Quick Setup

  • Step 1: Add your services

    Welcome to the Quick Setup! The first step is to grab your service menu and add each of the services you offer in your salon or spa. Follow these steps to add services. From the Admin screen, click Services. C...

    Mar 04, 2016 08:54AM CST
  • Step 2: Add your staff

    Staff section stores information about each staff member in the business. There are 3 steps to set up your staff. First, create a file for all staff members on this screen. If you forget someone, you can always c...

    Mar 04, 2016 08:57AM CST
  • Step 3: Add your schedules

    Schedules are used to define each staff member's availability. You can create a schedule template to assign to more than one staff, or customize each template for individual staff. From the main menu, click Sched...

    Mar 04, 2016 09:07AM CST
  • Step 4: Add services to staff

    The last of our Quick Setup steps are to assign the services we added in the first step to the staff so that you can make appointments. The easiest way to do this is to assign services to the staff group. When services a...

    Mar 04, 2016 09:16AM CST
  • Practice Booking!

    Congratulations on completing the quick setup! Now it's time to master the appointment book!! Check out this video lesson on reserving appointments and when you are ready, click here to learn more about the book. This ...

    Mar 04, 2016 09:27AM CST
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