Quick lessons

SalonBiz/SpaBizcentral-logo

Adding staff members Learn how to properly add staff members in Blueprints
Watch the video

Schedule templates Create schedules for your staff.
Watch the video

Opening Open your day and shift. Opening the day and shift will allow you to complete inventory and sales transactions.
Watch the video

Closing Closing your day and shift. To complete your daily transactions you must close your shift(s) and your day.
Watch the video

iPad Appcentral-logo

Learn how to use the SalonBiz iPad® App.
Watch the video

WhiteboardWhitebaord-logo

Learn how to use SalonBiz WhiteBoard.
Watch the video

SalonBiz Centralcentral-logo

Learn how to navigate through the system. Focusing on Employee Maintenance, Communications, Performance Measurement and Handbook and Audit functions.
Watch the video

Online BookingOnlineBooking-logo

Learn how to configure your SalonBiz Online Booking & Giftcard Sales.
Watch the video
 Read the FAQ

ReportsReports-logo

Learn how to use SalonBiz Reports.
Watch the video
 Read the FAQ

Mobile SuiteMobile-logo

Learn how to use Mobile Suite.
 Watch the overview

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Front Desk Manager

User guides

Features

eMail Confirmations

Confirm your appointments via email and reduce your outbound calls using Email Confirmations.
 Read the User Guide

Hotel Integration

Use this as a quick reference guide to Hotel Integration.
 Read the User Guide

QuickBooks Integration

Use this guide when both QuickBooks and SalonBiz/SpaBiz are installed on the same computer. The export setup should be conducted by the system administrator and/or accountant who are familiar with both the accounting program chart of accounts and the matching SalonBiz/SpaBiz categories.
 Read the User Guide

Sales Stats

Use this guide to calculate, view and print statistics in the Sales Statistics Viewer.
 Read the User Guide

SBImage

Download digital photos to your computer. Save images to SalonBiz/SpaBiz staff or customer files. Create a personal touch in your salon and spa by easily identifying your customers and staff.
 Read the User Guide

Education Session Guides

Use this as a quick reference to the guides you’ll need to access during your initial training sessions.
 Read the User Guide

Appointment Book

Appointment Book Quick Keys

Appointment book quick keys.
 Read the User Guide

Enable Function Keys – For Mac Users

Enable function keys for MAC users
 Read the User Guide

Appointment Book Quick Keys – For Mac Users

MAC appointment book quick keys
 Read the User Guide

Appointment Types

Use these steps to setup and use customer appointment types.
 Read the User Guide

Blocking Time

Follow these steps to block time on your appointment book.
 Read the User Guide

Block Time Definitions

Explanation of each function in the block time form.
 Read the User Guide

Canceling an Appointment

Follow these steps to cancel an appointment.
 Read the User Guide

Check In / Check Out from the Appointment Book

Service clients can also be checked in and checked out without leaving the appointment book. Use this as a quick reference guide to check your clients in and out from the appointment book.
 Read the User Guide

Editing an Appointment

Follow these steps to edit an appointment.
 Read the User Guide

Instant Message

An Enterprise only feature. Stop wasting time calling! Send messages in an instant.
 Read the User Guide

Missed Opportunities

Track and report missed opportunities.
 Read the User Guide

Moving Appointments

Follow these steps to move an appointment.
 Read the User Guide

Package Booking

Use these steps to create and reserve packages.
 Read the User Guide

PowerBooking (doublebooking)

Use these steps to doublebook an appointment.
 Read the User Guide

Request Reasons

Use this guide for adding, editing and deleting appointment request reasons.
 Read the User Guide

Reserving an Appointment

Follow these steps to reserve appointments.
 Read the User Guide

Standing Appointments

A standing appointment is used for a customer who receives the same service on a regular basis and reserves the service in advance.
 Read the User Guide

Wait List and Appointment Search

Use this powerful tool to maximize your appointment book.
 Read the User Guide

Check-In/Check-Out

Appointment Log

The appointment log is the most comprehensive tool to use when searching for appointment information.
 Read the User Guide

Check In / Check Out

The check in / check out feature gives you the ability to check in, view and check out all customers with an appointment for the day from the ease of one screen.
 Read the User Guide

Printing Staff Schedules

Follow these steps for a quick and easy way to print daily schedules.
 Read the User Guide

Traffic System

A great way to monitor the status of your waiting customers, whether they are with their service provider and which service provider is presently serving the customer.
 Read the User Guide

Tickets

Adding and Deleting Items

Use this guide to adding and deleting any item from a sales ticket.
 Read the User Guide

Auto Gratuity

Use this guide to create and use automatic gratuities.
 Read the User Guide

Coupon Sales

Use these steps to create a system that will help you process tickets and track the use of coupons so that you can easily measure their effectiveness.
 Read the User Guide

Creating a Ticket

Follow these steps to create sales tickets.
 Read the User Guide

Credit Cards

Use this guide for SalonBiz/SpaBiz Virtual Black Box Version
 Read the User Guide

Credit Cards – appointment guarantee

Use this guide to setup and utilize the Card on File feature to guarantee appointments. (an Enterprise only feature)
 Read the User Guide

Credit Cards – card on file operations

Use this guide as a reference for Card On File Front Desk Operations.
 Read the User Guide

Credit Cards – Version 6 Setup Guide

Use this guide for your SalonBiz/SpaBiz Virtual Black Box Version 6 setup.
 Read the User Guide

Customer Owes

Follow these steps to use the customer owes feature.
 Read the User Guide

Customer Rewards

Use this guide to create customized customer rewards and redeem points earned by customers.
 Read the User Guide

Discounting Tickets

Follow this easy procedure for discounting sales tickets.
 Read the User Guide

Donation Gift Certificates

Follow these steps to create and issue a donation type gift certificate.
 Read the User Guide

Drawer Entries

A drawer entry is used to track money that is removed or placed in the cash drawer when a sale is not made.
 Read the User Guide

Editing Processed Sales Tickets

The edit feature gives you the ability to make a correction to a processed ticket.
 Read the User Guide

eReceipts

Use this guide to customize your electronic receipts. This feature enables you to email receipts with or without printing a physical receipt.
 Read the User Guide

Gift Certificates

Follow these steps to issue, redeem and view a gift certificate.
 Read the User Guide

Gratuity

Follow these steps to apply and pay out gratuity.
 Read the User Guide

Masterbill

an Enterprise only feature Follow these steps to create and utilize master tickets.
 Read the User Guide

Memberships

Take your customer service to another level by taking your customers to another level.
 Read the User Guide

Merging Tickets

The Merge Ticket button makes combining tickets easy.
 Read the User Guide

Prepaying for a Service

This feature is used when a customer would like to pay now for a future service.
 Read the User Guide

Previously Sold Gift Certificate

Use this guide to issue previously sold gift certificates.
 Read the User Guide

Processing, Printing and Viewing

Sales tickets must be processed in order to complete a transaction. Use this guide to process, print and view tickets.
 Read the User Guide

Product Only Packages

A product only package is a group of products bundled together that can be sold at the original dollar amount or a discount.
 Read the User Guide

Promo Credit

A promo credit is a barter or direct exchange of one kind of goods for another.
 Read the User Guide

Promotional Sale

The promotional sale feature allows you to automatically add discounts to sales tickets for products or services during a certain date range. This is perfect for special promotions such as holidays.
 Read the User Guide

Recharging Gift Certificates

Recharging is an easy way to add value and extend the expiration of existing gift certificates.
 Read the User Guide

Returning Items on a Ticket

Follow these steps to return items on a sales ticket.
 Read the User Guide

Service Charge

Use this guide to configure and use the Service Charge(s) for your location. The Service Charge feature will automatically add additional charges to services.
 Read the User Guide

Service Series

A series is a collection of services that are grouped together and sold on a ticket. Typically, the price of the series is discounted to be less than the services would add up individually. The incentive for the client is that when purchasing a series, there is a greater cost benefit.
 Read the User Guide

Store Credits

Store credits are used when a client has a credit remaining that they wish to apply to their negative balance on their account.
 Read the User Guide

Updating a Gift Certificate

Follow these steps to update the recipient name on a previously sold gift certificate.
 Read the User Guide

Voiding a Ticket

Use this guide to void a sales ticket
 Read the User Guide

File Drawer

Adding and Editing Customers

Follow these simple steps to add new customers and edit existing customers.
 Read the User Guide

Merging Customers

Maintaining your database is integral to a successful business.
 Read the User Guide

Product and/or Service Search

Use the file drawer to search for products and/or services.
 Read the User Guide

Setting Special Times and Prices

This feature allows you to set special service times and prices for a specific customer.
 Read the User Guide

Operations

Backup

Follow these steps to successfully back up your system.
 Read the User Guide

Closing the Day

To complete your daily transactions you must close your shifts and then close your day.
 Read the User Guide

Opening the Day

Opening the day allows you to complete transactions and alter your inventory.
 Read the User Guide

Operations Check up

Follow these steps to ensure you are performing at an optimal level.
 Read the User Guide

Paying Gratuity

This feature enables you to pay out gratuity that has been recorded on sales tickets.
 Read the User Guide

Time Clock

The Time Clock feature enables you to keep a record of the number of hours that team members have worked.
 Read the User Guide

Reports

Cheat Sheet

A quick view of when to run our favorite reports.
 Read the User Guide

Exporting an Email List

Follow the suggested procedure for exporting SalonBiz customer email addresses into Outlook.
 Read the User Guide

Exporting Reports

Follow these steps to export a report.
 Read the User Guide

Exporting Reports – HA

Follow these steps to export a report to a local computer if you are using our Enterprise Edition – SalonBiz HA/SpaBiz HA.
 Read the User Guide

Quick View – Coaching Reports

Use this guide as a reference tool for the top staff coaching reports.
 Read the User Guide

Quick View – Inventory Reports

Use this guide as a reference tool for the top inventory reports.
 Read the User Guide

Quick View – Management Reports

Use this guide as a reference tool for the top management reports.
 Read the User Guide

Quick View – Sales Reports

Use this guide as a reference tool for the top sales reports.
 Read the User Guide

Quick View – Staff Reports

Use this guide as a reference tool for the top staff reports.
 Read the User Guide

Quick View – Strategies Reports

Use this guide as a reference tool for the Strategies reports.
 Read the User Guide

Staff Client List

Use this guide to create a staff client list using either a report or a query option.
 Read the User Guide

Summary Guide – Accounting and Sales Summary Report

The Accounting and Sales Summary report provides you with a snapshot of the sales, payments and ticket statistics for side-by-side comparison in two formats, daily for a week or monthly for a year.
 Read the User Guide

Summary Guide – Adjustment Summary Report

The Adjustment Summary report displays the reasons that items were adjusted in and out of your inventory stock. It also gives you the dollar amounts associated with those adjustments.
 Read the User Guide

Summary Guide – Average Item Adjustment Report

The Average Item Adjustment report shows the details for products on processed inventory adjustments and their average movement for a specified date range grouped by category.
 Read the User Guide

Summary Guide – Average Product Movement Report

The Average Product Movement report displays products that were sold during the specified time frame. It provides you with an average amount sold for the number of days you selected, displays your inventory levels, on hand quantity and on order quantity.
 Read the User Guide

Summary Guide – Cancelled Appointments Report

The Cancelled Appointments report lists all appointments that were cancelled in a specific date range grouped by the staff that was scheduled to perform the service.
 Read the User Guide

Summary Guide – Client List by Staff Report

The Client List by Staff report displays a list of clients who had a processed ticket by staff within a date range.
 Read the User Guide

Summary Guide – Current Status of Inventory by Category Report

The Current Status of Inventory by Category report is a real time snapshot of the dollar value associated with your current inventory stock – broken down by product categories. This report gives you the total on hand quantities along with the corresponding cost and retail price for each category.
 Read the User Guide

Summary Guide – Customer Email List Report

The Customer Email List report lists the name and email address of all non-deleted customers with an email address in their customer file. This report only pulls customers with processed tickets within the location.
 Read the User Guide

Summary Guide – Customer Referral Report

The Customer Referral Type Summary report gives you a summary of your customer referral activity.
 Read the User Guide

Summary Guide – Customers with a Balance Report

The Customers with a Balance report provides a list of all non-deleted customers that have a balance (positive or negative) in the location.
 Read the User Guide

Summary Guide – Customers with a Discount Report

The Customers with a Discount Report displays a detail of all customers who have received a discount within a specified date range.
 Read the User Guide

Summary Guide – Customers without a Visit Since Report

The Customers without a Visit Since report is used to see a list of customers who had their last visit within the specified date range.
 Read the User Guide

Summary Guide – Daily Summary Report

The Daily Summary report provides you with a summary of the business’ activity. It is typically used for reconciliation at the end of the day and in calculating key indicators.
 Read the User Guide

Summary Guide – Department Productivity Report

The Department Productivity Report gives you a productivity summary for each of your staff categories (departments) and an overall productivity measurement for the entire location.
 Read the User Guide

Summary Guide – Detail Customer Referral List Report

The Detail Customer Referral List Report displays all the referrals that were made by existing customers within a specified date range.
 Read the User Guide

Summary Guide – Discount Summary Report

The Discount Summary report lists all of the discounts that were used during the specified time frame.
 Read the User Guide

Summary Guide – Front Desk Productivity by Staff Report

The Front Desk Productivity by Staff report displays the appointment actions by the booking staff. The ticket rung out section displays the person responsible for processing the ticket.
 Read the User Guide

Summary Guide – Future Revenue Predictions Report

The Future Revenue Predictions report displays appointments made on the appointment book for future dates for each staff member. It also gives you the expected income from these service appointments.
 Read the User Guide

Summary Guide – Gift Certificate Sales by Type Report

The Gift Certificate Sales by Type report gives you all of the gift certificates sold within the specified date range, separated into your predefined categories.
 Read the User Guide

Summary Guide – Hot and Cold List by Sales Report

The Hot and Cold List by Sales report displays your top and bottom 25 products sold by dollar amount.
 Read the User Guide

Summary Guide – Inventory Valuation Summary Report

The Inventory Valuation Summary displays a snapshot of inventory activity for each day within the date range you specify. The inventory values displayed are the values that are calculated at the open and close of each day; therefore if a day is not closed there can be variance in the inventory value. The cost of goods sold, inventory adjustments and received costs are calculated from tickets, adjustments and received orders for each day.
 Read the User Guide

Summary Guide – Negative Quantity Products Report

The Negative Quantity Products report lists all products that have a negative quantity on hand at the time the report is created.
 Read the User Guide

Summary Guide – Open Gift Certificates Report

The Open Gift Certificates report displays all open gift certificates including their current balance.
 Read the User Guide

Summary Guide – Out of Stock Products Report

The Out of Stock Products report lists all products that have a zero or a negative on hand quantity. These products are grouped together by vendor. The last page of the report displays a grand total for the on hand quantity, on order quantity and quarter sales.
 Read the User Guide

Summary Guide – Percent of Customers Pre-Booked Report

The Percent of Customers PreBooked report lists all customers that pre-booked (reserved) a future service appointment on the same day that they experienced a service.
 Read the User Guide

Summary Guide – Product Ranking by Quantity Sales Report

The Product Ranking by Quantity Sales report lists all product sales for the date range specified and ranks them from the highest quantity sold to the lowest.
 Read the User Guide

Summary Guide – Product Sales by Item (Category)

The Product Sales by Item (Category) reports lists products sorted by item number and grouped by category for products sold within the date range and item number range entered. It displays the product code, product name, ticket quantity, product quantity, cost and net sales for each category. It also gives subtotals for each category and a grand total at the end of the report. To rank all the products sold within the period, 000 (zero) should be entered for the starting product code and zzz should be entered for the ending product code.
 Read the User Guide

Summary Guide – Sales Comparison Summary Report

The Sales Comparison Summary report displays sales for each item type for the date range entered by the user. It then generates sales data for the same date range in the prior year and then two years before. Those sales and quantities are compared against the current sales and quantities to illustrate the growth of the location sales over the years.
 Read the User Guide

Summary Guide – Sales Summary Report

The Sales Summary report (accessed through the Ticket screen) provides you with an up-to-the-minute summary of business activity. It is typically used for coaching and monitoring key indicators because it calculates measurements for both the location as well as individual service team members.
 Read the User Guide

Summary Guide – Staff Commission Report

The Staff Commission report determines the amount of service and product sales payable to your staff based on the commission structures you create. This report also gives you the option of deducting a product service charge from the totals before or after their commission is calculated or not at all.
 Read the User Guide

Summary Guide – Staff Detail Summary Report

The Staff Detail Summary allows you to select one or more staff members to display on the report. It lists all services performed by each staff member for a specified date range. It also lists service totals by category, request type totals, and product totals per staff. The report prints one staff member per page.
 Read the User Guide

Summary Guide – Staff Request Summary Report

The Staff Request Summary report lists each staff member’s service client appointment request reasons and the net revenue associated with them.
 Read the User Guide

Summary Guide – Staff Sales Summary Report

The Staff Sales Summary report lists a summary of sales for each staff member. It displays the staff name, service net sales, service quantity, service average, product net sales, product quantity, product average, other net sales, other quantity, other average and product versus service percentage. A grand total of the sale amount is listed at the bottom of the report.
 Read the User Guide

Summary Guide – Staff Service Productivity Summary Report

The Staff Service Productivity Summary report provides you with a productivity summary for your location, each of your staff members and departments. It also provides a monthly weekday productivity analysis.
 Read the User Guide

Summary Guide – Staff Strategies Retention Report

The Staff Strategies Retention report lists new customers that purchased a service on their first visit in the date range. For each customer, their first visit is displayed and if they have returned, their last visit is displayed. A ‘smiley’ face is displayed in the ‘To Stylist’, ‘To Salon’ or ‘To the Brand’ column if the customer has returned for a second service visit by the retention date entered by the user. A ‘frown’ face is displayed in the ‘Lost’ column if the customer did not return to either staff or salon by the specified date. This report is grouped together by each staff member and customers are listed under the staff member who preformed a service for them.
 Read the User Guide

Summary Guide – Strategies Retention Report Guide

The Strategies Retention report lists new customers that purchased a service on their first visit in the date range. For each customer, their first visit is displayed and if they have returned, their last visit is displayed. A ‘smiley’ face is displayed in the ‘To Stylist’, ‘To Salon’ or ‘To the Brand’ column if the customer has returned for a second service visit by the retention date entered by the user. A ‘frown’ face is displayed in the ‘Lost’ column if the customer did not return to either staff or salon by the specified date. The number of ‘smiley’ and ‘frown’ faces are counted for each column and totals are displayed at the end of the report with percentages.
 Read the User Guide

Summary Guide – Time Payroll Report

The Time Payroll report displays how many hours a staff member has accumulated by staff utilizing the time clock entries multiplied by the wage information.
 Read the User Guide

Summary Guide – Tip Detail Summary Report

The Tip Detail Summary report lists all gratuities for a specific date range grouped by staff member.
 Read the User Guide

Summary Guide – Tip Summary Report

The Tip Summary Report is used to view staff gratuity totals and to see if they have been paid.
 Read the User Guide

Summary Guide – Top N Customers by Sales Report

The Top N Customers by All Sales Report provides you with a list of your top customers – those who have spent the most money with you – for a specified date range. This report combines both retail and service purchases into a combined total dollar spent figure.
 Read the User Guide

Summary Guide – Voided Ticket List Report

The Voided Ticket List report displays sales tickets which were voided along with the void reason.
 Read the User Guide

Inventory Management

Adding Products

Follow these steps to add items to your inventory.
 Read the User Guide

Barcode – 10-Digit Label

Use this guide to create 10-digit barcode labels using Avery 5267.
 Read the User Guide

Barcode – 12-Digit Label

Use this guide to create 12-digit barcode labels using Avery 8257.
 Read the User Guide

Barcode – 13-Digit Label

Use these instructions to create a 13-digit barcode label.
 Read the User Guide

Categories and Sub-Categories

Adding new categories for products, services, discounts etc.
 Read the User Guide

Cycle Counts

Cycle counts are a way to count your inventory by grouping it so that there are not so many items to count at one time.
 Read the User Guide

Delete Products

Use this guide to remove inventory items from your database.
 Read the User Guide

Electronic Ordering

Send your purchase order electronically to your Aveda distributor.
 Read the User Guide

Inventory Adjustment

Creating an inventory adjustment is an effective way of altering your on-hand inventory without making a sale.
 Read the User Guide

Inventory Counts

Performing regular inventory counts will ensure that your inventory is always up-to-date.
 Read the User Guide

Master Products

An Enterprise only feature Use this guide to maintain your inventory using BackOffice.
 Read the User Guide

Negative / First Count

Selling product prior to receiving your initial order into SalonBiz/SpaBiz will result in negative on-hand quantities. Bring all negative quantities back to zero by following these steps.
 Read the User Guide

Purchase Order

Simplify your ordering process by using this convenient, accurate inventory management tool.
 Read the User Guide

Receiving Order

Simplify your ordering process by using this convenient, accurate inventory management tool.
 Read the User Guide

Year End Checklist – 2014

Click the link to download our Year-End checklist for a smooth transition and increased profitability in 2014!
 Read the User Guide

Year-End Recommendations

The following steps are recommended to complete the current year and prepare for the New Year.
 Read the User Guide

Blueprints

Action Log Viewer

The Action Log Viewer allows owners/managers to view and track which areas of the software have been accessed, which reports and queries have been created as well as recording changes made to Blueprint settings.
 Read the User Guide

Adding a Service

Follow these steps to add services.
 Read the User Guide

Adding and Linking a Tax

Follow these detailed steps to add and link a tax
 Read the User Guide

Adding Staff

Follow these detailed steps to add service staff.
 Read the User Guide

Adjusting Starting Cash

Follow these steps to adjust your starting cash.
 Read the User Guide

Adjustment Reasons

Use this guide to add and edit your inventory adjustment reasons.
 Read the User Guide

Alternating Schedules

Follow these detailed steps to create alternating schedules for service staff.
 Read the User Guide

Appointment Cancellation Reasons

Use this guide to add and edit your appointment cancellation reasons.
 Read the User Guide

Automatically Print Reports

Follow these steps to configure your reports to print automatically.
 Read the User Guide

Backoffice – Report

an Enterprise HA only feature – Use the Report Auto-run Setup to prepare your reports for automatic printing.
 Read the User Guide

Block Time Reasons

Use this guide to add and edit your appointment book block time reasons.
 Read the User Guide

Cash Drawer & Workstation

Use this guide to create a cash drawer and a workstation.
 Read the User Guide

Categories

Use this guide as a reference to Categories in Blueprints.
 Read the User Guide

Change a Password

Follow these steps to change a password.
 Read the User Guide

Changing a Schedule

Follow these steps to make a change to a service staff schedule.
 Read the User Guide

Commission – Payroll

Create an easy to manage motivating commission structure.
 Read the User Guide

Commission by Service

Use this guide to create service commission levels for your staff. This feature is available in addition to or as an alternative to having one service commission rate per staff member, now you can provide your staff different commissions on each service they sell.
 Read the User Guide

Creating a Discount Code

Follow these steps to create a discount code.
 Read the User Guide

Creating a Package

Follow these steps to create a package.
 Read the User Guide

Creating a Series

A series is a collection of services that are grouped together. Typically, the price of the series is discounted to be less than the services would add up individually. The incentive for the client is that when purchasing a series, there is a greater cost benefit.
 Read the User Guide

Customizing Receipts

Follow these steps to customize your sales receipts.
 Read the User Guide

Customizing Service Menus

Follow these steps to customize a staff member’s service menu.
 Read the User Guide

Customer Rewards

Use these steps to create customized customer rewards and redeem points earned by your clients.
 Read the User Guide

Delete a Customer

Follow these steps to delete a customer.
 Read the User Guide

Deleting a Staff Member

Follow these steps to delete a staff member.
 Read the User Guide

Drawer Entry Reasons

Use this guide to add and edit your drawer entry reasons.
 Read the User Guide

Gift Certificate Types

Use this guide to add and edit your gift certificate types.
 Read the User Guide

Payment Types

Follow these steps to add, edit and delete payment types.
 Read the User Guide

Price Book

The Price Book is a great tool for updating inventory.
 Read the User Guide

Printing Labels

Use this guide to set up address labels for printing using Avery 5160.
 Read the User Guide

Promo Credit Types

Use this guide to add and edit your promo credit types.
 Read the User Guide

Resource Setup – Enterprise HA

Resources are used when you need to reserve a room or equipment to perform a service in addition to a team member.
 Read the User Guide

Resource Setup – Standard

Resources are used when you need to reserve a room or equipment to perform a service in addition to a team member.
 Read the User Guide

Sales Tax Holiday

Use this as a guide to correctly set up your taxes for your State Sales Tax Holiday.
 Read the User Guide

Sales Ticker

An Enterprise HA only feature Use the following steps to configure the Sales Ticker.
 Read the User Guide

Salon / Spa Info

Use this guide to navigate and update your location information.
 Read the User Guide

Schedule Groups

Follow these steps to add and update schedule groups.
 Read the User Guide

Security

The security feature enables you to secure specific locations and track which staff members are using which functions.
 Read the User Guide

Security Manager

an Enterprise only feature Use this guide as a reference to the security manager.
 Read the User Guide

Shared Staff

Use this as a guide to shared staff management.
 Read the User Guide

Vendors and Manufacturers

Follow these steps to add vendors and manufacturers.
 Read the User Guide

Void Ticket Reasons

Use this guide to add and edit your void ticket reasons.
 Read the User Guide

Communications

Communication Screen Overview

Use this guide as a general overview to the different ways to generate customer information lists in the Communication screen.
 Read the User Guide

Confirmation Calls

A strategic organized way of making your daily confirmation calls.
 Read the User Guide

Referrals

Use these steps to setup and issue rewards from client referrals.
 Read the User Guide

Customer Labels

Follow these steps to create customer labels.
 Read the User Guide

Importing an email list to Outlook

Follow the suggested procedure for exporting SalonBiz/SpaBiz customer email addresses into Outlook.
 Read the User Guide

New Customer Calls

A strategic organized way of retaining new customers.
 Read the User Guide

Overdue Customer Calls

Use this tool as a strategic and organized way of retaining your valuable customers.
 Read the User Guide

Printing Labels from Word

Use this guide to print Query Output labels from Word.
 Read the User Guide

WordBiz & Mail Merge

Create and mail documents for your customers through the system.
 Read the User Guide

Exporting Queries to Excel

Use this guide to exporting queries to Excel.
 Read the User Guide

General Query Information

Use this as a general knowledge guide to help you navigate customer queries.
 Read the User Guide

Birthday Query

Find all customers with a birthday within a specific time frame.
 Read the User Guide

Cross Marketing Query – Cuts no Color

Find all customers that have had a haircut but not color.
 Read the User Guide

Cross Marketing Query – Salon no Spa

Find customers that have had a salon service but no spa services.
 Read the User Guide

Customer Referral Query

Find all customers that have referred a certain number of clients in a particular time frame.
 Read the User Guide

Customers Without a Visit Query

Find all customers without a visit in a particular time frame.
 Read the User Guide

Email List Query

Find all customers that have an email address in SalonBiz/SpaBiz.
 Read the User Guide

Future Book Query

Find customers that have had a service but have not booked their next visit.
 Read the User Guide

New Customer Query

Use this guide to identify and print new customer labels.
 Read the User Guide

Specific Product Query

Find all customers that have been in for a specific product.
 Read the User Guide

Specific Service Query

Find all customers that have been in for a specific service.
 Read the User Guide

Staff Client List Query

Use this guide to create a staff client list using either a report or a query option.
 Read the User Guide

Top 200 Skin Care Purchasers Query

Generate a list of your top 200 clients purchasing skin care.
 Read the User Guide

Top Purchasers Query

Generate a list of clients that have met or exceeded a predetermined spending level.
 Read the User Guide

AVEDA features

Aveda Benchmarks

Using common components of successful salons Aveda created key business measurements. Together with Aveda we created this tool that will support you in growing your business.
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Aveda Price Update Utility – 2014

Our Aveda price update utility will keep you current on Aveda price increases. The utility matches products in its database with products in your inventory by SKU or Item Number.
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Electronic Ordering

Send your purchase order electronically to your Aveda distributor.
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Report: Aveda Coaching Reports

Use this guide as a reference tool for the top staff coaching reports.
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Report: Aveda Vital Signs

The Aveda Vital Signs reports are the detailed reports that support the Aveda Benchmarks module.
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Report: Summary Guide – Aveda Benchmark Report

The Aveda Benchmark Report is designed to provide direction in growing your salon/spa business. It calculates the key Aveda measurements for each staff member and groups them by their staff category. This provides you with an excellent staff coaching tool and you can compare staff member data to their peers.
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Report: Summary Guide – Aveda Client Retention by Staff Report

View client retention by staff.
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Report: Summary Guide – Aveda Client Retention Report

This report is used for calculating how well you are retaining both new and existing clients. It tracks whether clients have had services within a time frame and are returning within a 90 day period.
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Pure Privilege: Aveda Gift Cards

Use this guide to view and redeem Aveda Gift Cards.
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Pure Privilege: Awarding Points

Use this guide to award points to Pure Privilege members.
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Pure Privilege: Memberships

Follow these steps to record a Pure Privilege Membership.
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Pure Privilege: Promotions & Tracking

Use this as a guide to redeeming special Pure Privilege promotions.
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Pure Privilege: Redeeming Points and Certificates

Use this as a guide to redeeming points and certificates for Pure Privilege members and Aveda Gift Cards.
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Pure Privilege: Redeeming Service Certificates

Use this as a guide to redeeming service certificates for Pure Privilege members.
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Pure Privilege: Returning Points

Use this as a guide to returning points and voiding tickets for Pure Privilege(sm) members.
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Pure Privilege Setup: Collateral Inventory

Use this guide to add and maintain your Pure Privilege collateral inventory items.
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Pure Privilege Setup: Integration Setup

Use this guide to link reward and certificate items.
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Pure Privilege Setup: Membership Setup

Follow these steps to create the Pure Privilege Membership types.
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Pure Privilege Setup: Payment Types

Follow these steps to add seven Pure Privilege payment types.
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Pure Privilege Setup: Reward Items

Use this as a guide for your Pure Privilege(sm) reward items.
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ColorBiz Maintenance Plan

Use this guide to create access and modify your client’s maintenance plan.
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ColorBiz Color Bowl

Use this guide for building color formulas.
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ColorBiz Setup

Use this guide for your ColorBiz setup.
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ColorBiz Visit Modification

Use this guide to create access and modify your client’s visit.
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Central Admin

The following features are Admin features and are only available to the company administrator.
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Central Dashboard

Use this guide to navigate your Central Dashboard.
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Central Documents

Documents is a central document library for all electronic business files. It is currently open to all employees within your company.
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Central Directory

The Directory is a photo gallery and contact list of the company employees. Employees, their contact info, and hierarchy in the organization are set up by the company administrator.
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Central Handbook

The Handbook houses your company’s policy and procedures manual.
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Central HR Calendar

HR Calendars store personal activities on a calendar along with HR tracking of time off, team holidays and HR reports.
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Reminders & Confirmations

Use this guide to enable Appointment Reminders and Appointment Confirmations for your clients.
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Tablet Admin Guide for SalonBiz Enterprise

Use this guide for the SalonBiz iPad Admin functions when using SalonBiz HA.
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Tablet User Guide for SalonBiz Enterprise

Use this guide for SalonBiz iPad for SalonBiz HA.
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Whiteboard Channel Guide

Real-time metrics on business drivers = real-time results.
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Whiteboard Admin

In order for Whiteboard to function efficiently, you will need to perform a few administrative tasks. All of these tasks are located in SalonBiz Central under the Admin menu.
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Whiteboard User

The Whiteboard is designed to focus the team on behaviors that will build their business. Throughout the day, the Whiteboard will automatically update (every 15 minutes) to display results for key metrics. By providing staff their results and goals, you will see improvements on their daily performance. In addition, they can flip their column over to see their schedule for the day – reducing interruptions at the front desk. Real-time metrics on business drivers = real-time results.
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Mobile Admin Guide for SalonBiz Enterprise

Use this guide to configure your SalonBiz Mobile settings.
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Mobile User Guide for SalonBiz Enterprise

The mobile suite gives you the flexibility to fill your appointment book and monitor your business from anywhere, anytime.
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Qnity Mobile

If staff only had to focus on two numbers to grow their business, would you see an increase in performance? You bet!
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Online Booking Admin

The Online Booking admin function is super easy! All Online Booking administrative tasks are performed through SalonBiz Central.
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Online Booking for Facebook

Online Booking functions as a widget – meaning you can drop it into a web page and your Facebook timeline. It is the easiest way to make the most of your business online.
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Online Booking Operations

For successful Online Booking operations, it is important that your front desk staff takes ownership of the daily process. It is critical to appoint an accountable person to make sure gift cards to be shipped are handled and closing of the front desk shift includes reconciling all web payments. Having someone always aware will alleviate frustrations and eliminate costly mistakes. Here are some best practices and easy reporting for online operations.
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Online Booking Getting Started

Before configuring your Online Booking settings, let’s set up a few things in SalonBiz to make it most effective.
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Online Booking Social Share

Follow these instructions to enable social sharing with online booking.
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Online Booking Couples

Follow these instructions to enable couples booking with online booking.
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Online Booking User

This guide will walk you through the steps your clients will see.
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Reports Admin

Use this guide to configure your report access.
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Reports User

Use this guide to create your own reports in 3 simple steps!
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