Get your salon ready with the Get started guide
The Get started guide walks you through the steps to your first booking: your services, your team, your clients, your online profile and your first appointment.
After signing up, a bar at the top of the screen says Finish setting up your business. Behind it is the Get started guide: a short list of steps that gets your salon ready for its first booking. The bar shows how far you are, for example 3 of 8 steps done.
How the guide works
A step is marked done automatically as soon as Saloon sees it in your data: there is a colleague in your team, your online profile is live, a client has an appointment. You do not have to tick anything. Only Share your booking link is marked done by you, by copying the link from the guide.
Open the guide and take a step
- Click the Finish setting up your business bar or Continue. The guide opens on the right; on a phone it slides up from the bottom.
- Click a step to see what it involves and roughly how many minutes it takes.
- Click the step's button, for example Go to your services or Add a team member. Saloon takes you to the right page.
- Open the guide again afterwards. The step is done and Next step points you to the next one.
The steps
- Account created: done straight away.
- Confirm your email address: with the link or the code from the email you received. You cannot skip this step.
- Complete your services: Saloon has already set up a few services. Adjust prices and durations and add what you offer.
- Add your team: give each colleague a place of their own. If you work alone, choose I work alone. If you chose Just me when signing up, you do not see this step.
- Bring your customers along: import your client list or add your first client.
- Put your online profile live: from then on, clients can book with you day and night.
- Share your booking link: copy your link with Copy link and put it in your Instagram bio, on your website or in your Google Business Profile. This step opens only once your online profile is live.
- Plan your first appointment: put an appointment with a client in the calendar. A test appointment with yourself as the client is fine too. The step is done as soon as a client has an appointment.
Skip a step
If a step does not fit your salon, click Skip. The step then shows Skipped and counts as finished. If you change your mind, click Do it after all. If you skip the online profile, sharing your link is skipped as well.
When you finish the last step, you see Your salon is ready. Click Get to work and the bar disappears. If you skip the last open step, the bar disappears straight away.
Frequently asked questions
Why is Complete your services not done yet?
That step only counts as done once you have changed the services Saloon set up for you, or added one, after signing up. Change a price or a duration, for example.
Can I finish the guide later?
Yes. The bar stays at the top until every step is done or skipped. You can close and reopen the guide as often as you like.
A colleague does not see the bar. Is that right?
Yes, if your colleague's role has no access to business settings. The guide is meant for whoever sets up the salon.