1. Dashboard

How can I access the dashboard?

The Dashboard shows you a quick overview of your salon’s performance. It displays important metrics such as appointments, total revenue, sales commissions, and new customers — all in one place. The Dashboard helps you track business growth, monitor staff performance, and make informed decisions.

To access the Dashboard

  1. Go to Dashboard from the main menu.
  2. The system automatically shows all the insights in one view

Inside the Dashboard, you can view multiple data components, such as appointment counts, revenue summaries, sales commissions, and new customers.

2. Branch Management

The Branch Management section allows the Admin to add, update, or manage multiple business branches within the system. This helps maintain accurate branch-level data and make sure all connected information stays updated across the platform.

To access Branch Management

  1. Go to Menu> Company Settings > Branches.
  2. The system displays the list of existing branches, along with the options Add New or Edit the existing branches.

To add or update a branch

  1. Click + Add Branch (to create a new branch) or select an existing branch to edit its details.
  2. Enter or modify the required details such as Branch name,Address Information, Contact Number, and Assign Manager.
  3. Click Save once all information is filled in.

System Verification

  • After you click Save, the system automatically verifies the entered branch information for accuracy and completeness.
  • If any of the required fields is missing or incorrect, the system tells you to make corrections before proceeding.

Result

  • The Branch is successfully added or updated in the system.
  • The updated details become visible in the connected modules, including Appointments, Staff, and Reports.

3. Managing Bookings

The admin or staff can see, add, and manage customer appointments using the Bookings module. This guarantees effective scheduling, prevents scheduling conflicts, and facilitates the tracking of all appointments via the calendar view.

To access Calendar View Bookings

  1. Go to Company > Bookings from the main menu.
  2. The system displays the calendar view with all existing appointments
  3. You can switch between Day, Week, or Month views as needed.

To access Data View booking

  1. Click + Appointment on the calendar or booking page.
  1. a. Customer Name
    b. Selected Service(s)
    c. Staff
    d. Date and Time
  2. Click Save once all fields are filled.

System Verification

  • The system checks staff and service availability for the selected date and time.
  • If there are no conflicts, the appointment is successfully created.
  • If a time slot is already booked, the system won’t display that specific time as available.

Result

  • The Appointment is successfully booked and appears on the calendar
  • Both Admin and Staff can view or update the booking details.

4. Managing Services

The Services module allows the Admin to add, edit, and manage all services offered by the business. Proper management ensures accurate booking, pricing, and availability for staff and customers. Services can be managed at three levels: List, Categories, and Sub-Categories.

To access Services

  1. Go to Menu > Services > Services >list > categories > sub-categories
  2.  The system displays all existing services.

To add or edit a service >list.

  1. Click + Appointment on the calendar or booking page.
  1. Click + New to create a new service or select an existing service to edit.
  2. Enter or update the required details such as:
    ○ Service Name
    ○ Category
    ○ Duration
    ○ Description
    ○ Price
  • Click Save once all details are filled in.

To add or edit a service >Categories.

  1. Click + New to create a new service or select an existing service to edit.
  2. Enter or update the required details such as:
    ○ Name
    ○ Status
  • Click Save once all details are filled in

To add or edit a service > Sub-Categories.

  1. Click + New to create a new service or select an existing service to edit.
  2. Enter or update the required details such as:
    ○ Category
    ○ Status
  3. Click Save once all details are filled in.

System Verification

  • The system verifies the submitted data to confirm that all required fields are filled.
  • If validation passes, the system saves the service details securely.

Result

  • The newly added or updated Service is now available for bookings.

5. Managing Packages

The Packages feature allows the Admin to create,edit, and manage bundled service offerings. Packages let you offer many services together at a special price, helping attract customers and increase sales.

To access Packages

  1. Go to Company > Packages
  2. The system displays a list of existing packages, along with that you can Add New Package or Edit existing ones.

To create or edit a package

  1. Click +New to create a new one or edit the existing one.
  2. Enter or update the package:
  3. Package name
  4. Status
  5. Services
  6. Price

Once the details are entered click save.

Result

The newly created or updated package is saved in the system. Which can used while booking an appointment for the customer.

6. Staff Earnings

The Staff Earnings module allows the Admin to track and review each staff member’s earnings based on completed services, commissions, and other payments. This helps in maintaining transparent payroll management and performance evaluation.

To access Staff Earnings

  1. Go to Menu >Finance > Staff Earnings.
  2. The system displays a list of staff members along with their total earnings for the selected period.

System Verification

  • The system retrieves all related payment and transaction data from completed appointments.
  • It cross-checks details to ensure accurate calculation of total earnings.

Output / Result

  • The Staff Earnings Report is displayed on-screen.

7. Managing Taxes

The Taxes module enables the Admin to configure and oversee tax rules that are automatically applied during billing and invoicing. Correct tax setup guarantees precise pricing, adherence to regulations, and financial documentation.

To access Tax Settings

  1. Go to Finance > Taxes.
  2. The system displays all existing tax rules along with options to Add New Tax or Edit existing ones.
  1. Click + New Tax to create a new rule or select an existing one to edit.
  2. Enter or update the required details such as:
    ○ Tax Name (e.g., GST, VAT)
    ○ Tax Percentage / Fixed Rate
    ○ Enter Value
    ○ Applicable Services or Products
  • Click Save once all details are entered.

System Verification

  • To guarantee accuracy and completeness, the system verifies the tax information.

Result

  • The Tax Calculation is automatically updated for all billing transactions and will be reflected during the Final Invoice.

8. Staff Management

The Staff module enables the Admin to create, modify, and oversee staff profiles. This guarantees precise employee data, appropriate planning, and performance monitoring throughout the system.

To access Staff Management

1. Go to User > Staff.
2. The system displays all existing staff members along with options to Add New
Staff or Edit existing profiles.

To add or edit staff details:

1. Click + New to create a new staff profile or select an existing staff member to
edit.

Enter or update details such as:
○ First Name
○ Role
○ Contact Information
○ Assigned Branch

  • Click Save once all details are entered.

System Verification

  • The system validates all entered information to ensure mandatory fields are
    complete.

Result

  • The Staff Profile is successfully updated and becomes visible across the
    system.

9.Main Settings

Through the company setting module you can edit key business data, like the firm name, logo, address, and contact information, using the firm Settings module.

To access Settings

1. Go to System >Settings.
2. The system displays the current company details including Name, Logo, Address,
and Contact Information.
To update company information
1. Click Edit to modify company details.
2. Update any of the following fields as needed:
Company Address
○ Company Logo
○ Address

  1. After making the necessary changes, click Save.

System Verification

● The system validates the updated details to ensure mandatory fields (like Name
and Contact Info) are correctly entered.
● Once validated, the system saves and applies the new company information.

Result

  •  The updated company details are refreshed across the platform, including dashboards, invoices, emails, and reports.