Help & Guides

New accounts start on a 14-day free trial with no card required. The trial gives you Pro Team features so you can see the full product before choosing a plan.

Set these up first — everything else depends on them:

• Settings → Business — your salon name, type, address and contact details. These appear on receipts and your public page.
• Settings → Hours — timezone plus opening and closing time. This controls both the calendar and which slots online booking offers.
• Settings → Payments — currency, tax label and rate, and your payment methods (PayNow, GrabPay, NETS, whatever you take). Methods you list here are what appears at checkout.
• Services — at least one, with a price and duration.
• Staff — at least one, with working hours set under Staff → Schedule.

Once those exist you can take bookings. Publishing your online booking page is a separate switch — see Online booking.

The Bookings page is a day view with one column per staff member. Everything is direct manipulation: drag a card to move it, drag its edge to change how long it runs, drag on empty space to block time out.

Creating and moving appointments

• New booking — customer is optional, so walk-ins don't need a profile first. You can also add a new customer inline.
• Drag to reschedule — across times and across staff columns. For a different day, use Reschedule from the booking's detail panel, then navigate to the day you want.
• Drag the bottom edge to lengthen or shorten an appointment.
• Rebook — creates a new appointment pre-filled with the same customer and services. Different from Reschedule, which moves the existing one.

Booking outside your opening hours or on top of an existing appointment is allowed — you get a warning you can click through, not a hard block. Rooms and staff-service restrictions warn the same way.

Block time — drag on an empty part of a column for breaks, lunch, meetings, training, personal time or holidays. Blocks are resizable like bookings.

Group bookings — one appointment covering several people (a mother and daughter, a bridal party). Each guest gets their own service and can have their own stylist. You can act on the whole group at once (confirm all, cancel all) or drag a single guest to move just them.

Status — Pending, Confirmed, Done, Cancelled, No Show. Two things worth knowing: bookings made online arrive as Confirmed (there's no approval queue), and taking payment marks the booking Done automatically, so you don't press Complete separately. Cancellation reasons are recorded and feed the Cancellations report.

Hide — the one that isn't obvious. Hiding an appointment removes it from your calendar view and frees that slot for online booking again, without cancelling or deleting anything. It exists for the case where a stylist has an assistant covering a long service and can take another customer in parallel. Turn on Show hidden to see hidden bookings, and Restore to bring one back.

Card badges — the small icons on an appointment. Hover any of them for an explanation: globe (booked online), dice (customer chose "Any available" stylist), door (which treatment room), note (booking notes), people (part of a group), trolley (a checkout draft is in progress), tick (done), crossed-out eye (hidden).

Day overrides — click a staff member's column header to mark them off, set custom hours for that one day, or mark them working on a normal day off. If they already have bookings that day you'll be warned; those bookings are not cancelled automatically.

Every salon gets a public page at your own URL where customers can browse services, see your team, read reviews and book themselves in.

Turn it on in Settings → Online presence. There are two separate switches: Published (the page exists publicly at all) and Online booking (customers can actually book, rather than the page being contact-only).

What the customer does: pick services → pick a stylist (or "Any available") → pick a time → enter name and phone → confirm. They can sign in with Google to prefill, or stay a guest. They get a confirmation email with a calendar file attached.

Group booking online is supported too — customers choose a party size and each guest's services, and the system finds times that work for everyone.

There is no online payment or deposit. Customers book, they pay in store. If you need a deposit policy, write it on your policy page and enforce it yourself.

Settings that shape availability:

• Minimum advance notice (Online presence) — hides slots that are too soon. Set it to however long you need to prepare.
• Opening/closing hours, each staff member's schedule and breaks, existing bookings, and treatment-room capacity all narrow the offered slots automatically.
• Per-service Show in online booking and per-staff Show on online booking let you keep things bookable in-store but hidden from the public page.

Self-service reschedule and cancel — confirmation emails include a private link. In Settings → Notifications you choose whether customers may reschedule, whether they may cancel, and how many hours before the appointment each option locks. Note that rescheduling keeps the same staff member — customers can move the time, not switch stylist or service.

Also on Online presence: cover photo and gallery, tagline and about text, social links, Google Maps embed, Google Reviews link, and SEO title/description.

Services carry a name, category, colour, duration and price. A service can have several price options (short/long hair, small/large dog) and an optional promotional discount, so the price shown online is already the discounted one.

• Categories group services on your public page and in reports, and they're what category-based commission profiles pay on.
• Suggested add-ons — prompt the customer with a related service right after they pick one, optionally at a discount.
• Show in online booking — off keeps the service usable in your calendar and POS but invisible publicly.
• Return-visit reminder — email customers who haven't rebooked this service in a while.

Who can do this service — tick specific staff and only they can be booked for it. Leave everything unticked and anyone can do it. The rule is per service: ticking the nail tech on "Manicure" restricts manicures to her, and doesn't affect any other service. Online booking hides ineligible staff outright; the admin calendar warns but lets you override.

Treatment rooms — if a service needs a room, link it to one or more rooms (manage them from the Rooms button on the Services page). Once linked, online booking stops offering that service when every eligible room is already occupied, even if a stylist is free. Rooms are assigned automatically and shown on the appointment card. A service with no rooms linked doesn't consume room capacity at all.

Add staff under Staff. Beyond name and contact details you can set a photo, an appointment colour, a public role title and bio for your booking page, and whether they appear on that page at all.

Schedules are versioned. Under Staff → Schedule you set weekly working hours and breaks with an Effective from date. Changing hours creates a new version rather than rewriting history, so past weeks still reflect the hours that actually applied. One-off changes belong on the calendar as day overrides (see Bookings), not here.

There is no leave-request or time-off approval workflow. For a day or a week off, use a day override or Block Time.

Attendance & clock-in (Pro Team and above) — a QR-based time clock for staff who are physically on-site. Turn it on in Settings → Attendance & Clock-in:

• Open Station (also linked from the Attendance page) on a front-desk tablet or spare phone. It shows a QR code that refreshes on its own, plus a live feed of who's just clocked in or out.
• Staff scan that code from their own phone, using the Clock In / Clock Out card on their Dashboard. One scan clocks them in; the next scan clocks them out — it alternates automatically based on their last record, no separate button for each.
• Optionally set your salon coordinates (or tap Use my current location) and an allowed radius (recommended 100–300 m indoors). With both set, a scan too far from the salon is rejected with the distance shown, so someone can't clock in from home. Leave the coordinates blank to allow clock-in from anywhere.

Records land on the Attendance page — total shifts, total hours and any incomplete pairs (a clock-in with no matching clock-out) for a date range, filterable by staff and exportable to CSV. Whether someone can use the scanner at all, see only their own records, or see everyone's is controlled per role in Settings → Permissions.

Services they do — the other side of the restriction described under Services. Both screens write the same thing, so tick from whichever is more convenient; ticking a service here limits that service to the people ticked for it.

Login access — give a staff member their own account, either by sending an invitation (they set their own password) or by setting one directly. Each account gets a permission role.

Permission roles (Settings → Permissions) control what each person can see and do — including field-level privacy. A lower-trust role can be shown a customer's name but have their phone and email masked, and money values hidden entirely. Roles also carry a discount limit capping how large a percentage discount that person can apply at checkout. Custom roles beyond the built-in ones are a Pro Team feature.

Staff seats — Solo Simple includes 1 staff member, Pro Team 4, Pro Max unlimited. The owner doesn't consume a seat. If you exceed your limit (usually after a downgrade), the newest staff are locked: they can't log in, don't appear in booking or POS pickers, and are hidden from your public page. Their past bookings, sales and commission stay fully visible — nothing is deleted. Archive someone else or upgrade to unlock. Pro Team can also buy extra seats individually.

Commission is configured as reusable profiles that you assign to staff, so several people can share one scheme. There are five types:

• Basic (flat rate) — one percentage on everything. Separate rates for services, products and packages.
• Standard (tiered) — rates step up as the month's service revenue grows, and each band only pays its own rate on the portion inside it.
• Advanced (override at target) — hit a target and the whole month is recalculated at the higher rate. This is the difference from tiered: tiered pays the higher rate on the excess only, override pays it on everything.
• Specialist (by category) — a different rate per service category, with a default for anything unmatched.
• Support (assist mode) — for assistants: a fixed amount or percentage per service, varying by assist level (1–3).

Each profile also declares three capabilities: whether the person can take solo bookings, whether they can assist others, and whether they can receive assistance. These control who appears in the Primary and Assistant dropdowns at checkout.

At checkout every service line has a primary staff member, an optional assistant, and a primary share % splitting the commission base between them. Products and packages can be marked as a house sale with no staff, so revenue still counts but nobody earns commission.

Flat commission is available on every plan; the four advanced types are Pro Team and above. If you downgrade, staff on an advanced profile aren't reassigned — they fall back to the salon-wide rate under Settings → Payments, and their card shows a "Fallback rate" badge until you upgrade again.

Results appear in Reports → Commission, and staff with a login can see their own statement under My Commission.

There are two ways to take money. Checkout opens from an appointment on the calendar and arrives pre-filled with the booked services. Point of Sale is a standalone till for retail and walk-ins, where the customer is optional.

Checkout runs in three steps:

• Cart — booked services are already there; add retail products by search or barcode. Barcode scanning works anywhere on the page with a hardware scanner, no need to click into a field first.
• Pricing & Staff — override any price, apply a discount per line (percentage or fixed) or across the whole sale, assign the primary and assistant staff, and add tips with a split across staff.
• Payment — one method or several. Split across cash, card, PayNow and so on until the remaining balance reaches zero.

Save Draft (steps 1 and 2) stores the prices and staff you've set so a colleague can finish the sale later. The appointment shows a badge while a draft is open, and it clears once the sale completes.

Quick payment (POS only) charges something that isn't in your catalogue — a towel rental, a one-off consultation. Type a description and amount, mark it as service or product revenue, and optionally credit a staff member. It cannot be used to sell a package; use the Packages tab for that.

Redeeming a package — if the customer has one, it appears at checkout with their remaining balance. Credit packages deduct an amount; session packages burn exactly one session and only cover services. The customer signs on screen to confirm, and the signature is stored with the redemption. Packages can also be shared with family members, but only after the owner authorises that person from their own profile.

After the sale — print to a Bluetooth thermal printer, email the receipt, or copy it as text. Completing checkout marks the appointment Done and decrements product stock automatically.

Fixing mistakes — Void cancels a sale entirely and reopens the booking as Confirmed, restoring any product stock. Refund is separate and can be partial, line by line, with an optional restock per line. A sale that has already been refunded can't then be voided, and if it sold a package that has since been used, you have to void those redemptions first.

If a booking already has a completed sale, checkout warns you before charging again — a guard against accidentally billing the same visit twice.

Customer profiles hold contact details, birthday, gender, a running notes log, and tabs for their bookings, reviews, products bought, packages and redemption history.

Consent is tracked in two separate places, which matters legally: marketing email (promos, birthdays, win-back) is opt-in per customer, while appointment notifications (confirmations, reminders, cancellations) are their own toggles for email and WhatsApp. Marketing campaigns only ever go to customers who explicitly accepted marketing and haven't unsubscribed.

Acquisition source records how each customer first found you: Walk-in, Referral, Family, Staff's own client, or one of the online channels (Website, Social media, Google, Email, Other). Online sources are detected automatically — see Marketing & tracking. You can also record Referred by, which feeds the referral rate and the top-referrers list in reports.

Merging duplicates — Merge lets you pick which profile to keep and which to fold in; all bookings, sales and notes move across, and missing contact details are back-filled from the record being merged away. Auto Merge scans for likely duplicates and proposes groups, keeping the profile with the highest lifetime spend. It only proposes a pair when at least two of name, phone and email match, and it compares first names only — so two different customers both called "Wendy" with different numbers won't be flagged. Always review the proposals before confirming. Merging is a Pro Team feature.

CSV import — download the template or bring your own file. Column headers are matched flexibly ("mobile", "phone", "telephone" all work; first and last name columns are combined). Each row needs at least a name and a phone number, and rows missing either are skipped. You get a preview before anything is written, and a count of imported versus skipped rows after.

Packages are prepaid bundles sold up front and drawn down over later visits. There are two kinds, and the difference matters:

• Sessions — a punch card. "Buy 5, get 6." Each redemption uses exactly one session, and sessions only cover services.
• Credit — a stored-value wallet. "Pay $500, get $600 of credit." Each redemption deducts a dollar amount, and you can optionally allow it to be spent on retail products too.

For each package you set the selling price, which services it covers (or all of them), and an optional validity in days. Leave validity blank for no expiry.

Sell them from the POS Packages tab or as a line at checkout. Redeem them at checkout — the customer's remaining balance shows automatically. Balances also appear on the customer's profile and in Reports → Packages.

An expired package simply stops being offered at checkout. It isn't retroactively marked or cleaned up, so if you're auditing, check the expiry date rather than relying on a status label.

Packages are a Pro Team feature. Note there are no recurring-billing memberships — everything here is prepaid.

Products carry a name, category, SKU, barcode, retail price and a minimum stock level. Tick Available for retail sale to make one sellable in POS and checkout — an untagged product can be tracked but not sold.

Quantity and cost always start at zero. You can't type an opening stock figure on the product form. Use New stock receipt to record what came in, which sets the average cost at the same time.

Stock receipts take a supplier, invoice number and date, then line items with quantity and either a line total or unit cost. Two useful details: there's a scan mode for counting items in with a barcode scanner, and extra charges (freight, duties) can either be spread proportionally into unit cost or excluded from it — the latter for things like claimable GST.

Selling a product decrements stock automatically and records the cost of goods at the current average cost. Voiding a sale puts the stock back; refunds restock only if you tick that line. Manual corrections go through Adjust stock with a reason (internal use, damaged, expired, or a plain adjustment).

Low stock is a visual threshold, not an alert. When quantity drops to or below the minimum you set, the product turns red and is counted on the Inventory and Reports pages. There is no email or push notification — you need to look.

Every product has a history panel showing each movement: purchases, sales, internal use, damage, expiry, adjustments and returns.

Reports are grouped into tabs:

• Overview — a snapshot of every other report. Each card links through to the detail.
• Sales — revenue grouped by day, week, month or year, plus a flat list of every individual sale for reconciliation.
• Performance — revenue trend, new customers, returning rate, referral rate, source breakdown and top referrers, with an option to compare against the previous period. Pro Team and above.
• Payment summary — totals per payment method, including transaction fees where you've configured them.
• Commission — per-staff commission with drill-down. My Commission shows a single staff member their own statement.
• Packages — sales and outstanding balances. Pro Team and above.
• Inventory — stock, cost of goods and valuation over a period. Pro Team and above.
• Cancellations — cancellations and no-shows broken down by reason.

What "new customer" means: a customer counts as new in the month of their first completed sale, not the month their record was created. Someone who books online three weeks ahead counts in the month they actually come and pay. Someone who never shows up doesn't count at all. New Customers, Source Breakdown and Referral Rate all use this same definition, so the numbers agree with each other.

Profit & loss lives on the Accounting page, not in Reports — along with GST reporting and the Xero connection. P&L is the one report with a PDF export; everything else exports as CSV, and CSV export requires Pro Max.

Xero — connect your own Xero organisation from Accounting and push a period's sales summary across as a manual journal, so your bookkeeper isn't re-keying totals. Account mapping is suggested automatically when you first connect, and you can adjust it. Pro Team and above.

Plan-locked reports stay visible rather than disappearing, so you can see what an upgrade would unlock. What each role can open is also controlled by permissions, so a staff member might see fewer tabs than the owner.

Trackable links (Settings → Online presence) generate a separate booking link per channel — Google, WhatsApp, Facebook, Instagram, TikTok, your website, email, or anything else you name. Customers who book through one land in that channel's bucket in the Performance report's Source Breakdown, so you can see which channel actually produces customers rather than guessing. Each link also produces a QR code you can print or share, and past links are kept so you can find and reuse one months later.

If you use a plain link with no tracking, the source is still detected where possible from where the customer came from — a Google search, an Instagram tap. Where there's no signal at all (someone typing your address directly, or a browser that strips it), it lands under Online · Other. Tracked links are simply more accurate.

Automatic campaigns (Settings → Notifications) run on a schedule and only ever reach customers who opted into marketing:

• Birthday emails — optionally with a discount valid that month.
• Win-back — for customers who haven't booked in a number of days you choose, optionally with a discount.
• Package expiring reminders — a nudge before unused credit or sessions run out.
• Return-visit reminders — per service, for customers who are due.

These four are Pro Max features. The Messages page shows what has been sent across all channels, along with anything scheduled.

Reviews — completed appointments can invite a review, and reviews you approve appear on your public page. You can also link customers straight to your Google review page from Online presence.

Settings is split into tabs: Business, Hours, Payments, Online presence, Notifications, Billing and Permissions (plus Outlets if you run more than one location).

Payments deserves a look beyond currency and tax: the payment methods you list here are exactly what appears at checkout, you can record a transaction fee percentage per method so the Payment summary report shows what you actually netted, and there's a fallback commission rate used if a staff member's profile isn't supported by your current plan.

Company & Tax (Pro Team and above) holds your legal entity name, UEN, GST registration and fiscal year start — used on invoices and tax reports.

Customer emails can be switched on or off individually: booking confirmation, reschedule, cancellation, and a thanks-for-visiting note after a completed appointment. Reminders are separate — pick how long before the appointment to send one, and optionally a second short reminder closer to the time.

WhatsApp notifications work alongside email, not instead of it. Each WhatsApp message costs one credit, so all WhatsApp triggers are off by default — turn on the ones worth paying for. You get a monthly free allowance plus any credits you buy, and auto top-up can keep the balance from running out. If you do run out, WhatsApp sends are skipped but email keeps working normally.

Three plans, all with unlimited bookings and unlimited customers:

• Solo Simple — 1 staff member. Online booking page, POS, inventory, sales and payment reports, flat commission, all transactional emails, CSV customer import.
• Pro Team — up to 4 staff, plus advanced commission profiles, custom permission roles, packages, customer merge, the Performance report, P&L and company/tax settings, Xero, reviews, staff attendance with geofencing, and removal of the "Powered by" footer. Extra seats can be bought individually.
• Pro Max — unlimited staff, multiple outlets, all automatic marketing campaigns, CSV/PDF report export, and analytics tracking IDs.

Current pricing, monthly and annual, is on the pricing page and in Settings → Billing. Billing runs through Stripe, where you can change plan, update your card and download invoices.

Trials last 14 days and preview Pro Team features. You can pick a plan during the trial without being charged until it ends.

If your account locks — trial ended without a plan, subscription cancelled, or a payment that kept failing — the admin area redirects to a billing screen until you choose a plan. Failed payments get a grace period first while Stripe retries. Nothing is deleted. All your bookings, customers and history are exactly as you left them and come straight back when you subscribe.

Note that "locked" means two different things in the product: the whole account being locked for billing (this section), and an individual staff member being locked because you're over your seat limit (see Staff).

WhatsApp credits are bought separately from your plan, in packs, with a per-message cost that drops on larger packs. One credit is one message. Auto top-up buys a fresh pack when your balance runs low, capped so it can't run away with your card.