SalonBiz App - Admin. Use this guide to set up the SalonBiz App downloaded from the App Store on your ipad to book appointments and process tickets.

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1 SalonBiz App - Admin Use this guide to set up the SalonBiz App downloaded from the App Store on your ipad to book appointments and process tickets. Settings 1. Log in to Central, and go to the Admin menu and click ipad Admin. 2. Click Settings and then click the New Settings button. 3. Select the Location from the list to set up with the ipad. 4. From the Workstation drop down menu, select the workstation (cash drawer) to link the ipad to. Ö No matter how many ipads you have, you only have to link the workstation once. 5. Determine your courtesy delivery, this is the that can be sent after booking. Do not send will not send any s. For new appointments will send an to those clients who booked a new appointment on the ipad. For product recommendations will send an to those clients who received a product recommendation from their service provider. For all will send for all appointments and product recommendations. Ö Appointment s will not be sent if there is already an enabled feature that sends appointment confirmation s for the location. 6. In the Sender Address field, type in the business address. This is the address that the courtesy s are from. Ö If you are currently using alternate methods of communication and do not wish to utilize the SalonBiz ipad courtesy s, make sure Do Not Send is selected. Ö Activity s will not be sent if Digital Alchemy, Demandforce, and/or SalonBiz Reminders and Confirmations are enabled. 7. Place a check in the Allow users to edit client information box if you would like your staff to have the ability to access and update client contact information on the ipad including phone and . Ö Leaving this box un-checked will prevent the ability to edit and view client contact details from the ipad for users without Admin access. 8. Determine whether or not you would like to mask or hide the first part of the client s phone number by clicking the Mask Phone Number in the Client Search box. Ö Admin users will always see the client s phone number.

2 9. Check if you would like to disable the delete appointment function. Ö This feature is un-checked by default, meaning that users will be able to delete appointments. If you place a check in the box, users will not be allowed to remove appointments. Ö Admins will be able to delete appointments even if the box is checked. This only prevents users from deleting appointments. 10. Check if you would like to disable the send message function. Ö This feature is checked by default, meaning users will not be able to send a message to a client from the appointment book. Ö Admins will be able to send messages regardless of the setting. 11. Feature Coming Soon Will allow you to check if you would like to allow users to block time on the book according to their SalonBiz Block Time access. Ö Admins, Managers, and Front Desk users access will override this setting. 12. If you d like Product Recommendations to be saved to the client s formula for future reference, select a formula type from the list. 13. Select your Default Request Reason from the list. You can also select None if you would like the users to select one each time they make an appointment. Ö Users will be required to select a request reason when booking appointments if the SalonBiz Blueprint setting is set to Yes. You can check by viewing the default setting under Blueprints Staff & Book Request Type Require retention/request type. 14. Click the Create Settings button. Ö You can make changes by accessing the ipad Settings and clicking the location name. Creating Recommendation Lists Service Categories Configuring your service categories will determine which services will display on the ipad. 1. From the Central Admin menu, go to Performance and then click on Service Categories. 2. Click Edit and check the service categories that are Hair, Color and Skin. Ö Department columns are used for Online Booking. 3. Click the Save Changes button when finished. Product Recommendations Product recommendations support the services you provide, you do not need to create regimens for services you do not offer. 1. From the ipad Admin screen click on Regimens. 2. Click on the Add Hair Products button. 3. Select the Location from the Location drop down menu. 4. Type in the name of the regimen in the Name field. 5. Select up to a maximum of 12 (twelve) products for each of the 6 product areas.

3 Ö It s a best practice to select your top 12 products for ease and speed of use. You have the option to search your entire product list from the app. 6. Click the Create Hair Products button. 7. Follow the same steps to create your skin/spa products list. Service List The service list presents the list of alternate services to choose from when rebooking. 1. From the ipad Admin screen click on Regimens. 2. Click the Add Services button. 3. Choose the Location from the drop down list. 4. Type in the name of the regimen in the Name field. We recommend naming it with the word Service for easy differentiation. 5. Select the services for each of the 5 types of services. There are an unlimited number of services you can select for each regimen. 6. Click the Save button. Access Set up access for your staff for booking appointments and checkout. 1. From the Admin menu, go to ipad Admin and click Checkout. 2. From the Checkout Settings Screen, click the Staff Settings link under Staff Privileges. You can enable or disable all users access with one click by clicking the On/Off button in the All location ipad access in the upper right corner of the screen. You can deny access to specific staff members by clicking on a staff s photo. They will then be greyed out. Click them again to grant access. You can give full access to the appointment book by putting staff in the Edit All mode. This is typically the way it would be used in the salon. It does not restrict any of the booking features available. You can limit staff booking access by selecting the Edit Mine mode; this is typically the way it would be used outside of the salon or when you want to limit booking functions. In Edit Mine mode, the user would be able to view all staff, but only create and delete appointments for themselves. To enable a staff s ability to use ipad checkout, select POS On. They will then be able to process tickets using the ipad. To prevent a staff from using checkout, select POS Off under their name. 3. Your changes are automatically saved.

4 Individual Access This allows you to grant access to individual users. 1. From the Central Admin drop down menu, click Employees. 2. Select the employee you wish to grant access. 3. Scroll down to the SalonBiz Central Privileges section and place a check in the ipad User box to enable the staff member. 4. Then select their privileges, either to Edit or View. 5. Click the Save Changes button. Checkout Settings 1. On your Central dashboard, from the Admin menu, go to ipad Admin and click Checkout. 2. Place a check in the box if you would like to accept tips. 3. Enter the from address. This is the address that the ipad checkout receipts will be from. 4. Enter your receipt header and footer text. 5. Select the ipad Checkout Void reason from the drop down menu. Tickets that are created, and then abandoned without any products or services added, will automatically be voided with this reason. Voided tickets and their reasons can be viewed on the Voided Ticket List report. 6. If your location utilizes a promotional or special payment type, check to enable the payment type, and then select it from the Promotion Pay Type drop down menu. Selecting this payment type will enable a Promotion button on the ipad ticket allowing use of an additional payment type up to the value of the ticket. 7. To select a receipt image, click the Choose file button and locate the file from your computer making sure it is within the specifications listed on the screen. 8. Click the Save Changes button. Gift Card Settings These settings will determine your gift card expiration settings. 1. From the ipad Checkout Settings screen, click on Giftcard settings (you ll see it in the navigation bar on the left-hand side). 2. Select the Expiration Default and Years before expiration. Giftcards never expire: Users will not be able to set the giftcard to expire when selling it on an ipad ticket. Giftcards can expire, default to never expire: Users will be able to set the giftcard to expire when selling it on an ipad ticket. Giftcards can expire, default to expire: Users will be able to set the giftcard to not expire when selling it on an ipad ticket. Giftcards always expire: Users will not be able to set the giftcard to never expire. 3. Click the Save Changes button.

5 Pure Privilege Settings (if applicable) These settings are for those locations who participate in the Aveda Pure Privilege program. If you do not participate, you will not see these settings in your ipad Checkout settings. Our team will complete this section for you with your Pure Privilege information. Consultation Forms Create customized consultation forms to be completed on the ipad prior to the service. 1. From the Admin menu, go to ipad Admin and click Consultations. 2. To create a new consultation form, click the New Consultation Form button at the top of the screen. 3. Enter in the name and a brief introduction for your form. 4. Click the Add Question button to populate the questions for your form. Use the controls to change the order of questions listed. 5. Click the Save button when you are finished. 6. You can edit or disable forms anytime by accessing the Consultations settings page. Confirming the Results The system will send an to the clients with their product recommendations and appointment info based on what is selected in the admin settings. In order to do this, a few things must be in place. 1. Client must have a valid address in their client file. Ö When a client s address is updated during the service visit, the system is automatically updated and will send the client their for that day. 2. For New appointments, For product recommendations or For all is selected in the Send s section of the Admin settings. 3. You have a business account in the ipad Admin section. Report View a log of s that were sent thru the ipad App. 1. From the ipad Admin menu, click on Report. 2. The location s report will be displayed. 3. To change locations or change dates of the report, click the corresponding links. ipad Checkout Report Use this report to view a summary of ipad checkout activity as well as view and/or receipts and void transactions if necessary. 1. Click Reports, click on the Apps version of the Mobile POS Activity report located under your system reports. 2. Select a location and enter a date range, and click the Run button. 3. Click the link to view and resend receipts. 4. Clink the link to view the signature. The following SalonBiz settings will impact checking out on your ipad.

6 Creating Walk-in Tickets Limits or prevents the type of walk-in tickets that can be created. 1. From the main menu, go to Blueprints and click Ticket. 2. Click Default settings and find the question Process Ticket - Require a customer? Do not Require: Tickets can be created without a customer for services and products. For Services Only: Walk-in tickets can only be created for product sales. For Products Only: Walk-in tickets can only be created for service sales. For Both: This option will prevent walk-in tickets from being created on your ipad. 3. Select the answer and click the Save Answer button. Professional Items Sale Determines the sale of the products in your inventory marked as professional items (backbar) by excluding them from the search results. 1. From the main menu, go to Blueprints and click Ticket. 2. Click Default settings and find the question Professional - Allow sale of professional products? Click Yes or No, and Save Answer. Rewards Determines if the reward points earned and reward balances are visible on the ed receipt. 1. From the main menu, go to Blueprints and click Ticket. 2. Click Default settings and find the question Rewards - Print rewards on receipt? Click Yes or No, and Save Answer. Request Reason Determines whether the selection of a request reason is required when adding a service to a ticket. 1. From the main menu, go to Blueprints and click Staff & Book. 2. Click Default settings and find the question Request Type Require retention/request type? Click Yes or No, and Save Answer. Discounts When creating or editing discount types, the different options will make a difference on if or how they will be used on the ipad ticket. A discount will not appear in discount search results on ipad: o If you have it set to Entire ticket only o If you have it set to Both $ or % o If you have it set with 0.00 in the amount field (regardless of % or $) A discount will function on a ipad ticket: o For Anywhere on the Ticket, or Ticket Line Only o If you have a set amount (not zero) o If it is set to either % or $. Cannot be both