Luminate Tutorial Library

Luminate Tutorial Library

Welcome to the complete documentation for Luminate, the salon management application. This library contains 89 tutorials organised into 17 sections, covering everything from your first login to advanced multi-salon management.


Quick Start

New to Luminate? Start here:

  1. Tutorial 1.1: Welcome to Luminate - Your first login
  2. Tutorial 1.2: Setting Up Your Salon Profile - Essential settings
  3. Tutorial 1.4: The Onboarding Checklist - Complete setup guide

Learning Paths

Choose a path based on your role or focus area:

For New Salon Owners (Week 1)

Tutorial Topic
1.1 Welcome to Luminate - Your First Steps
1.2 Setting Up Your Salon Profile
1.4 The Onboarding Checklist
4.1 Adding New Staff Members
7.1 Creating and Managing Your Service Menu
2.2 Booking and Managing Appointments
2.4 Processing Transactions at the Point of Sale

For New Receptionists (Day 1)

Tutorial Topic
16.4 Guide for Reception Staff
2.1 Managing Your Appointment Calendar
2.2 Booking and Managing Appointments
3.1 Adding and Managing Customer Profiles
2.3 Working with the Waitlist
2.4 Processing Transactions at the Point of Sale

For New Managers (Week 1)

Tutorial Topic
1.3 Understanding Roles and Permissions
16.3 Guide for Salon Managers
5.1 Setting Up Your Weekly Roster
6.3 Approving and Rejecting Leave Requests
9.3 Staff Performance and Commission Reports
17.1 Daily Opening Procedures

For Service Providers (Day 1)

Tutorial Topic
16.5 Guide for Service Providers
2.1 Managing Your Appointment Calendar
2.2 Booking and Managing Appointments
2.4 Processing Transactions at the Point of Sale
6.2 Requesting and Managing Leave

All Sections

Section 1: Getting Started

Essential first steps for new Luminate users.

Tutorial Title
1.1 Welcome to Luminate - Your First Steps
1.2 Setting Up Your Salon Profile
1.3 Understanding Roles and Permissions
1.4 The Onboarding Checklist - Setting Up for Success

Section 2: Daily Operations

Master the day-to-day running of your salon.

Tutorial Title
2.1 Managing Your Appointment Calendar
2.2 Booking and Managing Appointments
2.3 Working with the Waitlist
2.4 Processing Transactions at the Point of Sale
2.5 Using the Cash Drawer System

Section 3: Customer Management

Build and manage your customer database.

Tutorial Title
3.1 Adding and Managing Customer Profiles
3.2 Understanding Customer History and Analytics
3.3 Customer Preferences and Communication Consent
3.4 Tagging and Organizing Customers

Section 4: Staff Management

Manage your team from onboarding to performance tracking.

Tutorial Title
4.1 Adding New Staff Members - Complete Onboarding Guide
4.2 Managing Staff Login Accounts and Invitations
4.3 Staff Levels and Experience Tiers
4.4 Tracking Staff Performance and Commission
4.5 Viewing Staff Hours Worked

Section 5: Scheduling & Roster Management

Create and manage staff schedules.

Tutorial Title
5.1 Setting Up Your Weekly Roster
5.2 Managing Public Holidays and Bank Holidays
5.3 Duplicating and Managing Roster Patterns
5.4 Time Blocks and Availability Management

Section 6: Leave Management

Handle staff time off requests and allowances.

Tutorial Title
6.1 Understanding Staff Leave Allowances
6.2 Requesting and Managing Leave
6.3 Approving and Rejecting Leave Requests
6.4 Leave Reports and Year-End Management

Section 7: Services & Products

Set up your service menu and product catalog.

Tutorial Title
7.1 Creating and Managing Your Service Menu
7.2 Product Catalog and Inventory Management
7.3 Using Tags to Organize Services and Products

Section 8: Financial Management

Manage transactions, refunds, and payments.

Tutorial Title
8.1 Understanding Transactions and Payment Status
8.2 Handling Refunds and Cancellations
8.3 Gift Vouchers - Selling and Redeeming
8.4 Deposits and Pre-Payments
8.5 Managing Outstanding Balances

Section 9: Reporting & Analytics

Understand your salon's performance with reports.

Tutorial Title
9.1 Understanding Your Dashboard
9.2 Running Revenue Reports
9.3 Staff Performance and Commission Reports
9.4 Customer Analytics - Top Customers and Retention
9.5 Accounts Receivable and Outstanding Balance Reports
9.6 Payroll Processing and Reports

Section 10: Notifications & Communication

Configure automated messaging and reminders.

Tutorial Title
10.1 Setting Up Appointment Reminders
10.2 Birthday Notifications and Customer Engagement
10.3 Creating Custom Notification Templates
10.4 Managing the Messaging Inbox
10.5 SMS Balance and Usage Tracking

Section 11: Compliance & Safety

Stay compliant with regulations and safety requirements.

Tutorial Title
11.1 Skin Test Management - Patch Tests and Safety
11.2 GDPR Compliance - Data Protection and Privacy
11.3 Managing Customer and Staff Data Retention

Section 12: Advanced Features

Power user features for complex scenarios.

Tutorial Title
12.1 Multi-Salon Management for Owners
12.2 Advanced Appointment Features - Linked Bookings and Multi-Service
12.3 Customizing Your Calendar - Colors, Views, and Filters
12.4 Importing and Exporting Data

Section 13: Salon Settings & Configuration

Configure your salon's settings.

Tutorial Title
13.1 Salon Profile and Business Information
13.2 Timezone, Currency, and Regional Settings
13.3 Notification Channel Configuration
13.4 Leave Settings - Allowances and Carryover Policies

Section 14: Billing & Subscription

Manage your Luminate subscription.

Tutorial Title
14.1 Understanding Your Luminate Subscription
14.2 Managing Payment Methods and Billing
14.3 Subscription Lifecycle - Trial, Grace Period, and Cancellation

Section 15: Troubleshooting & Support

Get help when things go wrong.

Tutorial Title
15.1 Common Issues and Quick Fixes
15.2 Understanding Error Messages
15.3 Getting Help and Contacting Support

Section 16: Role-Specific Guides

Comprehensive guides for each user role.

Tutorial Title
16.1 Guide for Salon Owners - Everything You Can Do
16.2 Guide for Salon Administrators
16.3 Guide for Salon Managers
16.4 Guide for Reception Staff
16.5 Guide for Service Providers (Stylists/Therapists)

Section 17: Best Practices & Workflows

Recommended procedures for running your salon.

Tutorial Title
17.1 Daily Opening Procedures
17.2 Daily Closing Procedures
17.3 Weekly Management Tasks
17.4 Monthly Reporting and Review
17.5 Seasonal Planning and Special Events

Documentation Statistics

  • Total Sections: 17
  • Total Tutorials: 89
  • Coverage: Complete feature set from basic to advanced
  • Target Audience: All user roles (Owner, Admin, Manager, Staff, Receptionist)

Tutorial Format

Each tutorial includes:

  1. Introduction - What you'll learn and who it's for
  2. Prerequisites - What you need before starting
  3. Step-by-Step Instructions - Detailed walkthrough with screenshots
  4. Common Pitfalls - Mistakes to avoid
  5. Tips and Best Practices - Expert recommendations
  6. Related Tutorials - Where to go next
  7. FAQ - Answers to common questions

Getting Help

If you can't find what you're looking for:


Last Updated: January 2026 Documentation Version: 1.0