Salon operations

Overview

Daily workspace

Today at Head Turners

Appointment book

    The week ahead

    Stylists today

    Birthdays

      Takings, last 14 days

      Sales Purchases

      Best-selling services

      This month

        Where clients came from

        This month

          Stock value

          By category

            Stock to reorder

            Recent deliveries

            Time clock

            Not clocked in

            Commission & target

            My schedule

            Happening now

            Calendar

            MonTueWedThuFriSatSun
            Confirmed Pending In progress Cancelled

            All appointments

            Stock items

            Purchases

            Purchase orders

            Drafts collect low-stock items automatically, one per supplier. Place a draft to send it, then receive deliveries into stock as they arrive.

            Suppliers

            Log wastage

            Stocktake

            Enter what you counted. Leave an item empty to skip it. Differences from the system quantity are booked as adjustments.

            Stock movements

            Categories

            Gift voucher stock

            Services

            Stylist performance

            Each stylist's day: their bookings and how full the day was (of an 8-hour day), services done, the service and retail takings credited to them at the till, clients served, discounts and tips. A service shared by several people counts for each at their share. Gift vouchers and sales without a stylist aren't included.

            Sales history

            Bookable stylists

            Stylists appear in the appointment booking form and on POS service lines.

            Rooms & stations

            Chairs and rooms a service can be booked into. A station can't be double-booked, including its reset time between clients; deactivate one to stop new bookings without losing its history.

            Employee directory

            Attendance

            Leave requests

            Timesheets

            Worked time is time on shift less breaks, from each day's punches (time clocks, My portal, imports and corrections). Days that break the working-hour rules are flagged.

            Time clocks

            Biometric devices send punches to this app with their own key. Give each employee their enrolment number on the device as their Time clock ID. A device's export file can be imported instead: columns user ID, date and time, and optionally a status (0 in, 1 out, 2 break out, 3 break in).

            Working-hour rules

            Checked on timesheets and shown to staff as banners in My portal. Defaults follow the Shop and Office Employees Act as commonly applied in Sri Lanka; confirm them for the salon.

            Targets & commission Live

            Commission and targets count each stylist's own bill lines at what they sold for after discounts. Commission is paid on every service and retail sale; the service and retail targets each add an extra rate on top, on all of the month's sales of that kind, once the target is exceeded. Both go on the payslip of the employee a stylist is linked to (Pay plan).

            Bills & payments

            Rent, electricity, repairs and every other bill. A bill counts in profit & loss on its bill date; record payments against it as you pay, in part or in full. Petty cash from the till, stock and payroll are counted in profit & loss on their own, so don't enter them here.

            Profit & loss

            Worked out from everything recorded: sales after discounts (gift vouchers count when they're used, not when sold), the cost of products sold and used in services, payroll from generated payslips, petty cash from the till, stock wastage and stocktake differences, and bills by their bill date.

            Process payroll

            Every employee's month in one place: earnings, salary advances, loan installments and deductions, and net pay. Figures not yet paid are live, so you can add an advance, bonus or deduction here and see it straight away. Generate (or recalculate) the payslips once they look right, then mark them paid.

            Payroll runs

            One itemized payslip per active employee: base salary, less unpaid leave, plus commission and target bonuses (for employees linked to a stylist) and bonuses, less salary advances, loan installments and deductions. Employees who already have a payslip are skipped unless you recalculate drafts.

            Loans

            An installment is deducted in each payroll run from the first month on, until the loan is repaid. Deleting a draft payslip gives its installment back.

            Advances, bonuses & deductions

            One-off amounts for an employee's month, included when that month's payroll is generated (or recalculated). A salary advance is money already handed over; it comes off that month's pay first, before loan installments and deductions.

            Client relationships

            Export contacts

            Lost customers

            Clients who booked and didn't come: a booking on a past day that wasn't cancelled or paid, with no bill for the client that day. Clients who have visited or booked again since their last missed booking are hidden unless you include them.

            Gift vouchers

            Vouchers are sold from the Point of Sale screen (the "Gift voucher" button). To redeem one, choose Gift Voucher as the payment method at checkout, or press Use on one of the client's vouchers listed on the payment screen; the balance is checked before the bill can be confirmed, and what's left stays on the voucher. Search by code to find a voucher issued on any date.

            Financial performance

            Reports

            Audit log

            Not checked

            Every sign-in and every change to money, prices, people and permissions, with who made it, from which address and what it was before and after. Entries can't be edited or deleted.