User Guide
Log In
1. Open Safari on your tablet. 2. Enter the following url
• US customers – http://central.salonbiz.com
• European customers – http://central.spabiz.co.uk
3. Enter your Username and Password. 4. Then touch the Log In button.
Simple Navigation
Getting around is easy, with our “floating” navigation. The service staff bar scrolls with you to help you keep your place on the book. The navigation menu at the top of the screen will “float” to the bottom of the screen (for easier access) if you are scrolling through the book. As you move to the top of the book, the menu moves with you.
• Location: the current location will be listed at the top left corner of the iPad screen (if you have more than one location)
• Staff: only working staff will be displayed on the selected day. • Add: quickly book appointments for existing clients and create new
clients into the system and book their appointments. • Date button: access a calendar to move between dates
• Today button: return to the current day and refreshes the screen
• Staff filter: The tablet retrieves your SalonBizschedule groups and
uses them to filter the book. The default view on your will be the same as your default schedule group in SalonBiz.
Color Scheme
To remain consistent with SalonBiz, the tablet tool displays checked in clients in grey and checked out clients in black. Clients who have not arrived are displayed in one of two color options:
1. Default view displays new clients (without a previous service) in pink and returning clients in blue.
2. Or you can choose to display the SalonBiz request reason colors that you have already setup. To enable this functionality:
1. Touch the Show Colors button on the menu.
2. The system will retrieve the request reason colors from SalonBiz and display them on the screen.
3. To revert back to the default view, touch the Hide Colors button.
! The color wheel next to the button displays the color legend.
Client Flow Check In
1. From the appointment book, touch the appointment that needs to be checked in.
2. Touch the Check In button.
3. Touch the Cancel button to return to the appointment book without checking the client in.
4. Touch the Today button to refresh the screen.
! A shift must be open to check clients in.
! You will not be able to check clients in from a past or future
date.
Update Client Info
The client's information may be updated at any time during the service cycle. Updating the information on your tablet automatically updates the client’s SalonBiz file.
1. Touch the appointment and touch on the edit (pencil) icon.
! If you do not see the edit icon, your system administrator has
restricted access to this function. 2. Hand the tablet to the client.
3. The client can update all of their appointment details (the book is not displayed).
4. The client touches the Save button.
5. The client then receives a message to hand the tablet back to the reception team.
6. The client's information is then updated in their SalonBiz file. Add Formulas
Add formulas to a client's file from the tablet during their visit. 1. Touch the appointment.
2. Touch the Add Formula button.
3. The client's formula screen is displayed.
4. Choose the formula type from the drop down list (this pulls from SalonBiz).
5. Touch the large box and type the notes you wish to enter. 6. Then touch the Save button.
View Notes and History Notes
1. From the appointment book, touch the Yellow note icon (in the upper right hand corner of an appointment) to view Appointment and Customer Notes.
History
1. From the appointment book, touch the appointment of the client you wish to view.
2. Touch the History button.
3. Review the history for Formulas, Service and Product purchases (for the past six months)
4. Touch the Cancel button to return to the book screen.
Future Appointments
1. From the appointment book, touch the appointment of the client you wish to view.
2. Touch the Appointments button.
3. Review future appointments booked, the tablet will display appointments reserved for the next 18 months.
4. Touch the Cancel button to return to the book screen.
Product Recommendations
1. From the appointment book, touch the appointment of the client receiving the recommendation.
2. Touch the Recommend button.
3. Select the recommended products by touching their name; you will see a check mark and the item name highlighted when properly selected.
4. Touch and hold the item for the “must have” product. This highlights with a star, the one product that is most important for the client. 5. To search for a product not listed in the recommendation screen,
enter the name of the item and touch the Search button. 6. Select the desired item(s) from the results list.
7. Touch the Save button.
• Touch the Clear button to clear your selection.
• Touch the Cancel button to cancel the recommendation.
! Your administrator creates the regimen by selecting the top products in each category.
Booking Rebook
Follow these steps to book the same service with the same staff member on a future date.
1. From the appointment book, touch the appointment of the client wanting to rebook.
2. Touch the Rebook button.
3. The system automatically defaults to 6 weeks, to change the date use the drop down menu to select the number of weeks from today that you would like to make the reservation or select the day using the calendar.
4. The service provider’s column will be highlighted in pink, touch the time you would like to reserve the new appointment.
5. Since we are rebooking the same service, touch the Same Service button.
6. Determine the request reason from the drop down menu.
7. If you would like to alter the default service duration, touch the box to place a check and enter the new duration time.
8. Touch the Save button.
! Touch the Cancel button at any time to cancel the appointment.
9. Touch the Today button to return to today's book.
Booking from History
1. From the appointment book, click the Add button. 2. Click the Search button.
3. Enter the first few letters of the client's first and last name in the corresponding fields and click the Search button.
• The system will display the first ten results of the search. If the client you are looking for is not displayed, then click the Back to Search button and refine your search by adding more specific client information.
4. Click the Select button next to the appropriate client.
5. The client's last 6 months of history will be displayed. Choose the service to rebook and click the Rebook button.
6. Select the number of weeks from today that you would like to make the reservation or select the day using the calendar.
7. The same staff member who performed the service will be
highlighted in pink; you may choose a different staff as long as they are set up to perform the service you are booking. Touch the book to select the staff and time to reserve the appointment.
8. Click the Same Service button.
Book Multiple and Different Services
The system defaults to rebooking the same service with the same staff. However, you can book a different service, a different staff and multiple services.
Booking a Different Service
1. From the appointment book, touch the appointment of the client wanting to rebook.
2. Touch the rebook button.
3. The system automatically defaults to 6 weeks, to change the date use the drop down menu to select the number of weeks from today that you would like to make the reservation or select the day using the calendar.
4. The system highlights today's staff member in pink.
5. Touch the book where you would like to add the appointment. 6. Today's service will be displayed, touch the Change Service button to
change today's service.
7. The service regimen screen is displayed; select the service you wish to book by touching it.
! Your administrator creates the service regimen.
8. Then touch the Save button.
9. Determine the request reason and duration, then touch the Save button.
! Touch the Cancel button to cancel the appointment.
10. Touch the Today button to return to today's book. Booking an Additional Service
1. Follow the steps above.
2. Touch the book where you would like to add the next appointment. 3. It remembers the last service you booked, so you will need to touch
the Change Service button.
4. The service regimen screen is displayed; select the service you wish to book by touching it.
5. Then touch the Save button.
6. Determine the request reason and duration, then touch the Save button.
! Touch the Cancel button to cancel the appointment.
7. Touch the Today button to return to today's book. Booking Alert
The system warns you if the client you are rebooking has an
appointment on that day. You have the option to cancel or continue booking your new appointment.
! You cannot add, move or delete the appointment that is already
Booking a Service with a Finish
1. Follow the steps to book an appointment choosing a color service (or any other service with a finish time).
2. Determine the request reason from the drop down menu.
3. Select a staff member for the finish, or select ‘No Finish’ from the drop down menu.
! Selecting the staff name from the list will place the finish portion
of the service on their book.
! Selecting No Finish will remove the finish portion of the service
allowing you to continue booking other services such as a haircut.
Booking New Clients
1. From the appointment book, click the Add button. 2. Click the Create button.
3. Enter the client's information, since this is going to be added to your system, make sure you complete all of the fields and then click the Create button.
! The system will alert you if there is a client with the same phone
number or email address.
4. Select the number of weeks from today that you would like to make the reservation or select the day using the calendar.
5. Select the staff member and time for the service by touching their column on the desired time.
6. The service look up screen will be displayed. Enter the first few letters of the service name and then click the Find Service button. 7. Select the service you wish to reserve.
8. Determine the request reason and duration, then touch the Save button.
Delete Appointments
Your system administrator will determine your ability to delete appointments.
1. From the appointment book, touch the appointment you wish to delete.
2. Touch the Delete button.
• If you do not see the Delete button, you do not have access to remove appointments from the book.
3. Select the appropriate Delete reason from the drop down menu and then click the Delete button.
! This list is retrieved from your SalonBiz /SpaBizdatabase.
End of Day eMail
The system collects the product recommendations and rebooked appointments into a log, and then at midnight, emails the client this information. The system only sends the message if the clients’ email address is on file, and the business' address is on file.
