap “Save Booking” Your changes will be ...
How to Add a New Client While Booking an Appointment
1. Select a Time Slot Tap the time the client wants. 2. Tap “Add New Client” Enter their details (name, contact, email, etc.). 3. Choose a Service •Select the service they’re booking. •The client is now saved, and their appointment is booked. Adding ...
How to Add a New Client Without a Booking
1. From the home screen, open the Clients section. 2. Tap “Add New Client” Enter their details. 3. Tap “Save” Their profile is now ready for future use. Adding contact details enables reminders, receipts, and marketing. You can update or edit client ...
How to Edit an Existing Client’s Details
Need to update contact info or preferences? Here’s how: 1. From the home screen, open the Clients section. 2. Search for the Client by their name, email, or phone number. 3. Open their profile. 4. Click edit, This opens their full record card. 5. ...
How to Delete a Client
Need to permanently remove a client from the system? Here’s how: 1. From the home screen, open the Clients section. 2. Search for the Client, you can search by name, email, or phone number. 3. Open their profile. 4. Scroll to the bottom of their ...
How to Take a Bill from the Till Module
Here’s how to process a client’s bill using the Till: 1. From the home screen 2. On the left, you’ll see In Salon Clients– a list of clients who haven’t paid yet. 3. Select the Client 4. Choose the Payment Method, cash, card, etc. 5. Click “Complete” ...
How to Create a Course
Want to sell a service as a course package? Here’s how to set it up during billing: 1. Select the client’s appointment and head to the payment screen. 2. Tap Create a Course. 3. To set Up the Course Enter: •The number of sessions •The total course ...
How to Redeem Loyalty Points
Here’s how to apply a client’s loyalty points during checkout: 1. Go to the Till and begin the payment process. 2. From the right-hand menu, select Redeem Loyalty Points. 3. Enter how many points to use. The system will show the amount to be ...
How to Sell a Gift Voucher
Here’s how to sell a gift voucher through the Till: 1. From the home screen, open the Till module. 2. Search for and select the client making the purchase. 3. This opens the voucher setup screen. 4. Enter Voucher Details • Add the voucher number • ...
How to Edit the Price of a Service
Need to change a price for one bill only? Here’s how: 1. Open the Till and begin the transaction. 2. This opens a pop-up with the listed services. 3. Enter the new price next to the service you want to adjust. 4. Confirm to apply the new price. 5. ...
How to Use Petty Cash
Need to record a small cash expense? Here’s how to do it through the Till: From the home screen, open the Till module. Tap “Petty Cash”In the left-hand panel Fill in the following: •Reason (e.g. Window cleaner) •Amount spent •VAT rate, if applicable ...
Add Retail to a Service Bill
1. Select the client’s appointment and tap Pay in Till. 2. On the right-hand side, choose Sell Retail. 3. Add Products Scan or search for the retail items being purchased. 4. Choose the payment method and tap Complete. The retail items are now ...
Sell Retail Without an Appointment
1. From the home screen, go to the Till module. 2. Search for the client or select Walk-in for a quick sale. 3. Add Products Scan or select the retail items. 4. Select the payment method and tap Complete. Both methods ensure accurate stock tracking ...
How to Cash Up?
Here’s how to reconcile the till at the end of the day: 1. From the home screen, open the Till module. 2. On the left-hand panel, select Cash Up. 3. You’ll see two columns: •Computer Amount– what the system expects •Actual Amount– where you enter ...
How do you do a Stock Take?
Keep your inventory accurate by following these steps: 1. From the home screen, open the Stock section. 2. In the left-hand panel, select Stock Take. 3. Pick the supplier you’re checking. 4. Products are grouped by category. For each item, you’ll ...
How to Mark Stock as Salon Used
Track product use in the salon to keep your stock accurate: 1. From the home screen, open the Stock section. 2. In the left-hand panel, select Salon Use. 3. Pick the supplier for the products being used. 4. Products are grouped by category. Select ...
How to Set Your Minimum and Maximum Stock Levels
Manage stock with confidence by setting reorder limits: 1. From the home screen, go to the Stock section. 2. In the left-hand panel, select Set Min & Max Levels. 3. Pick the supplier whose stock you want to manage. 4. For each product, fill in: ...
How to Create a Purchase Order
Restock easily by creating accurate, supplier-ready orders: 1. From the home screen, open the Stock section. 2. In the left-hand menu, select Purchase Orders. 3. At the bottom of the screen, tap Add New to start a new order. 4. Select the supplier ...
How to Add a Book-Out?
Need to block out time for a meeting, training, or staff break? Here’s how: 1. Go to the appointment book and click on the time you want to book out. 2. In the left-hand column, select Add Book-Out. 3. Pick a reason for the book-out (e.g. Meeting, ...
How to Create a Day Note
Want to leave a message or reminder for a team member? Here’s how to add a day note: 1. In the appointment book, find the team member you want to leave a note for. 2. Click the three dots next to their name. 3. Select “Day Note” 4. Enter Your ...
Moving an Appointment to a Different Team Member
Need to reassign a booking to another team member? Here’s how to do it quickly: 1. Find the appointment in the diary and tap to open it. 2. Select the Move option to activate drag-and-drop mode. 3. Drag the appointment across to the correct column ...
How to Add a Client to the Standby List
Got a client waiting for a slot to open? Add them to the standby list in just a few steps: 1. Open the Standby List In the appointment book. 2. Click the Add to Standby List button. 3. Search for the Client by name, mobile, or email and select their ...
How to Create a Class (College Feature)
Setting up a training class or student column? Here’s how to do it using the College feature: 1. Go to Settings in the appointment book, left-hand menu and select Settings icon. 2. Tap on Classes, then click Add New Class. 3. Enter Class Details Fill ...
How to Add a New User
Need to create a new staff login? Here’s how to add a new user: Go to Settings from the home screen, Open the Settings module. Open Users Select Users to view the list of existing accounts. At the bottom of the screen, select Add New User. Enter User ...
How to Add a New Team Member
Need to register a new staff member? Here’s how to add a new team member: • Go to Settings From the home screen, open the Settings module. • Open Team Members Select Team Members to view the current staff list. • Tap “Add New Team Member”Scroll to ...
Can I Migrate from Another Provider?
Yes – typically, we can migrate your data from your current provider. Here’s how it works: Check Compatibility Most salon software allows you to export your data. We’ll confirm if your current system supports this. Collect Your Data You’ll need to ...
How to Apply a Discount
Here’s how to add a discount during billing: 1. Start the Bill go to the Till and begin the transaction. 2. Tap “Apply Discount”From the right-hand menu, choose Apply Discount. 3. Select a Discount Pick the discount you want to use from the list. 4. ...
Who Is Behind Salon Manager?
Salon Manager is built and supported by a dedicated team of former salon professionals, software developers, and support specialists with more than 30 years of experience in the UK hair and beauty industry. Our team understands the real challenges ...
Do I Need Technical Knowledge to Use the System?
Not at all! Salon Manager is designed to be simple, intuitive, and easy to learn, even if you’re not tech-savvy. Most salon teams feel fully confident after just 60 minutes of training, and our support team is always available to help with any ...
How does your Support Differ from Other Providers?
At Salon Manager, you’ll always get real support from real people— no bots, no scripts. Our UK-based support team understands how salons operate, and we’re committed to providing unlimited, expert help whenever you need it. Whether you’re setting up ...
Is Salon Manager Based in the UK?
Yes! Salon Manager is proudly based in Oxfordshire, UK. Our entire focus is on the UK salon industry, which means our features, support, and services are designed specifically for the needs of UK salons, spas, and beauty professionals.
What Features Does Salon Manager Include?
Salon Manager brings everything your salon needs into one easy-to-use system. With Salon Manager, you can manage: Online booking— simple and convenient for clients POS and card payments— fully integrated checkout Client records and loyalty tools— ...
How Effective Is the No-Show Protection?
Salon Manager’s no-show protection is proven to reduce missed appointments dramatically. Across all Salon Manager salons in 2024, the average no-show rate was just 0.7%— one of the lowest in the industry. That’s thanks to: Deposit protection to ...
Can I Manage Multiple Salons from One Account?
Yes! Salon Manager is built for both single and multi-location businesses. From one central login, you can: Control multiple salons Share service menus and pricing Access branch-specific reports Manage staff, schedules, and clients across all ...
Is It Easy to Update Stock Levels and Service Prices?
Absolutely. Salon Manager makes stock and price management quick and efficient. You can: Track inventory in real time Receive low-stock alerts automatically Reorder products directly from the system Make bulk price updates for services and retail ...
Is It Easy to Update Stock Levels and Service Prices?
Absolutely. Salon Manager makes stock and price management quick and efficient. You can: Track inventory in real time Receive low-stock alerts automatically Reorder products directly from the system Make bulk price updates for services and retail ...
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