Find your way around Saloon

Saloon works on a computer, tablet and phone. On a large screen the menu is on the left; on a phone or narrow tablet you use the bar at the bottom. You only see the sections your role gives you access to.

The menu

The menu has two groups. At the top is the work of every day, below it what you set up and look at.

• Dashboard, Agenda, Checkout, Customers and Catalog: your day, your appointments, the till, your clients and what you offer and sell.
• Marketing, Online profile, Reports and Settings: automatic messages and reviews, your salon page, your figures and your business settings.

At the bottom of the menu are your workspace, Have a question? to contact us, the language and Help, which opens this help centre.

Search

1. Click Search at the top of the menu, or press Ctrl+K (Cmd+K on a Mac) or the / key.
2. Type at least 2 characters. You search clients, appointments, sales, the waitlist, team members, services, subscriptions, products, reports and settings.
3. To search just one kind, choose it at the top, or switch with the Tab key.

Before you type, you see quick actions such as New appointment, Add customer and Search settings. That is also how you find a setting when you do not know where it is.

Notifications and your account

• The bell at the top shows new notifications, such as a new appointment or a review. Click View all notifications for the full list, or the gear for your Notification settings.
• Click your profile photo or initials at the top for your account menu. Click your name to open My account. The menu also has Workspaces, the choice between light and dark and Sign out, plus Lock screen if your salon works with PIN codes.

Switch workspace and location

• If you work for more than one salon, switch workspace at the bottom of the menu: click your salon's name and choose another.
• If your salon has several locations, switch location in the calendar or on the dashboard: click the location name next to the pin and choose another. You only see this choice if you work at more than one location.

On your phone

On a phone, the bar at the bottom has Dashboard, Calendar, +, Sell and Menu.

• + lets you quickly create an Appointment, Group appointment, Blocked time or Sale.
• Sell opens the till.
• Menu shows every section, your workspace, the language and Help.

Frequently asked questions