Step-by-step help for your working day.
Set up your business, manage today's customers and find the next step when something needs attention.
All guides
Share any guide with your team. Screens and available actions depend on your account and enabled features.
Setup & account
Set up the business, team and account.
- Start hereOpen the correct business, learn the main workspaces and complete the setup checks before serving customers.
- Business profileChange the public business details while keeping the owner login phone private.
- Hours & bookingSet the business timezone and weekly hours, then check staff availability and special closures.
- Staff setupKeep the active team, service coverage and staff schedules aligned with who actually works at the salon.
- ServicesMaintain service names, prices, durations, staff assignments and services that require approval.
- SMS TokensRead the wallet, active Token buckets and recent transactions before choosing a one-time package.
- Opening checklistWork through setup, public links and staff handoff without assuming that saving settings automatically publishes a website.
- Share booking linkGet the link from the active business, test it and use the same destination in signs and external business profiles.
- NotificationsUse Notification Center, opt in on each device and manage SMS alerts separately.
- Install the appUse the account-menu installation guide and keep device notifications as a separate opt-in.
Customers & daily work
Handle bookings, check-in, checkout and customer care.
- Booking calendarChoose a date, filter staff and open the right appointment without confusing pending requests with confirmed bookings.
- Create a bookingChoose services first, then check the customer, staff and available time before saving one appointment.
- Booking approvalReview requests for approval-required services before treating them as scheduled appointments.
- Change or cancelUpdate the existing appointment and verify the new time or cancellation before communicating it to the customer.
- Daily workflowUse the daily workspace available to your business and keep arrival, completion and payment separate.
- Checkout recordsRecord services, staff, prices and tips for an actual visit without processing a payment.
- Staff turnsKeep staff availability and customer turns current without confusing turns with bookings or loyalty visits.
- Staff PIN & clock-inPrepare private staff PINs and use the staff page to keep shift availability accurate.
- CustomersFind the existing profile first, add only the details needed and carry over loyalty progress without inventing visits.
- Check-in & QRChoose the correct QR destination, test the customer page and prepare the desk to help with check-in.
- RewardsSet the reward threshold, inspect progress and record redemption only when a reward is actually used.
- Customer feedbackRead the full response, review any AI draft yourself and check the send outcome before considering the issue resolved.
- No-showsCheck the appointment and customer contact before choosing the correct final outcome.
- ReportsUse one date filter to compare customer, booking and activity signals, while keeping recorded service values separate from payments.
Messages & automation
Prepare messages, check delivery and manage automated rules.
- Message outcomesFind the message, read its delivery outcome and take the next action without retrying ineligible or old messages.
- SMS HELP & STOPFind help for a message, stop unwanted texts and review the official consent and privacy information.
- Marketing campaignsSelect eligible recipients, preview personalisation and review the final send or schedule before confirming.
- Automation rulesConfigure the supported rules, inspect the final preview and audience, then enable only the workflows you intend to run.
Billing, support & policies
Review payments, recover access and find official policies.
- Contact supportPrepare a clear issue report without sharing passwords, payment details or unnecessary customer information.
- Privacy PolicyLocate the current privacy notice and prepare a question about personal information.
- Terms of ServiceRead the current service terms before making an account, messaging or billing decision.
- Data deletionSpecify the data and business involved, verify authority and review the official deletion instructions.
- Password recoveryRequest recovery for the actual owner login and return to the correct business after resetting.
- Plans & invoicesCheck the business subscription and official billing actions before paying or changing renewal.
- Charges & refundsSeparate Tap2Check-In billing questions from salon-service complaints and send a clear purchase reference.