Onboarding Guide

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Introduction

The onboarding wizard is a 5-step guided setup process designed to help you configure your salon management system for the first time. You’ll provide essential information about your business, add your services, import clients, and invite your team members. Your progress is automatically saved as you move through each step, so you can pause and return later if needed. The system will remember where you left off and take you back to your current step.

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Step-by-Step Usage Instructions

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Step 1: Tell Us About Your Business

This step collects basic information about your salon to customise your experience. What type of salon do you have? Select the option that best describes your business:

• Hair Salon: Full-service hair care and styling
• Barber Shop: Men’s grooming and haircuts
• Beauty Salon: Facial treatments, waxing, makeup, and beauty services
• Nail Salon: Manicures, pedicures, and nail art
• Spa & Wellness: Massage, body treatments, and relaxation services
• Med Spa: Medical aesthetic treatments including injectables, laser, and advanced skincare
• Lash & Brow Studio: Lash extensions, lifts, brow lamination, and microblading
• Other: For businesses that don’t fit the above categories

Click on your business type to select it. A checkmark will appear in the top-right corner of the selected option. How many people work at your salon? Select your team size:

• Just me: Solo practitioner
• 2-5 team members: Small team
• 6-15 team members: Growing business
• 16+ team members: Large team

Click on the option that matches your team size. The selected option will be highlighted with a checkmark. Click Continue to proceed to the next step. The system will save your business data and move you to Step 2.

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Step 2: Add Your Services

This step helps you set up the services you offer. Clients will be able to book these services online. Adding Pre-Populated Services Based on your business type from Step 1, you’ll see a curated list of popular services with suggested pricing and duration. These prices are based on current market rates and can be modified later. To add services:

1. Browse the list of popular services displayed in a grid
2. Click on any service to select it
3. Selected services will be highlighted and show a checkmark
4. Click the same service again to deselect it
5. View your selected services in the “Selected” summary box at the top

Each service card displays:

• Service name
• Price in dollars
• Duration in minutes

Adding Custom Services If you offer a service not in the pre-populated list:

1. Click Add custom service at the bottom of the services grid
2. A form will appear with the following fields:
   • Service name: Enter the name of your service (required)
   • Price ($): Enter the price in dollars (required)
   • Duration: Select the service duration from the dropdown (required)
3. Click Add service to add it to your selection
4. Click Cancel to return to the services grid without adding

The custom service will appear in your “Selected” summary. Removing Services To remove a selected service, click the X icon next to it in the “Selected” summary box. Completing This Step

• If you’ve selected services, click the button showing “Add X service(s)” to save them and continue
• If you haven’t selected any services, the button will say “Continue” and skip this step
• Click Skip in the top-right to skip adding services and move to the next step

Note: All selected services will be assigned to all team members by default and placed in a “General Services” category. You can modify service assignments and categories later from your service catalog.

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Step 3: Add Your Clients

Import or add your existing clients to start booking appointments. This step is optional but helps you get started quickly. Adding Client Information For each client, you’ll see a form with the following fields:

• First name (required): The client’s first name
• Last name (optional): The client’s last name
• Email (optional): The client’s email address
• Phone number (optional): The client’s phone number

Only the first name is required to add a client. Adding Multiple Clients

1. Fill out the form for the first client
2. Click Add another client to add additional client forms
3. Each new form will be numbered (Client 1, Client 2, etc.)
4. Repeat for each client you want to add

Removing a Client Form If you have multiple client forms and want to remove one:

1. Click the trash icon in the top-right corner of the client form
2. The form will be removed (you must have at least one form visible)

Bulk Import Option If you have many clients to add, you’ll see a tip box suggesting:

• You can bulk import hundreds of clients from a CSV file later
• Access this feature from the Clients page after onboarding
• For now, just add a few clients to get started

Completing This Step

• Click Add X client(s) to save all filled client forms and continue (the button is disabled if no first names are entered)
• Click Skip to skip adding clients and move to the next step

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Step 4: Invite Your Team

Add team members to enable staff scheduling, collaboration, and individual performance tracking. This step is optional. Adding Team Member Information Fill out the form with the following fields:

• First name (required): Team member’s first name
• Last name (optional): Team member’s last name
• Email (conditionally required): Required if app access is enabled
• Phone number (optional): Team member’s phone number
• Role (conditionally required): Required if app access is enabled
• App Access (toggle): Enable to allow this team member to log in

App Access and Roles The App Access toggle controls whether this team member can log in to the system: When App Access is OFF (default):

• Team member is added to your staff list for scheduling purposes only
• They cannot log in to the system
• Email and role are optional

When App Access is ON:

• Email becomes required
• Role selection becomes required and appears on the form
• Choose between:
  • Team Member: Basic access to their schedule and assigned features
  • Admin: Full access to manage the business, settings, and other team members

Benefits of Adding Team Members The step highlights three key benefits:

• Team scheduling: Clients can book appointments with specific staff members
• Manage permissions: Control which features each team member can access
• Track performance: View individual metrics and performance data

Completing This Step

• Click Add team member to save the team member and continue
• Click Skip to skip adding team members and move to the final step

Note: You can only add one team member at a time during onboarding. To add more team members, visit the Team page after completing setup.

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Step 5: You’re Ready to Go!

Congratulations! Your salon management system is now set up and ready to use. What You’ll See

• A success message with a green checkmark animation
• A confirmation that your setup is complete
• A list of suggested next steps to help you get started

Suggested Next Steps The system provides three clickable suggestions:

1. Book your first appointment
   • Navigate to the scheduler
   • Create your first booking to test the system
2. Customise your booking page
   • Add your logo, brand colours, and business hours
   • Access this from Settings → Online Booking
3. Import your clients
   • Import clients from your existing system
   • Access the bulk import feature from the Clients page

Click on any suggestion to navigate directly to that feature. Completing Onboarding Click Go to Scheduler to finish the onboarding process. This will:

• Mark your onboarding as complete
• Redirect you to the scheduler page
• Allow you to start managing your business

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FAQs

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Can I go back and change my answers during onboarding?

Yes! You can click the back arrow at the top of any step (except the first and last steps) to return to previous steps and make changes. Your progress is automatically saved.

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What happens if I skip a step?

Skipping a step is perfectly fine. You can add services, clients, or team members later from their respective pages in the main application. The onboarding is designed to be flexible.

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Can I exit onboarding and return later?

Yes. Your progress is automatically saved after each step. If you leave and return later, the system will take you back to where you left off.

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How do I add more team members after onboarding?

During onboarding, you can only add one team member at a time in Step 4. To add more team members, go to the Team page after completing the onboarding process.

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Can I change my business type or team size later?

Yes. You can update your business information from the Settings page after completing onboarding.

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What if my business type isn’t listed?

Select “Other” as your business type. You’ll still get a selection of common services, and you can add custom services specific to your business.

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Can I edit services, prices, or durations after adding them?

Absolutely! All services, prices, and durations can be modified anytime from your service catalog. The onboarding prices are just suggestions based on market rates.

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Why are some fields marked as required when app access is enabled?

When you enable app access for a team member, they need an email address to log in and a role to determine their permissions. This ensures proper account setup and security.

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How many clients can I add during onboarding?

You can add as many clients as you want during onboarding by clicking “Add another client.” However, if you have many clients, it’s easier to use the bulk CSV import feature from the Clients page after onboarding.

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What does “General Services” category mean?

When you add services during onboarding, they’re automatically placed in a category called “General Services” to keep them organised. You can create additional categories and reorganise services later from your service catalog.

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Will my team members receive notifications when I add them?

If you enable app access for a team member and provide their email, they may receive an invitation email to set up their account. Team members added without app access won’t receive any notifications.

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Can I customise the suggested service prices?

The prices shown are market-based suggestions. You can edit any price either during onboarding (by creating a custom service) or later from your service catalog.