Help and manuals
Documentation for the people who use the systems we build. No developer-speak, no jargon — the pages you click, the things they do, and what to expect when something goes wrong.
For salon owners, managers, receptionists and stylists
Booking app manual
How to run your salon on the platform: your diary, your team and their rota, your service menu, clients, the till, memberships, gift cards, marketing and the reports that show whether it is all working.
What is inside
Each chapter is a job your team does — setting the salon up, running the diary, cashing up a client. Jump straight to the one you need.
Sign in and find your way
Where your admin lives, what each role can see, and a map of the navigation you will use every day.
Any page after signing in02Set up your salon
Business details, your salon's own clock, per-day opening hours and branches — plus the two switches that decide what the desk may book that clients cannot.
Settings · Locations03Build your service menu
Services, prices, durations, member pricing, categories and the drag order that decides what clients see first.
Services04Your team and their rota
Add staff, decide which services each one performs, book holidays, and set the weekly rota — including shifts that repeat forever.
Staff → Staff list · Staff → Rota05Run the diary
The day, week and month views, creating and moving appointments, adding a service mid-visit, and taking payment when the client leaves — plus what each shaded band means and how the desk books in the past or outside the hours.
Calendar06Clients and their history
Find a client by name, email or phone, see everything they have ever had with you, and group them into segments.
Clients → Clients list · Client segments07Import your client list
Bring your existing clients across from a Fresha export or any CSV, with a preview before anything is written.
Clients → Import data08Take a payment at the till
Sell a service, a gift card or a membership, take card, cash or a gift card, add a tip and record a receipt.
Sales · + Add Sale09Take card payments online
Choose Stripe or Revolut, add the keys, and see exactly what your client pays with — and where the money lands.
Settings · Online Payments10Sell and redeem gift cards
Issue a card at the till, email the voucher to the recipient, resend it later, and accept a card as payment.
Gift Cards · Sales → Gift cards sold11Memberships and monthly credits
Your tiers — adding, changing and retiring one — what each includes, how credits are earned and spent, and the controls for pausing, extending or changing a member.
Memberships12Loyalty points
How points are earned on completed visits, what they are worth, and how clients redeem them.
Loyalty13Marketing that runs itself
Automated emails and reminders, blasts to a segment you choose, deals and promo codes, smart pricing by day and hour, reviews and forms.
Marketing14Sales, payments and reports
Every list that adds up money, and the reports that show revenue by service, by staff member and by day.
Sales · Reports15Billing and your balance
The credit balance every email, text and AI request is taken from: how to top it up, what each service cost you this month, and where a single charge came from.
Settings · Billing16Messages and notifications
The shared inbox for client chats, who can see which conversations, and the alerts that reach your phone.
Messages · Notifications17What your clients see
The booking journey from their side — four steps, a few minutes — plus their account, their points and the app on their home screen.
18The help centre and the assistant
What your clients can read and ask, what the assistant will and will not answer, and the questions it could not answer — the list that stops the phone ringing.
Settings · Help centre19What the AI does — and what it never does
The four places a model is used, the rules it works under, and why nothing is ever sent, charged or changed without a person accepting it.
Reports · Services · Clients · Help centre20Questions we get asked
Closing a branch, forgetting a password, a client with no email, staff who are not on the rota, and how to get help.
Something not covered here?
Tell us the page you were on and what you expected to happen. Manuals get better when the people using the software write the questions.