New Starter Training

This article will go through the some key features for new starters. If you are new to SalonIQ, or need a refresher we have collated what we feel are the key elements that most team members will need to know how to use on a daily or weekly basis.

Client record card walkthrough

Cashing up, floats and petty cash

Your Appointment System

The appointment system is the main focus of your daily activities.

In this video, you will learn the essentials, such as:

How to schedule appointments
How to check clients into the salon
How to complete clients' bills and check clients out
Rebook your clients next appointment(s)

There's a lot more to discover, so make sure to watch the video to learn all the tips and tricks.

Data is key - Your client's record card

The information you gather about your clients is invaluable and forms the foundation of every business. This video serves as a comprehensive guide, providing you with everything you need to know about collecting various details regarding your clients.

From their contact information and appointment details to homecare recommendations and marketing preferences, we have all the information you need will ever need.

Rosters And Holidays

In this video, you will receive step-by-step guidance on managing your team's scheduled working week as well as how to book holidays for your team.

Do you have team members that work different shifts or weekly patterns? We will show you how to set up bespoke working weeks for your team that you can repeat for the year ahead.

All about cashing up

From starting your day or week off with your cash float, and managing petty cash for paying for magazines, milk or other sundries to finishing each day with our simple but comprehensive cashing-up tool. We will share how to manage your money to ensure everything adds up.

Whether you want to simply track top-level monetary totals, or generate more in-depth records we have everything covered.

To make cashing up even easier - ask us about IQ pay.

End of day headaches - gone (2)

Editing Bills

This video will guide you on how to make changes to a client's bill. Whether you need to modify a bill for a client who has already checked in or correct an error at the end of the day, we will provide you with the simplest method to edit client bills.

Dashboards - The basics

SalonIQ's powerful dashboards hold everything you need to monitor your team and your salon. This video will explore how to create your bespoke dashboards depending on what areas are important to you. We will explain where this information comes from and how to use these vital stats to your advantage every day!

Basic Reports

Understand the basics of what's on offer within the SalonIQ suite of reports. In this video, we share the basic key reports that we would advise all salons to get familiar with. You will view certain reports on a daily, weekly or monthly basis...you can also schedule a wide range of reports to send automatically to single or multiple email addresses...saving you time.