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Intersalon - Vaalto Technologies

1. SALON To hei a a ea om O 5 2a5022R003RR8H Bp System Administration za z Drag anien header here itap by that cokers 7 F F D ram Peer apariment Appeiviment X Tenma Smoothing Darieke Abbott Added ten PEETER 14 32 Appontmmt Appoint geri Got larel Adami a Aided Gye Bares aes NOUD 15007 Appointment Appointment gents cut Bzabeth Absons Added Gym Dries en HEMMEN Appaihiment Appenvienerst Cut A Els Dey Jense Abaf Added Gyrn Durea i OVD Appointment Appointment gents cut Jessie Abel addid Gym Drees siit IOT 1454 Apgar trent Apperiment Lurch Break meved coped from 20 01 2012 12 45 00 bo DO DL 20R2 12x00 brade braders Bat SOMOS 14 FL Sgpontnent agponiment Lunch Greak meenedycopend From MOLL Laid bo MOVES ET Iced made br ades eat MOY ROT 1451 Apcen sect Appointment Lurch Brest moved copied from 20 01 2012 12 45 00 to DOLEO 1200000 bradey bw aders Eat WOMI 1451 Appenin Appartment Lurch Break meved cegsed from MDi DH2 Lach te DIDI 10i teadey be aces heen JOURN eJ Appentnent Appentment Aided Gym Dues m IWON 12052 Apoontrent Apperiment added Gyre Dees w eat MO YAOI IEE Apgontment Appointment gents cut ronm privar meved oopsed from 20 01 2012 Wk NO bo AOAML AONE LOD brade braders Edt oy 1 191 Appointment Appenvienert genia cut rerit bulvan mevedcepmed Frans DODGED Di Sidd ba DOM Liaedt brady bades pace URI Lie Appointment Appointment aided Gn Caress
2. Mia Maronetti Leoni Maronetti Sergio Portobello Cancellation List On Saturday all stylists work through until 18 00pm intersalon Intersalon 65 it Today 2 Day Work Week Month HOOH TEIR Mia Maronetti Leoni Maronetti Sergio Portobello Cancellation List x Finally Sunday is a non working day so the planner is blank Planner events can even be used with recurrency which together provide a powerful way of automating staff working patterns See also About the home screen Introducing Intersalon Widgets Creating Stylists and Services Adding appointments Checking out an appointment Linked services Retrieving sales information Sales tax options Running reports Cashing Up Stock control Integrating online booking within your existing website Making a series of recurring appointments Understanding styling rates Order payment method and status Managing resources What do the various icons mean around Intersalon Can t find the answers you re looking for Contact our support team on 01909 512131 Email support intersalon co uk and we ll personally get back to you as quickly as we can Check out our Support Portal available 24 7 at intersalon zendesk com Or let us know by leaving a comment below intersalon 66 Intersalon Home gt Intersalon gt Fundamentals gt Making a series of recurring appointments Making a series of recurring appointme
3. Mf X N Abbiett a 01988 673297 O k X bek Abbott ZO W be Abbott oven 01562881595 wie X me Abel OTIM O X hp Abel Ov714Mer41 O B X catherine Abel OFT SES Oo wt X Se Aberthy girassi wet XK ndr be oO 15 oie X hey Ablewhite vit K m Able whute 07919091980 0791909 1980pcams co uk News Page test e Multiple or all clients can be selected for deletion gt i maggie araujo 121217171 maggie araujo com gt Ct X mage araujo 07800635739 12345 543221 mag_ekier yahoo co uk e You can select 2 identical clients and click merge to make the 2 records into one a Home Work ae bblett Begins with 01968 673197 fae Contains x Doesn t contain sinh Ends with bhatt 01962881995 bel Doesn t equal bel 07714068241 bel 07714068241 baty 01778590420 ble 0440815 blewhite e By clicking the small key icon next to each search box you can change the way the database is searched m New Customise Merge Select All Unselect All i Field Chooser Address City Address Line 1 Address Line 2 IOO 00nn a Jee eee amp w amp x KKK KK X e When you click the Customise button the field chooser window will open and this enables you to drag and drop fields on and off the column headers so you can hide fields you don t use and add other ones intersalon Intersalon 135 See also Client Files amp Photos Custom Fields Subscribing Clients To Newsletters Can t find the answers you re looking
4. Send the newsletter manually ater After choosing a send option click finish to complete To learn how to add subscribers to your email click here Can t find the answers you re looking for e Contact our support team on 01909 512131 e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment below intersalon Intersalon 99 Home gt Intersalon gt How To gt How do I setup my SMS account How do setup my SMS account Intersalon customers link their salon software account to our text anywhere SMS supplier This guide explains the process and how customers can enable this functionality Creating a TextAnywhere account If you don t already have an account we start by creating one Li 2 3 Expand the Tools section of the Intersalon left hand menu and click on SMS Text Messages The SMS Text Messages section will consist of a single tab asking for your account settings Once these are filled in appointment reminders and mailshots will become available Since we don t have an account yet click on Create Account SMS Account Settings Glen passwort Create Account aai i Unverified Eser yaer mobie ooo sea number Account Enabled Save This will pass you to our 3rd party SMS supplier TextAnywhere Ensure you read and accept their terms
5. Service Gents Cuts Group E Cut amp Blow Dry Service T Mens Cut amp Blow Dry E gents cut 23 02 2012 Find Availability Selected Services search order Action Stylist Time No data to display By filling in the relevant details you ll get availability displayed in much the same way as the previous widget It s important to note that you will need to select the services in the orderyou wish to book them in You ll see the service order under the heading Selected services search order intersalon 20 Intersalon Multi Service Search Client Emily Abbott Stylist Jo Kline Service Group Technical Service X Tenso Cerathermic Date 24 02 2012 Find Availability Selected Services search order 1 Tenso Cerathermic Stylist Time Jo 24 02 2012 Kline 09 00 00 Jo 24 02 2012 Kline 10 30 00 Jo 24 02 2012 Kline 12 30 00 Jo 24 02 2012 Kline 14 00 00 Jo 24 02 2012 Kline Press the Book button to add the appointments to the planner see also Navigator Clock Open Tickets Closed Tickets Customer Selection Single service Linked Service New Customer Cash Register Tools Quick Reports Quick Charts Quick Sale Can t find the answers you re looking for Contact our support team on 01909 512131 Email support intersalon co uk and we ll personally get back to you as quickly as we can Check out our Support Portal available 24 7 at intersalon z
6. Gift vouchers that are sold to customers are called Product Based Gift Vouchers They are created as a Product with an additional option which changes the way the product is added to a customers bill and then redeemed When the product is created ensure Is Voucher is selected Is voucher W Gift Voucher Bar Codes Its always a good idea to get printers to add a bar code to the vouchers This can then be added to the Product Number field on the product and will make it much easier to locate when selling and redeeming vouchers Vouchers can be easily identified in the product list by the Gift Voucher icon Retail Orders Products and Manufacturers Products m x J LA New Select All Unselect All Delete Selected Customise Price Change Drag a column header here to group by that column Stock Code Name Sk i Is Voucher 7 vouc voucher 10 10 00 aay Gift Voucher Voucher 5 5 00 i Gift Voucher Selling and Redeeming Gift Vouchers In the checkout process select Add Product Using any of the filters or bar code scanner to find the correct voucher You ll then notice a voucher has two options Buy or Use zi Bury Use Selecting Buy will add the value of the voucher to the bill selecting Use will deduct the value of the voucher from the bill How to use the WYSIWYG editor Can use my existing domain with Intersalon How to save report data to Excel How to prevent staff accessing
7. Home gt Intersalon gt Reference Guide gt Stylists and Services gt Styling Rates Styling Rates Styling rates are used to define the price of each service performed by stylists e On the styling rates page Stylists and services gt Styling Rates you can define prices for services for each stylist you only have to do this if your stylists charge diffrent for the same services if they all charge the same you can set automatic styling rates so they are created automatically ae bonisexdguy ma ury shieffiekd field oul i User bradiey Exmes ITIR auuu SALON Salen Mavagement Saon Webate myoed admnetnton 229L 4OOSHTBY Y Stylists Services Rates and Roles sets Seve string ates T Save Groups Salon ales Style Groups Resurs d a 4 x O Q a Mew Select Al Uraslect All Delte Selected Copy Price Change Drag a coken header here to groue by that been j deia Mirit Pde Dania Group Son Pride Erabi Orire Boolian gag O 6 X Grien Senior Linders Parca Har Us Lo Pi Oo amp E bie Tatra Terea ed Sere bat Lik azs zi Oo amp K bie Techrecian Techracal linked Sarenza Haf Head Haghikghts TALS z Oo amp X bie Technicians Technical linked Services Permasrvent Wrang 67 50 cal O0 HM Genet Technician Technical Linked Services Predightoner ik Toner 0 08 al Oo amp W mala Tedhrncar Fecha eval rea bun a else 1 z O K Heak Style Dren Lashes Fresher Wedding Har EIS deposi 0 of OD
8. Iam registered for Sales Tax amp want to work exclusive of Tax e Iam registered for Sales Tax amp want to work inclusive of Tax Save By default Intersalon runs in mode 1 not registered for sales tax No tax is calculated In mode 2 where products and services are priced exclusive of VAT requires a VAT registration number This number is displayed on receipts When switching to this mode existing products will have a VAT tax class added automatically New products will also be created with the VAT tax class added In mode 3 products and services are priced inclusive of VAT No prices are adjusted but VAT will be calculated on Intersalon reports This mode also required a VAT registration number Tax Options Iam not registered for Sales Tax Iam registered for Sales Tax amp want to work exclusive of Tax I am registered for Sales Tax amp want to work inclusive of Tax Tax Number 555654271 Save Salon Details intersalon 178 Intersalon Salon Name Intersalon Demo Online Booking URL http demo intersalon co uk booking Example http demo intersalon co uk Bookings aspx a SINTER SAL These settings are used for the mobile booking website you need to fill this out in the same way as shown above but relevant to your salon Appointments Planner Events System Settings intersalon Intersalon 179 Home gt Intersalon gt Reference Guid
9. Intersalon Home gt Intersalon gt Reference Guide gt Stylists and Services gt Stylist Groups Stylist Groups Stylist groups are used when categorising stylists in the planner and it can be used to manage multiple salons to a certain extent A common use for stylist groups is when a salon provides both hair and beauty treatments and the stylists and therapists can be wieved seperately in the planner instead of all been together To create a stylist group click the New button and enter your chosen name for the group then click Update ee a ee a baie Bet Services Rates and Roles See also Stylists Services Styling Rates Service Groups Salon Roles Resources intersalon Intersalon 199 Home gt Intersalon gt Reference Guide gt Stylists and Services gt Resources Resources Resources are either rooms or equipment that can be involved in services if you allocate resources to a service another service that requires the same resource cannot be booked at the same time To add a new resource click New and enter it s name then click Update GAON senen anea woe Mamma nme sey B sO LAQOOLa amp LEH 2 Stylists Services Rates and Roles Stylists Services Stying Rates Service Groups Salon Roles Stylet Groups Resouces Automatic resource allocation Resources can be assigned to services when creating them which means when you book a servic
10. Intersalon User Manual Created Monday April 02 2012 Copyright Vaalto Technologies All Rights Reserved intersalon copyright Vaalto Technologies All rights reserved http www salonsoftware co uk The information contained in this document is subject to change without notice This document contains proprietary information which is protected by copyright All rights are reserved No part of this document may be photocopied reproduced or translated to another language without the prior written consent of Vaalto Technologies Table of Contents 1 Intersalon Fundamentals About the home screen Introducing Intersalon Widgets Navigator Clock Open Tickets Closed Tickets Customer Selection Single service Linked Service Multi Service Search New Customer Cash Register Tools Quick Reports Quick Charts Quick Sale Creating Stylists and Services Adding appointments Checking out an appointment Linked services Retrieving sales information Sales tax options Running reports Cashing Up Stock control Integrating online booking within your existing website Setting stylist therapist working patterns Making a series of recurring appointments Understanding styling rates Order payment method and status Managing resources What do the various icons mean around Intersalon How To How to use the WYSIWYG editor Paste from Word Inserting an Image Creating Links Can use my existing domain with Intersalon How to save r
11. SMS Account Settings Client ID WU1044451 Client Password QiIUP45Yr Create Account Enter your mobile lt I emir s Did you receive this Send SMS Account Enabled E SMS Successfully sent Save 6 The screen will update to verify your account Press the save button to confirm all settings SMS Account Settings Account Type Prepay Account Account Status Account Verified Account Enabled Settings saved successfully Save Note How to use the WYSIWYG editor Can use my existing domain with Intersalon How to save report data to Excel How to prevent staff accessing Intersalon away from the salon How to create and send an issue based newsletter How do create a Gift Voucher How do filter and sort grids within Intersalon How do issue a refund How to customise Intersalon captions Can t find the answers you re looking for e Contact our support team on 01909 512131 e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment below intersalon Intersalon 101 intersalon 102 Intersalon Home gt Intersalon gt How To gt How do I create a Gift Voucher How do create a Gift Voucher This help topic deals with both the selling and redeeming of directly purchased gift vouchers in the salon Creating Product Based Gift Vouchers
12. gt buttons to toggle through stylists this feature is ideal for smaller screens clicking the button will then 44 44 4 b gt pri amp on BS Siw 2 HaRseule e Month View See also Appointment List Multi Service Booking mayo OO Mon Tue Wed The Fri Sat Sun 26 28 2 35 3 8 2 3 4 5678 os wm 2 wD i 1s 6 17 8 19 2 2 22 apauenesenweuvnn 30 38 February 2012 Mon Tue Wed Ths fri Set Sun Tirso G 6 7 8 sonn 13 14 15 16 17 18 19 2 21 2 2 2 25 2 za o s 4 5 7 s 9 il syet serey sudo amp var suo Jo Kline Lauren Croft Sarah Goucher Emma Liles Naomi Adams Chris Storys Sarah Goucher Emma Liles ppnoogppOOOOHOOOQODOLOC Lauren Croft BOO Ecagdrc E ee Be es Be a E Jaruary February 2012 Shs 3 4 15 6 17 1 1 4 ES 6 7 9 23 14 3S 16 7 89 33 14 15 6 17 ww 9 13 36 AS 36 7 j i oe j jm i lt n intersalon 128 Intersalon Can t find the answers you re looking for Contact our support team on 01909 512131 Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment below intersalon Intersalon 129 Home gt Intersalon gt Reference Guide gt Appointments gt Appointment List Appointment List This document explains the features of the page Ap
13. 2 Chie Smith Senin Stylist E Hair 4 setings E EE Errea aiaa Ferice Sipi IE g E SMS Text Meseages b a x amp Joe Tayler Seni Stt E Har 4 E Socal Networking ax Gogha Moore Genge Sty E Har 4 Styists and Services a Point of Sale i z Home Sain Diary Add Gent hia Sie Open Ti 4 when details are correct click Save and you will be redirected to the stvlists paqe intersalon Intersalon 189 jh aS T Da Ci Apporiments So U A E sadam o amp Customers O MiSeyiets Har gah New Oem Rescuree View None ed ECommerce Friday Day Work Week Ci Newsletters vie 4 A Anpi a pisa j h i y n te A i j al Settings a a eo E SM5 Text Messages 5 The new stylist is now saved and will be shown in the planner and appointments can be added for the new stylist please note if you are new to intersalon there won t be any other stylists these are just examples See also Services Styling Rates Service Groups Salon Roles Stylist Groups Resources intersalon 190 Intersalon Home gt Intersalon gt Reference Guide gt Stylists and Services gt Services Services 1 Navigate to the Services tab in the stylists and services section Saka Management Salon Webote My Cesk Adminstrator ces Rates and Roles EEn D2 a a Srt Al
14. K dyer E e wf O KO mey a oien oO Lunch Break Ea m Event hase Lunch Break Draien 30 z Beer Col Ble Mite O Lindabe Cancel e Once you ve clicked the new button various fields will be shown you will need to enter a name for the event you can either enter a specific duration or tick the All Day box the event duration can be edited from the planner later on if needed you will also need to select what colour the event will be shown as in the planner e Once you have populated all the fields click Update in the bottom corner to save the new event intersalon Intersalon 175 gents cut A Hirst lt artell a Arend e Back in the planner after you have saved the new event right click an availiable slot and mouse over Add Other Event you will then see the event you just created is now shown in the list e The event can now be used at anytime anywhere in the planner they can be used to create blocks in the planner to prevent booking e g if a stylist is off ill The events also will prevent online bookings going into their place so if a stylist is off work you can fill their availability in the planner so no appointments can be booked there See also Appointments System Settings Salon Settings intersalon 176 Intersalon Home gt Intersalon gt Reference Guide gt Settings gt System Settings System Settings In this settings area there are some basic preferences that can be set
15. Newsletters gt Email Queue Email Queue This opening paragraph should describe the feature that you are documenting Explain how it is commonly used and what the benefits are For example The Widget Master email link allows you to easily send information about each widget to various departments within your company Often the feature that you are documenting can be best explained by walking the reader through step by step Use screenshots to illustrate the steps where possible SubHeading This opening paragraph should describe the feature that you are documenting Explain how it is commonly used and what the benefits are For example The Widget Master email link allows you to easily send information about each widget to various departments within your company Often the feature that you are documenting can be best explained by walking the reader through step by step Use screenshots to illustrate the steps where possible 1 Start the application by 2 On the startup screen click the 3 Note See also Newsletters intersalon 150 Intersalon Home gt Intersalon gt Reference Guide gt Reports Reports The reports module contains a vast array of reporting features designed for salon businesses Subsections Report List Daily Sales Summary Inventory Stylist Appointment List What is the default security setup for each role Administration Analytics Appointments Clients Ecommerce Newsletters Ret
16. Salchichas 5 A Folies gourmandes Folk och fa HB Frankenversand France restauration Franchi 5 p A Furia Bacalhau e Frutos do Mar Sao T Madrid Lille Br cke M nchen Nantes Torino Lisboa Eduardo Saavedra Jos Pedro Freyre Galeria del gastronomo Spai Barcelona Godos Cocina Tipica i Sevilla Page 3 of 10 91 items 1 When data is grouped rows that belong to one group may be displayed on different pages This occurs when the number of rows contained within a group exceeds the maximum number of rows that can be displayed on a page In this instance to indicate that rows belong to a group the image is displayed within the top data row s Hovering over this image displays parent group rows Familia Arquibaldo S o Paulo K Andr Fonseca Gourmet Lanchonetes Campinas Mario Pontes Hanari Carnes Rio de Janeiro Bernardo Batista Que Delicia Rio de Janeiro L cia Carvalho Queen Cozinha Sao Paulo Janete Limeira Ricardo Adocicados Rio de Janeiro Anabela Domingues Tradi o Hipermercados Sao Paulo Paula Parente Wellington Importadora Resende amp Country Canada Continued on the next page Elizabeth Lincoln Bottom Dollar Markets Tsawwassen e8eseekes 5 Page 2 of 11 110 items 19345 6 Ff Data Presentation Filter Grid Data Type text within the Auto Filter Row A filter condition is automatically created based upon the value entered and this is applied to the corresponding column intersalon 106 Int
17. and the second if required For each service you can assign a resource If Automatic resource allocation is turned on you ll need to select a resource and None will not be permitted The system will also default to the first valid resource for the selected service This can be modified if required If Automatic resource allocation is not enabled you ll be able to select None as an option here 5 Finally select a date day period and click find availability Day period options are All Day Morning and Afternoon intersalon 18 Intersalon to the next or previous day should a suitable appointment time not be r hv Split Treatments across therapists Next Day 23 02 2012 Second Service 16 45 16 45 16 45 16 45 16 45 16 45 16 45 16 45 16 45 18 45 6 When the results are shown you can choose to jump Single Linked Treatment Search Client Emily Abbott Stylist Jo Kline All Stylists Treatment Blow Dry Colour Correction Resource Not Required Not Required Date 22 02 2012 All Day Find Availability Wednesday 22 02 2012 First Stylist First Service Second Stylist in wk 16 00 at Jo Kline 16 45 Chris Storys aeaii 16 00 eae Jo Kline 16 45 Jo Kline Er 16 00 EEEN ee Jo Kline 16 45 Lauren Croft bes eT 16 00 Sarah 16 45 Goucher Jo Kline aoe Emma Liles Page 1 of 2 6 items 2 found 7 Click select on the timeslot the client wishes to book and t
18. o Photo A small photo of the stylist can be displayed in their column in the planner The system will accept file of the type jpeg gif and bmp and will automatically scale the image so that it fits into the spcae provided in the planner o Enabled Online The salon can decide which services are available to be booked online however without this option being selected then the stylist will not appear in the online booking o Show Planner f the salon has members of Staff that they do not want to show in the planner then this box can be left un checked o Auto Create Styling Rates lf services exist when the stylist is created checking this box will create default styling rates for the stylist and set thier value to the base value for the Service 3 Fill in the stylist s details and add a photo if required The fields marked with an asterisk are required and all others are optional but recomended irene ee dm to ae ioe bes Erandiey pen braiey eby Office fir SALON Saka Managemet Sahn jebate Myiedk Admenereton Adminstration B Stylists Services Rates and Roles Tyle Gewese iaiia Senet Grou len eke 0 See rea eare amp Customers l _ ECommerce Li LF Fas aa oe Hew Sele Al reget All Delete Saleched ETE a Haki C Newslerrers Drag a n hemde here fo group by Pal onde E Reports Photo Stylist Hamme Roky Show In Parner Grp Total Sais Farer Cder Priority Retail a x amp
19. 09 2009 11 57 Jonathan Macken 03 09 2009 11 55 If the user attempts to issue a refund without first selecting a Order then a message will be displayed Once a valid order has been selected and the Refund Selected button has been click the refund page will be displayed The refund page details each of the items that were included as part of the original sale the client date and the original order method intersalon 108 Intersalon 8 Retail Orders Products and Manufacturers Orders Til Requests Products Manufacturers Quantity Order Item SKU Name a D z Lauren Croft gents cut 25 Client Discount Vouchers Order Item Unit Price Order Item Unit Count Discount Levels Loyalty Points Receipt Template Help Order Item Loyalty Points Order Item SubTotal Order Item Tax 4 30 90 15 01 Refund Reason WW Remove loyalty points Refund Options W Add retail products back to stock Fj Remove any commission Refund Method By Cash j Fh ry Total 0 0 Complete Refund The Total to be refunded will intially be zero because the first step is to select which item is to be refunded The checkbox in first column will select all the items in the row or the user can use the up and down arrows on the Quantity field to select the number of items to be refunded As items are selected the Total will be calculated Once the items have been selected then the user must enter a Re
20. 3 Select Salon Customer Walk In Customer caroline wright test login adam marlaw Gillian White Edward Barnett Page 360f38 300items 4 1 35 3 37 3 h Once the customer has been found or a Walk In selected you can step on by clicking the Next button Step 2 Add Items Once the customer is known Intersalon will automatically search for any un completed appointments that customer might have and add them to their shopping cart intersalon Intersalon 31 Step 2 of 3 Add Salon Products or Service If you have a coupon coc Add Appointment Add Appointments The Add Appointments button will open a pop up screen where any other uncompleted appointments can be added to the shopping cart This feature is particularly useful when one customer is paying for another customers service e g for merging the bills for a family S Select from all uncompleted appointments x Sarah Goucher Fashion Colours Jo Kline Cut amp Blow Dry Sarah Goucher Longer Blow Dry Lauren Croft Longer Blow Dry Jo Kline Cut amp Blow Dry Sarah Goucher Cut amp Blow Dry Sarah Goucher Cut amp Blow Dry a rannin Chris Storys Cut amp Blow Dry Page 1of 51 451 items D ae Add Products The Add Products button will open a pop up screen where products can be added to the shopping cart These products can be either Retail products or Stock prod
21. 45 15 30 au 20 20 0 ea 25 20 3 Eii 2 New Service button to continue to the next step GON SALON aT CSiYSS E Adminstration C Appointments amp Customers ECommerce E commerce E Newsletter 0 Newsletters P Report Bulder O Reports Retal Semngs E SMS Text Messages Field Descriptions intersalon Intersalon 191 o Service Name Each service requires a unique name This name is used globally within the software when appointments are added or viewed o Description An optional description can be included for the service The description can be displayed on the web site to give customers a more detailed explanation of what the service involves o Duration The length of the service in minutes o Base Price The starting or base price is the price that will be used when initially adding styling rates o Service Group Each service needs to be placed in a group The group is used in the appointment menu on the planner and in the reports so it important to choose your groups carefully 3 Fill in the details of the new service to be added then click Save to continue When the Service has been saved succesfully the Styling Rate grid will be displayed where the service can be allocated to the stylist The checkbox in the left column will create the styling rate and allocate it the base price set for the servi
22. A Hakim Style Derector Technical K Ten Sengey hing 7 i O X Gri in Senior Technical inked Serviced Fashion Cokes 220 wr OD K amie Taden Gani Cuts gents en 1w of Oo amp X rete Sere Techrecel Linked Sarees Siew Dry 00 w O amp K mnim mw Teini linked Serao Takar Change am cil O X heiim Brie Drector Gants Cuts Cot Blom Dey 0 08 vf O 6 K emie Tireni Lawes Cuts Taio Carribean tebe zii Fij O fe W heie Siyi Drea Techrecal Linked Serenes como KRO w O amp X Heiki Stele Draio Technical inked Services out ag al O K neasa Style Drector Londen Cute aargh merece 2 00 o a ee W pakrana Palea Wastes i alaa ci PERE rA A oF e There are example styling rates shown above this is what a complete styling rate setup would look like e To create a new styling rate click the New button and the creation form will open what you will see is shown below 4 x Fj g Mew Seket Al biadab A Debite Seactad Casy Pree Change Hee Drag a column header here te grou by that oian Poa depis Mine Fide Devii Drip Deride rer Erabi Deire Boones ge a Oo fA E Grates Zani Lake Friars Har Lies Li z D amp S W bie Tapren Techrecel Linked bersara Mgr Liebt ars Fj O0 amp W bie Technician Technical Glinibed Servings Mal ead Haghkghts LW of O amp XxX bia Techrician Technical Linked Services Permanand Wining arg Erara Lies Technician Technical inked Servings Predighterer amp Toner 3 y Stplat Marne Erma
23. Card m k e The settings on this page should be fairly self explanatory as all you need to do is set the amount of points awarded per and the value of a point when they are used See also Orders Till Requests Products Manufacturers Discount Vouchers Discount Levels Receipt Template Analysis intersalon Intersalon 169 Home gt Intersalon gt Reference Guide gt Retail gt Receipt Template Reciept Template You can customise your reciept template if you are competent with HTML how websites are built but you can email us what you want your reciept to look like and we can do that for you At the bottom of the image you can see the list of Macros these fetch data from the system and show the real time value they can be put in the reciept template SALON ston oapemert Sen waite roe aaan Ste onendguy shefheldl coaik User ede Baresi SB s LAQOOLHE LEH EP Retail Orders Products and Manufacturers eSTYLE eypes next eas gt E JHertAppainteentTanlE t widthig amp 0pai i furap i width z etpar j fhosdes i bsrder 1ps selid 00000 TEMC SLIGni centers width l oh F fherder arecngAddress font weight Bold padding bottom ipa x F o w STHnL See SS SE DGeighayd cuier ached SCOP TSS a ee Be HeLa eS a Diipliyi shipping adiresi meP AEHTO TOSS Ceaplagd payre method pE aoha a ajii E Diipa ahaa apan Sree eee Cerda iet pubes Pee ss Casale yi oder dase PeCeeo Teas Dipiara
24. Intersalon away from the salon How to create and send an issue based newsletter How do setup my SMS account How do filter and sort grids within Intersalon How do issue a refund How to customise Intersalon captions intersalon Intersalon 103 Can t find the answers you re looking for Contact our support team on 01909 512131 Email support intersalon co uk and we ll personally get back to you as quickly as we can Check out our Support Portal available 24 7 at intersalon zendesk com Or let us know by leaving a comment below intersalon 104 Intersalon Home gt Intersalon gt How To gt How do filter and sort grids within Intersalon How do filter and sort grids within Intersalon All list views in Intersalon use the same grid system for presentation To get information quickly and efficiently from Intersalon it s important to understand how to use the grids Layout Customisation Hide and Show Columns The number of columns of some of the list views in Intersalon have been restricted to make the data intially easier to read To customise the columns the Field Chooser can be invoked wherever the Customise icon or Customise Columns button is found To hide a column invoke the Customization Window and drag the column s header onto it Maria Anders Futterkiste Germany Ana Trujillo Ana Trujillo Emparedados y helados M xico D F Mexico Antonio Moreno Antonio Moreno Taqueria M xico D F
25. Newsletter Cl Newsletters Report Buber E Reports Reta Settings B SM5 Text Messages Stylists and Services 2 121712121 Teh bo Die Maga SRE der Intersalon 183 aa07 2003 os o4 2010 toys 2008 21 06 2008 EERE a Ei E Ei ii o E ia E m i A i ti ii 10020 11 15 00 2in0 15 30 00 2602011 11 30 00 fafOE 2011 13 45 00 1l2i4f2011 Londo 110172010 rdd 13 00 2008 Limbo O12 2008 Lint O5 05 2010 fn 5 00 Layoaaoid 10 00 00 ataei al 00 00 Daj 13 2010 ES addid 4 Once you have selected the customers you would like to send the mailshot to click Send SMS to complete providing you have enough SMS messages available they will all be sent If you have any further needs please send an email to support intersalon co uk intersalon 184 Intersalon Home gt Intersalon gt Reference Guide gt SMS Text Messages gt Appointment Reminders SMS Appointment Remeinders 1 Navigate to the Appointement Remeinders tab in the SMS Text Messages section eh FH TH bam 0 Gay of appontment 1 Day before ete Ui Newsletters Tih Seating feces i Intersalon W Report Buller O Reports Retal Settings B SMS Text Messages E Sonal Networking Hi SCustomers Don t forget Soviets and Services ieeyadaee at ET iat Sa oas Hi Sarah Dont forget your SPPelntaese tomorrow wi
26. This is because when allocating commission Intersalon will present a list of all the Stylists so if they don t exist then they can t get any commission on product sales When creating a stylist you can set the following fields o First and last name Both these will be included on online booking pages and on the treatment description on receipts o Role The role is displayed on stylist therapist website pages and can be useful when checking styling rate prices o Planner Order Priority This number changes the position of the stylist therapist in the diary o Stylist group Employee s can be placed in groups either by discipline e g hair beauty etc or for multi salon systems by location The group allows t stylists displayed in the salon diary to be quickly filtered and can be useful on the website for segmented the online booking options o Photo Upload a photo if you want to improve the appearance of the salon diary File extensions supported include jpg jpeg gif and png Intersalon resize the imageto fit in the salon diary header o Enabled Online This option controls whether the stylist therapist will appear in online booking options o Enabled Check this box if the product is currently on sale un check it if a product is out of stock or been discontinued o Show Planner Whether the employee appears in the salon diary o No Longer Works At The Salon You can set this option if a stylist therapist leaves the salon but you want to r
27. a fixed discount and applied to products service or all items in the bill Discounts can be restricted to authorised staff by assigning a PIN number in the System Settings intersalon 34 Intersalon Enter Discount Amount and Type SSS pre ji DEE w Loyality Discounts If the loyalty options has been enabled discounts can be applied by using the some of the client s accumulated loyalty points by clicking on the Loyalty button All or part of the customers loyalty point value can be used against the bill The loyalty points used will be removed from the clients accumulated loyalty points Client Account 665 pts intersalon Intersalon 35 Assigning Commission Commission is assigned automatically to the stylist therapist for service based sale items but for the products the commission needs to be assigned manually If there product items in the sale then the Commission button will be available for the user to click The Assign Commission pop up screen allows you to index through each of the products in the sale and select which stylist therapist should receive the commission the Skip Item button allows the user to not allocate commission to the product if required When all products have been assigned then a message is displayed and the screen can be closed Split Product Commission Allocate commission for this item La anza Art Elements Bungee Styling Cream Choose a stylist to receive the commi
28. a new newsletter click the New button on the toolbar If this button is dim or greyed out then you do not have the correct security priviledges The newsletter configuration page sets up the type of newsletter and some of basic settings required for the newsletter Nevis Emal queue Newsletters New newsletter Newsletter display name Intersalon News Subscription confirmation Simple Confirmation Unsubscription confirmation Simple Unsubscribe Sender name Intersalon Sender e mail News intersalon co uk Template based newsletter Newsletter template Basic Dynamic newsletter Source page URL Field Descriptions e Newsletter display name e g ntersalon News this for your purposes only but must be unique e Sender name This is the name that will appear as the sender in the customers email inbox e Sender e mail This is the email address that you want to appear in the customer email inbox Intersalon s newsletter system does not support replies so we would suggest an email address that gives that impression to the customer e g noreply intersalon co uk e Subscription confirmation t is a regulatory requirement that businesses sending newsletters provide the customer with a mechanism where they can confirm their intersalon 96 Intersalon subscription and receive an email confirming this Intersalon provides a standard template for this confirmation email and unless you specifically require some custom det
29. alton She toniandgquy sheffieldloouk Ueerbradey Erres SALON Sal Marapemnt San webste aa 5 LARAOOSEEBYE ED System Set Up r Jgpontments and Planner ee Marner Start Time 09 00 iarrar Drd Tree ir terval ime us Tha Phgia s in Pinner A Airis Botha Erdor ce Shing Ee Eil Chod Furscuron Allocation E Mow Aono iments vahat Darina a Pinner Lahari ober Det Emal Apssirement Conhrmaben m Onine Becking Airs Appain Bootons Time D i Laat Appana igor Time i7 pj r AR AADA LA Mon Tue We hw Feo fat fun Budge Gries ezia Per 50 bream Bekia Leiter val Satara day i da adem Being interval 7 dim Booiiresh To Arrin ator xi Adamia Gell Adie andreawhi sh hotmail com Settings Explianed e Automatic styling rate inserts and updates This option should be checked if your stylists charge the same for a service when you add a new service with this option checked the base price you enter will be assigned to the stylists you mark as able to provide the service However if you do not have this option checked you will have to enter all styling rates manually e Mark appointments as complete using amount tendered Appointments will only be marked as complete when the full amount is paid e Request PIN for discounts Checking this option will require a PIN code for a discount to be given on an order you may edit the pin code in the b
30. and conditions and complete Organisation and Contact details For account type ensure Full Account is selected to ensure continuous service Also ensure TextOnline is set as your Primary Application Continue by pressing Register at the bottom of the page Account Type Full Account Evaluation Account Do you qualify for our 15 discount Reseller Code wu10523 If Applicable Billing Information Billing Email Order Number Payment Method BACS e Currency United Kingdom Pounds e VAT Number Receive a 2 5 invoice discount with Direct Debit Please complete and send the Direct Debit Form to us Primary Application Please select the service that you believe to be most appropriate to your needs This selection just tailors the email that is sent back to you you will still have access to all of our services from your account extOnline TextPremium Developer Toolkit TextCampaign TextInbound White Label TextEmail TextAlert Third Party Application NOTE If you choose to pay via BACS or Direct Debit your account will have unlimited credits and you will be billed by TextAnywhere at the end of each month If you choose to pay by Credit Card you are paying for a set number of texts up front Charges are dependent on quantity sent More information is available by clicking here
31. areas are available via the Intersalon Navigator widget 2 All Therapists Ea Beauty Studio You can find out more information on widgets and learn how to organise your home screen elsewhere in this guide 2G Har Studio __ Resource View Introducing Intersalon Widgets Creating Stylists and Services Adding appointments Checking out an appointment Linked services Retrieving sales information Sales tax options Running reports Cashing Up Stock control Integrating online booking within your existing website Setting stylist therapist working patterns Making a series of recurring appointments Understanding styling rates Order payment method and status Managing resources What do the various icons mean around Intersalon Can t find the answers you re looking for e Contact our support team on 01909 512131 Email support intersalon co uk and we ll personally get back to you as quickly as we can Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment below intersalon 6 Intersalon Home gt Intersalon gt Fundamentals gt Introducing Intersalon Widgets Introducing Intersalon Widgets The Intersalon home page is a powerful hub connecting your salon planner with typical daily duty tasks It s also extremely customisable with a number of extra tools to help you get the most from Intersalon These widgets can be enabled and disabled and moved around the scr
32. below Intersalon 147 intersalon 148 Intersalon Home gt Intersalon gt Reference Guide gt Newsletters gt Newsletters Newsletters The Newsletter Module in Intersalon allows you to configure populate and send email newsletters Newsletters in Intersalon are classified as either Static or Dynamic A Static newsletter is one where the content once created will not vary for that issue if you want to change the content then you would normally create another issue A Static newsletter has no connection to your Intersalon website A Dynamic newsletter points to one of the Intersalon website pages it s called Dynamic because the assumption is made that the content of this page will vary either automatically if it is showing news or blog posts or manually if it is a page that is updated by a user To learn how to create a Static newsletter produce your first issue and send then click here To learn how to setup a webpage within your Intersalon website and set this page as a Dynamic newsletter then click here The newsletter list is a list of all the configured newsletters and their types in your system As standard Intersalon comes pre configured with the baseNewsletter which is dynamic newsletter There is no limitation in Intersalon on the number or types of newsletter you can have See also Email Queue intersalon Intersalon 149 Home gt Intersalon gt Reference Guide gt
33. default security setup for each role Administration Analytics Appointments Clients Ecommerce Newsletters Reports Retail Settings SMS Text Messages Social Networking intersalon Intersalon 187 Home gt Intersalon gt Reference Guide gt Stylists and Services gt Stylists Stylists 1 Navigate to the Stylists and Services secton in the tools menu the stylist list will be shown see screenshot below In our example we have already created six stylists but if you are configuring your first stylist expect the list to be empty SALON ST eann Snaha SieManaor Ses brady Vaen der ty Oar Adminstration A C Appontments amp Customers ECommerce Cl Newsletters E Reports Retal Settings E SMS Text Messages E Sonal Neworkng Says and Serviced 2 Add New Stylist Group Add New Photo 100px x 100px Enabled Online Show Planner Automatically create styling rates intersalon 188 Intersalon Field Descriptions o Role Stylist can be assigned their role in the salon e g style director senior stylist The role is used when presenting stylist information on the salon web site o Stylist Group f the salon has a large number of stylists or if the software is being used to manage multiple salons each stylist can be placed in a group The stylist group can then be selected in the planner There must always be a minimum of one stylist group
34. gt Intersalon gt Fundamentals gt Sales tax options Sales tax options VAT has changed in the new version of Intersalon It s important to setup Intersalon correctly in order to produce accurate reporting The VAT setup screen can be found within the Settings area of Intersalon under the Tax Options tab Intersalon can operate under 3 different VAT Tax modes 1 Not registered for Sales Tax 2 Registered for Sales Tax and want to work exclusive of Tax 3 Registered for Sales Tax and want to work inclusive of Tax Tax Options Iam not registered for Sales Tax Iam registered for Sales Tax amp want to work exclusive of Tax Iam registered for Sales Tax amp want to work inclusive of Tax Save By default Intersalon runs in mode 1 not registered for sales tax No tax is calculated In mode 2 where products and services are priced exclusive of VAT requires a VAT registration number This number is displayed on receipts When switching to this mode existing products will have a VAT tax class added automatically New products will also be created with the VAT tax class added In mode 3 products and services are priced inclusive of VAT No prices are adjusted but VAT will be calculated on Intersalon reports This mode also required a VAT registration number Tax Options Iam not registered for Sales Tax Iam registered for Sales Tax amp want to work exclusive of Tax Iam registered for Sales Tax amp want
35. order note See also Orders Till Requests Products Manufacturers Discount Vouchers Discount Levels Loyalty Points Analysis intersalon 170 Intersalon Home gt Intersalon gt Reference Guide gt Retail gt Analysis Analysis This opening paragraph should describe the feature that you are documenting Explain how it is commonly used and what the benefits are For example The Widget Master email link allows you to easily send information about each widget to various departments within your company Often the feature that you are documenting can be best explained by walking the reader through step by step Use screenshots to illustrate the steps where possible SubHeading This opening paragraph should describe the feature that you are documenting Explain how it is commonly used and what the benefits are For example The Widget Master email link allows you to easily send information about each widget to various departments within your company Often the feature that you are documenting can be best explained by walking the reader through step by step Use screenshots to illustrate the steps where possible 1 Start the application by 2 On the startup screen click the 3 Note See also Orders Till Requests Products Manufacturers Discount Vouchers Discount Levels Loyalty Points Receipt Template intersalon Intersalon 171 Home gt Intersalon gt Reference Guide gt Settings Setting
36. out our Support Portal available 24 7 at intersalon zendesk com Or let us know by leaving a comment below intersalon Intersalon 89 Home gt Intersalon gt How To gt Can I use my existing domain with Intersalon Can use my existing domain with Intersalon All Intersalon customers are provided with a free Intersalon subdomain This mean you can access your salon software via a domain name similar to http mysalon intersalon co uk cmsdesk Your customer site becomes http mysalon intersalon co uk Some of our clients already have existing domains or want a top level domain name such as http www mysalon co uk Intersalon supports this fully though you ll need to use an external domain registrar to achieve this You can use any domain registrar but we advise Fasthosts or 123 Reg Once you ve completed your domain registration please wait 24 hours before continuing with this process 1 Firstly you ll need to access the online control panel for your domain name This is provided by the domain registrar you chose Every control panel is different but you need to look for the Advanced DNS section This is sometimes called the Records section instead 2 You should be looking at a screen detailing information regarding A Records and MX Records To enable your domain name for use with Intersalon you need to create an A record Before adding this ensure there is no existing A record that is either blank or marked
37. performance of the salon the stylists and how well the website is working for online sales B SMS Text Messages Create message templates for appointment reminders and then set the delivery schedule Use mailshots to send marketing messages to salon customers Intersalon 9 A Newsletters Create email newsletters and the subscribers Check the email queue and resend or delete failed emails p 7 B Reports Run reports to view the performance of the salon the stylists and how well the website is working for online sales G Settings Setup the basic operation of the salon How the salon diary looks and functions and the how online booking works E Once you ve selected a menu option from the navigator you ll usually be presented with a list of horizontal tabs Click on each tab to jump to that section Here s an example SALON oa Salon Management Salon Webste MyDesk Administration gt OLZARAGQO L4w sb Q Retail Orders Products and Manufacturers Orders TiRequests Products Manufacturers Discount Vouchers Discount Leves Loyalty Ponts Receipt Template g Al a All D Til Request Type Amount Description Date User workstation e 4 O OM OEP cash 0 00 Cash Up 14 02 2012 12 05 bradley O fk Petty Cash 4 99 coffe Amik 14 02 2012 12 05 bradley O Xx foar 20 00 Float 14 02 2012 12 04 bradl
38. q Delete Heo Pees ses eee Ty Evit Tee Taro Eroni Geet Liter hiii sare Has F 7 b O ass sa Bopkeaton Enor BEET dm O mmama Ur Autentico ALTHENTICATIONSUCC dynndi i Oo samme We Auten bean ALITHENTICATIONEUCIC dend 3 QO sumim Appian Error EEr pbk O aomi ma Uer Authentication ALTHENTICATIONSICC demn O 022m Use fenicios ALTTHENTICATIONSUCC ginni z e O some as Tpl Sacer Toh gre i O momi we Steeple ENCePTION gnd saw wa Shoopinglart EeCEPTIGn girnd r O mummies Dha ECEPTO gr t O xm es Steopingtart Geane gnd O mormu Ups fenico AUTHENTICATIONSUICK ghnnd Oo SUMIRAH Le AuTi LET AUTHENTICATE gemi t O mumi nH Appeaser Ena EncerTon pii O mom EH ner Authentication AUTHENTICATE gynndi Page tof 67 1002 items 2345 678 w ao d w a7 Next gt G The Web Log can be searched by each field for e g when a user logged on or what error just occurred Definitions of the icons seen on this page can be found here iB System Administration Wie eretta weston worsen E Deere Hee Drap a column header bene te group Gey Ghat cole p ai E Type Eveni Tm Tue Eai Coke Use Ham Dimas Hame 7 7 7 7 7 Oo W 245 onkna nor Ery EcCerTiOn gy o Baas 21 4 Line Auto AUTHENTECATORES Gyn Been D F Adele eee D Evert Geescieet Evert Url Brahe Mache Him SSF inh hiipi Aragi rebar pain MSP acest Bacon pane Recueil e e Sa a E aearre EH e When you click the small arrow on the far left of the page in the first column of an event ext
39. the Available Items is adjusted at the last step of the online checkout process Checking Stock Levels intersalon 56 Intersalon Intersalon currently provides two methods for checking stock levels The first is to use the filters on the Product List to select only those items where Available Items is less than the Minimum Stock Level The Reorder column in the Product List does the calculation and provides a simple checkbox that can be used to filter to find only those items that need re ordering Retail Orders Products and Manufacturers Products A m x J LA New Select All Unselect All Delete Selected Customise Price Change Drag a column header here to group by that column Stock Code Name SKU Number Manufacturer Price Internal Status Min Level Stock Reorder 7 E 7 F Batiste Dry 20927 a Stock ea 5709348993234 0 00 gl Fudge Colour Lock Shampoo 300ml 5034660519249 7 99 SS Retail 5 off Bed Head Control Freak Conditioner La anza Art Elements Bungee Styling Cream L anza Art Elements Polyester L anza Art Elements Sequin Anti rizz Styling Updating Stock Levels To update stock levels locate the product in the Product List and click the edit button iA update the Available items to the new re stocked amount and Save About the home screen Introducing Intersalon Widgets Creating Stylists and Services Adding appointments Checki
40. the number of Cheques taken and the amount of Card transactions plus the amount taken since the last Cash Up i Cash Register Control 1o zs 482 41 Petty Cash Cash Up Click the Cash Up button you will be asked to confirm this operation and the totals will be reset A receipt will be generated and prompt to print The reciept will show the Date amp Time the cash up occured the total cash amount of Cheques and total value the amount of Card transactions and total value and the Grand total total income 307 73 KB Oreq Once the Cash Up is complete the totals on the Cash register widget will be reset to 0 00 it may be useful to add float back into the till for the following day to learn how to Add float click here About the home screen Introducing Intersalon Widgets intersalon 54 Intersalon Creating Stylists and Services Adding appointments Checking out an appointment Linked services Retrieving sales information Sales tax options Running reports Stock control Integrating online booking within your existing website Setting stylist therapist working patterns Making a series of recurring appointments Understanding styling rates Order payment method and status Managing resources What do the various icons mean around Intersalon Can t find the answers you re looking for Contact our support team on 01909 512131 Email support intersalon co uk and we ll personally get back t
41. to the top left and the Date Time to the bottom left Appointments A Customers a ECommerce E commerce E Newsletters T Report Builder Reports Retail G Settings This completes our quick start guide to using the new system However there s much more to read about Try the links below or hit the main menu for intersalon 212 Intersalon more help Fundamentals How To Reference Guide What s new in Intersalon Contacting Intersalon Can t find the answers you re looking for e Contact our support team on 01909 512131 e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment below intersalon Intersalon 213 Home gt Intersalon gt What s new in Intersalon What s new in Intersalon Intersalon updates are free to all customers and arrive automatically On this page you can find out whats new updated or changed in the latest version Build your own dashboard with our new Widgets Widgets are new for 2012 Widgets are small pieces of salon software functionality that can be selected hidden and shown by the Salon user as required Each widget has been chosen to perform a regular routine task within the salon whether that be adding a customer searching for availability or checking daily sales figures All salon s use the software differe
42. to work inclusive of Tax Tax Number 655654271 Save Note Intersalon keeps the VAT rate correct Intersalon users do not need to update the VAT rate About the home screen Introducing Intersalon Widgets Creating Stylists and Services Adding appointments Checking out an appointment Linked services Retrieving sales information Running reports Cashing Up Stock control Integrating online booking within your existing website Setting stylist therapist working patterns Making a series of recurring appointments intersalon Intersalon 49 Understanding styling rates Order payment method and status Managing resources What do the various icons mean around Intersalon intersalon 50 Intersalon Home gt Intersalon gt Fundamentals gt Running reports Running reports Reporting in Intersalon comes in two flavours We have the most popular options available directly from the Planner screen and a large number of extra reports in the main Reports area of Intersalon Quick Reports You can find out more about the Quick Reports widget by clicking here I ntersalon Reports Open the Intersalon Navigator widget and select the Reports menu option Nawigator EA a Administration Appointments 2 Clients ai ECommerce Newsletters Retail 8 Settings a SMS Text Messages B Social Networking E Therapists 4 and Services J A number of reports are available in Intersalon an
43. working patterns Making a series of recurring appointments Understanding styling rates Order payment method and status Managing resources What do the various icons mean around Intersalon Can t find the answers you re looking for e Contact our support team on 01909 512131 e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment below Intersalon 41 intersalon 42 Intersalon Home gt Intersalon gt Fundamentals gt Checking out an appointment Checking out an appointment Checking out appointments is easy with Intersalon with two main methods of starting the process the appointment menu ty Repeat Booking b 1l View Client Details Assign Resource Unassign Resource Open Set Referral Restore Default State Show Time As Label As Delete The top option is marked Checkout click to start the process 2 Using the Open Tickets widget you ll see action buttons for Arrived and Checkout A customer must be marked as Arrived for the Checkout button to be visible To begin the process just press the Checkout button Current Open Appointments Start Time Service Name Stylist Name Customer Name Customer Phone isho iy Ladies Wash Mi Cut amp Dry ESPA Eman Gomme Hip amp Thigh Treatment Checkout Step 1 Fro
44. 1 Longer Blow Dry x 2 My First Service X Time 30 01 2012 16 00 00 30 01 2012 17 15 00 e If there is available slots they will be shown below to choose a slot click the Book button and the appointments will be added to the planner Planner Appointment List Can t find the answers you re looking for e Contact our support team on 01909 512131 e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment below intersalon 132 Intersalon Home gt Intersalon gt Reference Guide gt Clients Clients The clients module contains your customer database including birthdays and appointment notes Subsections Client List Client Files amp Photos Custom Fields Subscribing Clients To Newsletters What is the default security setup for each role Administration Analytics Appointments Ecommerce Newsletters Reports Retail Settings SMS Text Messages Stylists and Services Social Networking Can t find the answers you re looking for e Contact our support team on 01909 512131 e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment below intersalon Intersalon 133 Home gt Intersalon gt Reference Gui
45. At this point you will be taken to a signup complete page A TextAnywhere customer service representative will then call you directly to confirm your Login and Password details You ll also receive email confirmation of your signup Attaching your TextAnywhere account to your Intersalon software L 2 Return to www textanywhere co uk and click Client Login in the top right area of the screen Home Pricing About us Contact us Sitemap anywhere Applications Developers Partners White Label Why TextAnywhere Case Studies Enter your email and password from your TextAnywhere signup email and Press login intersalon 100 Intersalon Secure login Email sales intersalon co uk Password evcecese Remember my email 3 Once you have logged in continue to your Admin Panel found on the top right of the following screen a anywhere You have 19 0 credits left TextOnline TextCampaign 4 From your Admin Panel make a note of your Client_ID and Client_Pass These are highlighted in purple text admin account details Organisation details Organisation My Salon Client_Pass QiUP45Yr Client_ID WU 1044451 5 Return to the SMS Text Messages section of Intersalon and enter your Client ID and Client Password into the relevant fields Enter your mobile number and press the Send button to confirm your account If you receive the SMS correctly tick the checkbox for Did you receive this SMS
46. Contact our support team on 01909 512131 e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment below intersalon Index
47. H eh EF T e 00 Cheque 7s io Papert 1 i Service Sales Breakdown Service dales Sals Valur Erma Lie More Cot Ble Dy 1 108 Lauren Cee gen cut zz ae Laren Cft Mere Cunt E Boe Dery vi bare Lauren Craft Permanent Wirang L Ls Sie tonieesiguy sheffieldl couk een batey Express BY Recept Tempite Anahss Beta e By clicking the Daily Report button on the top toolbar you can view a basic sales report for any day of your choice an example is shown above e The order list can be searched using the text entry boxes at the top of each column e The order list can be exported to Adobe PDF or Excel spreadsheet formats to do this click either of the buttons on the top right Till Requests Products Manufacturers Discount Vouchers Discount Levels Loyalty Points Receipt Template Analysis intersalon Intersalon 159 Home gt Intersalon gt Reference Guide gt Retail gt Till Requests Till Requests Intersalon keeps track of till openings and they can be specified one of these reasons Float Cash Up and Petty Cash She tonieedguy sheffieldl co uk Uer brie Exess SALON Saon Masagemest Salon Webste My Dest Admnbtration OR22 LAQROOSEEEY B Retail Orders Products and Manufacturers ders THeccexs products wunuieues Oecort Vouchers Daosut Level Loyat Pants Recept Tenobte wraksa aen 3 x 7 E Pat Pee Heo Select Al Unselect Al Delete Selec
48. Home gt Intersalon gt Reference Guide gt Clients gt Custom Fields Custom Fields In the latest release of Intersalon we have included a feature which allows users to create their own fields to be used when selecting and adding a new client e Here s the page you ll see when you navigate to Customers gt Custom Fields We have two example entries shown these will not be visible on your system if you are configuring custom fields for the first time Adminstration E Appointments amp Ceres amp ECommerce E commerce CG Newsletters W Report Bukler O Reports Retad Settings E SMS Text Messages Ej Sonal Networking Stylists and Servces e To add a new custom field click the New button as you would when adding a new client intersalon 138 Intersalon ra e Saath to Site Manaoer ibe ioeuandguychefield Look User brockey CHor Bue SALON Saka Managemest Gaon Website HyDek Administ sim amp Adminstration Des Custom Fields f E n U S m X i Ch Wew Select Al Unselect Al Delete Selected Help ECommerce Drag a column header here to group bry hat coke E commerce o Gata Tree C Newsletters l i Report Buker Caption Data Type ir Reports adata Cancel Reta A Moret vet Date Settings EO A K Gander Taz E SHS Text Messages t E Socal Networking Sryises and Senanes Point of Sale 9 Home c ii
49. Lies Service Predightener A Toner Price 3 0 eh W mals Tehran Tiea ers fea Bur al giedre w0 zi e You just need to select the stylist service and enter the price they charge and you can enable this service to be booked online for the stylist e When details are correct click Update to save intersalon 194 Intersalon Y ee also Stylists Services Service Groups Salon Roles Stylist Groups Resources intersalon Home gt Intersalon gt Reference Guide gt Stylists and Services gt Service Groups Intersalon 195 Service Groups Service groups are used to sort services when creating appointments and they are assigned a colour to make service types easier to interpret from a glance at the planner Sie toniendguy sheffieldlco uk Userbradey Exess SALON Salon Marapersent Saba Waas MyOedk Admnetaton 2a5O022Q0038R5 Stylists Services Rates and Roles oOo 8 x Mee Sebt Al Liteelect Al Debt Selected Group Hame O A X Tea O RA ectrical tinted Serves O 6 XM as Oe W enan O A leefs 50 Group Colour Deer Eate Green Che mS E Porre e Shown above are example service groups that we have on our demo site you would use groups that are relevant to you re service types Ske toniendguy sheffielllco uk Userbradey Expres SALON Salon Maagement Saon Webate My Dek Admnstration Se sQEQaQgoses Cae d Stylists Services Rates
50. Mexico Thomas Hardy Around the Horn London UK Christina Berglund Berglunds snabbk p Lule Sweden Hanna Moos Blauer See Delikatessen Mannheim Germany Fr d rique Citeaux Blondel p re et fils Strasbourg France Martin Sommer Bolido Comidas preparadas Madrid Spain Laurence Lebihan Bon app Marseille France Elizabeth Lincoln Bottom Dollar Markets Tsawassen Canada Page 1 of 10 91 items A M 2 3 45 6 7 8 9 10 To make a column visible drag its header from the Customization Window and drop it onto the column header panel Reorder Grid Columns To reorder columns drag a column header to a new position within the column header panel Drag a column header e to group by that column Maria Anders Alfreds Futterkiste Germany Ana Trujillo Ana Trujillo Emparedados y eee Mexico M xico D F Antonio Moreno Antonio Moreno Taqueria Mexico M xico D F Thomas Hardy Around the Horn UK London Drag a column header here to group by that column Maria Anders Alfreds Futterkiste a Ana Trujillo M xico D F Ana Trujillo Emparedados y helados Mexico Antonio Moreno Me xico D F Antonio Moreno Taqueria Mexico Thomas Hardy London Around the Horn UK intersalon Intersalon 105 Selection and Navigation Page Navigation in Grids To switch between pages use the grid s Pager Aria Cruz Diego Roel Martine Rance Maria Larsson Peter Franken Carine Schmitt Paolo Accorti Lino Rodriquez Familia Arquibaldo FISSA Fabrica Inter
51. Paw af DA Dead lt fer 12345 6 7 8s SS MF Me 3 3 Next gt F The Event Type column shows what type of action has been logged The Event Message field shows a short description of the the event The User amp Workstation fields show which user and where the event occurred For definitions of the Icons in intersalon click here e The Delete button will clear the log and start a blank one you may want to do this each week month e Clearing the event log will clear traces of actions by all users See also Users Web Log Workstations intersalon 118 Intersalon Can t find the answers you re looking for e Contact our support team on 01909 512131 e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment below intersalon Intersalon 119 Home gt Intersalon gt Reference Guide gt Administration gt Web Log Web Log This document explains the features of the page Administrator gt Web Log The Web Log displays which users have logged on and weather there log on was successful or not It also displays any application errors if any are to have occurred ATI Se tonieeiquy sheffieldlcouk ear bradey Epress n ral 7 2a sQOnAaAQeoese Tae iB System Administration Users Event Log WebLog Workstations x
52. Settings Late Availability Discount Vouchers Existing Customers New Version Help What s new in Intersalon Contacting Intersalon 197 198 199 200 201 204 207 210 213 217 Home gt Intersalon Intersalon 1 Welcome to the Intersalon Help System What s New Find out what s new in the latest version of Intersalon iw How To Guides Step by step guides on advanced Intersalon features Contact Us Get contact details and talk directly to the Intersalon support team Can t find the answers you re looking for Contact our support team on 01909 512131 Or let us know by leaving a comment below Fundamentals A simple user guide to setting up and using your Intersalon package Out of Hours Support For further assistance log a Support request at our zendesk support desk Email support intersalon co uk and we ll personally get back to you as quickly as we can Check out our Support Portal available 24 7 at intersalon zendesk com intersalon 2 Intersalon Home gt Intersalon gt Fundamentals Fundamentals About the home screen Introducing Intersalon Widgets Creating Stylists and Services Adding appointments Checking out an appointment Linked services Retrieving sales information Sales tax options Running reports Cashing Up Stock control Integrating online booking within your existing website Setting stylist therapist working patterns Making a series of recurring ap
53. a January Diari 15 AD LTE aE Descour Levee Erue W Decount levee Jerus Dewil Daai Levee 7 i5 aanle Velde LL 7 Tecount Level Wakd Te OOND x Letabe Cancel O amp Ea Tratam Daosut ib dhiiin DADL intersalon Intersalon 167 o Discount Level Enabled Check this box if the discount is currently live and being used o Discount Level Name The name of the discount period level e g January Sales o Discount Level The percentage to be taken off orders o Valid from to Enter the dates of when the discount voucher can be used e Fill in the details of the discount and click Update to save the new discount level will now be shown in the list If you have any further needs please send an email to support intersalon co uk intersalon 168 Intersalon Home gt Intersalon gt Reference Guide gt Retail gt Loyalty Points Loyalty Points With intersalon you can allow customers to collect loyalty points with each purchase they make e Loyalty Point settings can be found in Retail gt Loyalty Points ALON Salon Manageren Da sQOLaAQagosa TaYE GP Retail Orders Products and Manufacturers Doden TWReavets Produce Menace Oecost vances Onc Leet Lovet Fors ReceotTevote Arahat Ske toniendguy shefieldl co uk Userbradey Express Help Award Porte for Products amp Services Ponts Offered per Pound 1 23 Talit of a Point EET pe amonnan oy E Li Hembeti
54. aa on x ETA a a TIE T FTA T yi If the image hasn t been uploaded yet you can click Upload file in the upper right corner and choose the file to be uploaded from your local computer Content Edit Webpage Dialog Save kA Save and create another z Spell check Uploadfile C lFiles lmageGallery PICT1439 JPG File description http Vlocalhosti23_14iCMSDesk Content EditFrameset aspx action newanodeid 4 Local intranet Click Save to upload the image and then click Page image in the image preview intersalon 84 Intersalon Y CMSDesk Select file Webpage Dialog be Select file Site CorporateSite g Corporate Site 5 E Hame File name PICTI 439 JPG a F Services File size bytes 148947 a E Products File permanent path 23_1Aiyetilergr51dbb1 86c6 4750 4b06 a446thr37 SBPICTI 439 aspx G F News E Partners E Contact J Examples F Search gt F Log on page F Shopping Cart F Wishlist E My Account E Order Completed HE unsubseribe Files o be PleTi439 ann t home Hl http flocalhost 23_14 OnSbesk Content SelectImagelislog defauk aspx select image Now you can see the preview of the image in the Image Properties window and change its alignment size or add alternative ALT text for better usability E Image Properties Webpage Dialog Image Properties URL f23 d getfile 30 dbb 56c6 4750 ab06 aaabcbtatr ge PICT 14 Alternative Te
55. able depending on what information you wish to display when selecting a customer Shown below is how to add and remove columns from the grid if you click the customise columns button you will be given the screen below Client Search amp Selection First Name Last Name ash Ashley Millington ashley downie ashleigh downe Ashley Carr Ashley Page 1 of 4 18 items Customise Columns x Field Chooser Column headers can be dragged and dropped between the table and the field chooser You can also add your custom fields You may also wish to order the customer list To do this click a column header and the data will be sorted in assending order Click again for decending order intersalon 16 Intersalon Navigator Clock Open Tickets Closed Tickets Single service Linked Service Multi Service Search New Customer Cash Register Tools Quick Reports Quick Charts Quick Sale Can t find the answers you re looking for e Contact our support team on 01909 512131 e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment below intersalon Intersalon 17 Home gt Intersalon gt Fundamentals gt Introducing Intersalon Widgets gt Single service Linked Service Single service Linked Service There are a number of ways to add appointments to your Intersa
56. ad more about styling rates and custom pricing click here Service Groups See above description in Services Salon Role intersalon 38 Intersalon The role is generally an information only field that an be useful on the website andwhen setting styling rates see Stylists or Therapists above Stylist Groups See above description in Stylists and Therapists Resources Resources are normally treatment rooms but can be any other shared resource where the booking has to be controlled see Managing Resources About the home screen Introducing Intersalon Widgets Adding appointments Checking out an appointment Linked services Retrieving sales information Sales tax options Running reports Cashing Up Stock control Integrating online booking within your existing website Setting stylist therapist working patterns Making a series of recurring appointments Understanding styling rates Order payment method and status Managing resources What do the various icons mean around Intersalon Can t find the answers you re looking for e Contact our support team on 01909 512131 Email support intersalon co uk and we ll personally get back to you as quickly as we can Check out our Support Portal available 24 7 at intersalon zendesk com Or let us know by leaving a comment below intersalon Intersalon 39 Home gt Intersalon gt Fundamentals gt Adding appointments Adding appointments Ad
57. aff are doing a good job and your clients are satsified with your products and service Typically most salons run a client retention level between 55 and 75 and this is an acceptable level which requires no immediate action by the salon owner manager If your client retention is low then it could be that a new salon has opened up in the area and some of your clients are trying it out Alternatively maybe some of your stylists are doing work outside the salon this is more of a concern and something that would need addressing Intersalon provides Email and SMS mailshots which can be targetted at clients that have not re visited during the retention period and both provide powerful tools to enable you to improve your client retention KPI 3 No Shows intersalon Intersalon 29 No shows are the pain of every salon owners life cositng both time and money We think it s such an important an issue that we ve included it as one of our Key Performance Indicators KPI on the salon s dashboard The dashboard lets you see how no shows are impacting on your bottom line and allows you to select the period over over which the number and total costs are accumulated KPI 4 New Customer Count The new customers KPI simply shows the number of new customers through a salon s doors in the selected time frame Navigator Clock Open Tickets Closed Tickets Customer Selection Single service Linked Service Multi Service Search New Customer Cash Registe
58. ail Settings SMS Text Messages Stylists and Services Social Networking Can t find the answers you re looking for e Contact our support team on 01909 512131 e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment below intersalon Intersalon 151 Home gt Intersalon gt Reference Guide gt Reports gt Report List I Report List Intersalon features a built in reporting system which allows you to monitor your salon s progress a ae EO Sie tonisesiguy sheffieldl cuuk ken batey Epe SAIO LAQGQOLBTBDY gt Report Viewing and Saving z Draga nien header here io gopby that columns _ Caneperr Papert iame ae E laee Forewd Forecast 2 FBlapoonteents Pio Shows Ey Month LA 7B agcointeents Service Lint Lit FB agceintmece Styk Dai Apporvimerrt Liit ueni LO Dn bae Beokanga By Marh cuine Cimina Bria Resort E customer Tap 10 customers by volume of saes EE Trem Wort Customers By Ho Shaws E cues Diaby Slee Summary Bue nenisry tates uate f idera goer try cues Biure ofr ders poir cece a BD sues Bieber of orders per pear Page iof di O ce a 2 Ment gt i e There are multiple reports for each seciton of the system choose a report to runand click the Run Report button the first one in the line She tonieedguy sheffieldl
59. ails this Should be set to Simple Confirmation e Unsubscription confirmation It is a regulatory requirement that businesses sending newsletters provide the customer with a mechanism where they can unsubscribe from newsletters and receive an email confirming this Intersalon provides a standard template for this confirmation email and unless you specifically require some custom details this should be set to Simple Unsubscribe e Fora static newsletter we need to select the Template Based Newsletter option and pick a newsletter template In this tutorial we are going to create a very simple newsletter with no custom styling or presentation so we will select the Basic template which provides one large editable region where we can add our newsletter text and images When all the fields have been compleeted click OK to save the newsletter configuration Intersalon will then return you to the newsletter list which should now include your newly created newsletter The next step is to create our first Issue You will need to edit your newsletter to be able to create an issue X__Intersalon News News intersalon co uk You will now be taken to the newsletter details page on the Issues tab Click the click the New button to create our first issue a Newsletters Newsletters Newsletters Whispering Willows News tues Confiuraton subsarbers Issue Subject Issue Unsubscribed Issue Sent Emails No data t
60. ally press Complete and Print to complete the process and if enabled print a receipt Complete amp Print To read more about the checkout process and it s features please visit the Quick Sale document About the home screen Introducing Intersalon Widgets Creating Stylists and Services Adding appointments Linked services Retrieving sales information Sales tax options Running reports Cashing Up Stock control Integrating online booking within your existing website Setting stylist therapist working patterns Making a series of recurring appointments Understanding styling rates Order payment method and status Managing resources What do the various icons mean around Intersalon Can t find the answers you re looking for e Contact our support team on 01909 512131 Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment below intersalon Intersalon 45 Home gt Intersalon gt Fundamentals gt Linked services Linked services Linked services are typically used in hair salons where a primary service such as a Colour is usually followed by a second service e g Cut and Finish Normally there is also some waiting time after the first service where the stylist is available for other customers The waiting time or processing time is called Bookback Durati
61. als gt Introducing Intersalon Widgets gt Quick Charts Quick Charts The Quick Charts widget allows you to access Key Performance Indicators KPI s direct from the home screen A KPI is a simple data Summary that measures the performance of one key aspect of everyday salon activity The Intersalon collection of KPI s should at a glance give the salon owner manager an overview of how well the salon is performing The KPI s can be viewed for various periods week month and year Quick Charts KPI s Key Performance Indicators 12 Mar 2012 19 Mar 2012 vial 1 Cost 9 00 Bookings Client Retention Mo Shows New Customers KPI 1 Bookings Up or Down The simplest way to see how your salon business is performing is to look at whether you re bookings are up or down The percentage figure displayed is compared against the previous period An increase in bookings is showed above the line in green and a reduction in booking is displayed as a negative number red and below the line KPI 2 Client Retention Intersalon measures client retention by firstly getting a count of all the customers that had an appointment in a 3 month period starting 6 months from the current date and then checking how many of these customers have revisited in the last 3 months Writing that in words is harder than understanding the logic behind it A client retention greater than 75 represents excellent performance and you can rest assured that your st
62. and Roles a d O S A x a New Seibct Al Urdelect Al Delete Selected Heb Grau Hae Group Colne Grows Mame Grup Coie Update Cancel Oo amp xX teens leer O WO Tedvia irked Serde 5 oh Green 0 DO K Gents cuts Orre O A X meor Lime O OK inf Ejire intersalon 196 Intersalon e f you click the New button you will see what is shown in the image above you only need to enter a name and select a colour e click Update to save the new service group Stylists Services Styling Rates Salon Roles Stylist Groups Resources intersalon Intersalon 197 Home gt Intersalon gt Reference Guide gt Stylists and Services gt Salon Roles Salon Roles Salon roles are used when organising styling rates they can be sorted in role order so for example you may have junior stylists that charge 15 for a service where a senior stylist charges 20 To add a salon role just click New and enter the name then click Update and it will then be shown in the list SALON bn asaperet Sion waste My Bede Admniraton SS cae B sO LAQOOLaE LEH Y Stylists Services Rates and Roles sees Sion Roles Stet Groups Resources oO S m x i Mev Select AT Liesl Al Delete Selected Heo ee O W G Tehi 5 x Senor O BF X ayetrene O A X Teh tren O A X Tehi See also Stylists Services Styling Rates Service Groups Stylist Groups Resources intersalon 198
63. and Time widget on display usually positioned in a corner of the screen This prevents obstruction of the system but allows at a glance date and time checks when using Intersalon Date amp Time x 15 37 07 17 February 2012 Navigator Open Tickets Closed Tickets Customer Selection Single service Linked Service Multi Service Search New Customer Cash Register Tools Quick Reports Quick Charts Quick Sale Can t find the answers you re looking for e Contact our support team on 01909 512131 e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment below intersalon 12 Intersalon Home gt Intersalon gt Fundamentals gt Introducing Intersalon Widgets gt Open Tickets Open Tickets Open Tickets can be defined as any appointment marked customer arrived but not checked out Future appointments are also Open Tickets The Open Ticket widget lists these open tickets and offers suggestions on what action an Intersalon user should take Here s a few examples e A future appointment will offer the option to mark a customer as Arrived e An appointment which as been marked as Arrived will show an option to Checkout that appointment e If an appointment as NOT been marked as Arrived after 30 minutes have passed from the end of the appointment a u
64. and click save The replacements are activated immediately Sample replacements for a Beauty Salon Copy and paste the text below into your Caption Replacements to switch the business language of Intersalon from Hair to Beauty stylist therapist stylists therapists Stylist Therapist Styl ists Therapists service treatment Service Treatment Styling Rate Treatment Rate styling rate treatment rate 5l intersalon 110 Intersalon CAR alar OEE dloO How to use the WYSIWYG editor Can use my existing domain with Intersalon How to save report data to Excel How to prevent staff accessing Intersalon away from the salon How to create and send an issue based newsletter How do setup my SMS account How do I create a Gift Voucher How do filter and sort grids within Intersalon How do issue a refund Can t find the answers you re looking for Contact our support team on 01909 512131 Email support intersalon co uk and we ll personally get back to you as quickly as we can Check out our Support Portal available 24 7 at intersalon zendesk com Or let us know by leaving a comment below intersalon Intersalon 111 Home gt Intersalon gt Reference Guide Reference Guide Welcome to the Intersalon Reference Guide Each module within Intersalon is listed below Please click an area of interest to continue What is the default security setup for each role Administration Analytics Appointments Clie
65. as www If either of these exist edit these existing records rather than creating new ones 3 Create or edit these existing A records and set the value of both to 77 68 44 30 If you re creating new records you ll need two The first should be www and the other should be left blank with just the value set as above 4 That s it However you ll need to contact our support team to complete the process as we need to enable your domain within the Intersalon system How to use the WYSIWYG editor How to save report data to Excel How to prevent staff accessing Intersalon away from the salon How to create and send an issue based newsletter How do setup my SMS account How do create a Gift Voucher How do filter and sort grids within Intersalon How do issue a refund How to customise Intersalon captions Can t find the answers you re looking for e Contact our support team on 01909 512131 e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment below intersalon 90 Intersalon Home gt Intersalon gt How To gt How to save report data to Excel How to save report data to Excel Sometimes you may wish to use data within your Intersalon system in external programs and tools You may wish to use report data for external marketing or other business systems In t
66. asy to use and only requires basic details e The Enabled check box allows a user s access to the system to be suspended by un checking the box intersalon 116 Intersalon The Is editor check box should be checked for users that can edit content on the salon website The available salon roles are shown above SalonSuperUser is a salon user account with less restrictions SalonOwner allows other users to be created deleted You can read further details on roles by clicking here Enter a unique password of the users choice twice to confirm Once all fields are correct click OK to save the new user See also Event Log Web Log Workstations Can t find the answers you re looking for Contact our support team on 01909 512131 Email support intersalon co uk and we ll personally get back to you as quickly as we can Check out our Support Portal available 24 7 at intersalon zendesk com Or let us know by leaving a comment below intersalon Intersalon 117 Home gt Intersalon gt Reference Guide gt Administration gt Event Log Event Log This document explains the features of the page Administration gt Event Log The Event Log shows what has been created edited and deleted and which user did it The Event Log can be used to track a users actions or for example if data was deleted the event log would show who was responsible
67. ate or in lieu of this a Rebook button The rebook button allows an Intersalon user to pre populate the Single Multi Service Search widget with the correct data If the widget is not visible it can be enabled from the Intersalon Navigator widget Start Time Service Name Stylist Name Customer Name Wext App Correction Emma Liles Fahin Emma Karen Wass 10 March 2012 Colours Liles honger Blow Jo Kline Elizabeth Kelly Although the rebook button will pre populate this information it can also be edited as required by the customer or salon It should be noted that this widget will only attempt to rebook a specific single or linked service For example it will not automatically rebook all of a customers other appointments on the same day Client Elizabeth Kelly hi Stylist Jo Kline h All Stylists ha Service Longer Blow Dry 2ndService Resource Not Required Not Required ha Date 30 03 2012 All Day Find Availability Split Services across stylists day 30 03 2012 Naw Bay TVOS First Stylist First Service Second Stylist Second Service Jo Kline 09 00 09 45 Jo Kline 10 05 10 25 Jo Kline 09 45 10 30 Jo Kline 10 50 11 10 Jo Kline 10 30 11 15 Jo Kline 11 35 11 55 Jo Kline 11 15 12 00 Jo Kline 12 30 12 40 Jo Kline 12 30 13 15 Jo Kline 13 35 13 55 Page 1 of 2 9 items 2 The Closed Tickets widget is usually used in conjunction with the Open Tickets widget which sho
68. ate to change the price or online booking option Manipulating Styling Rates The Styling Rates tab on the Stylist and Services section lists all styling rates This list is useful for checking that the pricing has been set correctly for each of the services or stylist therapist role Other functions on the styling rate list allow you to create delete copy and change the price of selected styling rates 2 Therapists Services Rates and Roles Therapists Services Styling Rates Service Groups Salon Roles Therapist Groups Resources d 8 x O lg New Select All Unselect All Delete Selected Copy Price Change Drag 4 column header here to group by hat column Therapist Name eS chiis Storys A O X biie About the home screen Introducing Intersalon Widgets Creating Stylists and Services intersalon 70 Intersalon Adding appointments Checking out an appointment Linked services Retrieving sales information Sales tax options Running reports Cashing Up Stock control Integrating online booking within your existing website Setting stylist therapist working patterns Making a series of recurring appointments Order payment method and status Managing resources What do the various icons mean around Intersalon Can t find the answers you re looking for Contact our support team on 01909 512131 Email support intersalon co uk and we ll personally get back to you as quickly as we can Check out our S
69. book nook Account Settings tir Facebook settings were successfully saved Connect with Twitter You are current outside of your Intersalon system To return back to Intersalon Click here click the Allow button e If the setup was successful you should see this page click the blue link in the bottom corner to return to your system e Facebook is now setup with your system you can post late availability and discounts to your wall e Now we ll go through setting up twitter click Connect with Twitter to get started make sure you re back on the main system social networking page a g Twitter tak privacy wi An application would like to connect to your account ae pesmi The application Intersalon by Vaalto Technologies Ltd would like the ability z Only click Allow for to access and update your data on Twitter Sign outif you want to connect to an y applications you trust Allowing account other than plaggyboy this application to connect to your account may give Intersalon access to your Allow Intersalon access ee ee ee ability to Tweet on your behalf You may revoke access to this application at any time by Deny Allow visiting your Settings page By cicking Allow you continue to operate under Twitter s Terms of Service In particular some usage information will be shared beck with Twitter For more see our Privacy Policy e When you have clicked the Connect with Twitter button you will be taken to th
70. can be used Valid to The date the voucher is no longer valid Intersalon 165 intersalon 166 Intersalon Home gt Intersalon gt Reference Guide gt Retail gt Discount Levels Discount Levels Intersalon features the ability to use internal discounts which can be used if the salon has offers on or it is a time such as the january sales e Navigate to the Discount Levels tab within the Retail section ALON Salon Marape Salon Webste My Oesk Adminstration SB sOLsA2Q90O048 BYE Same tonisndguy sheffieldloouk Userbradey Eres Retail Orders Products and Manufacturers D ordes Tareas produca Manders Derouet vente Deut Leves Loyat pones Recep Terei Araka Be os amp x Heo Mee Set Al Litdelect Al Debt Selected o x i w mosa zO 0 Ax Fa Thdr 6 naaa snare oes x E Tarua y Diseurt is eiti apii 0 D x il Drams Daunt 1B OLB OLOLOL e Click the New button to continue PTE __ SALON Salon Marapemnt San Webste My Desk Admnetaton O sOLA2QOOLaETEY Retail Orders Products and Manufacturers Orders Ti Requests Products Manufacturers Decount Vouchers Discount Leves Loyaky Ponts Recept Tempbte Anais Beta S mr x a Mew Seat Al Leelee A Delete Selected Heo Discount Level Enabled Tieri Leve Hame Dauni Lese i _ Descour Lewel Vald From Donuri Level Weld To o0 4x wt ance l o Ax il Fkn a aaam HEAT m
71. ce The actual price can be adjusted by clicking on the Edit link changing the price and then clicking Update Tools i F amp Stylists Services Rates and Roles Adminstration C Appointments amp Customers e _ o Siis Siia Styinghsies Senie Groupe Senes 0 StpistGreupe Resourcer ECommerce E commerce Newsletter D Newsletters Report Buhler O Reports Retad Settings SMS Text Messages Ej Socal Networking TI Styits and Services Point of Sale He oOo Oud Stylet Name Role Name Price Onine Booking fce Daniele Lekinsk Senior Stylist E o H a E O A Cancellation List Stylist _ 20 00 Oo El Leoni Maronetti Style Director Artistic Taarn Member 4 Click the Services tab again to return to the service list and the new service will be shown intersalon 192 Intersalon Reports Retai Semngs E SMS Text Messages Ej Socal Netrorking Styists and Services See also Stylists Styling Rates Service Groups Salon Roles Stylist Groups Resources intersalon E commerce Newsletter Ci Newsletters E Report Bukle AHROAARARARAAOoOAA ry Amos PRRERERRERERHRERBRERRRERREREH XXX XXX KK MK KK KX KK KK Fad Hibghts lowights 3 4 Head Fal Hibghts j lnwilights Half Head Pal head trt Di Long Hair Blow Dery i20 seeee eee xeee na gt gt 0 e PE O o O Bre amp G Intersalon 193
72. co uk Userbradey Exess v nee SGALON ssn rope Sien wibate My ek Ansan 5 Report Viewing and Saving vm Sed po Select Dar GAULH Upim Daily Summary Report Total Sales Sales Summary By Payment Type intersalon 152 Intersalon e Once you have ran the report and the results are shown you can save or print the results if you do neither of these and navigate away from the page the current report will be lost Daily Sales Summary Inventory Stylist Appointment List intersalon Intersalon 153 Home gt Intersalon gt Reference Guide gt Reports gt Daily Sales Summary Daily Sales Summary Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text See also Report List Inventory Stylist Appointment List Can t find the answers you re looking for Contact our support team on 01909 512131 Email support intersalon co uk and we ll personally get back to you as quickly as we can Check out our Support Portal available 24 7 at intersalon zendesk com Or let us know by leaving a comment below intersalon 154 Intersalon Home gt Intersalon gt Reference Guide gt Reports gt Inventory Inventory Her
73. count Level Loyaty Ponts Recept Termite Arakas Set d a 6 K is 7 Mew S lect Al Uedelect Al Delete Selected Daly Repeet Customme Pa Excel H Page ofp iMiers i 2 3 4 5 6 F B aG Brag acolumn header here t group by that colar r 7 ka D Oo x na ZAO 15I 1 Tmn hme a Cheque 0 H NX a7 0 Edn Deeks TOLON 182 6 TH Den Hirr aP Cash Card 0D X IS Sahg ILDN 105 aen Gip ia Ae BLO Oyn Hert ican 0 X na keke DIVOLROLD 182 4 75 Gh Home i cash Oo a x B40 shaun eurphy TOURED Oe aur Grup co TH Trn Hare Wer Oo wt X 2 0 sex higgins ZAO r aehan om 1 Tm Home Eca o x NaI Wek In Customer ZALOT 1ST a75 Thn hme Weg o B20 Maric Maigtell VOLT WD a 75 Thn hmg Weg O XK Wak InCustomer MELTON kdt T Gyn Home Berg Oo wt x Ia Abbett ZAMONI SE 1 00 Tm hae l hene Oo A X BB Hpi DPD I ipho Gyn Hore erd oOo x Ma bna MULE 105 wgs DOI bass icash ee K s Mnheot OnO od 20 08 DOI brady BY cant 0 x me Ti jared wert PALO RE 1558 erie zi Ghynn Home Boa oa e Clicking the New button on the orders page has the same function as clicking New Sale in the point of sale menu it allows you to select a customer and go through the checkout process as usual intersalon 158 Intersalon SALON a ire Ton Mingga Salon Website gt OZSAQOOLS OP Retail Orders Products and Manufacturers wiew Saved reports Daily Summary Report Total Sales Sales Sales Valor 15 a6 5 Cane 7 EL
74. count Unverifie Zia Sen number Account Enabled Save 3 This will pass you to our 3rd party SMS supplier TextAnywhere Ensure you read and accept their terms and conditions and complete Organisation and Contact details For account type ensure Full Account is selected to ensure continuous service Also ensure TextOnline is set as your Primary Application Continue by pressing Register at the bottom of the page Account Type Full Account Evaluation Account Do you qualify for our 15 discount Reseller Code WU10523 If Applicable Billing Information Billing Email Order Number Payment Method BACS mm Currency United Kingdom Pounds e VAT Number Receive a 2 5 invoice discount with Direct Debit Please complete and send the Direct Debit Form to us Primary Application Please select the service that you believe to be most appropriate to your needs This selection just tailors the email that is sent back to you you will still have access to all of our services from your account extOnline TextPremium Developer Toolkit g TextCampaign g TextInbound White Label g TextEmail TextAlert Third Party Application Register NOTE If you choose to pay via BACS or Direct Debit your account will have unlimited credits and you will be billed by TextAnywhere at the end of each month If you choo
75. ct All Unselect All Delete Selected Send SMS Reminders Pdf Excel Help Page 1of 12 1194items 12 3 45 6 7 8 9 10 i1 12 Drag a column header here to group by that column Start Time gt 23 03 2012 11 00 Chris Storys istService shaun murphy New Not Started Stylist Chris Storys v Referral New Status Not Started z Update Cancel The image above shows an appointment with the in line editor open from here you can change the stylist the appointment is booked with also the status and referral type Appointment List i x B 7 E O Select Al Unselect Al Delete Selected Send SMS Reminders Per Bee Melb Page lof 32ers 2 2 3 Drags column header here to group by that coktan aa Start Time Sist Servce Name Gent Notes Prone Referral Staus ss No Show Risk Booked s s ed je WwW B lt O amp X zomm Jre Mens OtABowDry Carine Addy rea arved O 2 X nevarvas taren Croft Mars CA Biliow Ory james mattane ten O 2 X mommo Emma Lies Mens CR EBlow Dry John Parrot nen Pin O 2 XK wey 18 25 Ove Storrs Mens Cut SBiow Ory Jesse Abe OTAM ne O B X over is00 taren Croft Mens Cut amp Blow Dry Edde The Bamett few Not Starved DOD 2 X wean ws Ore Stor Mens GA Rilow Ory Brenda Abbott 07740464029 tee Mot Started You can search the appointment list by every field e g here have searched for mens services See also Planner Multi Service Booking Can t fi
76. d we regularly add new ones based on customer requests and feedback intersalon Intersalon 51 Report Viewing and Saving Drag a column header here to group by that column Category Report Name E Appointments Forward Forecast Ea Appointments No Shows By Month ES Appointments Service List EE appointments Therapist Appointment List EE appointments Therapist Daily Appointment List Receipt C Appointments Website Bookings By Month 9 Client Client Birthdays Report amp client Client Notes bbl o l bb bb io kA Client Top 100 customers by volume of sales Most reports take a common standard format There is a parameter area where you can set variables such as dates specific stylists and services etc In the screenshot below this is Available items less than Below is the Update button which you must click each time you change the parameters to get the correct values There are also Save and Print buttons the save button will store the results of the report and the print button will promp to print the report Content is shown in a table style format we have run an Inventory report to use as an example intersalon 52 Intersalon Le seve fp mnt Available items less than Inventory SKU name 5 off Bed Head Control Freak Conditioner Black and White Creative Paste La anza Art Elements Bungee Styling Cream L anza Art Elements Polyester L anza Art Elements Sequ
77. de gt Clients gt Client List Client List This document explains the features of the page Clients gt Client List e Intersalon features a client database which stores all customer information the client database can be exported to either PDF or Excel format for record or printing amp Clients Page LofG p61 Eem 2 2 3 45 6 7 amp Snn BAGNE Drag a column header here to group by that column Mobb t O X n Abblett 0195673197 O amp X y Abbott OFTES O X mmek Abbott O W mera Abbott orrasan 01325 O X xw Abel o7714068244 O B X hoo Abel O77 1aee241 O X abem Abel ov7is06a741 e The client list can be searched to make client selection much faster A Clients OOO Oo gO GO BR By BS BY fe Bp xxx xx x e To add a new client Click the New button To edit a client click the Pen amp Paper icon the edit page is the same as the create page e Client details should be filled out like shown above only first amp last name are required by default but this can be changed in Settings gt System settings gt New intersalon 134 Intersalon customer required fields 2 Clients ets Oo a S 4 x A New Cuchomee Merge Select Al Unealsct All Delete Selected Subsrbe Selected Facebok Pdf Excel Page Lof 87 8511 ibems LZ 34567893 WM a 8 6 amp BF Oy rag a column header here to group by that column First Name Last Mame Mobile Home Work Emai Emad Subscnphons F P ka
78. ding appointments with Intersalon is a simple process but with extensive advanced options if required There are three main options for adding appointments e Right click menu on the planner e Single Linked Treatment Search widget e Multi Treatment Search widget Work Week Single Linked Treatment Search Na Multi Treatment Search Client a Client Stylist All Stylists All Stylists Stylist Chris Storys Treatment 1stService 2ndService Treatment Group Resource Not Required Not Required Treatment 7 f Date 22 02 2012 Date 22 02 2012 all Day ha Find Availability Split Treatments across therapists Find Availability Selected Treatments search order 2 Add Appointment hy b Technical No data te display Gents Cuts Paste Ladies Cuts lt a Mens Cut amp Dee Blow Dry Ladies Finishes oliver pallister E No Show Add Other Event Go to Today Go to Date Change View To 60 Minutes 30 Minutes 20 Minutes nts cut rio Balotelli Right click menu Perhaps the simplest way to add your first appointment is by interacting directly with the planner Lets start by ensuring we have a customer selected Selected Client None Customer Selection ustomer for the next Appointment We need to select a client Click on the Customer Selection widget menu option intersalon 40 Intersalon Joh
79. ducts Manufacturers Decount Vouchers Dacount Levels Loyaky Points Receipt Tempbte Anais Beta pechais bi Mares prai ew react intersalon Intersalon 161 o Product Name Write the product name so that it is easily identified o Price The amount to be charged when the product is sold o Stock Code Manufacturer code for re ordering the code to be given to the supplier o Product Number Use this field if you have a quick reference number for a product o RRP The Reccomended retail price from the manufacturer o Whole sale price The price of this item when sold in bulk o Enabled Check this box if the product is currently on sale un check it if a product is out of stock or been discontinued o Is Voucher check this box if the product is a store voucher o Available Items The amount of this item in stock o Minimum stock level When stock reaches this level new stock can be re orderd o Manufacturer The company that makes the product a new one can be added by clicking add new Click here for more info o Internal status Whether the item Retail Stock e Now click Save to save the new product extra optional fields will be shown these fields are web related items and are not necesarry at this land will be coverd in a later tutorial ret a Se tonlendquy sheffieldl couk User bradey Exess AM BOLZARAOOLE TSH G Retail Orders Products and Manufacturers Prpchucts k
80. e Administration Analytics Appointments Clients Ecommerce Newsletters Reports Retail Settings SMS Text Messages Stylists and Services intersalon Intersalon 201 Home gt Intersalon gt Reference Guide gt Social Networking gt Social Settings Social Networking gt Settings Intersalon now supports intergration with facebook and twitter in this tutorial you will learn how to link your intersalon system into your salon s facebook and twitter accounts e The first thing we ll need to do once we re in the social networking section is choose which service we will set up first in this tutorial we ll do facebook first Home Profile Account Request for permission Inbersalon i requesting permission to do the follwing Access my basic information rr ick name po ir rins pandir h 0 networks wer D ist of frends and amy other r Intersalon informaben I ve shared with everyone Post to my Wall Inhersalon may post satus mir motes photos and vickeos fo my Wal i F Access my data any time SB intensalen may access my data when Te nat Repot app Logged in as Brad Plaggy Elerby Mot you Don t alow Facebook 2011 English UK About Adwertiging Dewelmers Careers Prevacy Terme Help e Once you ve clicked the connect button you will be taken to this page where you need to allow intersalon access to your facebook to do this intersalon 202 Intersalon Face
81. e gt SMS Text Messages SMS Text Messages The SMS Text Messages allows you to link your TextAnywhere account to Intersalon and once confirm send appointment reminders and mailshots See also What is the default security setup for each role Administration Analytics Appointments Clients Ecommerce Newsletters Reports Retail Settings Stylists and Services Social Networking intersalon 180 Intersalon Home gt Intersalon gt Reference Guide gt SMS Text Messages gt Account Settings Note A major new version of Intersalon has been released This help document is awaiting review and as such may contain obsolete content For more information please contact support To find out what s new please click here Account Settings Intersalon customers can now link their salon software account to our text anywhere SMS supplier This guide explains the process and how customers can enable this functionality Creating a TextAnywhere account If you don t already have an account we start by creating one 1 Expand the Tools section of the Intersalon left hand menu and click on SMS Text Messages 2 The SMS Text Messages section will consist of a single tab asking for your account settings Once these are filled in appointment reminders and mailshots will become available Since we don t have an account yet click on Create Account SMS Account Settings Client Password Create Account Account Status Ac
82. e Or let us know by leaving a comment below intersalon Intersalon 115 Home gt Intersalon gt Reference Guide gt Administration gt Users Users This document explains the features of the page Administration gt Users The Users section allows creation modification and deletion of Intersalonu sers amp System Administration Users Eventlog WebLog Workstations i Rew Help Grag a column header here bo group by that column Full Mame Leer Hime Liser Erab sd Lier Created Last Leger kd z 3 sebromrer salonowner al 05 05 2010 08 41 19 20 2010 0 55 it XM reo jot Dhadenin con al ININ 15 57 CP WX jemte smither Sdoman cum iw 13 MOBO 15 53 ft A npu aperus ea 2o ea OSs 122010 Lie it X a z 15 12 2010 09 30 ij e The pencil amp paper button on the left is the Edit button this allows user details to be edited e The X button on the right is the Delete button clicking this will open a confirmation dialogue and if confirmed the selected user will be deleted e The text boxes under each column name are search functions each column can be searched to find a specific user or user activity e g who logged on yesterday Users F New User User name Joanne Full name Joanne Buckley E mail joanneb1 hotmail co uk Role SalonOwner 2 Enabled Is editor Fassword LILILIT Confirm password TELEEITI e The new user page is shown below e The user creation page is e
83. e above page you need to click allow to continue Twitter Account Settings Connect with Twitter Twitter settings were successfully saved You are current outside of your Intersalon system To return back to Intersalon Click here e f you see the above screen your twitter settings have been saved successfully e Now when we navigate back to the social networking section within the system you should see that both facebook and twitter are linked with intersalon or either if you ve chosen to use one like shown below intersalon Intersalon 203 K Social Networking Settings Late Availability Discount Vouchers Intersalon is connected to your facebook Reset Intersalon is connected to your Twitter Account Reset e You have successfully setup intersalon with facebook and twitter please see the following tutorials on how to publish availability and discount vouchers If you are having any problems with the new social networking module please send an email to support intersalon co uk see also Late Availability Discount Vouchers intersalon 204 Intersalon Home gt Intersalon gt Reference Guide gt Social Networking gt Late Availability Late Availability The late availability function allows you to post available slots in the planner to facebook and or twitter e To get started we need to navigate to the socail networking section then the Late Availability Tab Adminstratio
84. e check your security configuration Order List The Orders List provides a list of all the transactions that have been completed either using the POS system or online through the website Unlike the Cash Register Widget or the Daily Sales Summary Report the order list shows all orders irrespective of where they were created the payment method or their status To learn more about payment methods and status please click here The user can customise the columns and filter the data using the order list grid to get the required information To learn more about using the grids in Intersalon please click here About the home screen Introducing Intersalon Widgets Creating Stylists and Services Adding appointments Checking out an appointment Linked services Sales tax options Running reports Cashing Up Stock control Integrating online booking within your existing website Setting stylist therapist working patterns Making a series of recurring appointments Understanding styling rates Order payment method and status Managing resources What do the various icons mean around Intersalon Can t find the answers you re looking for e Contact our support team on 01909 512131 e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment below intersalon 48 Intersalon Home
85. e is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text See also Report List Daily Sales Summary Stylist Appointment List Can t find the answers you re looking for Contact our support team on 01909 512131 Email support intersalon co uk and we ll personally get back to you as quickly as we can Check out our Support Portal available 24 7 at intersalon zendesk com Or let us know by leaving a comment below intersalon Intersalon 155 Home gt Intersalon gt Reference Guide gt Reports gt Stylist Appointment List Stylist Appointment List Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text See also Report List Daily Sales Summary Inventory Can t find the answers you re looking for Contact our support team on 01909 512131 Email support intersalon co uk and we ll personally get back to you as quickly as we can Check out our Support Portal available 24 7 a
86. e send an email to support intersalon co uk Social Settings Late Availability intersalon 210 Intersalon Home gt Intersalon gt Existing Customers New Version Help Existing Customers New Version Help The new version of Intersalon is now live This version brings a massive number of improvements and new features and a brand new look and feel For existing customers the change can look quite substantial However in this quick 5 step guide we ll show you how to make Intersalon look a little bit like the original style 1 On first login you ll be presented with a choice of Intersalon versions This is a temporary option and all users will be moved onto the new system Shortly For this reason we d advise choosing Connections Original Connections 2 Firstly to ensure you rel getting the best from the new version of Intersalon we need to complete a full refresh Press CTRL and F5 on your keyboard at the same time On a mac Press Option and R On other devices use the browser s Refresh button 3 By default Intersalon opens all widgets so the planner screen can look quite scary at first Solve this by clicking the X in the top corner of each widget Note this is not the X in the top corner of your screen intersalon Intersalon 211 4 Turn on the following widgets Navigator and Date Time 5 Move these two widgets to an area of the screen you are happy with For example move the Navigator
87. e the resource is automatically booked out for the duration of the service The automatic resource allocation works when you book an appointment using the right click menu multi service search and online booking See also Stylists Services Styling Rates Service Groups Salon Roles Stylist Groups intersalon 200 Intersalon Home gt Intersalon gt Reference Guide gt Social Networking Social Networking This opening paragraph should describe the feature that you are documenting Explain how it is commonly used and what the benefits are For example The Widget Master email link allows you to easily send information about each widget to various departments within your company Often the feature that you are documenting can be best explained by walking the reader through step by step Use screenshots to illustrate the steps where possible SubHeading This opening paragraph should describe the feature that you are documenting Explain how it is commonly used and what the benefits are For example The Widget Master email link allows you to easily send information about each widget to various departments within your company Often the feature that you are documenting can be best explained by walking the reader through step by step Use screenshots to illustrate the steps where possible 1 Start the application by 2 On the startup screen click the 3 Note See also What is the default security setup for each rol
88. e used with the right click menu or the search availability checker function Resource Filter amp Al styists 28 Beauty Studio 2B Hair Studio Resource View e These are stylist groups and clicking them allows you to switch between groups or display all To learn how to create stylist groups click Stylist Groups F e This button allows you to search for an available appointment slot a New e The New Button opens the new appointment pop up e The new appointment pop up allows appointments to be created an example is shown above e This button allows you to select a client when clicked a list of clients will open 26 01 2012 26 01 2012 selet wak in 24 01 2012 en 04 01 2012 John Parrot 04 01 2012 Page 1 of 1716 8578 items 1 2 3 4 5 6 7 1714 1715 1716 intersalon Intersalon 127 e The resource view show s appointments by which room resource they use Today 144 44 4 gt gt gt Doi e Clicking the restore an extra stylist to the page e Clicking the lt gt buttons either side of the Today button will move the planner a day in the preffered direction and to return to today s planner click Today e The planner has three available view s day view standard week view and month view e Week View button will hide the end stylist in the planner clicking it each other time will hide one more stylist then you can use the lt
89. ebsite You will need access to your website control panel and preferably basic knowledge of HTML in order to use this method The following HTML code needs to be added to your website lt iframe width 100 height 415px frameborder 0 scolling NO src http base intersalon co uk iframe true gt lt p gt Your browser does not support iframes lt p gt lt iframe gt Please make sure you replace http base intersalon co uk with your correct Intersalon website address It s also important to ensure the src section ends with iframe true which will remove your logo which appears on the mobile version of the booking page The image below shows how an iframe might look in your website The iFrame is highlighted by the dashed red area intersalon Intersalon 59 Register My Appointments Log Out Opening Hours Monday 8 30 17 00 Tuesday 8 30 17 30 Wednesday 8 30 12 30 Thursday Closed Friday 10 00 15 00 Saturday 8 30 18 00 Sunday Closed Danielle Lekinski Maronetti Maronetti senior stylist Style Director Artistic Director Bookings amp Shopping Shopping cart Shopping cart My Account Your shopping cart is empty Current user Glynn Davies glynnd About the home screen Introducing Intersalon Widget
90. een to suit your individual needs In this document we ll take a look at how to achieve the right setup for your salon and take a look at the widgets themselves Here s a list of available widgets Click the link to get more detailed information about a particular widget Navigator Clock Open Tickets Closed Tickets Customer Selection Single service Linked Service Multi Service Search New Customer Cash Register Tools Quick Reports Quick Charts Quick Sale At the top of the Intersalon home screen you ll notice the widget menu bar Hovering the mouse pointer over each of these icons will provide a tool tip offering extra information about that particular widget There s also a Learn More link with direct access to other areas of this guide offering specialist help on each widget Enabling and disabling widgets To enable a widget simply click on the menu option on the widget menu bar Once a widget is enabled it s menu option will be greyed slightly However clicking the menu option again will bring that widget in front of any others that may be open Here s an example using the Customer widget Customer widget NOT enabled In this image the customer widget is not greyed out and therefore not visible on the screen Clicking the menu option will enable the widget Customer widget enabled In this second image the customer widget has already been enabled so the menu option is greyed out Clicking the menu option will b
91. efault security setup for each role Administration Analytics Clients Ecommerce Newsletters Reports Retail Settings SMS Text Messages Stylists and Services Intersalon 125 Social Networking Can t find the answers you re looking for e Contact our support team on 01909 512131 e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment below intersalon 126 Intersalon Home gt Intersalon gt Reference Guide gt Appointments gt Planner Planner This document explains the features of the page Appointments gt Planner The planner is the heart of intersalon it shows the day s appointment schedule or can show in week month format ON She tonisndguy sheffieldl co uk User bradey Epress ALON Salon Management Salon Webste My Desk Admnstration B OL2R900LR bF 00 mama 00 m 00 ow ama a Mon Tue Wed Thu Fi Set Sun 2 Y i 2 3 4 567 8 9 10 48 42 13 44 15 6 17 18 19 wa auynesenewvyvnmen 31 February 2012 Mon Tue Wed The Fi Sat Sun isses 67 s amp s 9 wu 13 14 15 16 17 18 19 20 21 22 23 M252 vnwenmeeeee 1 5 J 5 9 11 Yoder p o B nsys amp texy sudo amp rae suse E Resource view Selected Customer None e The Client button is used to select a client to b
92. elected stylist or therapist does actually perform the particular service or treatment When a styling rate is created it normally inherits the base price of the service but this price can be adjusted so that each stylist therapist can have their own prices Also each styling rate can be selectively made available for online booking Note If the price of a styling rate is set differently to the base price of the service then future adjustments to the base price of the service will not apply to the styling rate Adding Styling Rates Styling rates are normally created when the service is created Once the basic settings of the service i e name description base price and duration have been set and saved the styling rates grid will appear for the service Selecting the checkbox in the left hand column will create the styling rate with the base price If the Enable Online Booking checkbox is checked is set then this will automaticaly enable online booking for the styling rate Un selecting the checknox in the left hand column will delete the styling rate Therapists Services Styling Rates Service Groups Salon Roles Therapist Groups Resources Edit Service Sennte Name LetSernaice Desenphen Duration 20 Base Price 20 Sarmice Group Techrical Linked Services add haw Enable Online Booking Role Hame Naomi Adams Style Ger ctor F Lauren Croft Technician Use the Edit button on the styling r
93. elevant fields Enter your mobile number and press the Send button to confirm your account If you receive the SMS correctly tick the checkbox for Did you receive this SMS WU1044451 QiUP45Yr Note See also Mailshots Appointment Reminders intersalon 182 Intersalon Home gt Intersalon gt Reference Guide gt SMS Text Messages gt Mailshots Sending SMS Mailshots l intersalon Navigate to the SMS Text Messages section within the tools menu then to the Mailshots tab Sancho Sie Manage Tiie gern User Gba Admirar Office Bue Saba Management Sain Webwte MyDesk Aiministaim Settings d B SM5 Text Messages concen ae Ej Sonal Networking 7 Tig to pecpenaise the manage inert Hirstiiames into the message body This will be qubsttuted for the Stylists and Services customers first name when the message E sent SMS mailshots can be used for various things such as newsletters or to promote sales or discounts J ust enter the text you would like to send into the message box and the name of the sender salon name in the title box Once happy with the message click Next to continue Here you can check the customers that will recieve the message type 07 into the phone number filter at the top of the list this will prevent SMS being sent to landlines and wasted amp Customers Select Al Unselect Al ECommerce Step 2 of 2 Alter clients bo reochee MHSK W E commerce
94. embers this set up on a computer basis This ensures the planner and home screen are fully customisable for individual computers tablets and smartphones About the home screen Creating Stylists and Services Adding appointments Checking out an appointment Linked services Retrieving sales information Sales tax options Running reports Cashing Up Stock control Integrating online booking within your existing website Setting stylist therapist working patterns Making a series of recurring appointments Understanding styling rates Order payment method and status Managing resources What do the various icons mean around Intersalon Can t find the answers you re looking for e Contact our support team on 01909 512131 e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment below intersalon 8 Intersalon Home gt Intersalon gt Fundamentals gt Introducing Intersalon Widgets gt Navigator Navigator During the day to day running of your business you ll probably find you generally stay on the Appointment Planner Home Screen area within Intersalon However for some administration duties and other advanced tasks you ll need to use the Navigator The navigator widget enables access to these additional areas within Intersalon Lets enable the navigator by clicking the icon sh
95. en preparing online order for dispatch x Payment Failed Online The client attempted to pay but the payment process failed A Payment Received Online Payment has been received g Complete POS Online Payment has been recieved and the customer has the goods g Part Payment POS The customer has made a partial payment either by Cash or Card About the home screen Introducing Intersalon Widgets Creating Stylists and Services Adding appointments Checking out an appointment Linked services Retrieving sales information Sales tax options Running reports Cashing Up Stock control Integrating online booking within your existing website Setting stylist therapist working patterns Making a series of recurring appointments Understanding styling rates Managing resources What do the various icons mean around Intersalon Can t find the answers you re looking for e Contact our support team on 01909 512131 e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment below intersalon 72 Intersalon Home gt Intersalon gt Fundamentals gt Managing resources Managing resources Managing resources is a key feature in Intersalon A resource can be anything but is generally a treatment room or facility e g sunbed Resource allocation can be done manually or automatically Man
96. endesk com Or let us know by leaving a comment below intersalon Intersalon 21 Home gt Intersalon gt Fundamentals gt Introducing Intersalon Widgets gt New Customer New Customer The Quick Customer Add widget allows you to create a new client this is useful when a new customer visits the salon and wishes to book an appointment Fill out the new clients details and click Add customer they will be saved to the system Add a New Customer First name Last name Mobile Number Home Number Work Number Email Birthday Steven Allen 07859374629 01909 512131 01909 512150 s allen gmail com SMS amp Newletters Subscriptions hv SMS Appointment Reminders C SMS mailshots News Page test o First amp last name These are required fields and are marked with an asterisk the required fields can be altered in settings gt system settings gt new customer required fields and modify the check boxes o Phone Numbers At least one phone number from the client is reccomended to ensure it is possible to reach the client if needed o Email If an email in provided the client will be eligible to recieve the salon newsletter if provided o Birthday This feature is used when SMS messages are sent e g send an SMS to every client with their birthday within the month offering a store discount or promotions o Subscriptions Clients can be subscribed to SMS features and variou
97. ent being recieved See also General Emails Shipping Options intersalon 146 Intersalon Home gt Intersalon gt Reference Guide gt Ecommerce gt Shipping Options Shipping Options e Here you can configure the shipping options for what customers are able to select when buying products off your website ECommerce Settings e To add a new postal method click the New button ECommerce Settings General G ral Emak Erak T Payment Methods it M th 4s Shipping tion Purchase Process Purch z F e e Fill in the details once done click Update to save e The new shipping option will now appear within online booking See also General Emails Payment Methods intersalon Home gt Intersalon gt Reference Guide gt Newsletters Newsletters This module controls your newsletter options issues and subscribers Subsections Newsletters Email Queue What is the default security setup for each role Administration Analytics Appointments Clients Ecommerce Reports Retail Settings SMS Text Messages Stylists and Services Social Networking Can t find the answers you re looking for e Contact our support team on 01909 512131 e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment
98. eport data to Excel How to prevent staff accessing Intersalon away from the salon How to create and send an issue based newsletter How do setup my SMS account How do create a Gift Voucher How do filter and sort grids within Intersalon How do issue a refund How to customise Intersalon captions Reference Guide What is the default security setup for each role Administration Users Event Log Web Log Workstations Analytics Sales Appointments Planner Appointment List Multi Service Booking Clients Client List Client Files amp Photos Custom Fields Subscribing Clients To Newsletters Ecommerce General Emails Payment Methods Shipping Options Newsletters Newsletters Email Queue Reports Report List Daily Sales Summary Inventory Stylist Appointment List Retail Orders Till Requests Products Manufacturers Discount Vouchers Discount Levels Loyalty Points Receipt Template Analysis Settings Appointments Planner Events System Settings Salon Settings SMS Text Messages Account Settings Mailshots Appointment Reminders Stylists and Services Stylists Services Styling Rates Service Groups 114 115 117 119 121 123 124 125 126 129 130 132 133 136 137 140 141 142 144 145 146 147 148 149 150 151 153 154 155 156 157 159 160 163 164 166 168 169 170 171 172 174 176 177 179 180 182 184 186 187 190 193 195 Salon Roles Stylist Groups Resources social Networking Social
99. ersalon Drag a column header here to group by that column erie cient Ordervate 2 A BS A X 1117 B X 1106 E A x 1103 Edin Dzeko Edin Dzeko Edin Dzeko 27 03 2012 09 25 14 03 2012 09 30 13 03 2012 16 03 To remove the column s filter clear the text from the auto filter row To remove the grid s entire filter click the eraser icon Changing the Filter Criteria The filter icon at the side of each cell in the Auto Filter Row allows the filter logic to be changed for the column Drag a column header here to group by that column Bi wi X 1117 BD A Xx 1106 B wa X 103 B 4 X 1096 B 4 X ws S wi x 1093 How to use the WYSIWYG editor Edin Dzeko Edin Dzeko Edin Dzeko Edin Dzeko Edin Dzeko Edin Dzeko Can use my existing domain with Intersalon How to save report data to Excel How to prevent staff accessing Intersalon away from the salon How to create and send an issue based newsletter How do setup my SMS account How do I create a Gift Voucher How do issue a refund How to customise Intersalon captions Can t find the answers you re looking for e Contact our support team on 01909 512131 Begins with Contains Doesn t contain Ends with Equals Doesn t equal 13 03 2012 10 22 e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leavin
100. es Intersalon stands alone as being the only salon service that enables you to truly connect with your salon clients Adding value Automating processes Engineering out costs February also marks the launch of Insider the Bi Monthly newsletter showcasing all things Intersalon such as new product features topical articles and industry news all peppered generously with your Intersalon user experiences On a strategic note Intersalon achieved rapid but measured growth in 2009 expanding its ever diverse UK and International user base Intersalon has clients as far and wide as the U S A Australia and India We couldn t have achieved any of this without your support so a big Thank you to you all For those clients that have signed up to the service but not taken advantage of the Live system then you will shortly receive a call from our Salon Relations Team to discuss the future of your Intersalon account and get you on track with the service Once you have reviewed the newsletter click next Now you can choose when the newsletter issue should be sent out e Send now the newsletter issue is sent out immediately to all subscribers e Scheduled newsletter mail out the newsletter issue is sent out on a specified date and time e Send the newsletter manually later the newsletter is not sent and you can decide on the mail out time later intersalon 98 Intersalon Step 3 Send now Schedule newsletter mat out Date and time
101. et Mew produci Hen Feit Gonerak Product mae ene Product Price FF Siak peik Produ euriber fees ERP id Whg Gae Prie amp Precis ered Px J Mirae Steet Leen 3 g ane Innere aha hua Rete x Eraba 7 s auai T e Now click on the Products tab again to return to the product list e Your new product will now be shown in the list and will be available for selection when completing a sale e From the product list you can check a box at the start of a row then click the price change button on the tool bar you can enter a new price or go up in percentage Orders Till Requests Manufacturers Discount Vouchers Discount Levels Loyalty Points Receipt Template Analysis intersalon 162 Intersalon intersalon Intersalon 163 Home gt Intersalon gt Reference Guide gt Retail gt Manufacturers Manufacturers 1 To add a new manufacturer navigate to the Retail section then click the Manufacturers tab 2 Click the New button and you will see something similar to the screen below 3 Enter the manufacturer s details Name amp Website Check the Manufacturer Enabled box if the product is available for sale this will also enable the product on the salon website 4 Once all details are entered click Update to save changes SALON Seo asaget Sion Websta MyDedk admentor 2 22Q0058RbF 2B sQOLaAQOOLss Gb Retail Orders Products and Manufacturers owes Req
102. etain their history of appointments Delete a stylist then their appointment history will be lost o Automaticaly Create Styling Rates If you check this option then when the new stylist is saved Intersalon will create a Styling Rate for all service learn more about styling rates click here o Web Description An HTML description of the stylist or therapists qualifications styles like and dislikes that can be used on the website o Commission Rates The percentage commission received on Product sales and Service sales To learn more about allocating commission please r the Quick Sale Widget description Services Service or treatments have the following fields o Service Name A short name for the service this name will appear in all the booking and search facilities in Intersalon and on the website o Description A full description for the service this will only be used on the website treatment lists o Duration The duration of the service in minutes o Base Price The default service price this can be adjusted on a stylist by stylist basis see Styling Rates o Service Group When adding appointments in the salon diary or using the multi service search widget or online to service group is to help users find individual services quickly Styling Rates Styling Rates are the association of a service to a stylist or therapist Without this connection then the service will not be bookable for the stylist To re
103. ets on the appointment description in the planner In the screenshot above you can see that the Dryer Room is assigned for the Cut amp Blow with Emma Liles Using Automatic Resource Allocation with the Widgets Automatic resource allocation is enabled on the Multi Service Search widget and is NOT enabled on the Single Service Search widget The Multi Service Search widget is generally intended to be used when booking beauty treatments where many services are added for a customer in a single search The Single Linked Service Search widget is normally used for booking hair services where their is a maximum of two services booked in a single search and so the user can easily select which resources are required Using the Planner Resource View The planner view can be switched to show the allocation of the resources instead of the stylists or therapists Selected Client Danielle Abbott Resource Filter 28 Al Therapists 28 Beauty Studio 28 Hair Studio __ Resource View The planner has restricted functionality in resource view no appointments can be added only events About the home screen Introducing Intersalon Widgets Creating Stylists and Services intersalon Adding appointments Checking out an appointment Linked services Retrieving sales information Sales tax options Running reports Cashing Up Stock control Integrating online booking within your existing website Setting stylist therapist
104. ey KO cashup 0 00 Cash Up 11 01 2012 12 58 bradley O X OE ahu 0 00 Cash Up 11 01 2012 12 32 bradey O X OE cashup 0 00 Cash Up 11 01 2012 12 12 bradley Pl So Pat in Anat 1140147017 11256 brary You can return to the Planner home screen at any point by pressing the Home icon in the top menu bar It s the first option on the left as seen here Clock Open Tickets Closed Tickets Customer Selection Single service Linked Service Multi Service Search New Customer intersalon 10 Intersalon Cash Register Tools Quick Reports Quick Charts Quick Sale Can t find the answers you re looking for e Contact our support team on 01909 512131 e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment below intersalon Intersalon 11 Home gt Intersalon gt Fundamentals gt Introducing Intersalon Widgets gt Clock Clock The Date and Time widget as it s name suggests simply displays the current date and time based on the set timezone The timezone defaults to GMT BST but can be modfied from within the Settings area of Intersalon You can access this from the Intersalon Navigator widget Time Zone Options Time zone offset stern Europe Time Casablanca Date Format dd mmjyyyy 7 You can also adjust the date format if required Its generally useful to have the Date
105. for e Contact our support team on 01909 512131 e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment below intersalon 136 Intersalon Home gt Intersalon gt Reference Guide gt Clients gt Client Files amp Photos Client Files amp Photos A new feature which has been added to intersalon is the ability to add files and photos to a client s information a ane SALON Salen Maapere Saon Webste MyDedk Adminetation ee ee 2a O02ZA2aAOQ 2 Clients Ghent P Emily abbott al Fle Manager st Views Poth MiA aan x go Fiter byt Here you can upload client photos of previous treatments cuts etc Also you may upload any other relevant files such as a series of client notes To upload a file or photo click Browse in the bottom right select your file or image then click Upload You can also create new folders with the folder icon rename files and folders with the pen amp paper icon move with the curved arrow and delete with the red X The last two icons circle and arrow are Refresh and download refreshing will reload the content and downloading will save the selected file or photo to your computer See also Client List Custom Fields Subscribing Clients To Newsletters intersalon Intersalon 137
106. fund Reason this is a mandatory field Options for removing any loyalty returning retail stock and deducting stylist commission are initially checked but these can be unchecked as required Finally the method of refund payment method must be selected The Complete Refund will process the refund and return the user to the Orders List The refund order has been added to the system with a negative value which identifies the record as a refund The Order Note field is used to record the details of the refund and the original order ID Page 1of 13 1201 items mets 4s56 7 2 9 Drag a column header here to group by that column Client Order Date Order Status 28 03 2012 15 49 Ll ww x Mario Balotelli g Complete How to use the WYSIWYG editor Can use my existing domain with Intersalon How to save report data to Excel How to prevent staff accessing Intersalon away from the salon How to create and send an issue based newsletter How do setup my SMS account How do create a Gift Voucher How do filter and sort grids within Intersalon How to customise Intersalon captions Can t find the answers you re looking for e Contact our support team on 01909 512131 i ii Value Deposit Workstation Order Note Payment Method Disca a v 7 Refund for order 1118 Broken e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal availab
107. g a comment below intersalon Intersalon 107 Home gt Intersalon gt How To gt How do I issue a refund How do issue a refund A refund is used to return payment to a client To create a refund in Intersalon we create a new transaction order This transaction ensures that all the sales summaries for the day are accurately adjusted and a record is kept of when and why the refund was issued As part of the refund process the user can also choose which payment method the refund is going to be issued with these currently include Cash and Card To read more about the different payment methods please click here Also the refund can be used to return products to stock loyalty points to be removed and stylist commission compensated Since we are creating a new Order for the refund we need to navigate to the Retail module A refund can only be issued against an existing order the order must first be located in the Order List and selected using the selection checkbox in column 1 To learn more about how to use the Intersalon gris to quickly find data please click here JA Retail Orders Products and Manufacturers orders 0 5 8 x A 5 New Select All Unselect All Delete Selected Daily Repe Refund Selected Page 7of 10 914items 4 1 2 3 4 5 6 7 go 10 Drag a column header here to group by that column Order Reje Client Order Date i 7 Jonathan Macken 08
108. has been a key factor in its success In this release we ve introduced a feature that will extend this even further making not only suitable for many different salon business sectors but also unleashsing its potential world wide Custom Captions allow the end user to customise any piece of text or message in Intersalon This might mean in the case of beauty salons changing the word Stylist for Therapist and Service for Treatment but it doesn t need to stop there captions can be localised to suit salon languages and cultures as well as business type Hello m Hola Other New Features Automatic Resource Allocation Allocating resources for services and treatments now got even easier Automatic resource allocation allows the salon to select which resources are mandatory for a service All the mutli service availability checkers will check the usage of the resource before presenting booking options Card Deposits Taking a deposit by Credit or Debit Card is now supported Intersalon will prompt the user to select the value being paid by card rather than assume its the full amount Automated Refund Process n this release we ve incorporate a new system for issuing refunds and tracking their history The refund can be issued in cash or creditted to a card Documentation Update We ve taken the major step of producing a brand new set of online documentation The help system now includes videos as well tutorials and a reference g
109. he appointment will be added into the planner ee also Navigator Clock Open Tickets Closed Tickets Customer Selection Multi Service Search New Customer Cash Register Tools Quick Reports Quick Charts Quick Sale Can t fi nd the answers you re looking for Contact our support team on 01909 512131 e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com intersalon Or let us know by leaving a comment below Intersalon 19 Home gt Intersalon gt Fundamentals gt Introducing Intersalon Widgets gt Multi Service Search Multi Service Booking There are a number of ways to add appointments to your Intersalon planner In this document we ll be looking at the Multi service search widget method You can find more information on adding appointments by clicking here This widget is usually more suitable to beauty salon or studios where a customer is more likely to book multiple appointments at the same time However many of our hair salon users also see benefits The multi appointment search widget is accessed in much the same way as the single appointment search widget from the widget menu bar al for Beauty salons that provide multiple and variable combinations such as manicure brows and waxing in one booking ti r Multi Service Search i Client Emily Abbott Stylist Chris Storys
110. his guide we ll export report data to Microsoft Excel 1 Firstly open and create a new Excel workbook i 1 m E a P N P a E 2 C Repor Viewing and Saving Customer List With Address Details fire Maie Lasit Hare Seder talline Aedeheeallirer F Addncestity Addnceaiie Erki Api a ee E pj a a a e __iicc_c_c ____ct_t_ __c_t Tpha aang jt ff ______i i _t_ __it _____ _ __ eee e e d d d meim ree a ee 2 Select and run the required report within Intersalon ase 3 Hover anywhere over the report data with your mouse then then press the right click mouse button A menu should be displayed with an option to Select All The first image below shows the menu in Firefox but Select All is also an option in Internet Explorer Google Chrome and Safari It may just appear in a different position on the menu intersalon Intersalon 91 eer gr err E Every okie a a he Lindo Close Tab Chi Shift lt T Save Page As Ths Frame Yew Page Source View Page nfo 4 With everything selected right click again and this time select the Copy option Addressl ine 2 l l Doen Linka in hew Tabs i B Universal Print Select al Search Google for Save Print Cust This Frame 5 Then switch to your new Excel document and click on the cell in the worksheet usually somewhere near the top left hand corner and then right click again and select Paste The conten
111. igator zs amp Administration Appointments 4 Customers A ECommerce tE Reports D Retail Settings B SMS Text Messages f Social Networking Stylists and Services When you are in the Newsletter Module you will be presented with a list of configured newsletters As standard there is always at least one newsletter in your system this is called the _base newsletter and is a Dynamic newsletter Newsletters in Intersalon are classified as either Static or Dynamic A Static newsletter is one where the content once created will not vary for that issue if you want to change the content then you would normally create another issue A Static newsletter has no connection to your Intersalon website A Dynamic newsletter points to one of the Intersalon website pages it s called Dynamic because the assumption is made that the content of this page will vary either automatically if it is showing news or blog posts or manually if it is a page that is updated by a user In this tutorial we are going to create a Static newsletter and produce a single issue of that newsletter a Newsletters New Drag a column header here to group by that column Newsletter Display Name Newsletter Sender Email Newsletter Dynamic URL Newsletter Unsubscribe Url Newsletter Base Url X _baseNewsletter newsletters intersalon co uk http www intersalon co uk To create
112. in AntiFrizz Styling Product A Product B test product TIGI CONTROL FREAK There are many different reports that you can run the categorys include Sales Stylists Appointments Customers and Services About the home screen Introducing Intersalon Widgets Creating Stylists and Services Adding appointments Checking out an appointment Linked services Retrieving sales information Sales tax options Cashing Up Stock control Integrating online booking within your existing website Setting stylist therapist working patterns Making a series of recurring appointments Understanding styling rates Order payment method and status Managing resources What do the various icons mean around Intersalon Can t find the answers you re looking for e Contact our support team on 01909 512131 e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment below intersalon Intersalon 53 Home gt Intersalon gt Fundamentals gt Cashing Up Cashing Up Intersalon keeps track of all the transactions that you make and totals up cash card and cheque totals and allows you to reset these and balance the till at the end of the day To perform an end of day Cash Up within intersalon open up the Cash Register Tools Widget click here to learn more You will be shown the amount of Cash taken
113. intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment below Intersalon 77 intersalon 78 Intersalon Home gt Intersalon gt How To How To The How To section offers simple step by step guides for basic Intersalon tasks How to use the WYSIWYG editor Can use my existing domain with Intersalon How to save report data to Excel How to prevent staff accessing Intersalon away from the salon How to create and send an issue based newsletter How do setup my SMS account How do create a Gift Voucher How do filter and sort grids within Intersalon How do issue a refund How to customise Intersalon captions see also Fundamentals Reference Guide Existing Customers New Version Help What s new in Intersalon Contacting Intersalon Can t find the answers you re looking for Contact our support team on 01909 512131 Email support intersalon co uk and we ll personally get back to you as quickly as we can Check out our Support Portal available 24 7 at intersalon zendesk com Or let us know by leaving a comment below intersalon Intersalon 79 Home gt Intersalon gt How To gt How to use the WYSIWYG editor WYSIWYG editor toolbar The default toolbar looks like this sue W SAR MSloo aie zu m s E E EB eiee E aA Os Siblalo Style Fosma
114. io is still training and visits college on Monday He also starts at 10 00am on Thursdays Mia works all week but finishes at lunchtime on Fridays Leoni has Wednesday off and takes time out to do the accounts on Monday usually between 12 00pm and 3 00pm How do I set I ntersalon up so that appointments can only be added during working time Lets start by setting the earliest opening time and latest closing time during the working week You will need to go to Settings gt Appointments using the Intersalon Navigator widget Appointments and Planner View Planner Start Time Interval mins Show Photo s in Planner Auto Bookback Enforce Styling Rate Check Resource Allocation HORSES Allow appointments without customer Planner Background Colour Email Appointment Reminder Oo Email Appointment Confirmation Online Booking First Appointment Booking Time Last Appointment Booking Time Salon Non Working Days Maximum Online Bookings Per Customer Minimum Booking Interval 0 Same day booking Maximum Booking Interval Use the planner start and planner end settings to provide this information On the same page lets mark Sunday as a Non working day Press OK to save these settings Let s create some planner events in order to block out time when a Stylist is unavailable These can be as generic or as specific as you requ
115. ion This marks a specific computer as asalon computer a computer within the salon e Navigate to Administration gt Users e Click the edit button next to the user you wish to limit amp System Administration Salon Access Only J e Check the Salon Access Only box as shown above e Click OK and the settings will be saved The user will now only be able to log in from the salon computer s See also How to use the WYSIWYG editor Can use my existing domain with Intersalon How to save report data to Excel How to create and send an issue based newsletter How do setup my SMS account How do create a Gift Voucher How do filter and sort grids within Intersalon How do issue a refund How to customise Intersalon captions Can t find the answers you re looking for intersalon 94 Intersalon e Contact our support team on 01909 512131 e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment below intersalon Intersalon 95 Home gt Intersalon gt How To gt How to create and send an issue based newsletter Creating and sending Issue based Newsletters Intersalon allows you to create and send newsletters via email first navigate to the Newsletters Module which can be accessed by clicking Newsletters in the Navigator Widget Nav
116. ire and there s no limit to the number of different planner events you can create In this example we ve created planner events called Closed Day intersalon 62 Intersalon Off Training and Accounts Here s the first day of our example salon s week wi Today x uy Cay Work Week Month You can see that we have blocked the planner with our events from 18 00 to 21 00 This is because the planner is set up to finish at 21 00 to cope with Friday s late finish Planner events are added to the planner in much the same way as an appointment would be created Simply right click on an empty area of the planner and choose Add other event from the menu You ll also notice Sergio s time is blocked out for the entire day as he Is training on Mondays The next two images give a view of the salon s planner on a tuesday The closing time is 18 00 again and Leoni does the accounts between 12 00 and 15 00 intersalon Intersalon 63 Mia Manone tii Leoni Marenett Sergio Portobello Cancelation List B 130 1315 Now lets take a look at Wednesday when the salon again closes at 18 00pm and Leoni has the day off Ma Maronetti Leoni Maronett Sergio Portobello Cancellation List i0 Here s Thursday when Sergio has a late start at 10 00am intersalon 64 Intersalon Fridays planner with late opening until 21 00 and Mia finishing at midday
117. istration Appointments Clients Ecommerce Newsletters Reports Retail Settings SMS Text Messages Stylists and Services Social Networking Can t find the answers you re looking for Contact our support team on 01909 512131 Email support intersalon co uk and we ll personally get back to you as quickly as we can Check out our Support Portal available 24 7 at intersalon zendesk com Or let us know by leaving a comment below intersalon 124 Intersalon Home gt Intersalon gt Reference Guide gt Analytics gt Sales Sales Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text See also Can t find the answers you re looking for Contact our support team on 01909 512131 Email support intersalon co uk and we ll personally get back to you as quickly as we can Check out our Support Portal available 24 7 at intersalon zendesk com Or let us know by leaving a comment below intersalon Home gt Intersalon gt Reference Guide gt Appointments Appointments The Appointments module contains the main appointment planner and a searchable appointment list Subsections Planner Appointment List Multi Service Booking What is the d
118. le 24 7 at intersalon zendesk com e Or let us know by leaving a comment below intersalon Intersalon 109 Home gt Intersalon gt How To gt How to customise Intersalon captions How to customise Intersalon captions The captions in Intersalon have been initially phrased in English to suit the Hair salon industry but these can be easily customised to Suit either the business and or the language Custom Captions is a feature which allows any text or phrase in the salon management system to be customised The caption replacement system involves providing Intersalon with the text you want to replace and the new version for example stylist therapist In the this case stylist is replaced with therapist in all areas of the system Note t is important to recognise that the replacement is looking for an exact match and that includes case and white space so Stylist is not the same as stylist Each seperate replacement must be sepeated by a comma The caption replacements are enterred on the System Settings tab of the Settings module nts System Settings Salon Settings Time Zone Options Time zone offset GMT 0 00 London Lisbon We Date Format ddj mm yyyy Caption Replacements stylist therapist stylists therapists service treatment Stylist Therapist Customer Client Enter the text string of replacements in the text area for Caption Replacements
119. le through future or past months ae and years SALON T Intersalon Tip If you need to view today s availability in a hurry simply press the Today button directly below the calendar to jump immediately to today s date You ll also notice any created stylist groups have appeared towards the bottom of the planner sidebar Clicking on a specific group will switch the planner into only showing stylists within the selected stylist group This also includes a Resource View allowing users to ensure good resource usage across their business Finally the planner sidebar also shows the currently selected customer In our example we don t have a customer selected but this constantly updates with the last selected customer A customer can be selected from the customer selection widget The sidebar can also be minimised or adjusted to suit To minimise just click on the small arrow on the right of the sidebar in the middle of the screen This will collapse the sidebar against the left side of the screen Click the arrow again to expand the sidebar You can also adjust the sidebar width by clicking and dragging the vertical bar between the sidebar and the planner Just let go of the mouse button when you re happy and the sidebar will remember your preference Together these three sections make up the Intersalon home screen On a fully set up system most Resource Filter daily duties are available from this home screen and other
120. ll this the widget menu bar Widget menu bar CMS Desk O owen intersalon cmsdesk Connections aspx ALON The Widget menu bar allows a user to enable and disable various extra Intersalon tools or helpers We call these tools our Intersalon Widgets and you can learn lots more about them by clicking here You ll also notice some quick links on the left instantly return to the home screen by clicking the home menu option or sign out securely from Intersalon by clicking the padlock menu option The Planner The planner is at the heart of Intersalon While Intersalon is a constantly evolving system with new features added almost daily the planner remains intersalon 4 Intersalon our most popular feature In this version of Intersalon we ve made it even easier to do most Intersalon tasks without needing to move away from the planner This provides a better experience for both staff and customers Mens Cut amp Blow Dry oliver pallister E No Show lt gents cut Ma rio Balotell i Q arrived Planner Sidebar intersalon Intersalon 5 The planner sidebar is a mini control panel for your planner CMS Desk Selecting a date directly from the help calendar control will move the planner to your chosen day Use C ff O owen intersalon cm the arrows at the top left and right of each calendar month to cyc
121. lon To learn how to add appointments in the salon diary click here The image below details how linked services appear on the services menu In this example we have two primary services Colour Correction and Mens Natural Glossing Mens Natural Glossing is selected and it has two second linked services to choose from gents cut and Blow Dry Gents Cuts Paste Ladies Cuts E Add Other Event j X Tenso Cerathermic X Tenso Smoothing Ladies Finishes Go to Today Go to Date Change View To 60 Minutes 30 Minutes 20 Minutes 15 Minutes 10 Minutes 6 Minutes 5 Minutes About the home screen Introducing Intersalon Widgets Creating Stylists and Services Adding appointments Checking out an appointment Retrieving sales information Sales tax options Running reports Cashing Up Stock control Integrating online booking within your existing website Setting stylist therapist working patterns Making a series of recurring appointments Understanding styling rates Order payment method and status Managing resources What do the various icons mean around Intersalon Can t find the answers you re looking for e Contact our support team on 01909 512131 Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us kno
122. lon planner In this document we ll be looking at the Single service Linked service search widget method You can find more information on adding appointments by clicking here Single appointment search widget A more advanced option for adding appointments is via the Single appointment search widget Find the widget in the top widget menu bar Single Service Linked Service Search Ideal for hair salons that provide single services and linked services e g cut amp colour Click to enable this widget Single Linked Treatment Search Client Emily Abbott Stylist All Stylists All Stylists Treatment Blow Dry Colour Correction Resource Not Required Not Required Date 22 02 2012 All Day Find Availability Split Treatments across therapists The single linked service search is most suitable for hair salons as these business are most likely to deal in single appointments with customers Hair salons are also more likely to use bookback or linked services such as a colour and cut Beauty studios and spas may find the Multi Service Search more beneficial to their business needs 1 Firstly select a client A drop down list of clients will appear when this textbox is selected You can also type the first few characters of a client s name to filter the list 2 Ifa client has a preference choose a stylist 3 Once a stylist is selected choose the first service
123. m this point on the checkout method is the same regardless of starting point Step 1 of the checkout process will now be displayed intersalon Intersalon 43 CMS Desk 7 xX ft it Cen niera emde Lonnectond ai pm ON Taibh bo Sie Manpger Site toni sheffieldi co uk Y User Davies SALON Salon Management Salon Webste My Desk andguy cou Gm Express S amp P2A2A00L8 obf Checkout New Sale Step 1 of 3 Select Salon Client Walk In cient Intersalon will automatically select the correct customer here so a single click on either the Select or Next buttons will move onto the next step Step 2 Step 2 of the checkout process allows a user to review the shopping cart content and add additional appointments services and products Adding products is pretty self explanatory but its important to note the differences between services and appointments Adding an appointment will allow a client to pay for additional appointments even for another client This is useful if a parent wishes to checkout their childrens appointment at the same time Adding a service allows the Intersalon user to add generic services to a bill even if such services have not been added as appointments in the planner This is useful for clients who have had on the fly extra services during an appointment Add Pr
124. n Appointreents amp Customers ECommerce D Newsletters O Reports G Retad Settings E SM5 Text Messages Ei tonal Networking Stylists and Services D O a A A Post Selected Tweat Selected Toiy Select Al Unselect Al Se caias me a ms D e When you are on the late availability page the first thing we need to do is format a message to be sent out to do this click Format message INTER AA AR Seih io Sie Manar Site bradey SALON Saka Management Saon Webste My Desk Admnsteton Adminstration Setting Late Availability Qiscount Vouchers E Appontments E m amp Custoneers Post Samcted Tweet Selected Tosg Caw ae ECommerce Stt harme Eat Custers Macro Ci Newsletters Aswi Eose Time sits Orsen fly Basking ut Chiva Smith Reports Last Siinwce booking Daret 4 Woe Tayi ima dakiana Retad Buen Post Yesterday at 15p07 Settings Li cast Tweets Yeeterday at 13 20 E SM5 Text Messages Sonal Networking Last minute beokang 11 03 2011 10724 Chloe htp ss cinyuel com Gost ot intersalon Intersalon 205 e Here you can customise the message you wish to post to facebook Twitter The buttons at the top are macros when these are inserted the appropriate variables will be shown in the posts it is reccomended that you use all of them to get out the most information You can click the preview msg button and an e
125. n 26 Intersalon Home gt Intersalon gt Fundamentals gt Introducing Intersalon Widgets gt Quick Reports Quick Reports The Quick Reports widget provides easy access to frequently requested reports daily sales stylist s appointments and inventory Unlike the main reporting module there are no special security permissions required to run these reports Quick Report Access Daily Sales Inventory Appointments The reports are run by clicking on the icon in the report toolbar Before the report will output any data the user must complete the parameters and click the Update button If required the report can be printed by cllicking on the print icon highlighted in the screenshot below Quick Report Access Daily Sales Inventory Appointments Daily Summary Report T Select Day 16 03 2012 Update Printed Date 16 03 2012 Navigator Clock Open Tickets Closed Tickets Customer Selection Single service Linked Service Multi Service Search New Customer Cash Register Tools Quick Charts Quick Sale Can t find the answers you re looking for e Contact our support team on 01909 512131 e Email support intersalon co uk and we ll personally get back to you as quickly as we can intersalon Intersalon 27 e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment below intersalon 28 Intersalon Home gt Intersalon gt Fundament
126. n Parrot 04 01 2012 shaun murphy 04 01 2012 ronnie osullivan 04 01 2012 alex higgins 04 01 2012 james wattana 04 01 2012 Page 2 of 1716 8578 items 4 1 2 3 4 5 1714 1715 1716 Use the Select buttons to select the correct client At this point a client has been selected and we re ready to add an appointment Navigate to the correct date using the calendar in the planner sidebar Find the correct time period for this appointment start time and right click with the mouse Add Other Event Go to Today Go to Date Change View To 60 Minutes 30 Minutes 20 Minutes 15 Minutes 10 Minutes 6 Minutes 5 Minutes The menu system works in stages Start by clicking Add Appointment and hover over a stylist group to see all services in that group If a Service is a linked or bookback service you ll see further menu options Left click the required service and the appointment is added to the planner Single appointment search widget Find out more about this method by clicking here Multi appointment search widget Find out more about this method by clicking here See also About the home screen Introducing Intersalon Widgets Creating Stylists and Services Checking out an appointment Linked services Retrieving sales information Sales tax options Running reports intersalon Cashing Up Stock control Integrating online booking within your existing website Setting stylist therapist
127. n Tickets Closed Tickets Customer Selection Single service Linked Service Multi Service Search New Customer Cash Register Tools Quick Reports Quick Charts Can t find the answers you re looking for e Contact our support team on 01909 512131 e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment below intersalon Intersalon 37 Home gt Intersalon gt Fundamentals gt Creating Stylists and Services Managing Staff and Services The setup wizard will assist you in adding your first stylist therapist and at your first treatment as part of the initial logon Having these pre loaded into the system ensures you can experience how Intersalon presents the services and manages the stylist therapist s salon diary However to put Intersalon live in the salon then the Stylists and Services section in Intersalon will certainly need some expansion Understanding the purpose of each of the different Entities The Stylist and Services module in Intersalon is broken down into the following entities e Stylists e Services e Styling Rates e Service Groups e Salon Roles e Stylist Groups e Resources Stylists or Therapists Each of the employees who works in the salon should be added as a Stylist or Therapist even if you don t want them to appear in the salon diary
128. n the services section to link two services together e g cut amp colour C This icon represents the Copy function and can be found in Stylists amp Services gt Styling Rates and is used to copy styling rates between stylists a This icon represents the Search function and is found in the planner it is not used in lists as they have the built in field search Event Log amp Web Log Icons On icon represents New and can be seen in the Event Log This icon represents the action of something being Edited and is found in the Event Log O icon is also found in the Web Log and shows a failed user authentication or an application error that has been logged This icon represents the Delete action and can also be found in the Event Log This icon can be found in the Web Log and shows a succesfull user authentication About the home screen Introdu cing Intersalon Widgets Creating Stylists and Services Adding appointments Checking out an appointment Linked services intersalon Retrieving sales information Sales tax options Running reports Cashing Up Stock control Integrating online booking within your existing website Setting stylist therapist working patterns Making a series of recurring appointments Understanding styling rates Order payment method and status Managing resources Can t find the answers you re looking for e Contact our support team on 01909 512131 e Email support
129. n zendesk com e Or let us know by leaving a comment below intersalon 144 Intersalon Home gt Intersalon gt Reference Guide gt Ecommerce gt Emails Emails e ECommerce sends email notifications to clients and you for this to work you must enter an email address to send emails to clients from and one for you to receive notifications test intersalon com ast intersalon com e The Send order notification feature will email clients an email reviewing their order e The Send payment notification feature will email clients notifying them of successful payment See also General Payment Methods Shipping Options intersalon Intersalon 145 Home gt Intersalon gt Reference Guide gt Ecommerce gt Payment Methods Payment Methods e Various online payment methods can be used with intersalon e g PayPal and Google Checkout Q ECommerce Settings aA x a x A x a x a x a x a x e To setup a new payment method click the New button ECommerce Settings e Gateway Url This is the link to your external payment page you can get this from you re chosen payment service e Class The type of service that is provided by the payment company e Failed order status The notification to be sent on failed payment e Successful order status The notification to be sent on paym
130. nd the answers you re looking for Contact our support team on 01909 512131 Email support intersalon co uk and we ll personally get back to you as quickly as we can Check out our Support Portal available 24 7 at intersalon zendesk com Or let us know by leaving a comment below intersalon 130 Intersalon Home gt Intersalon gt Reference Guide gt Appointments gt Multi Service Booking Multi Service Booking e Multi service booking can be accessed from the availabilty checker on the dashboard or the search feature in the planner Client N Abblett Stylist Chris Storys Service 7 Group Ladies Cuts hi Longer Blow Dry Service F my First Service Service A Date 30 01 2012 Find Availability Selected Services search order 1 Longer Blow Dry x 2 My First Service si No data to display e The way the new booking engine works is you select your client and stylist first then a service group and then one or more services you can select multiple services in each group and the selected services are shown at the bottom e Once you have the required services selected click Find Availability intersalon Intersalon 131 Multi Service Search Client N Abblett Stylist Chris Storys Service Group Ladies Cuts Longer Blow Dry Service my First Service E Service A Date 30 01 2012 Find Availability Selected Services search order
131. ng out an appointment Linked services Retrieving sales information Sales tax options Running reports Cashing Up Integrating online booking within your existing website intersalon Setting stylist therapist working patterns Making a series of recurring appointments Understanding styling rates Order payment method and status Managing resources What do the various icons mean around Intersalon Can t find the answers you re looking for e Contact our support team on 01909 512131 e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment below Intersalon 57 intersalon 58 Intersalon Home gt Intersalon gt Fundamentals gt Integrating online booking within your existing website Integrating online booking within your existing website You can integrate your Intersalon online booking system with an existing external website using an iFrame This is a quick and simple solution which allows our clients to keep an existing website but still gain from the benefits an Intersalon online booking system provides iFrames allow a second website to sit within the frame of another So while your website doesn t move a single page with an iFrame included allows the online booking system from Intersalon to appear within it You can learn more about iFrames by visiting the W3Schools w
132. nt Files amp Photos Subscribing Clients To Newsletters intersalon 140 Intersalon Home gt Intersalon gt Reference Guide gt Clients gt Subscribing Clients To Newsletters Subscribing Clients To Newsletters Customers can be added as a subscriber to a specific newsletter in any one of the following ways 1 Creating a new customer using the New Customer widget click here to learn more 2 Using a newsletter subscription web part on your Intersalon website so the client subscribes themselves 3 Editting the client s details and adding their subscription on the Newsletters tab click here to learn more 4 Subscribing a group of the clients using the menu on the Client list toolbar Subscribing a Group of Clients to a Newsletter You can use the client list to subscribe a group of clients to a specific newsletter The first step is to navigate the client list and use the selection checkboxes at the side of the clients name to select each of the clients you want to become subscribers To learn how to use the grid to quickly find clients then click here Next click on the Subscribe Selected toolbar button lt image to go here gt A popup screen will appear that will list all your configured newsletters Select the checkbox for the newsletter s you wish to subscribe the client to and then click Subscribe lt image to go here gt Intersalon will gather the selected email address from their records and add this email add
133. ntly and the widgets will help each Salon customise and build their own dashboard where they can easily do the tasks and get the information they need quickly Appointments 2 Clients mi ECommerce E Newsletters E Reports Ta Retail Settings SMS Text Messages Social Networking Therapists New Home Screen Existing customers will notice a change when they first login to the new salon management system The Home page of Intersalon has be redesigned to include the new salon software widgets The diary or planner is central to the new home screen but widgets can now be selected and organised to customise the home screen to meet the requirements of the salon Help and support plays a key role in the new home screen and customer can now review online documentation watch video tutorials and get direct support from our support team all directly from the main home screen The widgets menu has been designed to be touch screen friendly recognising the growing number of Intersalon customers that use the software on tablets intersalon 214 Intersalon facie oe eee a oara ahead ook Laer Deri iene Oo a r tr E Tiara a e we 09 46 58 _ 27 Reberuary XL at hirr apm Ceo pauh Ser Bee Lil See Lien es Deere i 13 51 o oa 67 oo Salon Software I ssue Based Newsletter Traditionally newsletters in Intersalon were produced by adding a page on the salon website within the s
134. ntments with a recurrency specification can be checked out in the normal manner When the checkout process is complete Intersalon will replace the current instance of the checked out appointment with a simple non recurring appointment and then move the recurrency pattern forward by specified recurrency period About the home screen Introducing Intersalon Widgets Creating Stylists and Services Adding appointments Checking out an appointment Linked services Retrieving sales information Sales tax options Running reports Cashing Up Stock control Integrating online booking within your existing website Setting stylist therapist working patterns Understanding styling rates Order payment method and status Managing resources What do the various icons mean around Intersalon Can t find the answers you re looking for Contact our support team on 01909 512131 Email support intersalon co uk and we ll personally get back to you as quickly as we can Check out our Support Portal available 24 7 at intersalon zendesk com Or let us know by leaving a comment below intersalon Intersalon 69 Home gt Intersalon gt Fundamentals gt Understanding styling rates Understanding styling rates Styling rates are the connection between a service treatment and stylist therapist Styling rates are fundamental to Intersalon all the appointment search and adding features check for the existence of a styling rate as confirmation that the s
135. nts All appointments and events supported by Intersalon can be simple non recurring or recurring Non recurring appointments occur only once in a specified time interval Recurring appointments occur many times in the same time interval on different dates Recurring appointments are created as series of appointments specified by the recurrence pattern and indicated with the recurrence sign Jo Kline Lauren Croft Sarah Goucher Emma 3 gents cut Mario Balotelli Recurrence Pattern The recurrence pattern contains information on appointment recurrence a start date and time of the recurrence series and a rule according to which a series is repeated You can create and edit the recurrence pattern of an appointment or event in the recurrency screen by selecting the Recurrence check box The image below demonstrates how to select an appointment in the planner and then use the right click menu to access the recurrency screen intersalon Intersalon 67 Cut amp Blow Dry Letitia Adams Appointment T Recurrence Cut d view Client Details Assign Resource Unassign Resource Label As Delete The image below demonstrates the common appearance of the recurrence screen In this screen you can specify all the required values of different elements to define the recurrence behavior The base element of the recurrence pattern is frequency It specifies how often corresponding appointments
136. nts Ecommerce Newsletters Reports Retail Settings SMS Text Messages Stylists and Services Social Networking Fundamentals How To Existing Customers New Version Help What s new in Intersalon Contacting Intersalon Can t find the answers you re looking for e Contact our support team on 01909 512131 e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment below intersalon 112 Intersalon Home gt Intersalon gt Reference Guide gt What is the default security setup for each role What is the default security setup for each role This page will describe the default security setup for each Intersalon security role Please note that this refers to the user role set within the Administration section of Intersalon It is NOT connected to the Salon Role option within Stylists and Services The default roles within Intersalon are 1 Salon Owner 2 Salon Super User 3 Salon User In general these roles can be broken down fairly easily a salon user can create but not modify or delete A super user can create modify but not delete Finally a salon manager can create modify and delete However this is only a general rule so lets have a look at each role section by section Module Administration Appointments Customers E Commerce Newslette
137. o access to module Module not visible No access to module Module not visible No access to module Module not visible No access to module Module not visible Cannot post availability Cannot modify settings No access to module Module not visible Intersalon 113 Newsletters Reports Retail Settings SMS Text Messages Stylists and Services Social Networking Can t find the answers you re looking for e Contact our support team on 01909 512131 e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment below intersalon 114 Intersalon Home gt Intersalon gt Reference Guide gt Administration Administration The administration section allows creation deletion and modification of user accounts and roles It allows provides Intersalon log files and Workstation setup Subsections Users Event Log Web Log Workstations What is the default security setup for each role Analytics Appointments Clients Ecommerce Newsletters Reports Retail Settings SMS Text Messages Stylists and Services Social Networking Can t find the answers you re looking for e Contact our support team on 01909 512131 e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com
138. o display Step 1 when creating the issue is to assign a subject and add your content The subject will appear in the subject column of your customers email inbox so it is important it draws their attention Be careful not to use words like Free or Discount in the subject because these might be interpreted as SPAM by the customers email sytem and put in their junk folder Use a subject that reflects the content of the issue if you re sending newsletter monthly you might want to call the newsletter Monthly News or similiar Depending on how the newsletter template has been configured you may be presented with one or more Editable Regions The Basic template that we selected for our newsletter only has one editable region and you can see if the screenshot below we have one large region where we can place our text and images Each editable region includes an WYSIWYG pronounced WIZIWIG editor that allows you to add style to your content To learn more about the detiled use of the editor please click here Step 1 Edit the content Subject February 2010 Show in newsletter archive E Insert field First name Dear 96FirstName February is upon us and just as the ice and snow have made way for the bursting buds of spring so too wil 2010 be a flourishing year for your salon business partnering with Intersalon Packed with fantastic new features Intersalon stands alone as being the only salon
139. o know which resources can be used with which service or treatment When a service is editted or created then Resources tab should be displayed next to the Styling Rates Edit Service Service Name Description Duration Base Price Service Group 20 20 Technical Linked Services _ Enable Online Booking a Administration Analytics Appointments amp Clients aA ECommerce wW E commerce Newsletters Reports Retail G Settings 3 SMS Text Messages Social Styling Rates Resources f Networking Resource Name Dryer Room Room 1 Room 2 In the above image Room 1 is a requirement for the service treatment LstService If you select more than one resource then Intersalon will interpret this as a logical OR This means that at least one resource is required but it can be any of those selected intersalon 74 Intersalon Using Automatic Resource Allocation in the Planner Once Intersalon knows which resources to assign it will attempt to find and then allocate an available resource when the appointment is added If the appointment is a linked to another appointment and the linked appointment has resource dependency then resources must be available for both appointments If no resources are available then a message is displayed to the user Cannot add appointment because there are no resources available When the resource is assigned it appears within parenthesis brack
140. o the text using the Hi Insert edit image button in the WYSIWYG editor toolbar The Image properties dialog opens a Image Properties Webpage Dialog Image Properties Image Info Link Advanced UAL Pe Alternative Text Preview Vo _ aC Lorem ipsum dolor sit amet consectetuer adipiscing Height 7 elt Maecenas feugiat consequat diam Maecenas metus Vivamus diam purus cursus 4 commodo non facilisis vitae nulla Aenean dictum lacinia tortor Border Hunc iaculis nibh non iaculis aliquam orci felis HSpace euismod neque sed omare massa mauris sed velit Nulla pretium mi et isus Fusce mi pede tempor id Yopace cursus ac ullamcorper nec enim Sed tortor Curabitur Align molestie Duis velt augue condimentum at ultrices a luctus ut orci Donec pellentesque egestas eros Integer cursus augue In cursus faucibus eros pede bibendum sem in tempus tellus justo quis ligula Etiam You can either insert the URL address of the image if you know it or you can click Browse Server and choose the image in the content tree intersalon Intersalon 83 T CMSDesk Select file Webpage Dialog LA select file Site CorporateSite i O corporate Site Home Services Products News Partners Contact Examples Search Log on page Shopping Cart Wishlist My Account gt Order Completed Unsubscribe Files kal home File name File size bytes home ipa s06o7
141. o you as quickly as we can Check out our Support Portal available 24 7 at intersalon zendesk com Or let us know by leaving a comment below intersalon Intersalon 55 Home gt Intersalon gt Fundamentals gt Stock control Stock control Retail and Stock Products Stock is the management of products you sell i e Retail products and products that are use in the treatment process i e Stock products Both types of product are defined in a similiar manner but behave differently within Intersalon Creation and management of all products is done using the Retail module which can be accessed by the Navigator Widget Creating a Product To add a new product navigate to the Retail module select the Products tab and then click on the New button in the toolbar to open the new product page New Product o Product Name Write the product name so that it is easily identified Price The product price this could be the General selling price of the product or the Nett price sheet E ncaa Bed Head Shampoo depending on how the tax options have 5 been configured Price 12 99 Stock Code Manufacturer code for re ordering the code to be given to the Stock code 0234 supplier react EE 3847299934 Product Number This would be the barcode number of the product if you have a RRP 14 909 barcode scanner scan in the product number This should always be unique Whole Sale Price 6 99 RRP The Rec
142. oduct You also have the option to remove items from the shopping cart and manually adjust prices Product name Tax Subtotal Lauren Croft gente cut 4 17 25 00 If you have a coupon code please enber it here To continue to the next step press the Next button Step 3 The final step allows a further confirmation of the shopping cart content and a number of other options oncom tons ay Two discounting options are available Loyalty allows payment discount by a client s loyalty points total The discount button allows a salon manager or other staff member to offer a non specific discount This is useful for goodwill gestures and is the fastest discount method This option can be protected with a 4 digit pin code allowing a manager to offer a discount without the need to sign out and in with a manager account intersalon 44 Intersalon Total price Total Discount Previous Amount Tendered Tendered Due Payment Method d Cash A payment method must be selected before checkout can be completed Simply click on the valid icon Each method requires a slightly different process Cash will ask for the tendered value where Card will ask for the value being paid This allows for partial payments by card Commission for appointments and services is automatically allocated but products need to be assigned manually You can do this by pressing the Assign commission button Fin
143. oftware and then setting the scheduler to mail this page out to all subscribers This was a nice simple way of producing newsletters and suited the way most salons wanted to work but didn t allow the salon to produce different newsletter types manage different subscriber sets and view newsletter history Issue based newsletter solve all these problems and allow the salon to produce an infinite number of newsletters and then within each newsletter an infinite number of issues So for example a salon that sells products online might have seperate newsletters for product offers and a different newsletter for salon news and treatment offers One could then be published monthly and the other quarterly each with its own subscribers Salon s will be able to select from a number of standard in built templates to make the production of a newsletter quick and easy Customer File Management Another exciting new feature is Customer File Management Intersalon now allows a salon to attach any number of files to a customer record card These can be photographs questionairre results or any piece of electronic information that pertains to a customer We anticipate this feature being particularly useful for salons and clinics that offer a course of treatments and would like to visually track progress using photographs intersalon Intersalon 215 List View 14 11 2011 Custom Captions for the Ultimate Customisation Intersalon versatility
144. ommended Retail Price from i the manufacturer This is for information Available items T only Minimum Stock Level 7 Whole sale price The price of this item when sold in bulk This is for information only TIGI Enabled Check this box if the product is Manufacturer Add New currently on sale un check it if a product is out of stock or been discontinued Internal status Retail Is Voucher check this box if the product is a store voucher click here to learn more Available Items The number of items in Enabled stock Is Voucher E Minimum stock level When stock reaches this level new stock should be reordered Save Manufacturer The company that manufactures or supplies the product a new one can be added by clicking add new Internal status Whether the item is classified as Retail or Stock When you have saved the product you will be presented with extra web option fields where you can specify package size amp weight options and the immediate availability of the product can be added if the product is going to be available online Using Products Both types of product i e Retail and Stock should be added to the customers bill at the second step of the POS Point of Sale checkout process If the product is Stock then the customer will not be charged and the item will not appear on the receipt When the sale is completed then Intersalon will reduce the Available Items field for the product If the product is sold online then
145. on in ntersalon Linking Services To create linked services then both services must already exisit to learn how to configure a service click here After both services have been created then we can link them together On the Services page click the Link Services toolbar button to display the link services pop up screen Linked Service Add New Linked Service First Service Second Service Book Back Duration 0 Linked Services Service Name Book Back Duration No data to display The primary service first service and linked second service can be selected the Book Back Duration in minutes enterred and then saved by clicking Add Linked Service Saved will be displayed as a confirmation message and the Linked Services grid updated to Show the linked second service There is no limit as to how many second services can be linked to a primary service and linking services doesn t mean the second service cannot be booked without the primary service Using Linked Services The table below details where Ilinked services can be used Feature Support Linked Services Notes Single Service Search Widget Yes Multi Service Search Widget No Primary services are not displayed Salon Diary Yes Default Online Booking mobile No Single Service Online Booking Yes Multi Service Online Booking No Primary services are not displayed Adding a Linked Service in the Salon Diary intersalon 46 Intersa
146. on 87 Y Content Select document Webpage Dialog Ma Select document Site Corporatesite E Corporate Site Home H E Services 6 F Products F News E Partners E Contact H E Examples n E Search Log on page Shopping Cart Wishlist My Account Order Completed E Unsubscribe 2 Files Document name Contact Link Webpage Dialog Link Type Protocol U AL 23_14 getdoc 3ded53e1 a895 4c4b adall a21 59baf2fad Conte You can also change the target frame e g new window on the Target tab and specify link title for better accessibility on the Advanced tab Click OK and the selected text is now used as a link to the chosen URL Temoa mamm m m m m mmj mm mmm mmn m mm mm mmn mmn mm mm mm mmnm mm m m m mm m mn mm mm mmn mm mm mm mmm mm mm mmm mm mm mmmn mm mmn mmnm mm mm mmnm mmn omm m mm mmn mmn m mm mmm mm mm mn mmn mmn mmn mmm mm mm mm mmo mm mm mn mn mm mn m mm mmn omm mmm mm mm m mm mm mmn mmm o mmn mm mmm mm mmn m mmn omm mmn mmn mmn o mmn mn mmn mmn m m me mmm mmn mm me mmn mmn 1 I I Main Text L here to go to the Contact us section Click Save to save the changes intersalon 88 Intersalon Paste from Word Inserting an Image Can t find the answers you re looking for Contact our support team on 01909 512131 Email support intersalon co uk and we ll personally get back to you as quickly as we can Check
147. or the service using the stylist therapist and the service group If a mistake is made any item can be removed from the shopping card by clicking the Remove button the shopping cart content If the customer has a discount coupon the user can enter the coupon code at this step The system will check the validity of the coupon and adjust the bill as required intersalon Intersalon 33 Select a stylist and service combination Stylist Service Group First Service Jo Kline Lauren Croft Sarah Goucher Emma Liles Naomi Adams Paul Smith Laura Hayes Jo Foster Anderson Silva Sarah O Brien Ladies Cuts FAfro Carribean relaxing Gents Cuts My First Service Ladies Finishes example service Technical Service A Chris Storys Technical Linked Services Longer Blow Dry Ad hoc Price Change Once an appointment product or service has been added to the bill the selling price is displayed along with any sales tax that needs to be applied A price adjustment can be achieved by clicking the Edit button on the line item Any price adjustments are applied to the product for this purchase only and will not affect the base price for the item for future purchases Step 3 Apply Discounts Commission amp Take Payment The final step is the sales process it to review the sale apply any discounts and take payment Applying Discounts Discounts can be applied by clicking the Discount button Discounts can applied as a percentage or
148. over 35 years of history They are a family salon with many happy clients They are situated in the small but very well populated village of Doddinghurst Brentwood in Essex Adrian Hanlon is the owner of one step ahead before Intersalon they didn t use a salon management system they kept track of appointments clients and takings on pen and paper Here s what Adrian had to say about the paper based system The old method was inefficient there were problems when stylists were off sick the client database was very difficult to use and not always clear due to different handwriting and mistakes Also the record book could be lost or stolen and there were no other copies As you can see the style follows your web site design However since Word doesn t provide appropriate tagging information some formatting may not be preserved and you may need to apply the design manually Click Save to save the changes Inserting an Image Creating Links Can t find the answers you re looking for Contact our support team on 01909 512131 e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment below intersalon 82 Intersalon Home gt Intersalon gt How To gt How to use the WYSIWYG editor gt Inserting an Image Inserting an Image You can insert an image int
149. own below You ll find it in the main icon bar at the top of every screen Ei O Once you ve clicked this icon you ll be presented with the Navigator 8 Appointments A Clients Ti ECommerce E Newsletters E Reports Retail SMS Text Messages Social Networking Stylists and Services To move around the Intersalon system simply click the appropriate menu option Here s a quick rundown of what you can expect to find behind each option D Administration Appointments Setup salon users and their roles View event history for the Manage the salon appointment diary Use the planner to add salon and website Configure each of terminals where the appointments and move them from stylist to stylist using the system is to be accessed from drag and drop features Q Customers ws ECommerce Create and edit customer details View customer appointment Configure how salon products are sold online via the website history notes and product sales Use the post code lookup to Automatically schedule email responses and add any custom easily get the customers address payment and shipping methods intersalon hs Social Networking Setup your social networking accounts to allow Intersalon to communicate with your clients oh Stylists and Services Create the salons stylists services styling rates and resources Add stylist groups to take advantage of multi salon mode Retail Run reports to view the
150. ox below e Enable reciept printing This option when checked will attempt to print a reciept at the end of the checkout process we reccomend you leave this off to save time unless you have a reciept printer e Time zone offset This option must be set right for your location to ensure events are logged at correct times etc e New customer required fields You can choose what information is required when a new client is created we reccomend you take a mobile number and an email address as the option for sms amp emails are available See also Appointments Planner Events Salon Settings intersalon Intersalon 177 Home gt Intersalon gt Reference Guide gt Settings gt Salon Settings Note A major new version of Intersalon has been released This help document is awaiting review and as such may contain obsolete content For more information please contact support To find out what s new please click here Salon Settings VAT has changed in the new version of Intersalon It s important to setup Intersalon correctly in order to produce accurate reporting The VAT setup screen can be found within the Settings area of Intersalon under the Tax Options tab Intersalon can operate under 3 different VAT Tax modes 1 Not registered for Sales Tax 2 Registered for Sales Tax and want to work exclusive of Tax 3 Registered for Sales Tax and want to work inclusive of Tax Tax Options I am not registered for Sales Tax
151. pointments Understanding styling rates Order payment method and status Managing resources What do the various icons mean around Intersalon Reference Guide Existing Customers New Version Help What s new in Intersalon Contacting Intersalon Can t find the answers you re looking for e Contact our support team on 01909 512131 e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment below intersalon Intersalon 3 Home gt Intersalon gt Fundamentals gt About the home screen About the home screen The Home screen is your starting point within Intersalon From here you get immediate access to appointments customers sales and reports EI CMS Desk wN amp C f O owen intersalon cmsdesk Connections aspx id a GENEA SALON Salon Management Salon Webste MyDesk Administration CATOLAQQOLBTIDBYE Suvitch to Sie Manager Site toniandguy sheffield1 co uk User chmn Davies Exess e Hens Cut amp z Blow Dry alwer pallister i E No Show Resource Filter i gers cut Bartreross a iano Seles a Beauty Studio arrived 2G Har Studio EE Resource View Lets take a closer look at how the home screen is put together Firstly you ll notice the row of icons along the top of the screen We ca
152. pointments gt Appointment List The Appointment List shows all the appointments on one page in text format it can be exported to PDF or Excel and can then be printed More information is given on the appointment list opposed to the planner for example the appointment list shows wether a client has recieved an SMS appointment remiender and also shows the No show risk Appointment List Penner Aepontment ust X zB 7 OO Select Al Unselect Al Delete Selected Send SMS Reminders Pee Excel eb Page i of 12 1194item 23456789 un 2 Drag a column header here to group by that okan a Start Time Sovis Serwce Name Gent Notes Prone Referral Stans os No Show Risk Booked hd r be T O 2 X ayanmo Ove Storys Istserwe Parn mr New O Mot Starved O 2 X ayana Ore storys IntService han murphy New Mot Started O BD X rwexywrw Laren Croft gents cut steve mcqueen 03898192 New Not States O A X yann Ove Storys istserwe John Parrot New O Mot Started O 2 X yanna Ove Storys IstService Jobe Parrot New Not Started OD B X wevarv 0 Ore storys Colour Change Betty Alen New Not Started O BD X somna Ove ster Diser ce torne oudn arn New O Not Started O 2 X aro iw0 Ove Storys istService ronnie ondivan New Not Started D 2 X manno Laren Oof gents ot steve mcqueen 03898192 New Goe Appointments can be edited by clicking the edit icon Appointment List T Pamer Aopontment Ust 5 3 x z a ok Sele
153. r e To get started we need to navigate to the Discount Vouchers tab within the Social Networking section SALON Salon Managemest Sson Website My Cesk Adminstration dahi jo Sie Manes Sie bradley Settings E SM5 Text Messages Ej Seca Networking Stylists and Services t e First we re going to want to format the message template to do this we need to click Format Message the screen below will then be shown We reccomend you insert all of the Macro s these represent the valid data that is available when a post is made A few examples are shown below intersalon 208 Intersalon Wednesday 16 March 02 43 49 PM F oucherHames Valid from SValidFroms To ValidtoS Saving of SValoeh Book nowt PtalineSsckiagislt ae Meiga Body Preview Msg 10 Discount Voucher Valid Eroa 16fOR 2018 Ta imi i0il Savieg of 16 00 Beck nowi at herp Ptiewrl ces eue e4 Changes were red Insert Custom Macros Message Body Example Msg e Here s an example message valid From vaidTo Value 24 Booking uri SVoucherNames Valid from SValidFrom To ValidTo Saving of Value Book now at SOnlineBookingUrl 10 Discount Voucher Valid from 17 03 2011 To 16 03 2011 Saving of 10 00 Book now at http tinyurl com taut3t3 e Once you are happy with the example message and it is how yo
154. r Tools Quick Reports Quick Sale Can t find the answers you re looking for e Contact our support team on 01909 512131 e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment below intersalon 30 Intersalon Home gt Intersalon gt Fundamentals gt Introducing Intersalon Widgets gt Quick Sale Quick Sale The quick sale widget allows a user to quickly checkout a customer without leaving the planner It s especially useful for product purchases and improves processes for your business and customers As with the checkout process creating a new sale using the quick sale widget is a 3 step process 1 Select a customer 2 Add appointments products or adhoc services 3 Apply any discounts allocate commission and take payment An added feature not available as part of the checkout process is the ability to select a Walk In customer Step 1 Select a Customer The customer grid provides a view of all the salon s customers By clicking on a column header the customer list can be sorted by typing into the filter row the customer list can be filtered and using the Customise Columns button the fields displayed in the grid can be customised For more information about using the Intersalon grid please follow this link Quick Sale Start New Sale Step 1 of
155. ra information will be shown related to the event amp System Administration Delete intersalon 120 Intersalon e Clicking the delete button will clear the log once the log has been cleared you will not be able to get back cleared data See also Users Event Log Workstations Can t find the answers you re looking for Contact our support team on 01909 512131 Email support intersalon co uk and we ll personally get back to you as quickly as we can Check out our Support Portal available 24 7 at intersalon zendesk com Or let us know by leaving a comment below intersalon Intersalon 121 Home gt Intersalon gt Reference Guide gt Administration gt Workstations Workstations This document explains the features of the page Administrator gt Web Log It is very important that you set your salon s workstation in order for the salon diary to display correctly Click here to find out what the salon diary should and should not look like 2 System Administration Uses Event Leg Web Leg Werkstatens E o Miner Hep P kies H Terpin Salon Computer Dren engin koak Mide a i X wes bracers o Uda 78 Oo E KX ee eT ark oO 180d 00 B E X ni Gyn Hore Oo ab 900 Li jf K weer braces o iin vi wt X ona mark o ibj 130 O e To setup a new workstation click the New button in the workstations section e Foran explanation of the icons within intersalon click he
156. ration Appointments Planer Events Syrien Settings Salon Settings C Appointrments Apparimenis and Planner View F amp Customers Manner Stact Tite i ECommerce Manner Ead Time i i i E commerce Itara iming l Show Photo s m Panne i E Nensletter Auto Beokback F O Newsletters Enforce Stying Rate i dhadi Resource Allocation Report Bukla alow apportent without customer F O Reports Manner Background Colour Cir Foul Iz e Emml Appomiment Reminder Retad Eel App Doir m ffi Semngs i E SMS Text Messages Ceir Beckie E Socal Networking Fest Appointment Booking Tima QP 00 Soysts and Services Lam Appanimeni Booking Tin Ji i i al o W Point of Sale a San Hon Working Days Mon Tue Wed Thu Fe Sat Sun Hidu Gnine Bostiros Per 5 on Cun Minin poking Fiera das Home O Same day booking Settings Explained e First Appointment Booking Time Is used for appointment searching when booking online or in the Salon Set this to the time when you want to start accepting appointments e Last Appointment Booking Time Is used for appointment searching when booking online or in the Salon Set this to the time when you want to last appointment time e Planner Start and End Times These settings control the view size for the planner Eveybody s computer screen size is different so you might to adjust these to get the view you want e Interval The interval sets the size of each block on the planner I
157. rch Hia Harener tii at 1 72 Bee yoo Then 2 From here you can alter who gets sent SMS messages what time they are sent and how many days before the appointment 3 The message contents can also be edited you can write the message or use the default You can insert the client name the stylist Service time date and day put the cursor where you want the object then click it on the right hand side to insert Click Preview Msg and an example message will be shown how the client would recieve it 4 Click Save and SMS text messages will be sent to subscribed customers or what category of customers you have selected to make a customer eligible navigate to the clients section go to the customer you want and click Details then go to the Sms tabthen you can check the boxes to subscribe the client to SMS appointment remienders or SMS newsletters intersalon Intersalon 185 LON _ sakea Management prre Switch to Site Manager Sibe demo User Gohl Administrator Office Be SALON Saka Management San Website My Dek See also Account Settings Mailshots intersalon 186 Intersalon Home gt Intersalon gt Reference Guide gt Stylists and Services Stylists and Services The Stylists and Services module contains all configuration options for your stylists such as roles and stylist groups Services service groups and styling rates and also found here See also What is the
158. re amp System Administration Your unique identifier 172 20 24 27 Workstation Description Salon Computer Workstation Screen Resolution a x a a Kiosk Mode Full screen F11 When adding a new workstation intersalon automatically determines your computers screen resolution You must add a workstation description e g salon computer if the computer is the one used at the salon check the salon computer box if you wish yo use intersalon in Kiosk mode full screen check the box and the planner will be optimized for full screen viewing See also Users Event Log Web Log Can t find the answers you re looking for Contact our support team on 01909 512131 Email support intersalon co uk and we ll personally get back to you as quickly as we can Check out our Support Portal available 24 7 at intersalon zendesk com Or let us know by leaving a comment below intersalon 122 Intersalon intersalon Intersalon 123 Home gt Intersalon gt Reference Guide gt Analytics Analytics Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Here is some sample text Sales See also What is the default security setup for each role Admin
159. ress as a subscriber to the newsletter s selected If the client doesn t have a valid email address then they will not be added as subscriber If they are already a subscriber their email address will not be added twice A client can be unsubscribed to a newsletter by either following the unsubscribe link that must be provided in the newsletter content or they can be unsubscribed by the salon either by editting the clients newsletter subscriptions or deleting them as a subscriber on the newsletter configuration page Client List Client Files amp Photos Custom Fields Can t find the answers you re looking for e Contact our support team on 01909 512131 e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment below intersalon Home gt Intersalon gt Reference Guide gt Ecommerce Ecommerce This module contains advanced options connected to your website s ecommerce offering Subsections General Emails Payment Methods Shipping Options What is the default security setup for each role Administration Analytics Appointments Clients Newsletters Reports Retail Settings SMS Text Messages Stylists and Services Social Networking Can t find the answers you re looking for e Contact our support team on 01909 512131 e Email support intersalon co uk and we ll personall
160. ring the widget to the front of any other widgets Repositioning widgets Once you have opened a selection of widgets you may wish to move them around the screen to allow better access to planner and calendar space or just for personal preference This is easy to do and works in the same way as you d move a window around in Windows or Mac OSX intersalon Intersalon 7 INTER Switch to Site Manager Site SA LON Salon Management Salon Website 4 A 5 2 Q O O peA Ka e ii February 2012 E he My Desk ad inst ti n Mon Tue Wed Thu Fri Sat Sun 1 2 3 4 5 7 B 5 10 11 12 Single Linked Treatment Search Client Stylist All Stylists All Stylists Treatment lstService andService 7 Resource Not Required Not Required ki Date 22 02 2012 All Day h Find Availability _ Split Treatments across therapists 35 37 2 S B E T 1 Start by opening a widget In this case we re using the Single Linked Treatment Search widget 2 Move the mouse to the top grey title bar on the widget You ll notice the mouse point changes to the movement pointer Click and hold the mouse button down 3 Once you are happy with the new location release the mouse button and the widget will remain in it s new position Intersalon will remember the location of widgets even after closing them Usually customers decide upon a set up that suits their business fairly quickly and Intersalon rem
161. roducts and Manufacturers orders TaRequests Products Manufacturers Dscount Voucher Dacount Levelt Loyaty Ponts Recept Temple Araksi eta Yaki Ta 17 an tiare inya Hya ST QOLE Tana S010 CoP LE Idan AN GANADA che ck Cei os the New button to continue to the next step you will see the screen below in which you can enter the voucher details See toniendguy sheffieldl co uk User bradey Express Smet tonlendquy sheffiel oo uk Userbradey Express 30 Orders TWRequests Products Manufacturers Dsccunt Vouchers acount Level Loyaty Ponts Recept Terpbte Araks oeta iecount coupons New dicount coupon Decount coupon name 10 Voucher Descent value a Asoka decou gy Rebtine dicount 10 Val from aoa OF now Wahi to 30 04 2012 14 02 07 P owe intersalon e Once all details are correct click OK and the changes will be saved Orders Till Requests Products Manufacturers Discount Levels Loyalty Points Receipt Template Analysis Discount coupon name The name of the voucher e g 10 discount voucher Discount coupon code The Product ID of the voucher Absolute discount A set cash amount to be reduced from the final price of an order Relative discount A percentage discount of the final price of the order Discount value The amount in or the percentage to be discounted Valid from The date from when the voucher
162. rs Reports Retail Settings SMS Text Messages Social Networking Stylist and Services Administration Analytics Appointments Clients Ecommerce intersalon Salon Owner Full access to all features Full access to all features Full access to all features Purchase process disabled Create Newsletter disabled Full access to all features Full access to all features Full access to all features Full access to all features Full access to all features Full access to all features Salon Super User Cannot delete users Cannot delete workstations Cannot clear event web logs Full access to all features Cannot delete customers Cannot modify e commerce settings Cannot modify or delete newsletters No access to module Cannot view modify delete discount voucher list Cannot view modify delete discount level list Cannot access Open Till Cannot modify receipt Cannot modify Loyalty settings Cannot delete a product Cannot delete a manufacturer No access to module Module not visible No access to module Cannot post voucher codes Cannot read voucher codes Cannot delete a resource Cannot delete a roll Cannot delete a service Cannot delete a service group Cannot delete a stylist Cannot delete a stylist group Salon User No access to module Module not visible Full access to all features Cannot modify customers No access to module Module not visible No access to module Module not visible N
163. s Adi Cheit az E a e The creation form will then open within the same page you need to enter a name for the custom field and choose the data type such as text number or date e Once you have filled out the two fields click update to save changes Data type explanations Text Allows any letters or numbers of your choice up to 100 characters Number Only allows numbers to be entered and edited no letters Date A date in DD MM YYYY format Yes No A single checkbox to check for yes and uncheck for no e Each data type is shown below in the same order as the explanations visits to salon 3 K First Booked zogo f Had Colour test e Now when you go to add or edit a client there will be a new tab on the end called custom fields like shown above this is where the fields you have created can be populated intersalon Intersalon 139 Site bradey User bradeyelerby Cle Bue e To use your new custom fields in the grid views you will need to add the columns by clicking Customise which will open the field chooser and allow you to drag the fields into the grid SALON MyDek Tie waley Usercbradeyclerby thee ap bey i r Dewy a coda header her i Newsletters rete mh jane pecs X sue fia ate K Sanh E a iiba PE pr Shyits and Services GK ah cI W Sophie il XM a i X ia O XX John id See also Client List Clie
164. s The settings module allows you to customise the system to your needs enable extra features such as email notifications and adding planner events See also What is the default security setup for each role Administration Analytics Appointments Clients Ecommerce Newsletters Reports Retail SMS Text Messages Stylists and Services Social Networking intersalon 172 Intersalon Home gt Intersalon gt Reference Guide gt Settings gt Appointments Note A major new version of Intersalon has been released This help document is awaiting review and as such may contain obsolete content For more information please contact support To find out what s new please click here Appointments 1 To access the different features of Intersalon use the navigation menu on the left hand side of the screen Most of the common every day features are included under the section called Point Of Sale To access the system settings we need to open up the Tools group and then click on the item called Settings 2 The first page that is displayed is all about setting up the appointment system There are quite a few options on this page some of which control how the Online Booking system works which will be covered in detail in later tutorials For the moment we ll concentrate on the one that we need to get started SALON Selon Management Salon Webste My Desk bimini ei CPA Tools f System Set Up i a Adminst
165. s Creating Stylists and Services Adding appointments Checking out an appointment Linked services Retrieving sales information Sales tax options Running reports Cashing Up Stock control Setting stylist therapist working patterns Making a series of recurring appointments Understanding styling rates Order payment method and status Managing resources What do the various icons mean around Intersalon Can t find the answers you re looking for intersalon 60 Intersalon e Contact our support team on 01909 512131 e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment below intersalon Intersalon 61 Home gt Intersalon gt Fundamentals gt Setting stylist therapist working patterns Setting stylist therapist working patterns In many salon businesses working patterns vary from stylist to stylist and from day to day Because Intersalon is fully integrated into your website online booking engine it s important to ensure these patterns are accurate This help document will examine a typical working week and detail how best to enter this information into Intersalon Our typical salon The salon employs three stylists Sergio Mia and Leoni The salon is not open on a Sunday Normal working hours are 9 00 am to 6 00pm with late opening on Friday till 9 00pm Serg
166. s salon newsletters depending on how you use these features Navigator Clock Open Tickets When you have finished click Add customer and the new entry will be saved and the new customer will be selected for the next appointment Selected Customer Steven Allen Resource Filter intersalon 22 Intersalon Closed Tickets Customer Selection Single service Linked Service Multi Service Search Cash Register Tools Quick Reports Quick Charts Quick Sale Can t find the answers you re looking for e Contact our support team on 01909 512131 e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment below intersalon Intersalon 23 Home gt Intersalon gt Fundamentals gt Introducing Intersalon Widgets gt Cash Register Tools Cash Register Tools The Cash Register widget is used for monitoring adding and removing funds in the till Cash Register Contral Workstation or Till Cash 478 00 Cheques 1 45 00 Card P 58 50 Total lo Mari Cash Register Control Workstation or Till Cash 478 00 Cheques 1 45 00 Card 2 58 50 Total 581 50 Please enter how much cash is being removed 5 Flease enter a comment You would enter the amount to be removed and a reason why cash has been taken out Once the cash is removed a reciep
167. se to pay by Credit Card you are paying for a set number of texts up front Charges are dependent on quantity sent More information is available by clicking here 4 At this point you will be taken to a signup complete page A TextAnywhere customer service representative will then call you directly to confirm your Login and Password details You ll also receive email confirmation of your signup Attaching your TextAnywhere account to your Intersalon software 1 Return to www textanywhere co uk and click Client Login in the top right area of the screen intersalon Intersalon 181 Home Pricing About us Contact us Sitemap Applications Developers Partners White Label Why TextAnywhere Case Studies Open Account 2 Enter your email and password from your TextAnywhere signup email and Press login sales intersalon co uk 3 Once you have logged in continue to your Admin Panel found on the top right of the following screen Buy credits Admin panel Log off You have 19 0 credits left anywhere TextPremium TextInbound TextAlert Downloads TextOnline TextCampaign TextEmail 4 From your Admin Panel make a note of your Client_ID and Client_Pass These are highlighted in purple text admin account details Organisation My Salon Client_Pass QiUP45Yr Client_ID WU1044451 5 Return to the SMS Text Messages section of Intersalon and enter your Client ID and Client Password into the r
168. ser can mark this as a No Show Stylist Name Start Time Service Name x Tenso Smoothing Emma Liles 09 00 Tenso Cerathermjie ma Liles 14 00 Naomi Adams Colour 14 30 Re New Customer Phone Action Checkout Customer Name Valerie Aisher Elizabeth Kelly 07866750596 Camilla Atkinson 07800919913 Changes made in the Open Tickets widget will be reflected immediately in the planner and appointment list views Checking out an appointment in the Open Tickets widget will move this ticket appointment to the Closed Tickets widget See also Navigator Clock Closed Tickets Customer Selection Single service Linked Service Multi Service Search New Customer Cash Register Tools Quick Reports Quick Charts Quick Sale Can t find the answers you re looking for Contact our support team on 01909 512131 Or let us know by leaving a comment below intersalon Email support intersalon co uk and we ll personally get back to you as quickly as we can Check out our Support Portal available 24 7 at intersalon zendesk com Intersalon 13 Home gt Intersalon gt Fundamentals gt Introducing Intersalon Widgets gt Closed Tickets Closed Tickets The Closed Tickets widget shows all completed and checked out appointments for the day Appointments manually marked as Complete on the appointment planner are also listed Each ticket listed also displays either the clients next appointment d
169. service that enables you to truly connect with your salon clients Adding value Automating processes Engineering out costs February also marks the launch of Insider the Bi Monthly newsletter showcasing all things Intersalon such as new product features topical articles and industry news all peppered generously with your Intersalon user experiences On a strategic note Intersalon achieved rapid but measured growth in 2009 expanding its ever diverse UK and International user base Intersalon has clients as far and wide as the U S A Australia and India We couldn t have achieved any of this without your support so a big Thank you to you all Attachments If you wish to add attachments please click Save first As well as static text and images you can include dynamic data that will help you personalise your newsletter These are called Macros and Intersalon allows you to insert them anywhere in your newsletter issue content A macro s text will be generated when the recipient is known i e when the newsletter is sent intersalon Intersalon 97 mm When you have finished designing the newsletter you can click next where Step 2 you will be shown a preview Dear FirstName February is upon us and just as the ice and snow have made way for the bursting buds of spring so too will 2010 be a flourishing year for your salon business partnering with Intersalon Packed with fantastic new featur
170. ssion Mia Maronettii Leoni Maronetti Sergio Portobello Danielle Lekinski Sophie Smith Nicola Smith Cancellation List Next Sale Item Payment Methods Intersalon supports a number of different payment methods The table below details whether if the method allows deposit payments and whether loyalty points are added to the customers account Tendered 0 00 Due 13 99 Card A Cheque ot No Payment eg Cash Card ee Method Deposit Add Loyalty Cash Yes Yes Card Yes Yes Cheque No Yes Cash Card No Yes No Payment No No intersalon 36 Intersalon Completing the Sale amp Printing a Receipt Pressing Complete amp Print will add the sale and optionally print a receipt A Completed image will be displayed as confirmation that the sale has been succesfully added A receipt wil be opened in a new window so ensure that your browser is not set to block pop ups Sale Receipt Mozilla Firefox Emic j demo intersalon co uk Custom CMS Desk The Stables Market Street Bingley 01274 569600 Total 13 99 Amount Tendered 13 99 Change 0 00 Visit our new website at 207 47 KBE Oreg The Enable Receipt Printing option can be found in the System Settings section Note If the sale has been created during the checkout process the Completed image is not displayed and instead the broweser is returned the system Home screen Navigator Clock Ope
171. t Fort Sine il TT 3 8 g a a E i 4 a l l al As you can see it provides similar functionality to Microsoft Word editor Still there are several buttons that may require additional explanation ka Paste as plain text this command pastes the content of your clipboard while cleaning out all formatting Paste from Word this command allows you to clean the content pasted from Microsoft Word It Ec cleans up the HTML code so that it doesn t contain extra code and so that it fits your web site design You can find more details in chapter Copy amp Paste from Microsoft Word Insert edit link creates a link from selected text See chapter Creating links for more details Insert edit image inserts an image into the current cursor position See chapter Inserting images for more details Can use my existing domain with Intersalon How to save report data to Excel How to prevent staff accessing Intersalon away from the salon How to create and send an issue based newsletter How do setup my SMS account How do create a Gift Voucher How do filter and sort grids within Intersalon How do issue a refund How to customise Intersalon captions Can t find the answers you re looking for e Contact our support team on 01909 512131 e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon
172. t intersalon zendesk com Or let us know by leaving a comment below intersalon 156 Intersalon Home gt Intersalon gt Reference Guide gt Retail Retail The retail module contains your order history product database as well as discount vouchers and levels configuration Subsections Orders Till Requests Products Manufacturers Discount Vouchers Discount Levels Loyalty Points Receipt Template Analysis What is the default security setup for each role Administration Analytics Appointments Clients Ecommerce Newsletters Reports Settings SMS Text Messages Stylists and Services Social Networking Can t find the answers you re looking for e Contact our support team on 01909 512131 e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment below intersalon Intersalon 157 Home gt Intersalon gt Reference Guide gt Retail gt Orders Orders e The Orders page is where you will find the history of all sales that have gone thorugh the system Here you can create edit and delete orders The order list can be exported to Excel or PDF format SILON Saon Macagemest Salon Webste MyDest Admnbtration camna OLAQQOLBTEBDYE Retail Orders Products and Manufacturers Orders TaRequess Products Manufactures Dacoust Vouchers a
173. t of the report should get correctly converted into Excel rows and se Sule You can add extra formatting as fee Nise using the standard tools in Excel Book Microsof Exc DE Customer List With Address Details te wa m Corl sure ibid See also How to use the WYSIWYG editor Can use my existing domain with Intersalon intersalon 92 Intersalon How to prevent staff accessing Intersalon away from the salon How to create and send an issue based newsletter How do setup my SMS account How do I create a Gift Voucher How do filter and sort grids within Intersalon How do issue a refund How to customise Intersalon captions Can t find the answers you re looking for e Contact our support team on 01909 512131 e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment below intersalon Intersalon 93 Home gt Intersalon gt How To gt How to prevent staff accessing Intersalon away from the salon How to prevent staff accessing Intersalon away from the salon Intersalon can be accessed from any internet connected computer tablet or smartphone However you may not want all staff to have access away from the salon This security feature is easy to set up on an account by account basis e To setup salon only access you must first setup a workstat
174. t will prompt to print and a preview will be shown like the one below intersalon 24 Intersalon Date 27 02 2012 16 58 51 Description Tea amp Coffe nt Removed 5 00 Another feature of the cash register widget is cashing up usually done at the end of the day when you empty the till and check the balance with the one shown within the system Workstation or Till Cash Cheques 0 Card 0 Total 0 00 When you choose to Cash Up the totals will be reset to zero and you will be given the option to print a summary of the tills contents which can be useful for many things such as organising accounts and keeping track of how well the salon is doing Once you have removed all cash from the till you may want to add float for use as change for the first few sales the next day To add float simply click the button and enter the amount and a reason just like the petty cash feature except in the opposite direction Navigator Clock Open Tickets Closed Tickets Customer Selection Single service Linked Service Multi Service Search New Customer Quick Reports Quick Charts Quick Sale Can t find the answers you re looking for intersalon Intersalon 25 Contact our support team on 01909 512131 Email support intersalon co uk and we ll personally get back to you as quickly as we can Check out our Support Portal available 24 7 at intersalon zendesk com Or let us Know by leaving a comment below intersalo
175. ted Gre enol heia Frere he orm Bey tht colle f p Tiea Tye Ameurt Deerpten bate use Werkstation Fetal Cash ee oo o e l a a O x D Gh up 6 50 Sach Up IED i racy 1g L 22 Oo X Gow 0 00 cahi I 13D mader re d am O xX Bahe 0 00 Cash Up LOL kar brader ET a oT O X pre 10 00 a LNI 81 56 brader oO X pr 10 00 Boat ANTEE tradey O xX pra 10 00 Feal Lyon 11 53 bradley O X Gw 0 00 Cash Up LADO 84058 Gyn Davies EAN D 00 O X Petty Cosh LLID mik kog LAOL 11 51 Gym Dues O xX pr 13 00 Hoan TNL waa Gyn Bares O X pra 10 00 Feat LIDA iiias hyn Dunes Oo X Gow 0 00 Cash Lip LMU S Gyn Cares 0 00 aon Oo X Geshu 1 80 Gash Up LAGON IIT Gym Dries a0 o om oO X Garw 6 50 Cash us IYI Ed Gyr Chase En 6 ay O KO Petrs 7 30 Milt ane cheese WOOL kay Gh Dreti O X fr 15 00 Feat WOLL E42 Tym Dries O X pre 100 Fiat WOOL IA Gyn Dawes O X Gaw 6 00 Cineh up wooed ahaa yr Cars 7 78 m 780 37 Fa WO m Bates Pu EAA Pade AAi Pe sT i Phan hoia e Shown above are example records for each type of till request e Till requests can be exported to PDF or Excel format like most data within intersalon e Till requests can be deleted seperatley or in bulk by using the Select All option then deleting See also Orders Products Manufacturers Discount Vouchers Discount Levels Loyalty Points Receipt Template Analysis intersalon 160 Intersalon Home gt Intersalon gt Reference Guide gt Retail gt Products Prod
176. to send them a reminder on the day prior to the appointment The Online Booking options will be discussed in a later tutorial Planner Events System Settings Salon Settings intersalon 174 Intersalon Home gt Intersalon gt Reference Guide gt Settings gt Planner Events I Planner Events Planner events are periods of time in the planner that are not appointments they can be used for anything from Lunch breaks to Prep time To beable to add events to the planner you will first need to create one you can learn how to do this in the following turorial e First you ll need to navigate to the Settings section within the Tools menu and then to the Planner Events tab at the top ED System Set Up a semn maa a 0O S x a New Select Al daba Al Dake Selected Hen Drags column header here in group by that column E Eei Piirat Brasa Evert Oaar A Gay Oo 5 xX dy TELLS F O K Hw w Moce T O W unhe Da m Oo 5 xX me Cn Fi e Once you re at the planner events page click the New button to get started aTr SALON Salen Masapement Salon Webste My Gest Adminstration a22O022 Q400L5Rb Ske tonieesdquy sheffieldl co uk Usenbradey Exess die labs peponemans Paneer everts Stems Si etree i os amp x Mee Select Al bieba All Delete Selected Hep Trag a cole iibe ene te grou ey that coi Berri haart Guraten Everi Colour Al Day O
177. ts usually best to set this to a half of your smallest service time e Salon Non Working Days This is used for online booking only e Show Photo s In Planner If you want to show stylist photo s in their column on the planner check this box e Auto Bookback When adding services in the planner Using the Right Click Menu Intersalon will automatically add dependant second services to the same stylist This is normal for most salon s e Enforce Styling Rates This option will ensure that when services are added to the planner that the chosen stylist performs that service and that a cost has been associated with i e a styling rate e Check Resource Allocation If Intersalon is being used to manage both stylist diaries and resources eg treatment rooms then this option needs to be checked e Allow Appointments Without Customer We don t recommend that you allow appointments to be booked without having a customer selected because it breaks the checking out process however this option should be checked if you do e Planner Background Colour We have chosen colours in the planner that best suit the range of colours we offer for the services However if you prefer you can turn these colours off and have a plain white background on the planner intersalon Intersalon 173 e Email Appointment Reminder amp Confirmation You can choose to email your clients a confirmation email every time they book an appointment Also you can select
178. u want it to look on the post click save then close when the page reloads intersalon Intersalon 209 rA Swatch to Sie Menar Mie bbradke y User bradiey elerby Office Bue SALON Sake Manageme fan Webi My Cenk kiminse ry Tools 5 RQ Social Networking j ae Administration Seine Late dvsihity Dizaoni vouchers C Appointments z r Ei o amp Customers Post Selected TweetSelected Select Al Unselect Al Format Message Heip ECommerce Name Vald From Vaid To vase C3 cast Tweet E vas ror Cl Newsletters iz kd yt Ls lll E Reports 4 25 Off Total Pring reo 2004 ISTH 25 BORO 00H22 DEON 20I Foie amp Reta Settings mm E SM5 Text Messages Socal Networking Sryists and Services Point of Sale i Aid Cent eve Sae e Here you can select the vouchers you want to post tweet once you have selected the ones you want to post you will need to click OK on the confirmation dialogue e Here is waht the posts should look like Share Status Photo Link 3 Video What s on your mind 25 Off Total Price Valid from 16 03 2011 09 33 24 To 15 04 2011 09 33 26 Saving of 25 27 seconds ago via Intersalon fi Like Comment e Facebook 25 Off Total Price Valid from 16 03 2011 09 33 24 To 15 04 2011 09 33 26 Saving of 25 2 minutes ago 7 Favorite 4 Reply i Delete e Twitter If you are having any problems with the new social networking module pleas
179. ual Resource Allocation Allocating a resource manually is done using the planner Open the right click menu on any appoinment or event and navigate to the Assign Resource sub menu Each of the resources are listed clicking on the appropriate resource will allocate the resource Intersalon will check to see if the resource is available only if Check Resource Allocation option is set Navigator x Appointments and Planner View Planner Start Time ad Planner End Time Interval mins Show Photo s in Planner Auto Bookback Enforce Styling Rate Check Resource Allocation SIS amp m Allow appointments without customer Planner Background Colour Email Appointment Reminder Oo oO F a Email Appointment Confirmation Assigning a resource manually using the right click menu intersalon a Administration Analytics C Appointments A Clients a ECommerce al E commerce il Newsletters E Reports Retail SMS Text Messages Networking E Therapists and Services 7y gents cut Mario Balotelli iy Arrived Automatic Resource Allocation Unassign Resource Open Set Referral E Set Edit Recurrency Show Time As Label As Intersalon 73 Using automatic resource Intersalon will assign the resource when the appointment is inserted or check for its availability when searching For automatic resource allocation to work Intersalon needs t
180. ucts Here you can create edit and delete products follow the tutorial below to learn how to add a product e Navigate to the retail section in the tools menu then click the products tab then click New Salon Management Sabon webste My Desk Administration 1 22Q00L55bY Swe toniendguy sheffieldl co uk Userbradiey Express d 8 x a GA i Pat Drag ien Paes rene iaou By Bhat cole A F 7 Rete oa X Saipe Cour Lei ampte sayiesjsiyn 79 E ane a F j Betal og x a E T imi TEE an x Cr dw MO ew o x oo Har eee someone 199 a 0 09 ave wf ey Petal Oo x e E10 Weucher ib T i iia wm noo Al UR Portal i sx Dariy Perret a oO WO Anamo Rasiructoring Canit AHENAS L Arma Hue Ti 00 rod y Wj Reta Oo xX rears AVEDA 12 00 1 m F uy Batad Oo lt wouther jd iiio ia aw zi fy Retai ich annie ca Oo am xX voucher 5 5 00 i 0 00 aw al Uj Retai i ca Oo duper weed Pein i E aw zi UB Portal Oo wt x trumps produet Avena 2000 aj 00 aon wf Hy Reta Oo x R dinoe 15 0 T o 00 wi oy Foetal ow x rare te Faai Mi a 0 wia 0 00 xi i Reisi e you will be taken to the new product details list e Fill in the uired product details marked with an asterisk and the others are optional but reccomended SALON Sakon Maragemet Salon webate My Desk Administration ak a a Aa s QZA2agesas cay Retail Orders Products and Manufacturers Orders TW Requests Pro
181. ucts If a Stock product is added then the customer is not charged and the product will not sho on their receipt but the available items will be ammended accordingly If a bar code scanner is being used then searching for a product is easy simply scan the bar code and grid will apply a filter using the product number to search for the product If the product is found click the Add button and product will be added to the shopping cart and the filter reset so the grid now shows all products again intersalon 32 Intersalon In 1 Shampoo amp sie lt 8 Retail Aussie Dual Personality Anike condtonng Ause SE Reta Aussie Dual Personality for Straightening Heat sie SS Retail OM Milk Protection J Aussie Luscious Long Hair 5 sse Sf Retai Aussie Miracle Hair add Baresin Ame SR Conditioner Add Bed Head Masterpiece 8 Retail Add example product Sf Retai Page 30f5 3litems 4 1 2 3 4 5 Adding and Redeeming Vouchers Any products that are marked a a voucher will provide an additional button in the product list The Redeem button will add a product to the sale but will deduct the value of the voucher from the sale total Add Service In some walk in situations the customer the appointment might not exist in the salon diary The Add Service button provides an easy way to quickly select the correct price for a service The button will open a pop up window where the user can search f
182. uests Products Minwcters acount Vouches DacountLeveb Lorat Ponts Recept Terebte Araha tea Sae toniendguy sheffieldl co uk Usenbredey Exess d s 4 x i Mew Select Al Leelee Al Delete Selected Heo Drag t oien hisia here ia grou ey hat oier P Pi banuit Craplay Hams Marulecbuna Home Page Maruim tuna Ered Leena hitton iheewre La cree al Marufecine Heme Page were denice com l T Malere pay Heme LEANE Horwich Brabied W Lisie Cancel 0 6 X en higjiene ukhan dressed tom Fi O W mu a Oo amp X ave il Oo A X um hipija F O em X ma bits jjam Ww O BM veten _ hiipii If you have any further needs please send an email to support intersalon co uk intersalon 164 Intersalon Home gt Intersalon gt Reference Guide gt Retail gt Discount Vouchers Discount Vouchers Intersalon features the use of discount vouchers that can be sold or given to customers as promotions etc e To create a new voucher navigate to the Retail section on the tools menu and then to the Discount Vouchers tab OQ25O022RA00L5EBH Retail Orders Products and Manufacturers vaatan oO x Taf TOR ROR T P KO mT Eteone O X oia iiyaa O ft XW ien ZWLNEO Oo ot X orau O maa ma O E N biene voter diii O0 X wen ijiyan O ft X ee ayiaz10 O ft X meses LEen ER ae TIF SALON Saon Maragement Salon webste My Oedk Adminstration 023922800385 Retail Orders P
183. uide for each of Intersalons features Improved Remote Access Quick Support is the Intersalon remote access system that enables our support team to help you through any difficulties you might have with getting started or advanced tasks in Intersalon The quick support application is downloadable from within the Help menu in Intersalon and we have included versions for both PC and Mac Improved Mobile Online Booking The new customer registration login and online booking functionality has been improved on all our booking modules Fundamentals How To Reference Guide intersalon 216 Intersalon Existing Customers New Version Help Contacting Intersalon Can t find the answers you re looking for e Contact our support team on 01909 512131 e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment below intersalon Intersalon 217 Home gt Intersalon gt Contacting Intersalon Contacting Intersalon It s easy to get in touch with Intersalon e Telephone 01909 512131 e Email support intersalon co uk e Write to Us Vaalto Technologies The Turbine Coach Close Shireoaks Nottinghamshire S81 8AP See also Fundamentals How To Reference Guide Existing Customers New Version Help What s new in Intersalon Can t find the answers you re looking for e
184. upport Portal available 24 7 at intersalon zendesk com Or let us know by leaving a comment below intersalon Intersalon 71 Home gt Intersalon gt Fundamentals gt Order payment method and status Order payment method and status The sales and ecommmerce systems in Intersalon are designed to support both internal and online sales Each sale is called an Order whether it be created at the salon s POS Point of Sale system or through the website A full list of orders can be found on the first tab of the Retail section Each order has an Payment Method and a Status which are used in calculating sales totals Understanding how each of these work is important when interpreting sales information The table below details each of the payment methods whether it is designed for use within the salon or on the website and any additional information recorded as part of the sale Payment Method POS Online Order Value Amount Tendered Cash or Change ELE Cash POS Order Total Amount Tendered Change Card POS Order Total Amount Tendered 0 Cheque POS Order Total Order Total 0 E Cash Card POS Order Total Card Amount Cash Amount No Payment POS Order Total 0 0 x Online Order Total 0 0 PayPal The table below details each of the order statuses and their intended use Order Status Useage Description g Payment Not Made Online An order has been made but not yet paid 3 In Progress Online The salon should use this status wh
185. w by leaving a comment below intersalon Intersalon 47 Home gt Intersalon gt Fundamentals gt Retrieving sales information Retrieving sales information Getting sales information is vital for any business Intersalon provides a number of widgets and data views that make it easy to get sales information some provide a simple snaphost with limited customisation while others are more powerful and allow the user to drill down into the detail Cash Register Widget The Cash Register Widget provides an summary of all POS Point of Sale transactions at a single workstation It calculates a running total as far back as the last Cashing Up point Daily Sales Summary Report The Daily Sales Summary report gives a sales breakdown on a daily basis The report allows the user to select the day and provides a breakdown of sales for each of the different payment methods The payment method and the status of the sale is used in combination to determine whether the payment was actually received To learn more about payment methods and order status please click here The Daily Sales Summary report can be accessed using the Quick Reports widget Like with all of the Intersalon widgets this is not protected by the security system this means any member of staff can run this report from the widget The report can also be ran from the Reports module but the report module is restricted to users with the correct permissions so pleas
186. will occur Daily Weekly Monthly or Yearly In addition for each of these frequency types you can define periodicity the time interval in which the recurrence s frequency will be applied For instance if you have defined that appointments occur Daily you can also specify whether appointments repeat every several days or every week day For the Monthly appointment frequency you can specify for how many weeks and on which week days an appointment will recur Also you can specify when appointment recurrence must be stopped Cut amp Blow Dry Letitia Adams Appointment ny Recurrence Daily O Weekly Every 1 lt day s Monthly O Every weekday O Yearly No end date C Endafter i occurrences O End by Exceptions If an occurrence appointment that belongs to a series of recurring appointments has some of its properties modified it is called an Exception Such appointments are marked with the crossed recurrence sign You can delete one or several occurrences in the recurrence chain Deleted occurrence is a kind of Exception for the recurrence pattern They are not visualized by the plannerl intersalon 68 Intersalon To replace an exception with a normal occurrence and discard all modifications right click the exception and click on the Restore Default State item of the invoked menu Checking Out Recurrent Appointments Appoi
187. working patterns Making a series of recurring appointments Understanding styling rates Order payment method and status What do the various icons mean around Intersalon Intersalon 75 intersalon 76 Intersalon Home gt Wh gt Intersalon gt Fundamentals gt What do the various icons mean around Intersalon at do the various icons mean around Intersalon There are many icons within intersalon this page covers the functions of the most common X This is the delete icon where ever you see it within intersalon it is always a delete action j This icon is always a link to an editing page for example it is found in the client list and can be clicked to edit client details a This icon means edit in line the editor opens under the selected object on the same page L l This is the New icon wherever found and clicked it opens the relative page to create a new entry to the section mi This icon when clicked selects all items on a page to be used with another action e g delete m This icon un selects all items on a page Lp This icon means Print and is usually found in the Reports section E This icon means Save and is also found in the Reports section This icon means Merge and is found in the Clients section and merges 2 client s details into one a This icon opens the field customisation pop up you can hide fields from a list or restore hidden or non default ones y This icon is used i
188. ws appointments that haven t yet been checked out intersalon 14 Intersalon See also Navigator Clock Open Tickets Customer Selection Single service Linked Service Multi Service Search New Customer Cash Register Tools Quick Reports Quick Charts Quick Sale Can t find the answers you re looking for Contact our support team on 01909 512131 Email support intersalon co uk and we ll personally get back to you as quickly as we can Check out our Support Portal available 24 7 at intersalon zendesk com Or let us Know by leaving a comment below intersalon Intersalon 15 Home gt Intersalon gt Fundamentals gt Introducing Intersalon Widgets gt Customer Selection Customer Selection The customer selection widget allows a user to search the client database directly from the planner When adding an appointment it also allows selection of a customer Client Search amp Selection First Name ash Ashley Millington ashley downie ashleigh downie Ashley Carr Ashley Page 1 of 4 18 items Customise Columns First Visit 07536109594 g 079266785623 0 The customer selection widget is a mini grid layout of your client database From here you can search sort customise columns and select clients in much the same way as the main Clients area To find a specific client or clients just type in the textboxes immediately below the column headers You can add and remove columns from the t
189. wsletters T r E rep Chive Smith 1eay2014 14 00 17200 180 ee Taylor 112011 1430 1a 160 Reta eo FD Lert Post Today ot 14 56 s SS Settings l CG Lont Tweet Yesterday at 13 20 The page at https bredieyirnersaloncoudk amy E SM5 Text Messages Q re you suret E Socal Newourkng sits ad Seren es Point of Sale m i of Home Han 53 Fra F e You will be asked to confirm the post click OK and the content will be posted tweeted Share Status Photo Link 3 video What s on your mind Last minute booking 11 03 2011 15 45 17 00 Joe Taylor Book now At http bradley intersalon co uk Bookings aspx 4 minutes ago via Intersalon f Like Comment intersalon 206 Intersalon e Here is what an example post looks like on facebook below is an example tweet Last minute booking 11 03 2011 15 45 17 00 Joe Taylor Book now At http Atinyurl com 4mae3k3 10 minutes ago e Late availability is now setup you can post availability to facebook and twitter at anytime and unlimited times If you are having any problems with the new social networking module please send an email to support intersalon co uk Social Settings Discount Vouchers intersalon Intersalon 207 Home gt Intersalon gt Reference Guide gt Social Networking gt Discount Vouchers Discount Vouchers The Social Networking module supports the posting of discount vouchers to Facebook and Twitte
190. xample message will be shown below Once you re happy with the message click Save then close when the window reloads EA Deh bo Sie Marner Mbe boly 5 eie eeb er e SALON Salon Managemen Saon Website MyDek Administrator a cieri Tools Fi Social Networking Adminstration Sip Late Availability Cescount Vouchers CS Appointments F E iG a 8S o amp Customers Post Selected TweetSelected Toiy Select Al Unselect All Formt Message Help ECommerce Stylet Name Date Awatabity Duration Mmastes Cl Newsletters 7 t l El Repon Chios Smith 1103 2011 1430 17200 150 ve Taylor 1102011 1450 17320 150 T Retal Last Post Yesterday et 15007 Settings l Lart Tweet Yesterday at 13 20 E SM5 Text Messages W tyit and Serewes t Point of Sale an cure Aid Cent Hew Sue a e Here we can select which stylists we want to publish availability for note for stylists to appear here they must be Enabled Online this can be turned on when editing a stylist s details Once stylists are selected click either Post selected or Tweet selected rA Deni to Dipayan Miber be adhe User bradiey elerby Office Bue Tools 5 Ri Social Networking n CS Appointments E G a 8g F o amp Customers Post Selected TweatSelected Today Select Al Unselect Al Format Message Help ECommerce Stylist Name Date Aoradabiity Duration Minutes D Ne
191. xt Holiday in Paris Preview width of Height E00 Border HSpace Wpace Align Click OK to insert the image into the text intersalon Intersalon 85 Global Administrator administrator Srey Com panyLogo w Shopping cart My account My wishlist Tour shopping cart if empty eM Training EES Web Development Click Save to save the changes Paste from Word Creating Links Can t find the answers you re looking for e Contact our support team on 01909 512131 e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment below intersalon 86 Intersalon Home gt Intersalon gt How To gt How to use the WYSIWYG editor gt Creating Links Creating Links You can create a link by selecting the text that will serve as a link and clicking the 6 Insert edit link button in the editor toolbar IT Training ss Semices gt IT Training Web Development Web Design Ppp SNECER ER ERE RUSS AAS EL SEPA ASAE REAM RARE EE ARSE ARREARS ARDEA RE RRR BORE PASTE IPAS E RS ERR CTE ple ee The Link dialog opens Link Webpage Dialog Link Info Link Type Protocol URL C PCS i Browse Server You can enter the target URL or you can click Browse Server and choose some of the pages of your web site intersalon Intersal
192. y get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalon zendesk com e Or let us know by leaving a comment below Intersalon 141 intersalon 142 Intersalon Home gt Intersalon gt Reference Guide gt Ecommerce gt General General ECommerce is an online shop system that is built into Intersalon which can be used for selling salon products online These settings only apply when you have an online shop built by us For more information please email support intersalon co uk i ECommerce Settings Default country Use an extra company address Require company account information Show Tax registration ID field i e For ECommerce to function correctly you must first set your location choose your country from the drop down list e You can enter a minimum amount so when a sale price is greater than or equal to that amount the client is not billed for shipping e By checking the Allow anonymous customers will allow clients without a registerd account to buy products off your website e By checking the Use an extra company address See also Emails Payment Methods Shipping Options Can t find the answers you re looking for e Contact our support team on 01909 512131 intersalon Intersalon 143 e Email support intersalon co uk and we ll personally get back to you as quickly as we can e Check out our Support Portal available 24 7 at intersalo
193. zendesk com e Or let us know by leaving a comment below intersalon 80 Intersalon Home gt Intersalon gt How To gt How to use the WYSIWYG editor gt Paste from Word Paste from Word When copying text from Microsoft Word the text is encapsulated with lots of unnecessary tags that may break your web page design Thus the editor allows you to clean the pasted text so that it contains only basic formatting Select the text in Microsoft Word document and copy it to the clipboard CTRL C Sep shesdintmenisdor Pape Layout References Mailings Review Whew ag Cari Badh A Aar GE Ee ET abee ane AaBbC AaBbCc AsBbCe amc AAB z A i Tt Framerate 3 T Ds de x a Gj Se Ae ewe i a Thema Ho ipa Medngl Fieading Plesdingd Mesding 5 Tele chaste ly ias Sider Foni J 7 fa Place the cursor into the text in CMS editor and click Paste from Word The Paste from Word dialog opens Paste the text into the box using CTRL V and check both boxes Pae tom Word OK One step ahead is a small independent salon with over 35 years of history They are a family salon with many happy clients They are situated in the small but very well populated village of Doddinghurst Brentwood in Essex Adrian Hanlon is the owner of one step ahead SSS ee eae Seen oe ee E Click OK to paste the text The pasted text looks like this intersalon Intersalon 81 One step ahead is a small independent salon with

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