Tutorials & FAQ

In-depth SalonLife training

A Great Quick-Start Course With SalonLife for New Salons

Watch the training

Video tours

FAQ

SELECT AN APP

Import

Accounts & Settings

SalonLife Billing

Guides

Import

Importing Client Data

Learn step by step how to import your existing client data into SalonLife using a CSV file, map the columns, check the results, and fix any errors.

Import

Importing Products

How to smoothly import your product list into SalonLife as a CSV file: using the sample template, mapping columns, fixing errors, and completing the import.

Import

Importing Services

A step-by-step guide to importing and mapping your services into SalonLife quickly and smoothly using a CSV file, so you can skip manual data entry.

Staff

Adding & Changing User Permissions

This guide shows how to add and change user permissions in the Staff app, so you can manage what functions and menus each user can access.

Video tours

Setting Up Your SalonLife Account for the First Time (10 min)

A quick guide: add your services, build your schedule and bookings, set up staff, and share your online booking link right away.

Calendar

SalonLife Tips and Tricks

Handy calendar tips: copying bookings, birthday indicators, notes, automatic invoicing, keyboard navigation, pending bookings, and language settings.

Accounts

My Account Settings

Instructions for easily changing your salon’s address and details on the My Account & Profile page and in your Online Booking settings.

SalonLife Billing

SalonLife Invoices for Your Accounting

Learn how to find and download every SalonLife invoice as a PDF, all from one place, for your accounting.

SalonLife Billing

Adding & Updating Your Card Details

A detailed guide to adding or updating a bank card and PayPal account in SalonLife Billing, for both individual and business billing.

Translations

Adding a New Language to Online Booking

A step-by-step look at adding a new language to online booking: settings, translation, service translations, activation, testing, and reordering.

Translations

Setting the Primary Language for Online Booking

Here’s how to set online booking’s primary language in the Translations app, so clients see information in the language you want.

Accounts & Settings

Salon Settings (Time Zone, Currency, SMS Sender Name)

An overview of how to change your salon’s time zone, currency, SMS sender name, and address on the profile page in the Account and Online Booking apps.

Translations

Sharing the Translation Page With a Translator

Share a specific language’s translation view with a special link, so a translator can see and edit the translations they need with limited access.

Online Payments & Invoices

Changing Your Invoice Content & Design

Customize your invoice design and content: add a logo, business and bank details, edit the wording, and include a thank-you message.

Accounts & Settings

Changing Your Salon’s Name

Instructions for changing your salon’s name, address, and other profile details in Apps → My Account and in your Online Booking preferences.

Online Payments & Invoices

Sending an Invoice to the Client

A guide to quickly downloading a booking’s invoice as a PDF from the menu, or emailing it straight to the client.

Accounts

Your Salon Logo

Instructions for changing your salon logo, address, and other profile information in both Account settings and Online Booking preferences.

Accounts & Settings

Managing Multiple Salon Locations & Billing

Learn how to set up multiple salon locations under one account, and manage billing and reporting for every location conveniently in one place.

Accounts

Adding a New Salon Location

Instructions for adding a new salon and choosing between a standalone or chain location, including setting up the name, address, language, and currency.

Integrations

Google Calendar

Instructions for connecting SalonLife with Google Calendar, syncing upcoming bookings, and avoiding common setup mistakes.

Statistics & Reports

Sales Product Statistics

View sales revenue, gross profit, and stock levels for your products over a chosen period, and use filters to build more detailed reports.

Integrations

Integrating SalonLife with Mailchimp

A step-by-step guide to connecting your SalonLife client base with Mailchimp, so you can send newsletters and manage campaigns quickly and easily.

Statistics & Reports

Service Statistics

View booking counts, cancellations, and no-shows, analyze service popularity, revenue, and duration, and filter by period or status.

Statistics & Reports

Payment Statistics

Get a quick overview of the payment methods used in your salon and the payment volume handled by each staff member over a chosen period.

Statistics & Reports

Staff Statistics

View metrics tied to bookings handled by each staff member—count, revenue, duration, average hourly rate, and SMS usage.

Statistics & Reports

Statistics Overview & Filtering

An overview of your salon’s statistics: track bookings, revenue, and hours worked, and filter by time period, service, or staff member.

Gift Cards

Issuing a Gift Card to a Client

Learn how to easily create a gift card in SalonLife, download it as a PDF or send it to a client by email, and customize the notifications.

Gift Cards

Marking a Gift Card as the Payment Method on a Booking

This guide shows you how to mark a gift card as a booking’s payment method in a few simple steps—scan or enter the code, then keep track of the balance.

Ilukaart

🎀 Mis on Ilukaart?

This article introduces Ilukaart, Estonia’s largest beauty-services gift card—how clients use it, the benefits for salons, and how to activate it.

Gift Cards

Adding a Gift Card Purchase to a Booking

A handy guide to registering a gift card as a product, setting its sale price, and adding the purchase to a booking so it shows up correctly in your statistics.

Gift Cards

Changing a Gift Card’s Design & Details

Simple, quick instructions for finding a gift card, choosing a new design, and changing its amount, validity, code, or status.

Gift Cards

Creating a Gift Card

A step-by-step guide to creating a gift card in SalonLife: set the value, choose or generate a code, enter the validity period, and save.

Ilukaart

Ilukaart Info for the Gift Giver

In this article, we answer the gift-giver’s questions about using Ilukaart—usage, validity, delivery, participating salons, restrictions, multiple uses, and terms.

Ilukaart

Ilukaart Payout Settings

Explains the requirements for accepting Ilukaart, payout methods (SalonLife credit or bank account), timing, making changes, pausing, terms of service, and reporting.

Ilukaart

Ilukaart Acceptance Application

Instructions for applying to accept Ilukaart, marking it on a client’s booking, terms, setting up payout methods, receiving payouts, pausing, and finding your reports.

SalonLife.com

Portfolio: Adding, Editing, and Photo Rules

Instructions for adding photos to your SalonLife.com portfolio, reordering or deleting them, adding descriptions, and the rules governing file size and dimensions.

SalonLife.com

SalonLife.com: Filling Out Your Salon’s Profile Page

A detailed overview of how to fill out and publish your SalonLife.com marketplace profile: add your logo, address, description, photos, and links.

SalonLife.com

SalonLife.com Platform Overview & Salon Profile Page

An overview of the SalonLife.com marketplace platform, how a salon profile is structured, and how to create an attractive image to attract new clients.

Products & Inventory

Adding Products to a Booking

A guide to adding products to a booking for sale or as service supplies, changing quantities and prices, and updating stock levels and totals.

Products & Inventory

Adding a New Product

A guide to adding products, categories, and brands, entering a new product, and setting up stock levels and low-stock alerts in SalonLife.

Online Booking

Adding Booking Terms

Learn how to activate booking terms in your Online Booking preferences, add cancellation and no-show rules, and set up the consent checkbox.

Online Booking

Adding/Changing Your Salon Address

How to add or change your salon address for online booking using Google Maps, along with extra directions and automatic notifications.

Online Booking

Managing the Online Booking Content Pages

Customize every online booking content page (design, location, services, staff, client info, terms, review) and test your changes live.

Online Booking

Adding Your Booking Link - Instagram

A step-by-step guide to quickly and easily adding a clickable SalonLife online booking link to your Instagram profile’s Website field and bio.

Online Booking

Booking Page Design (Background Image & Colors)

A step-by-step guide to setting up your online booking page’s color theme and background image, so the page matches your salon’s brand and style exactly.

Online Booking

Connecting Your Booking Page - Voog

An overview of how to add a SalonLife online booking link to your Voog website menu, or a floating button via a code snippet, step by step.

Online Booking

Connecting Your Booking Page - WordPress

A guide to easily adding a SalonLife online booking link to your WordPress menu, or as a separate floating button on your website.

Services

Hiding a Service in Online Booking

Learn step by step how to hide services from online booking so clients don’t see them, while still being able to add them to the calendar yourself.

Online Booking

Adding Your Booking Link - Facebook

A step-by-step guide to adding your SalonLife online booking link via an existing CTA button (Contact us/Sign up) and the About section on your Facebook page.

Online Booking

Online Booking Overview

An overview of SalonLife’s online booking: the client’s step-by-step booking flow, design, settings, privacy options, integration, notifications, and staff preferences.

Online Booking

The Online Booking Link

Instructions on how to find, copy, and share your SalonLife online booking link on social media, your website, or by email, and how to integrate it into your website.

Automatic Notifications

Changing SMS Content & Settings

Learn how to edit the fixed part and dynamic fields of your SMS notifications, and set their sending time, to keep clients informed.

Automatic Notifications

Buying & Using SMS Credit

Instructions for buying and using SMS credit in SalonLife, setting up automatic purchasing, and tracking message costs and invoices.

Automatic Notifications

SMS Notifications Overview (Main, Birthday, Payments)

An overview of SalonLife’s SMS notifications: booking confirmations, reminders, thank-you and birthday messages, payment notifications, setup, timing and personalization, and credit management.

Staff

Staff Profile Photo

A guide to adding or changing a staff member’s profile photo in SalonLife, so clients and team members can easily recognize them.

Automatic Notifications

Changing Email Content & Settings

Customize your automatic email notifications: edit the subject, content, sender, and timing to make client communication more personal. A step-by-step guide.

Automatic Notifications

Overview of email notifications (Main, birthday, payments, other)

An overview of SalonLife’s automatic email notifications (confirmations, reminders, thank-yous, birthdays, and more), sending times, content customization, and staff notifications.

Staff

The Notification a Staff Member Gets About a New Online Booking

A step-by-step guide to choosing email and/or SMS notifications for new online bookings in your Staff settings, so you always stay on top of incoming bookings.

Staff

Time Display & the “Avoid Gaps in Your Schedule” Feature

A guide to configuring time display and the “Avoid Gaps in Your Schedule” feature in the Staff app for smooth, efficient booking.

Staff

Staff-Specific Booking Passcode

Set up a unique online booking passcode for each staff member, so you can easily limit bookings to selected clients only.

Staff

Booking Notice Period

Find out how to set and adjust the booking notice period in the Staff app, to ensure smooth planning and predictable booking for clients.

Staff

Time Cycle (Booking Interval)

How to set the booking time cycle (5–60 min) and its starting point (midnight or workday start) in the Staff app, and how to avoid gaps in your calendar.

Staff

Adding a Staff Bio

How to write and save a personal bio on a staff profile in online booking, so clients can find the right person for the job.

Staff

Salon-Wide Online Booking Passcode

A salon-wide 4-6 digit passcode lets you limit online bookings to selected returning clients only, keeping your booking calendar under control.

Staff

Accepting a New Staff Member’s Invitation

How to find your invitation email if it lands in spam, accept it in SalonLife, and check or resend the invitation status in the Staff app.

Staff

Adding a New Staff Member & Sending an Invitation

Add a new staff member in SalonLife, fill in their details, and send an email invitation so they can start managing the calendar.

Staff

Activating & Editing Services by Staff Member

A detailed guide to activating or deactivating services for each staff member in the Staff module, and adjusting their price and duration.

Staff

Deactivating a Staff Account (for Maternity Leave, etc.)

Instructions on how to temporarily deactivate or permanently delete a staff account in SalonLife during maternity leave or an extended trip.

Staff

Staff Overview

In the Staff overview, manage profiles and add a bio to show clients your style, skills, and message in online booking.

Services

Deleting a Service

Step-by-step instructions for deleting a service from its three-dot menu in the Services view, confirming the deletion, and keeping its history, plus a helpful tip.

Services

Service Buffer Time (Prep Time and Wrap-Up Time)

This guide shows how to add prep time and wrap-up time in the Services settings, so your tools and workspace are automatically prepared and tidied up.

Services

Changing the Order of Categories

Instructions for reordering services and categories in the Services app with a simple drag-and-drop method, so you can bring popular options to the front.

Services

Deleting a Service Category

Learn how to find categories in the Services app, view their info, check services before deleting, and remove categories.

Services

Adding a Service Category

A step-by-step guide to adding, editing, and deleting service categories in SalonLife, so your offering stays clearly structured in online booking.

Services

Changing the Order of Services

Show your most in-demand services and categories first-drag and reorder them quickly and easily in SalonLife.

Services

Copying a Similar Service

Learn step by step how to copy a service in SalonLife to create a new one, then adjust its name, price, or duration.

Clients

Managing Client Photos

Learn how to add, manage, and tell apart client-profile and booking photos in SalonLife’s Clients and Bookings apps.

Services

Services Overview

Instructions for managing services in SalonLife: deleting demo services, creating categories, adding new services, cloning similar ones, and importing.

Services

Adding a Service

A step-by-step guide to adding a new service in SalonLife: setting up categories, entering the basic details, additional settings, assigning staff, and optimizing for online booking.

Clients

Collecting Client Info in Online Booking

Instructions for collecting client data in online booking: setting up fields, choosing required versus optional options, and adding terms and conditions.

Clients

Deleting a Client

Step-by-step instructions for permanently removing a client from SalonLife’s database, and what happens to their past bookings and contact details.

Clients

Client & Booking Notes – Overview

See how to add and manage client and booking notes, so important information stays accessible to your whole team.

Clients

Merging Duplicate Clients

A step-by-step guide to finding, checking, and merging duplicate clients in SalonLife, to keep your client database clean and up to date.

Clients

Client Profile Overview & Booking History

See how to manage a client’s basic details, save detailed additional notes, and get an overview of their past and upcoming bookings.

Clients

Adding a New Client

Learn about four easy ways to add a new client: online booking, an Excel import, booking through the calendar, or Add New in the client database.

Clients

Client Birthdays

Learn step by step how to easily enter, manage, and display client birthdays in the calendar, and send automatic birthday greetings.

Calendar

Deleting a Break

A step-by-step guide to deleting a break and changing its duration in the calendar: open the break, select delete, confirm, and save.

POS & Sales

Sales & POS Overview

See how to manage booking payments, payment methods, tips, and cash entries in the Sales & POS view, and analyze daily summaries and period reports.

POS & Sales

Filtering the Sales Overview

Use filters in the Sales & POS overview to analyze sales by staff member, payment method, date, service, or booking status.

Calendar

Changing a Break

Instructions for changing the time, duration, and position of breaks in the SalonLife calendar, and removing breaks you no longer need, using both drag-and-drop and the detail view.

Calendar

Base Work Schedule

The base work schedule automatically applies your chosen start and end times to workdays in the calendar, and lets you copy them to several days at once.

Calendar

Adding & Copying a Break

Add and adjust breaks in the calendar, and copy them between workdays for quick day-plan management and organization.

Calendar

Copying a Work Schedule (Planning Ahead)

Learn to quickly and conveniently copy a work schedule ahead of time in the SalonLife calendar-by day, by week, or for selected dates.

Calendar

Viewing Several Staff Members' Schedules at Once

This guide walks you through displaying several staff members' work schedules at once in the SalonLife calendar, and managing bookings conveniently.

Calendar

Deleting a Work Schedule

Step-by-step instructions for removing a workday from the schedule in the Calendar view and marking it as a day off, to prevent new bookings.

Calendar

Changing a Work Schedule

Activating workdays in the calendar by dragging, double-clicking, or using the menu; changing start and end times; days off; and copying the schedule.

Calendar

Creating a Work Schedule

Setting up workdays in the calendar: drag, use the button or double-click, change times, mark days off, and copy the schedule.

Bookings

Booking Ratings

SalonLife automatically sends a rating request an hour after the appointment, so you can see client feedback and display an average rating in the Bookings/Calendar view.

Calendar

Navigating the Calendar

A guide to the calendar’s navigation bar: the mini-calendar, the on-hold drawer, day and week views, staff selection, and quick-navigation tips for using the keyboard and swiping.

Bookings

Booking Statuses & Changing Them

An overview of SalonLife’s four booking statuses, what they mean, and step-by-step instructions for the ones the system sets automatically and the ones you set manually.

Importing Client Data

Learn step by step how to import your existing client data into SalonLife using a CSV file, map the columns, check the results, and fix any errors.

QUESTION:

Importing Products

How to smoothly import your product list into SalonLife as a CSV file: using the sample template, mapping columns, fixing errors, and completing the import.

QUESTION:

Importing Services

A step-by-step guide to importing and mapping your services into SalonLife quickly and smoothly using a CSV file, so you can skip manual data entry.

QUESTION:

Adding & Changing User Permissions

This guide shows how to add and change user permissions in the Staff app, so you can manage what functions and menus each user can access.

QUESTION:

Setting Up Your SalonLife Account for the First Time (10 min)

A quick guide: add your services, build your schedule and bookings, set up staff, and share your online booking link right away.

QUESTION:

SalonLife Tips and Tricks

Handy calendar tips: copying bookings, birthday indicators, notes, automatic invoicing, keyboard navigation, pending bookings, and language settings.

QUESTION:

My Account Settings

Instructions for easily changing your salon’s address and details on the My Account & Profile page and in your Online Booking settings.

QUESTION:

SalonLife Invoices for Your Accounting

Learn how to find and download every SalonLife invoice as a PDF, all from one place, for your accounting.

QUESTION:

Adding & Updating Your Card Details

A detailed guide to adding or updating a bank card and PayPal account in SalonLife Billing, for both individual and business billing.

QUESTION:

Adding a New Language to Online Booking

A step-by-step look at adding a new language to online booking: settings, translation, service translations, activation, testing, and reordering.

QUESTION:

Setting the Primary Language for Online Booking

Here’s how to set online booking’s primary language in the Translations app, so clients see information in the language you want.

QUESTION:

Salon Settings (Time Zone, Currency, SMS Sender Name)

An overview of how to change your salon’s time zone, currency, SMS sender name, and address on the profile page in the Account and Online Booking apps.

QUESTION:

Sharing the Translation Page With a Translator

Share a specific language’s translation view with a special link, so a translator can see and edit the translations they need with limited access.

QUESTION:

Changing Your Invoice Content & Design

Customize your invoice design and content: add a logo, business and bank details, edit the wording, and include a thank-you message.

QUESTION:

Changing Your Salon’s Name

Instructions for changing your salon’s name, address, and other profile details in Apps → My Account and in your Online Booking preferences.

QUESTION:

Sending an Invoice to the Client

A guide to quickly downloading a booking’s invoice as a PDF from the menu, or emailing it straight to the client.

QUESTION:

Your Salon Logo

Instructions for changing your salon logo, address, and other profile information in both Account settings and Online Booking preferences.

QUESTION:

Managing Multiple Salon Locations & Billing

Learn how to set up multiple salon locations under one account, and manage billing and reporting for every location conveniently in one place.

QUESTION:

Adding a New Salon Location

Instructions for adding a new salon and choosing between a standalone or chain location, including setting up the name, address, language, and currency.

QUESTION:

Google Calendar

Instructions for connecting SalonLife with Google Calendar, syncing upcoming bookings, and avoiding common setup mistakes.

QUESTION:

Sales Product Statistics

View sales revenue, gross profit, and stock levels for your products over a chosen period, and use filters to build more detailed reports.

QUESTION:

Integrating SalonLife with Mailchimp

A step-by-step guide to connecting your SalonLife client base with Mailchimp, so you can send newsletters and manage campaigns quickly and easily.

QUESTION:

Service Statistics

View booking counts, cancellations, and no-shows, analyze service popularity, revenue, and duration, and filter by period or status.

QUESTION:

Payment Statistics

Get a quick overview of the payment methods used in your salon and the payment volume handled by each staff member over a chosen period.

QUESTION:

Staff Statistics

View metrics tied to bookings handled by each staff member—count, revenue, duration, average hourly rate, and SMS usage.

QUESTION:

Statistics Overview & Filtering

An overview of your salon’s statistics: track bookings, revenue, and hours worked, and filter by time period, service, or staff member.

QUESTION:

Issuing a Gift Card to a Client

Learn how to easily create a gift card in SalonLife, download it as a PDF or send it to a client by email, and customize the notifications.

QUESTION:

Marking a Gift Card as the Payment Method on a Booking

This guide shows you how to mark a gift card as a booking’s payment method in a few simple steps—scan or enter the code, then keep track of the balance.

QUESTION:

🎀 Mis on Ilukaart?

This article introduces Ilukaart, Estonia’s largest beauty-services gift card—how clients use it, the benefits for salons, and how to activate it.

QUESTION:

Adding a Gift Card Purchase to a Booking

A handy guide to registering a gift card as a product, setting its sale price, and adding the purchase to a booking so it shows up correctly in your statistics.

QUESTION:

Changing a Gift Card’s Design & Details

Simple, quick instructions for finding a gift card, choosing a new design, and changing its amount, validity, code, or status.

QUESTION:

Creating a Gift Card

A step-by-step guide to creating a gift card in SalonLife: set the value, choose or generate a code, enter the validity period, and save.

QUESTION:

Ilukaart Info for the Gift Giver

In this article, we answer the gift-giver’s questions about using Ilukaart—usage, validity, delivery, participating salons, restrictions, multiple uses, and terms.

QUESTION:

Ilukaart Payout Settings

Explains the requirements for accepting Ilukaart, payout methods (SalonLife credit or bank account), timing, making changes, pausing, terms of service, and reporting.

QUESTION:

Ilukaart Acceptance Application

Instructions for applying to accept Ilukaart, marking it on a client’s booking, terms, setting up payout methods, receiving payouts, pausing, and finding your reports.

QUESTION:

Portfolio: Adding, Editing, and Photo Rules

Instructions for adding photos to your SalonLife.com portfolio, reordering or deleting them, adding descriptions, and the rules governing file size and dimensions.

QUESTION:

SalonLife.com: Filling Out Your Salon’s Profile Page

A detailed overview of how to fill out and publish your SalonLife.com marketplace profile: add your logo, address, description, photos, and links.

QUESTION:

SalonLife.com Platform Overview & Salon Profile Page

An overview of the SalonLife.com marketplace platform, how a salon profile is structured, and how to create an attractive image to attract new clients.

QUESTION:

Adding Products to a Booking

A guide to adding products to a booking for sale or as service supplies, changing quantities and prices, and updating stock levels and totals.

QUESTION:

Adding a New Product

A guide to adding products, categories, and brands, entering a new product, and setting up stock levels and low-stock alerts in SalonLife.

QUESTION:

Adding Booking Terms

Learn how to activate booking terms in your Online Booking preferences, add cancellation and no-show rules, and set up the consent checkbox.

QUESTION:

Adding/Changing Your Salon Address

How to add or change your salon address for online booking using Google Maps, along with extra directions and automatic notifications.

QUESTION:

Managing the Online Booking Content Pages

Customize every online booking content page (design, location, services, staff, client info, terms, review) and test your changes live.

QUESTION:

Adding Your Booking Link - Instagram

A step-by-step guide to quickly and easily adding a clickable SalonLife online booking link to your Instagram profile’s Website field and bio.

QUESTION:

Booking Page Design (Background Image & Colors)

A step-by-step guide to setting up your online booking page’s color theme and background image, so the page matches your salon’s brand and style exactly.

QUESTION:

Connecting Your Booking Page - Voog

An overview of how to add a SalonLife online booking link to your Voog website menu, or a floating button via a code snippet, step by step.

QUESTION:

Connecting Your Booking Page - WordPress

A guide to easily adding a SalonLife online booking link to your WordPress menu, or as a separate floating button on your website.

QUESTION:

Hiding a Service in Online Booking

Learn step by step how to hide services from online booking so clients don’t see them, while still being able to add them to the calendar yourself.

QUESTION:

Adding Your Booking Link - Facebook

A step-by-step guide to adding your SalonLife online booking link via an existing CTA button (Contact us/Sign up) and the About section on your Facebook page.

QUESTION:

Online Booking Overview

An overview of SalonLife’s online booking: the client’s step-by-step booking flow, design, settings, privacy options, integration, notifications, and staff preferences.

QUESTION:

The Online Booking Link

Instructions on how to find, copy, and share your SalonLife online booking link on social media, your website, or by email, and how to integrate it into your website.

QUESTION:

Changing SMS Content & Settings

Learn how to edit the fixed part and dynamic fields of your SMS notifications, and set their sending time, to keep clients informed.

QUESTION:

Buying & Using SMS Credit

Instructions for buying and using SMS credit in SalonLife, setting up automatic purchasing, and tracking message costs and invoices.

QUESTION:

SMS Notifications Overview (Main, Birthday, Payments)

An overview of SalonLife’s SMS notifications: booking confirmations, reminders, thank-you and birthday messages, payment notifications, setup, timing and personalization, and credit management.

QUESTION:

Staff Profile Photo

A guide to adding or changing a staff member’s profile photo in SalonLife, so clients and team members can easily recognize them.

QUESTION:

Changing Email Content & Settings

Customize your automatic email notifications: edit the subject, content, sender, and timing to make client communication more personal. A step-by-step guide.

QUESTION:

Overview of email notifications (Main, birthday, payments, other)

An overview of SalonLife’s automatic email notifications (confirmations, reminders, thank-yous, birthdays, and more), sending times, content customization, and staff notifications.

QUESTION:

The Notification a Staff Member Gets About a New Online Booking

A step-by-step guide to choosing email and/or SMS notifications for new online bookings in your Staff settings, so you always stay on top of incoming bookings.

QUESTION:

Time Display & the “Avoid Gaps in Your Schedule” Feature

A guide to configuring time display and the “Avoid Gaps in Your Schedule” feature in the Staff app for smooth, efficient booking.

QUESTION:

Staff-Specific Booking Passcode

Set up a unique online booking passcode for each staff member, so you can easily limit bookings to selected clients only.

QUESTION:

Booking Notice Period

Find out how to set and adjust the booking notice period in the Staff app, to ensure smooth planning and predictable booking for clients.

QUESTION:

Time Cycle (Booking Interval)

How to set the booking time cycle (5–60 min) and its starting point (midnight or workday start) in the Staff app, and how to avoid gaps in your calendar.

QUESTION:

Adding a Staff Bio

How to write and save a personal bio on a staff profile in online booking, so clients can find the right person for the job.

QUESTION:

Salon-Wide Online Booking Passcode

A salon-wide 4-6 digit passcode lets you limit online bookings to selected returning clients only, keeping your booking calendar under control.

QUESTION:

Accepting a New Staff Member’s Invitation

How to find your invitation email if it lands in spam, accept it in SalonLife, and check or resend the invitation status in the Staff app.

QUESTION:

Adding a New Staff Member & Sending an Invitation

Add a new staff member in SalonLife, fill in their details, and send an email invitation so they can start managing the calendar.

QUESTION:

Activating & Editing Services by Staff Member

A detailed guide to activating or deactivating services for each staff member in the Staff module, and adjusting their price and duration.

QUESTION:

Deactivating a Staff Account (for Maternity Leave, etc.)

Instructions on how to temporarily deactivate or permanently delete a staff account in SalonLife during maternity leave or an extended trip.

QUESTION:

Staff Overview

In the Staff overview, manage profiles and add a bio to show clients your style, skills, and message in online booking.

QUESTION:

Deleting a Service

Step-by-step instructions for deleting a service from its three-dot menu in the Services view, confirming the deletion, and keeping its history, plus a helpful tip.

QUESTION:

Service Buffer Time (Prep Time and Wrap-Up Time)

This guide shows how to add prep time and wrap-up time in the Services settings, so your tools and workspace are automatically prepared and tidied up.

QUESTION:

Changing the Order of Categories

Instructions for reordering services and categories in the Services app with a simple drag-and-drop method, so you can bring popular options to the front.

QUESTION:

Deleting a Service Category

Learn how to find categories in the Services app, view their info, check services before deleting, and remove categories.

QUESTION:

Adding a Service Category

A step-by-step guide to adding, editing, and deleting service categories in SalonLife, so your offering stays clearly structured in online booking.

QUESTION:

Changing the Order of Services

Show your most in-demand services and categories first-drag and reorder them quickly and easily in SalonLife.

QUESTION:

Copying a Similar Service

Learn step by step how to copy a service in SalonLife to create a new one, then adjust its name, price, or duration.

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Managing Client Photos

Learn how to add, manage, and tell apart client-profile and booking photos in SalonLife’s Clients and Bookings apps.

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Services Overview

Instructions for managing services in SalonLife: deleting demo services, creating categories, adding new services, cloning similar ones, and importing.

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Adding a Service

A step-by-step guide to adding a new service in SalonLife: setting up categories, entering the basic details, additional settings, assigning staff, and optimizing for online booking.

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Collecting Client Info in Online Booking

Instructions for collecting client data in online booking: setting up fields, choosing required versus optional options, and adding terms and conditions.

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Deleting a Client

Step-by-step instructions for permanently removing a client from SalonLife’s database, and what happens to their past bookings and contact details.

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Client & Booking Notes – Overview

See how to add and manage client and booking notes, so important information stays accessible to your whole team.

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Merging Duplicate Clients

A step-by-step guide to finding, checking, and merging duplicate clients in SalonLife, to keep your client database clean and up to date.

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Client Profile Overview & Booking History

See how to manage a client’s basic details, save detailed additional notes, and get an overview of their past and upcoming bookings.

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Adding a New Client

Learn about four easy ways to add a new client: online booking, an Excel import, booking through the calendar, or Add New in the client database.

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Client Birthdays

Learn step by step how to easily enter, manage, and display client birthdays in the calendar, and send automatic birthday greetings.

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Deleting a Break

A step-by-step guide to deleting a break and changing its duration in the calendar: open the break, select delete, confirm, and save.

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Sales & POS Overview

See how to manage booking payments, payment methods, tips, and cash entries in the Sales & POS view, and analyze daily summaries and period reports.

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Filtering the Sales Overview

Use filters in the Sales & POS overview to analyze sales by staff member, payment method, date, service, or booking status.

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Changing a Break

Instructions for changing the time, duration, and position of breaks in the SalonLife calendar, and removing breaks you no longer need, using both drag-and-drop and the detail view.

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Base Work Schedule

The base work schedule automatically applies your chosen start and end times to workdays in the calendar, and lets you copy them to several days at once.

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Adding & Copying a Break

Add and adjust breaks in the calendar, and copy them between workdays for quick day-plan management and organization.

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Copying a Work Schedule (Planning Ahead)

Learn to quickly and conveniently copy a work schedule ahead of time in the SalonLife calendar-by day, by week, or for selected dates.

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Viewing Several Staff Members' Schedules at Once

This guide walks you through displaying several staff members' work schedules at once in the SalonLife calendar, and managing bookings conveniently.

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Deleting a Work Schedule

Step-by-step instructions for removing a workday from the schedule in the Calendar view and marking it as a day off, to prevent new bookings.

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Changing a Work Schedule

Activating workdays in the calendar by dragging, double-clicking, or using the menu; changing start and end times; days off; and copying the schedule.

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Creating a Work Schedule

Setting up workdays in the calendar: drag, use the button or double-click, change times, mark days off, and copy the schedule.

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Booking Ratings

SalonLife automatically sends a rating request an hour after the appointment, so you can see client feedback and display an average rating in the Bookings/Calendar view.

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Navigating the Calendar

A guide to the calendar’s navigation bar: the mini-calendar, the on-hold drawer, day and week views, staff selection, and quick-navigation tips for using the keyboard and swiping.

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Booking Statuses & Changing Them

An overview of SalonLife’s four booking statuses, what they mean, and step-by-step instructions for the ones the system sets automatically and the ones you set manually.