In this lesson, you will be introduced to the importance of your role. You will also learn about the four touch points in the client visit cycle and the best practices associated with each step in the client experience. Our “how to” chapters will teach you how to use the SalonBiz appointment book and check in screen to support these best practices.
Watch the overview video

Time Clock In this lesson you will learn how to use the time clock feature.
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Read the User Guide

Client File In this lesson you will learn how to add and edit client information.
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Read the User Guide

Appointment Reservations In this lesson you will learn how to reserve an appointment.
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Read the User Guide

Edit Appointments In this lesson you will learn how to edit appointments.
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Read the User Guide

Cancel Appointments In this lesson you will learn how to cancel an appointment.
Watch the video
Read the User Guide

Check In In this lesson you will learn how to navigate the Check In Check Out screen.
Watch the video
Read the User Guide

In this lesson we will explore how everything you do has an effect on the business. Through industry best practices, you will learn how even small changes can make a big difference in staff and client experience and the overall success of the business. Our “how to” chapters will teach you how to use SalonBiz to effect change by mastering skills within the software and increase your awareness with these best practices.
Watch the overview video

Wait List In this lesson you will learn how to utilize the Wait List feature of the appointment book.
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Read the User Guide

Standing Appointments In this lesson you will learn how to reserve standing appointments.
Watch the video
Read the User Guide

Blocking Time In this lesson you will learn how to block time on the appointment book.
Watch the video

Appointment Log In this lesson, you will learn how to utilize the appointment log. The appointment log is a great resource to track the movement of when each appointment was made, moved or deleted.
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Read the User Guide

Merge Clients In this lesson you will learn how to merge client files.
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Read the User Guide

Special Time and Price In this lesson you will learn how to customize service times and prices for your clients.
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Read the User Guide

Merge Tickets In this lesson you’ll learn how to merge tickets.
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Read the User Guide

Pre-pay Pre-pay: In this lesson, you will learn how to apply a pre-payment.This feature is used when a client would like to pay in advance for a future service.
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Read the User Guide

This lesson is centered around the unique relationship you will build with each client. You will learn how retail is directly related to client retention and how our best practices (such as product recommendations) will help you strengthen your relationship with your clients. Our “how to” chapters will teach you how to utilize the file drawer to search for information and to navigate a client ticket.
Watch the overview video

File Drawer Service/Product Search In this lesson you will learn how to search for product and service information.
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Read the User Guide

Check Out-Ticket In this lesson you will learn how to check your clients out by creating and processing tickets.
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Read the User Guide

In-depth Ticket In this lesson you will learn how to create and process tickets.
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Read the User Guide

This lesson will introduce you to the importance of inventory systems and best practices to develop and maintain them. Creating your own inventory system will provide consistency and allow you to easily manage one of your greatest assets. Our “how to” chapters will teach you how to use the SalonBiz salon software to create systems that will help you manage your inventory products and best represent your brand.
Watch the overview video

Adjustments In this lesson you will learn how to properly create and process an inventory adjustment in your SalonBiz salon software.
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Read the User Guide

Purchase Orders In this lesson you will learn how to properly create an inventory purchase order in your SalonBiz salon software.
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Read the User Guide

Receiving Orders In this lesson you will learn how to properly receive and process an inventory order in your SalonBiz salon software.
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Read the User Guide

We will now review the best practices you have learned over the previous lessons and explore how you can monitor and measure your results. You can positively impact your business by using reports as a measurement tool. Our “how to” chapters will teach you how to properly open and close your day; as well as show you where to find key business indicators.
Watch the overview video

Opening the Day In this lesson you will learn how to open your day and your shift. Opening the day and shift will allow you to complete inventory and sales transactions.
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Read the User Guide

Closing the Day In this section, you will learn how to close a shift and close the day. To complete your daily transactions you must close your shift(s) and your day.
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Read the User Guide