Switch from another system
What you bring along to Saloon, such as your clients and products, and what you set up again yourself: services, team, working hours and planned appointments.
If you come from another salon program, you do not start from scratch. You import your client list and your products from an export of your old system. The rest you set up yourself: mostly a matter of filling things in.
What you import
- Clients: an Excel file (.xlsx) or CSV from your old program. Saloon recognises the columns and you check how they are matched. Save an older .xls file as .xlsx or CSV first. You bring name, email address, phone numbers, address, date of birth, gender, notes, marketing consent, Customer since and a Team alert. Your clients get no message because of the import.
- Products: the product list from your old program or your supplier's price list, also as Excel or CSV. You bring retail price, supply price, SKU, barcode and stock, among other things. Brands, categories and suppliers that do not exist yet are created for you.
What you set up again yourself
- Services: when you sign up, Saloon sets up a few services that fit your type of salon. Adjust them and add the rest under Catalog.
- Team: invite your colleagues and give them a role. You can do that once your email address is confirmed.
- Opening hours and working hours: set the opening hours per location and plan your team's working hours.
- Planned appointments: appointments cannot be imported. Put the appointments that are already in your old calendar into the Agenda yourself.
- Online booking: put your online profile live and replace the booking link on your website and social media with your Saloon link.
How to go about it
- Go through Account setup and choose your old program at Which software do you use now?. The Get started guide then helps you on your way.
- Export your client list from your old program and import it under Customers › Options › Import customers.
- If you sell products, import them under Catalog › Products › Options › Import products.
- Complete your services and invite your team.
- Put the appointments that are already planned into the calendar.
- Put your online profile live and share your new booking link.
For the imports you need the permissions Can import clients and Can import products in bulk. The owner always has them. You set them under Settings › Team members › Permission roles.
Frequently asked questions
Does the import bring past appointments and sales?
No. You bring the client details, with the date someone became a client. Past appointments, sales, gift cards and subscriptions cannot be imported.
Do my clients get an email when I import them?
No. Nobody receives an email or message because of the import.
My file has no column for marketing consent. What then?
Saloon then asks whether these clients gave their consent. Your answer applies to every client in the file. If you are not sure, choose No, or I don't know.
Can I import allergies and patch tests?
No, they are not part of the import. Add them per client in the client profile.