TreziNar

It’s a Sales tool through which you can sell a pre-defined amount of services to a client at lesser value. For example, you can sell a value card of Rs. 10,000 through which a client can get services of Rs. 13,000.

1. Go to Marketing module > Select the Cards option. Also note that this is a role based permission, so not everyone in your Organization might have the role to create value cards.

2. Here you can decide whether you wish to create a center-specific value card or a value card which will be used across organization.

3. Center-specific cards will be seen by managers for selling only in the centers that you choose. Organization wide cards will be available for all centers across your organization for selling.

4. You can provide a Card Title – which is what will be shown on the invoice when a client purchases this card. So ensure this is properly named and not some random text entry.

5. Post tax price is the price of the value card post tax. As soon as you enter a price here, the system automatically also shows the before tax price.

6. Value is the value of services that the client would get on purchase of this card. So in our example above, if you are selling a card of 10,000+ taxes, the value could be 13000.

7. Expiry days is the time by when this value card would be available. After this expiry date, the value card would automatically expire even if there is any amount left in the balance for this card.

8. Enter a card description so it’s easier for you to understand the card details.

9. Click Add Card and then your card will be added in the system and available for managers for selling.

1. Go to the Billing module. Let’s start with a New Invoice. You can load up an existing client or create a new client.

2. Click the Advance option.

3. Here you can also see the Advance balance if the client already has prior advance. Otherwise, the balance will show as 0.

4. Enter the amount that the client is paying as an Advance in “Add to Advance”.

5. You can also enter the description. This is an optional field but it is a good practice to enter notes here, mentioning the item for which the client is giving the advance for. You can also mention any date on which the client is expected to come back & take that item.

6. Click Add to Invoice.

7. Just like other items, you can also add more items to this invoice along with this Advance. You can add a service or product or membership if the client is taking those as well.

8. Once your invoice is ready, go to Finalize.

9. Enter the payment type and close the invoice as usual.

10. Note that you cannot apply any campaign or any offer on Advance invoice.

11. Also notice that there are no expiry dates for Advance as this is the real money that the client is giving you and its not any offer which has expiry dates or terms and conditions, but actual money that the client is depositing with you, hence there is no expiry date for Advances.

1. In the Marketing module, click Packages option.

2. You can create packages at org level or center level. Creating packages at Org level would ensure that the package is shown across all centers of the organization. But, if you want to create center-specific packages, then you can choose the Center specific option.

3. Next, enter the package name. This will be shown on the invoice, so make sure you give a meaningful name here.

4. Next, you can choose the services that are a part of this package. You can do this 1 by 1 by entering the name of the service and once selected, you can also enter the quantity for each service. For example, in this package you might want to add 2 hair cut services, so in that case, you can increase the count to 2.

5. Also notice, how the amount is shown next to the service. This is the default or standard price of the service which is shown.

6. If you have added a service by mistake, you can also delete using the Delete icon.

7. Enter a package description so you know what this package is about.

8. At the end of the package, the total price is shown which the system calculates as per the standard pricing of the services added.

9. Next you need to enter the pre-tax price of the package. Note that while the system shows the default pricing, the pre-tax price would ideally be lesser than the standard price. Also keep in mind this is the pre-tax price so tax will be added on top of this price.

10. Enter the validity in days. The package will automatically expire once this date is reached. So even if there are services pending, once the expiry date is reached, the package is no longer valid.

11. Click Add Package.

12. You can see the packages valid at the Org level and at the Center level from the right side panel.

13. Now that the package is created, it will be available in the Billing module for sale

1. Let’s load up a client record.

2. Now click on Packages option

3. Select the package type. Here is where all the pre-defined packages will show in the list. If you have defined an org level package, it will appear in all centers of the organization.

4. As soon as you click on a pre-defined package, it automatically shows all the services of the package along with service count, selling price & the expiry date.

5. Note that since it’s a pre-defined package, you cannot edit any of these details. You cannot change the quantity or price or expiry date.

6. You can only enter the staff name in the Sold By column. This staff is NOT the staff who will be doing the services, but this is the staff who is selling the package. So, this could be the manager also if the manager is selling the package. This name could be used to give a sale incentive on selling packages. But this is not the staff performing the services, so keep that in mind

7. Add to Invoice

8. See how instead of showing all individual services of the package, only the package name is shown here.

9. Rest of the payment process is the same.

When the client invoice is printed, see how the balance of all the services are individually mentioned on the invoice along with the expiry date and the salon location.

When the client invoice is printed, see how the service balances of the package are also mentioned on the invoice along with the expiry date and the salon location.

1. Access the site web.trezlor.com/(companycode) from Google Chrome browser.

2. Enter the PIN. (Ideally, this is provided to you from Head Office or your Administrator).

3. If logging for the first time, the system will prompt you for authentication.

4. Enter the PIN again and click Send Code to send the authentication code (This code will go to your Head Office team or Administrator).

5. Enter the authentication code and proceed.

Note: If you do not know the company code, check with your Head Office or Administrator.

1. Access the site web.trezlor.com/(companycode) from Google Chrome browser.

2. Enter the PIN. (Ideally, this is provided to you from Head Office or your Administrator).

3. If logging for the first time, the system will prompt you for authentication.

4. Enter the PIN again and click Send Code to send the authentication code (This code will go to your Head Office team or Administrator).

5. Enter the authentication code and proceed.

Note: If you do not know the company code, check with your Head Office or Administrator.

Enter your answer here

1. Access the site web.trezlor.com/(companycode) from Google Chrome browser.

2. If your machine has not been authenticated, you will see a link to authenticate the machine. Click the link.

3. Enter your PIN again in the dialog box that appears and click Send Code.

4. Once you receive the code from your Head Office or Administrator, enter the code and proceed.

Note: Administrator users will not be promoted for authentication.

1. Access the site web.trezlor.com/(companycode) from Google Chrome browser.

2. If your machine has not been authenticated, you will see a link to authenticate the machine. Click the link.

3. Enter your PIN again in the dialog box that appears and click Send Code.

4. Once you receive the code from your Head Office or Administrator, enter the code and proceed.

Note: Administrator users will not be promoted for authentication.

1. Access the Billing module.

2. Type a service name or product name in the Explore Services or Explore Products textbox at the right of the screen.

3. The list displays matching services or products applicable for the selected center.

4. You can view the prices for the same.

Note: Search for the item by entering the name in the search box or click the lookup icon to load the complete list at once.

1. Access the Billing module.

2. Type a service name or product name in the Explore Services or Explore Products textbox at the right of the screen.

3. The list displays matching services or products applicable for the selected center.

4. You can view the prices for the same.

Note: Search for the item by entering the name in the search box or click the lookup icon to load the complete list at once.

1. Access the Billing module.

2. Ensure you are accessing the correct center. If you have access to more than one centers, choose the right center from the drop-down list.

3. Click + New Invoice to start a new invoice.

4. Enter the phone number of the client. For an existing client, as you start typing the numbers, matching records are shown in the list. If a matching record is found, choose the right number from the list.

5. If a matching record is not found in the list, it implies a new client. Click the + icon to add the new client.

6. Enter the client’s phone number in the Mobile textbox.

7. Enter the first name and last name of the client.

8. Enter Email address for the client.

9. Enter other optional details for the client such as birthday, GST or any client notes.

10. Choose the gender.

11. Click Add Client.

Note: It is important to capture client details accurately, such as name, email and birthday. Various notifications are sent to the client using their name and it is important to have their correct name captured. Email of the client helps in sending email invoices to clients instead of giving printed invoices. Email addresses are also used for email campaigns.

1. Access the Billing module.

2. Ensure you are accessing the correct center. If you have access to more than one centers, choose the right center from the drop-down list.

3. Click + New Invoice to start a new invoice.

4. Enter the phone number of the client. For an existing client, as you start typing the numbers, matching records are shown in the list. If a matching record is found, choose the right number from the list.

5. If a matching record is not found in the list, it implies a new client. Click the + icon to add the new client.

6. Enter the client’s phone number in the Mobile textbox.

7. Enter the first name and last name of the client.

8. Enter Email address for the client.

9. Enter other optional details for the client such as birthday, GST or any client notes.

10. Choose the gender.

11. Click Add Client.

Note: It is important to capture client details accurately, such as name, email and birthday. Various notifications are sent to the client using their name and it is important to have their correct name captured. Email of the client helps in sending email invoices to clients instead of giving printed invoices. Email addresses are also used for email campaigns.

1. Access the Billing module.

2. Search for an existing client or add a new client.

3. In the Search Products text box, enter the product name or use the lookup button and click on the desired product from the menu.

4. Choose the product lot from the drop-down list.

Note: Some products might come in different lots. Even though the product name is same, the pricing may differ due to a price change from the company or a different packaging, etc. In such cases, the system will show all the available lots of the product so you can choose the product with the right pricing.

1. Based on the product lot selected, the Product price will show automatically. You can also update the product price, if required. Click the Reset button to reset the product price to its default price.

2. The Final Price field shows the final price of the product.

3. Choose the staff name who’s selling the product in the Sold By column.

4. Click ADD TO INVOICE.

5. Repeat the same steps and add more products if required to the invoice.

Note: If barcodes have been set up in the Product master, you can also use the bar code to search for a product.

1. Access the Billing module.

2. Search for an existing client or add a new client.

3. In the Search Products text box, enter the product name or use the lookup button and click on the desired product from the menu.

4. Choose the product lot from the drop-down list.

Note: Some products might come in different lots. Even though the product name is same, the pricing may differ due to a price change from the company or a different packaging, etc. In such cases, the system will show all the available lots of the product so you can choose the product with the right pricing.

1. Based on the product lot selected, the Product price will show automatically. You can also update the product price, if required. Click the Reset button to reset the product price to its default price.

2. The Final Price field shows the final price of the product.

3. Choose the staff name who’s selling the product in the Sold By column.

4. Click ADD TO INVOICE.

5. Repeat the same steps and add more products if required to the invoice.

Note: If barcodes have been set up in the Product master, you can also use the bar code to search for a product.

1. Access the Billing module.

2. Search for an existing client or add a new client.

3. In the Search Services text box, enter the service name or use the lookup button and click on the desired service from the menu.

4. Update the service price, if required.

5. Final Price field shows the final price of the service after the membership or manager discount.

6. Choose the staff name who’s doing the service in the Service By dropdown.

7. The chosen staff shows in the table below, with an allocation of 100%.

8. Choose another staff from the Service By dropdown.

9. Continue adding staff for the service, as required.

10. If a wrong selection of staff has been made, click the Delete icon to remove the staff from the allocation list.

11. Update the allocation % for each staff.

12. Click Add to Invoice.

Note: Multiple staff can be allocated only for services and not for products, memberships, packages, cards or advances.

1. Access the Billing module.

2. Search for an existing client or add a new client.

3. In the Search Services text box, enter the service name or use the lookup button and click on the desired service from the menu.

4. Update the service price, if required.

5. Final Price field shows the final price of the service after the membership or manager discount.

6. Choose the staff name who’s doing the service in the Service By dropdown.

7. The chosen staff shows in the table below, with an allocation of 100%.

8. Choose another staff from the Service By dropdown.

9. Continue adding staff for the service, as required.

10. If a wrong selection of staff has been made, click the Delete icon to remove the staff from the allocation list.

11. Update the allocation % for each staff.

12. Click Add to Invoice.

Note: Multiple staff can be allocated only for services and not for products, memberships, packages, cards or advances.

1. Access the Billing module.

2. Search for an existing client or add a new client.

3. Add service, product, membership, card, package or advance to the invoice.

4. Click on Save.

Note: Saving an invoice helps you reduce the billing time considerably.

1. Access the Billing module.

2. Search for an existing client or add a new client.

3. Add service, product, membership, card, package or advance to the invoice.

4. Click on Save.

Note: Saving an invoice helps you reduce the billing time considerably.

1. Access the Billing module.

2. Click the Open Invoices link to access all saved invoices.

3. Click the invoice and the items in the invoice load up.

4. If you wish to edit a service, click the back arrow icon (Modify this item) and make the necessary changes.

5. If you wish to add more items to this invoice, click Packages, Products, Cards, Membership or Advance option and proceed.

6. Click Save, Discard or Finalize.

1. Access the Billing module.

2. Click the Open Invoices link to access all saved invoices.

3. Click the invoice and the items in the invoice load up.

4. If you wish to edit a service, click the back arrow icon (Modify this item) and make the necessary changes.

5. If you wish to add more items to this invoice, click Packages, Products, Cards, Membership or Advance option and proceed.

6. Click Save, Discard or Finalize.

1. Access the Billing module.

2. Click + New Invoice to start a new invoice.

3. Enter the phone number of the client. For an existing client, as you start typing the numbers, matching records are shown in the list. Choose the desired number from the list.

4. Review the client’s membership balance from Membership section. If the client has an active membership, name of the membership along with the expiry date is shown.

5. Review the client’s balances from the Balances section. Cards, Advance and Services balance is shown. Click the links next to the balances to review the details of the balances.

6. Review the client’s past visits from the Client History section. Click on the invoice icon to load the previous invoice for the client, if required.

Note: You can also review the client’s balances and history from the right-side panel on the Billing module by entering the client’s phone number in the Search phone number.

1. Access the Billing module.

2. Click + New Invoice to start a new invoice.

3. Enter the phone number of the client. For an existing client, as you start typing the numbers, matching records are shown in the list. Choose the desired number from the list.

4. Review the client’s membership balance from Membership section. If the client has an active membership, name of the membership along with the expiry date is shown.

5. Review the client’s balances from the Balances section. Cards, Advance and Services balance is shown. Click the links next to the balances to review the details of the balances.

6. Review the client’s past visits from the Client History section. Click on the invoice icon to load the previous invoice for the client, if required.

Note: You can also review the client’s balances and history from the right-side panel on the Billing module by entering the client’s phone number in the Search phone number.

1. Access the Billing module.

2. Search for the member client by entering the phone number.

3. Select the desired client from the list.

4. Under the Memberships section on the left-side panel, the active membership of the client is shown along with the expiry date.

5. Click the Membership Dependents link.

6. Search for the dependents phone number. If it is an existing client, you can select the number from the list. If you are adding a new client, fill in details to add the new client as a dependent.

7. Dependent members automatically get the same benefits as the primary member.

Note: The number of dependents that you can add to a membership is determined by the membership definition.

1. Access the Billing module.

2. Search for the member client by entering the phone number.

3. Select the desired client from the list.

4. Under the Memberships section on the left-side panel, the active membership of the client is shown along with the expiry date.

5. Click the Membership Dependents link.

6. Search for the dependents phone number. If it is an existing client, you can select the number from the list. If you are adding a new client, fill in details to add the new client as a dependent.

7. Dependent members automatically get the same benefits as the primary member.

Note: The number of dependents that you can add to a membership is determined by the membership definition.

1. Access the Billing module.

2. Search for an existing client by entering the phone number or add a new client.

3. Click the Memberships tab in the middle panel.

4. List of all memberships enabled for your center show up. Select the membership from the drop-down list that you wish to sell.

5. The membership price shows automatically. If required, you can also increase the membership price, but you cannot decrease it from the base price.

6. Use the Reset link to reset the membership price to the default price.

7. Membership days for the selected membership shows up.

8. Membership expiry is also pre-defined and cannot be changed.

9. Select the staff who is selling the membership in the Sold By field.

10. Click Add to Invoice.

Note: When adding a membership to a client with active membership, the number of days remaining on the existing membership is carried over. Membership name, price, days and validity is defined when creating the membership and cannot be edited.

1. Access the Billing module.

2. Search for an existing client by entering the phone number or add a new client.

3. Click the Memberships tab in the middle panel.

4. List of all memberships enabled for your center show up. Select the membership from the drop-down list that you wish to sell.

5. The membership price shows automatically. If required, you can also increase the membership price, but you cannot decrease it from the base price.

6. Use the Reset link to reset the membership price to the default price.

7. Membership days for the selected membership shows up.

8. Membership expiry is also pre-defined and cannot be changed.

9. Select the staff who is selling the membership in the Sold By field.

10. Click Add to Invoice.

Note: When adding a membership to a client with active membership, the number of days remaining on the existing membership is carried over. Membership name, price, days and validity is defined when creating the membership and cannot be edited.

1. Access the Billing module.

2. Search for an existing client by entering the phone number or add a new client.

3. Click the Packages tab in the middle panel.

4. List of all pre-defined packages enabled for your center show up. Select the package from the drop-down list that you wish to sell.

5. As soon as you select a package, the respective services of the package show up, along with the quantity.

6. You cannot edit the quantity or services for a pre-defined package. If you wish to edit the package, select the Custom Package option from the Package Type drop-down list and create a new package.

7. Total Package Value shows the total of all services added in the package.

8. Selling Price shows the price at which the package will be sold. Tax is not included in the selling price and is added extra. It cannot be edited for a pre-defined package.

9. Expiry Date shows the date when the package will expire. Once the expiry date is reached, any remaining services of the package will also expire. It cannot be edited for a pre-defined package.

10. Select the staff who is selling the package in the Sold By field.

11. Click Add to Invoice.

Notes: Packages are non-transferable. Pre-defined packages cannot be edited. The staff who is selling the package can be different from the staff who will be doing the services, which can be defined at the time of package redemption.

1. Access the Billing module.

2. Search for an existing client by entering the phone number or add a new client.

3. Click the Packages tab in the middle panel.

4. List of all pre-defined packages enabled for your center show up. Select the package from the drop-down list that you wish to sell.

5. As soon as you select a package, the respective services of the package show up, along with the quantity.

6. You cannot edit the quantity or services for a pre-defined package. If you wish to edit the package, select the Custom Package option from the Package Type drop-down list and create a new package.

7. Total Package Value shows the total of all services added in the package.

8. Selling Price shows the price at which the package will be sold. Tax is not included in the selling price and is added extra. It cannot be edited for a pre-defined package.

9. Expiry Date shows the date when the package will expire. Once the expiry date is reached, any remaining services of the package will also expire. It cannot be edited for a pre-defined package.

10. Select the staff who is selling the package in the Sold By field.

11. Click Add to Invoice.

Notes: Packages are non-transferable. Pre-defined packages cannot be edited. The staff who is selling the package can be different from the staff who will be doing the services, which can be defined at the time of package redemption.

1. Access the Billing module.

2. Search for an existing client by entering the phone number or add a new client.

3. Click the Packages tab in the middle panel.

4. List of all pre-defined packages enabled for your center show up. Select the Custom Package option.

5. Select the services to be added in the Package by entering the service name in the Search Services textbox or using the lookup icon.

6. Update the quantity of the service.

7. Continue adding more services and updating the quantity of the service, as required.

8. Total Package Value shows the total of all services added in the package.

9. Selling Price is the price at which the package will be sold. Enter the desired selling price for the package. Tax is not included in the selling price and is added extra.

10. Expiry Date shows the date when the package will expire. Once the expiry date is reached, any remaining services of the package will also expire. Enter the desired expiry date for the package.

11. Select the staff who is selling the package in the Sold By field.

12. Click Add to Invoice.

Notes: Packages are non-transferable. The staff who is selling the package can be different from the staff who will be doing the services, which can be defined at the time of package redemption.

1. Access the Billing module.

2. Search for an existing client by entering the phone number or add a new client.

3. Click the Packages tab in the middle panel.

4. List of all pre-defined packages enabled for your center show up. Select the Custom Package option.

5. Select the services to be added in the Package by entering the service name in the Search Services textbox or using the lookup icon.

6. Update the quantity of the service.

7. Continue adding more services and updating the quantity of the service, as required.

8. Total Package Value shows the total of all services added in the package.

9. Selling Price is the price at which the package will be sold. Enter the desired selling price for the package. Tax is not included in the selling price and is added extra.

10. Expiry Date shows the date when the package will expire. Once the expiry date is reached, any remaining services of the package will also expire. Enter the desired expiry date for the package.

11. Select the staff who is selling the package in the Sold By field.

12. Click Add to Invoice.

Notes: Packages are non-transferable. The staff who is selling the package can be different from the staff who will be doing the services, which can be defined at the time of package redemption.

1. Access the Billing module.

2. Search for an existing client by entering the phone number or add a new client.

3. Click the Cards tab in the middle panel.

4. List of all value cards enabled for your center show up. Select the desired card from the Select Value Card drop-down list.

5. Card Cost (pre-tax) shows the pre-tax cost of the selected value card. Tax is added extra. This field cannot be edited as value cards are defined from the back end.

6. Card Balance (Rs.) is the value in Rs. which the client gets on purchasing this value card. This field cannot be edited as value cards are defined from the back end.

7. Card Expiry is the expiration date of this value card. Once the expiry date is reached, any remaining amount of the value card will also expire. This field cannot be edited as value cards are defined from the back end.

8. Select the staff who is selling the value card in the Sold By field.

9. Click Add to Invoice.

Notes: Value cards are non-transferable. The staff who is selling the value card can be different from the staff who will be doing the services, which can be defined at the time of value card redemption.

1. Access the Billing module.

2. Search for an existing client by entering the phone number or add a new client.

3. Click the Cards tab in the middle panel.

4. List of all value cards enabled for your center show up. Select the desired card from the Select Value Card drop-down list.

5. Card Cost (pre-tax) shows the pre-tax cost of the selected value card. Tax is added extra. This field cannot be edited as value cards are defined from the back end.

6. Card Balance (Rs.) is the value in Rs. which the client gets on purchasing this value card. This field cannot be edited as value cards are defined from the back end.

7. Card Expiry is the expiration date of this value card. Once the expiry date is reached, any remaining amount of the value card will also expire. This field cannot be edited as value cards are defined from the back end.

8. Select the staff who is selling the value card in the Sold By field.

9. Click Add to Invoice.

Notes: Value cards are non-transferable. The staff who is selling the value card can be different from the staff who will be doing the services, which can be defined at the time of value card redemption.

1. Access the Billing module.

2. Search for an existing client by entering the phone number or add a new client.

3. Click the Cards tab in the middle panel. List of all value cards enabled for your center show up. Select the Custom Gift Card option.

4. Enter the Amount (Rs.). This is the value or worth of the gift card that the client wishes to buy. For example, if a client is buying a gift card for 5000rs, enter 5000 in this field.

5. Unique Code is alpha numeric or numeric code uniquely assigned to this gift card. This code is used to identify the gift card during redemption. You can choose to enter a unique code manually or click on the link to generate a unique code automatically.

6. Select the staff who is selling the gift card in the Sold By field.

7. Click Add to Invoice.

Notes: Gift cards can be used by anyone by providing the unique code. The staff who is selling the gift card can be different from the staff who will be doing the services, which can be defined at the time of gift card redemption.

1. Access the Billing module.

2. Search for an existing client by entering the phone number or add a new client.

3. Click the Cards tab in the middle panel. List of all value cards enabled for your center show up. Select the Custom Gift Card option.

4. Enter the Amount (Rs.). This is the value or worth of the gift card that the client wishes to buy. For example, if a client is buying a gift card for 5000rs, enter 5000 in this field.

5. Unique Code is alpha numeric or numeric code uniquely assigned to this gift card. This code is used to identify the gift card during redemption. You can choose to enter a unique code manually or click on the link to generate a unique code automatically.

6. Select the staff who is selling the gift card in the Sold By field.

7. Click Add to Invoice.

Notes: Gift cards can be used by anyone by providing the unique code. The staff who is selling the gift card can be different from the staff who will be doing the services, which can be defined at the time of gift card redemption.

1. Access the Billing module.

2. Search for an existing client by entering the phone number or add a new client.

3. Click the Advance tab in the middle panel.

4. Current Advance Balance shows the available advance balance for this client.

5. Enter the advance amount in the Add to Advance (Rs.) textbox.

6. Enter any notes or comments about this advance in the Description textbox.

7. Click Add to Invoice.

Note: Tax is not applied when collecting advance payments. Tax is applied when redeeming advances. Advance can be redeemed against service, product, membership or value card.

1. Access the Billing module.

2. Search for an existing client by entering the phone number or add a new client.

3. Click the Advance tab in the middle panel.

4. Current Advance Balance shows the available advance balance for this client.

5. Enter the advance amount in the Add to Advance (Rs.) textbox.

6. Enter any notes or comments about this advance in the Description textbox.

7. Click Add to Invoice.

Note: Tax is not applied when collecting advance payments. Tax is applied when redeeming advances. Advance can be redeemed against service, product, membership or value card.

1. Click Finalise for an invoice to collect payment.

2. The Promotions drop down lists all campaigns available for your center. You can apply the desired campaign from the list.

3. Once a promotion has been applied, you will see a confirmation message and the total invoice amount is adjusted accordingly.

4. Choose the payment type using which the client wishes to pay for this invoice. Client can also pay using any of the balances, such as value card, gift card or advance.

5. You can also collect payment using multiple payment methods such as part cash and part card. Enter the amount against the payment method.

6. Remaining Balance shows any pending amount that is left to be collected.

7. Enter any comments for this invoice in the Notes section.

8. Select Print option.

9. Close Invoice to print the invoice or Go Back if you wish to make edits before printing.

Note: Managers cannot make any changes to the invoice after you have clicked on Close Invoice.

1. Click Finalise for an invoice to collect payment.

2. The Promotions drop down lists all campaigns available for your center. You can apply the desired campaign from the list.

3. Once a promotion has been applied, you will see a confirmation message and the total invoice amount is adjusted accordingly.

4. Choose the payment type using which the client wishes to pay for this invoice. Client can also pay using any of the balances, such as value card, gift card or advance.

5. You can also collect payment using multiple payment methods such as part cash and part card. Enter the amount against the payment method.

6. Remaining Balance shows any pending amount that is left to be collected.

7. Enter any comments for this invoice in the Notes section.

8. Select Print option.

9. Close Invoice to print the invoice or Go Back if you wish to make edits before printing.

Note: Managers cannot make any changes to the invoice after you have clicked on Close Invoice.

1. Click Finalise for an invoice to collect payment.

2. The Promotions drop down lists all campaigns available for your center. You can apply the desired campaign from the list.

3. Once a promotion has been applied, you will see a confirmation message and the total invoice amount is adjusted accordingly.

4. If a promotion is not applicable for this invoice, you will see an alert message.

5. To remove the applied promotion from the invoice, select No Promotions from the drop-down list.

Note: If a manager discount was applied for an item in the invoice and a Promotion is also applied, the Promotion discount will take precedence and the manager discount will not be applicable. For members, membership discount is automatically applied. If you apply a different Promotion for a member invoice, the membership discount is automatically removed.

1. Click Finalise for an invoice to collect payment.

2. The Promotions drop down lists all campaigns available for your center. You can apply the desired campaign from the list.

3. Once a promotion has been applied, you will see a confirmation message and the total invoice amount is adjusted accordingly.

4. If a promotion is not applicable for this invoice, you will see an alert message.

5. To remove the applied promotion from the invoice, select No Promotions from the drop-down list.

Note: If a manager discount was applied for an item in the invoice and a Promotion is also applied, the Promotion discount will take precedence and the manager discount will not be applicable. For members, membership discount is automatically applied. If you apply a different Promotion for a member invoice, the membership discount is automatically removed.

1. Click Finalise for an invoice to collect payment.

2. The Promotions drop down lists all campaigns available for your center. You can apply the desired campaign from the list.

3. Once a promotion has been applied, you will see a confirmation message and the total invoice amount is adjusted accordingly.

4. Choose the payment type using which the client wishes to pay for this invoice. Client can also pay using any of the balances, such as value card, gift card or advance.

5. You can also collect payment using multiple payment methods such as part cash and part card. Enter the amount against the payment method.

6. Remaining Balance shows any pending amount that is left to be collected.

7. Enter any comments for this invoice in the Notes section.

8. Enter the client’s email in the Enter Email textbox.

9. Select Email checkbox to email the invoice to the client.

1. Click Finalise for an invoice to collect payment.

2. The Promotions drop down lists all campaigns available for your center. You can apply the desired campaign from the list.

3. Once a promotion has been applied, you will see a confirmation message and the total invoice amount is adjusted accordingly.

4. Choose the payment type using which the client wishes to pay for this invoice. Client can also pay using any of the balances, such as value card, gift card or advance.

5. You can also collect payment using multiple payment methods such as part cash and part card. Enter the amount against the payment method.

6. Remaining Balance shows any pending amount that is left to be collected.

7. Enter any comments for this invoice in the Notes section.

8. Enter the client’s email in the Enter Email textbox.

9. Select Email checkbox to email the invoice to the client.

1. Click Finalise for an invoice to collect payment.

2. If the client has an active value card balance, choose the Card Balance option as the payment type.

3. The Card Balance will only show for clients who have a valid card balance.

4. If the membership discount or a promotion has been applied to the invoice, the Card Balance option will be inactive.

5. To make payment using card balance for such invoices, remove all other discounts by selecting No Promotions from the Select Promotions drop down. The Card Balance option will be activated.

6. You can review the current balance of the card and the amount which can be used for the invoice.

7. Card balance can only be used to pay for services and not for any other item.

8. Select the Card Balance option. You can review the name of the card, expiry date and the balance remaining in the card.

9. Enter the amount to be consumed from the balance for this invoice.

10. Click Apply.

11. Choose other payment types, if there is pending amount left.

12. Enter the Client PIN to get an authorization from the client to use card balance.

13. Click Validate.

14. If the client is unable to provide the client PIN, you can reach out to your Head Office team or Administrator to get the master PIN.

Note: Clients can access their PIN from the Client Web App.

1. Click Finalise for an invoice to collect payment.

2. If the client has an active value card balance, choose the Card Balance option as the payment type.

3. The Card Balance will only show for clients who have a valid card balance.

4. If the membership discount or a promotion has been applied to the invoice, the Card Balance option will be inactive.

5. To make payment using card balance for such invoices, remove all other discounts by selecting No Promotions from the Select Promotions drop down. The Card Balance option will be activated.

6. You can review the current balance of the card and the amount which can be used for the invoice.

7. Card balance can only be used to pay for services and not for any other item.

8. Select the Card Balance option. You can review the name of the card, expiry date and the balance remaining in the card.

9. Enter the amount to be consumed from the balance for this invoice.

10. Click Apply.

11. Choose other payment types, if there is pending amount left.

12. Enter the Client PIN to get an authorization from the client to use card balance.

13. Click Validate.

14. If the client is unable to provide the client PIN, you can reach out to your Head Office team or Administrator to get the master PIN.

Note: Clients can access their PIN from the Client Web App.

1. Click Finalise for an invoice to collect payment.

2. If the client has an active advance balance, the Advance Balance payment type option is selected, by default.

3. You can also review the available advance balance.

4. Update the amount you wish to consume from the available advance balance.

5. Choose other payment types, if there is pending amount left.

6. Enter the Client PIN to get an authorization from the client to use advance balance.

7. Click Validate.

8. If the client is unable to provide the client PIN, you can reach out to your Head Office team or Administrator to get the master PIN.

Note: Clients can access their PIN from the Client Web App.

1. Click Finalise for an invoice to collect payment.

2. If the client has an active advance balance, the Advance Balance payment type option is selected, by default.

3. You can also review the available advance balance.

4. Update the amount you wish to consume from the available advance balance.

5. Choose other payment types, if there is pending amount left.

6. Enter the Client PIN to get an authorization from the client to use advance balance.

7. Click Validate.

8. If the client is unable to provide the client PIN, you can reach out to your Head Office team or Administrator to get the master PIN.

Note: Clients can access their PIN from the Client Web App.

1. Access the Billing module.

2. Search for the client by entering the client’s phone number.

3. In the left panel, under the Balances section, you can review the service balances of the client by clicking the See Balances link.

4. You can see the service name, count and expiry of the service balance.

5. Click + sign next to the service to add the service to the invoice.

6. As soon as a package service is added to an invoice, the service is automatically redeemed from the package and the price for the service is 0.

7. Select the staff who has performed this service in the Service By field.

8. You can also allocate multiple staff for this staff and adjust the allocation percentage between staff.

9. If you do not wish this service to be redeemed from the package, unselect the Use checkbox for the package service.

10. Click Add to Invoice.

Note: Staff who performs the package service and who sells the package could be different.

1. Access the Billing module.

2. Search for the client by entering the client’s phone number.

3. In the left panel, under the Balances section, you can review the service balances of the client by clicking the See Balances link.

4. You can see the service name, count and expiry of the service balance.

5. Click + sign next to the service to add the service to the invoice.

6. As soon as a package service is added to an invoice, the service is automatically redeemed from the package and the price for the service is 0.

7. Select the staff who has performed this service in the Service By field.

8. You can also allocate multiple staff for this staff and adjust the allocation percentage between staff.

9. If you do not wish this service to be redeemed from the package, unselect the Use checkbox for the package service.

10. Click Add to Invoice.

Note: Staff who performs the package service and who sells the package could be different.

1. Click Finalise for an invoice to collect payment.

2. Click Gift Card payment type.

3. Enter the amount to be consumed from the gift card.

4. Enter Gift Card code and click Validate.

5. Click Close Invoice.

Note: If the client does not have the gift card code, you can retrieve the same from the client invoice who bought the gift card.

1. Click Finalise for an invoice to collect payment.

2. Click Gift Card payment type.

3. Enter the amount to be consumed from the gift card.

4. Enter Gift Card code and click Validate.

5. Click Close Invoice.

Note: If the client does not have the gift card code, you can retrieve the same from the client invoice who bought the gift card.

1. Access the Staff module and click Add New Staff.

2. Ensure the correct center is displayed in the Select Center drop-down. If you have access to more than one centers, choose the right center from the drop-down list.

3. Enter the staff name.

4. Choose the gender.

5. Enter the start date.

6. Enter the address (optional)

7. Click Add Staff or Cancel to discard.

Note: This is a permission-based feature.

1. Access the Staff module and ensure the correct center name is showing. If you have access to more than one centers, choose the right center from the drop-down list.

2. Click the staff name from the staff list on the left side.

3. If the staff is not there in the list, click Add New Staff and add the staff.

4. Enter staff’s Salary, Salary last revised, Designation, Phone and App Password. The app password can be shared with the staff and will be used to login to the staff app.

Note: This is a permission-based feature.

1. Access the Staff module and ensure the correct center name is showing. If you have access to more than one centers, choose the right center from the drop-down list.

2. Click the staff name from the staff list on the left side.

3. Click the existing name, gender, works at, or joining date entries and update the same.

4. Enter or update any other details, as required.

Note: This is a permission-based feature.

1. Access the Staff module and ensure the correct center name is showing. If you have access to more than one centers, choose the right center from the drop-down list.

2. Click on the staff name that has left your center and you wish to disable.

3. Click De-activate Staff.

4. Once de-activated, the staff name disappears from the staff list on the left.

5. To view all deactivated staff, you can click the Show Inactive checkbox.

6. De-activated staff will be highlighted in Red.

7. To re-activate staff, click on the staff name and click the Click Here checkbox to make them active again.

Note: Once a staff is disabled, you will not see the staff name in the Billing or Appointment module, but you will continue to view past records of the staff in Staff reports.

1. Access the Staff module and click Add Service Log.

2. Ensure the correct center is displayed in the Select Center drop-down. If you have access to more than one centers, choose the right center from the drop-down list.

3. Enter the staff name in Search Staff textbox.

4. Enter the service name that the staff took in the Search Services textbox.

5. Click Save or Cancel.

Note: Service logs are only for the current date. You cannot backdate service logs.

If you have entered service logs for staff services, you can view the complete record for your outlet, using these steps:

1. Access the Staff module and ensure the correct center name is showing. If you have access to more than one centers, choose the right center from the drop-down list.

2. View the Staff Service Logs section on the bottom right, which shows date-wise service log entries for staff along with the service name.

1. Access the Staff module and ensure the correct center name is showing. If you have access to more than one centers, choose the right center from the drop-down list.

2. Click on the staff name to whom you wish to give the job slip.

3. Click Daily Print option on the right side of the screen in the Staff Activity section.

4. To give day-end slip for a different date, click the date at the top of the page and select the desired date.

Note: Staff can also access their business data through by logging on to the staff web app.

1. Access the Staff module and ensure the correct center name is showing. If you have access to more than one centers, choose the right center from the drop-down list.

2. Click on the staff name.

3. In the Staff Activity section on the right, the selected staff’s business is shown for today, by default. To check the staff’s business for a particular date range, click the Custom option and enter the start date, end date and click GO. The Revenue Collected amount is a culmination of the total revenue generated by the staff across all categories for the selected time period.

4. The data shows item-wise revenue collected by staff in the defined time range.

   • Services incl red – shows the count and total amount of service business done by the staff, including all redemptions.

   • Services Redemp – Shows the count and amount for ONLY redemptions in the staff’s business which included Service balance redemption and value card redemption.

   • Products – Shows the count of products sold and the total revenue generated from product sale.

   • Memberships – Shows the count of memberships sold and the total revenue generated from membership sale.

   • Packages – Shows the count of packages sold and the total revenue generated from package sal

   • Cards - Shows the count of value cards sold and the total revenue generated from value cards sale.

Note: The % column refers to the percentage allocation to the staff for that item. The business amount for the staff considers the % allocation and assigns the right amount to the staff’s business accordingly.

1. Access the Appointment module and click + New Appointment link.

2. Ensure the correct center is displayed in the Center drop-down. If you have access to more than one centers, choose the right center from the drop-down list.

3. Search for an existing client or click Add New Client to enter details for a new client.

4. For an existing client, you can review the client history in the Recent Visits section.

5. Choose the appointment date and enter notes for the appointment, if required.

6. Select services from Add a Service drop down and specify the time for the service appointment.

7. Select Staff who will be performing the service. If you are unsure of the staff, you can also leave this blank for now and assign it to a staff later.

8. Save or Cancel the appointment.

9. If the client is already at the salon, click the Start Client Invoice to convert this appointment to an invoice right away.

10. Send Reminder SMS can be used if you wish to send a reminder SMS to the client.

Note: Appointment Reminder SMS is set up and triggered from the back end. It is a good idea not to send this for every client and use it sparingly.

1. Access the Appointment module and ensure the correct center is displayed in the Center drop-down. If you have access to more than one centers, choose the right center from the drop-down list.

2. You can review today’s appointments in the Unallocated section or on the Appointment Book, allocated staff-wise.

3. Appointments with a phone icon are booked directly by the client using the client app and must be given utmost importance.

4. To review appointments for another date, change the date from the top panel.

5. Today’s appointments are also shown in the Billing module’s Invoices & Appointments panel.

Note: Appointments booked through the client app should be dealt immediately.

1. Access the Appointment module and ensure the correct center is displayed in the Center drop-down. If you have access to more than one centers, choose the right center from the drop-down list.

2. Select the desired date from the top panel.

3. Appointments shown in the Unallocated panel shows appointments that have not been assigned to a staff as yet. It is a good practice to allocate appointments to staff first thing in the morning for better utilization of your service providers.

4. Click on an appointment and update the staff name for the services.

5. Click Save.

Note: Unallocated appointments should be kept at minimal for better utilization of time and service providers.

1. Access the Appointment module and ensure the correct center is displayed in the Center drop-down. If you have access to more than one centers, choose the right center from the drop-down list.

2. Select the desired date from the top panel.

3. Click on the appointment that you wish to edit.

4. You can update the date, notes, services, time or staff for the appointment.

5. Click Update to save the changes.

Note: You can only update appointments and not closed invoices.