About Salonlite

General


Diary and Appointments


Security


Reporting


General

Q: My business is not a hairdressing salon but I still want to use Salonlite, is this possible?

A: Absolutely. Although Salonlite has been designed for the Hair and Beauty industry, it can still be used to run any business that is appointment based.

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Q: Is there a training course I can attend for Salonlite?

A: We have designed Salonlite to be intuitive and easy to use, however, we realise that to get the most out of Salonlite a small amount of training may be necessary. We do not offer an on-site or on-premise training course, instead we will shortly be introducing tutorial videos that you can view in your own time that will give you overview's of key Salonlite features. And of course, there will be no charge to watch these videos.

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Q: I am not based in the United Kingdom; can I still use the SMS reminder service?

A: Unfortunately, the SMS reminder service is currently only available in the UK and Ireland. Rest assured we are working closely with telecom providers around the world to be able to provide this facility outside of the UK and Ireland.

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Q: I do not have a PayPal account can I still buy SMS messages?

A: You do not need to have a PayPal account to buy a batch of SMS messages. PayPal takes guest payments, and all you need is a credit or debit card. Simply choose 'guest' when presented with the PayPal screen and follow the on-screen instructions.

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Q: Can I record retail sales in Salonlite?

A: At present the ability to record retail sales is not available in Salonlite. However, we are constantly improving Salonlite, and the recording of retail sales is a feature that we are considering for a future release.

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Q: How do I change the email address that I registered with?

A: We take security seriously at Salonlite, so the email address will need to be changed by one of our support technicians. If you need us to do this please use the contact form and provide the details of the existing email address and the new email address required. Once we have validated your identity, we will change the email address. Please note that your login password will remain the same.

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Q: How do I insert a link to the online booking facility onto my website?

A: On the Setup screen, under the Salon tab you will find an online booking URL. This is the link that you need to ask your web design company to include on your website. Your web designers will be able to add the link to a new button or an image.

To invite clients to use online booking, click on the Clients button in the diary and select the Client you wish to invite to use online booking. Ensure that they have an email address on the client record and then click the 'send invitation to online booking' button. Your client will receive an email with a password and a link to your online booking site. They can then use their email address and password to login and book appointments 24/7.

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Q: How can I try out the online booking facility before adding it to my website?

A: To try out the online booking facility, add yourself as a client within Salonlite ensuring that you enter your email address on the client record, then follow the invitation steps in the FAQ above ('How do I insert a link to the online booking facility onto my website?').

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Q: I am using salonlite and found that the client and setup buttons are underneath the calendar and are unselectable

A: If you are having problems viewing the setup and client button please press ctrl F5, this should force a refresh in you browser. If you are using an iPad, please close and then reopen Safari.).

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Diary and Appointments

Q: How do I reschedule an appointment?

A: On the diary screen, click on the appointment that you would like to reschedule. This will open up the appointment menu, and you will see the option to reschedule. Click reschedule, and the diary will switch to rescheduling mode (you will see a red flashing box in the lower left of the screen). Any staff members who do not provide the service that is being rescheduled will automatically be unavailable. Simply, select the day that you wish to reschedule the appointment to by using the calendar and then click on the staff member and time slot required. This will then show the new appointment details, and when you are happy with them, click Save. The appointment has now been rescheduled, and the diary will exit rescheduling mode.

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Q: How do I show that a staff member is not working on a particular day?

A: This can be done in one of two ways. If you are setting a day that the staff member never works (e.g. they do not work Wednesday's) then this is best done in the Setup screen. Choose the Employees tab, and then choose working hours. You can then un-tick the day that the staff member does not work and click save. This will ensure that the staff members column will be unavailable in the diary for the given day(s).How do I show that a staff member is not working on a particular day?

If you want to set a staff member as not working on a day that they usually work, simply click on the staff members column in the diary (as if you are adding a new appointment), and then choose 'Set day as unavailable' from the Service dropdown, and click Save. This will then set the whole day as unavailable. If required, the unavailable placeholder can then be removed by clicking on it and choosing Delete.

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Q: Can I see at a glance which clients have arrived, which clients have yet to show and which appointments are completed?

A: Yes. You can set an appointment as arrived, completed or no-show. To do this, click the appointment and then choose the required status from the menu. Each status has its own colour to enable you to easily see the current state of your appointments. If you choose incorrectly, click the appointment and again and choose Reset Status.

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Q: How do I extend the length of an appointment?

A: Click on the appointment that you would like to extend. Select the new length by clicking on the Duration dropdown and choosing the required time interval. The displayed end time of the appointment will change to match the new appointment length. When you are happy, click Save.

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Q: Can I remove a staff member that has left?

A: Yes. Firstly ensure that there are no future appointments for the staff member. Then on the Setup screen under the Employee tab, ensure that they have no services assigned to them and then click Delete.

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Q: One of my staff members needs an hour off, how do I show this in the diary?

A: If you want to set a staff member as not working for a period of time, simply click on the staff member and corresponding start time in the diary (as if you are adding a new appointment), choose 'Set time as unavailable' from the Service dropdown, set the length of time they are unavailable by clicking on the duration dropdown and then click Save. This will then set the time as unavailable. If required, the unavailable placeholder can then be removed by clicking on it and choosing Delete.

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Q: How will I know which appointments have been booked online?

A: Appointments that have been booked online are easily identifiable as they are displayed in the diary as white text on a black background.

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Q: How will I know when an appointment has been booked online?

A: You will receive an email detailing the time, date, appointment, and staff member every time a booking is made via online booking

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Q: Will I be able to set discounts for clients and alter prices of a single transaction

A: Discounts can be added to a client's card and prices will be calculated at the point of completion. Additionally, a percentage discount or price change can be set at the point of completion for individual treatments.

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Q: Will I be able to see a client's appointment history?

A: Yes, you can see a colour coded list of a clients past, present and future appointments by clicking on the 'appointments' button on the client card. By clicking on an appointment in the list you can also jump to that date in the diary.

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Security


Q: Where is my client and business data held?

A: Salonlite is a cloud based solution which means that all of your data is held on computers linked to the Internet. Your data is securely stored on powerful computers and is backed up every 20 minutes. Cloud based systems you may be familiar with are Facebook, Hotmail, Google Mail and Twitter.

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Q: Can I stop my staff members viewing client telephone numbers?

A: Yes. On the Setup screen under the Salon tab, there is the ability to set how you want client telephone numbers displaying. The options are:

1) All - Client telephone numbers will always be shown.

2) None - Client telephone numbers will never be shown.

3) Today and Tomorrow - Client telephone numbers will only be shown on appointments that are booked for the current day or the day after the current day.

4) Future - Client telephone numbers will only be shown for appointments that are in the future (from the current day onwards).

5) Main user only - Client telephone numbers will only be shown when the username used to register for Salonlite is logged in. Staff members who are logged in with their own username and password will not be shown client telephone numbers.

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Q: Am I able to login to Salonlite from my home?

A: Yes. Because Salonlite is a secure cloud based solution, you can login to it anywhere that you have an Internet connection. This means that you can see how your business is performing wherever you are in the world.

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Q: If I add online booking to my website, surely my competitors will be able to see how busy I am?

A: No, this is not the case. Salonlite uses an invite only approach to online booking which means that only clients that you have invited to use online booking will be able to see available time slots. This ensures that your diary is not freely available to be viewed by your competitors.

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Q: Can I stop staff members accessing the Setup screen?

A: Yes. On the Setup screen under the Employee tab, setup a login for each staff member by entering an email address and a password. The staff member can then use this email address and password to login to Salonlite and they will only have access to the diary functions.

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Reporting

Q: How do I set up the prices that I charge?

A: You set up the service prices on the Setup screen under the Services tab. Each service has a price and duration for each role type. E.g. you may have a senior stylist role and a junior stylist role and you may charge more for a senior stylist to perform a service and it may take longer to perform. Once you have entered the price and duration for each role against each service, the dashboard report and industry standard reports can detail how much income your staff members are generating.

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Q: Can I easily see which staff members are generating the most income?

A: Yes. Once you have setup the service prices against each role type (see FAQ above), then the dashboard and industry standard reports will give you detailed breakdowns of the income being generated by each staff member.

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Q: On the dashboard it shows +/- variations based on the last period, what does this mean?

A: The dashboard will work out the period you have chosen to run for (e.g. one month) and it will then compare the figures to the equivalent previous period (e.g. previous month). When the figures are better they will show as positive, when they are worse they will show as negative.

If you choose to view the dashboard for a year, it will compare against the previous year. If you choose to run it for one week, it will compare against the previous week. If you choose to run it for 3 months, it will compare against the previous 3 months and so on.

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