Getting Started

Welcome to the Salon & Spa Management System! This comprehensive template is designed to help you organize and streamline all aspects of your salon or spa business operations in one place.

Step 1: Familiarize Yourself with the System

The system consists of four main components:

• Client Management - For tracking client information, history, and preferences
• Scheduling & Bookings - For managing appointments and staff schedules
• Service Catalog - For organizing your service offerings and pricing
• Staff Manager - For handling employee information and scheduling

Step 2: Initial Setup

• [ ] Fill out your business information in the Client Management section
• [ ] Add your services to the Service Catalog including pricing and duration
• [ ] Input staff information in the Staff Manager section
• [ ] Begin tracking appointments in the Scheduling & Bookings section

Using the Dashboard

The main dashboard gives you a quick overview of your business operations:

• View "Today's Appointments" to see what's scheduled for the day
• Check appointments "By Professional" to see each staff member's schedule
• Use the "Quick Add" section for fast access to commonly used functions

Key Features

Client Management