Section 2: Daily Operations
Master the day-to-day operations of your salon - from managing the calendar to processing payments.
Tutorials in This Section
2.1 Managing Your Appointment Calendar
The appointment calendar is the central hub of your salon. Learn how to view appointments in Day, Week, and List views, understand staff columns and rostered indicators, and use the Waitlist and Clipboard panels. This tutorial covers reading the calendar - we'll book appointments in the next guide.
Time: 10 minutes
2.2 Booking and Managing Appointments
Learn how to book appointments for customers, assign staff and services, handle multi-service bookings, and manage appointment status. We'll cover collecting deposits after saving, editing appointments, rescheduling with drag-and-drop or the cut/copy clipboard, cancelling and deleting bookings, grouping appointments into one visit, and tracking appointments from scheduled to completed.
Time: 15 minutes
2.3 Working with the Waitlist
When you're fully booked, the waitlist keeps track of customers wanting appointments. This guide shows you how to navigate the dedicated Waitlist page, add customers to the waitlist, set priorities, filter and search entries, record preferences for specific staff or services, and convert waitlist entries into confirmed appointments when slots become available.
Time: 10 minutes
2.4 Processing Transactions
The Point of Sale lets you take payments quickly and easily. This tutorial walks through creating transactions from appointments, adding services and products, applying discounts and tips, processing payments (cash, card, gift voucher, account credit), and handling split payments. It also covers swapping or removing an appointment's services at the till and confirming those changes back onto the calendar. Once the sale is complete, a prompt invites you to rebook the customer's next appointment.
Time: 15 minutes
2.5 Using the Cash Drawer
If you handle cash payments, proper cash drawer management is essential. Learn how to open and close cash drawer sessions, record top-ups, payouts and safe drops, view session history, and reconcile variances at the end of the day.
Time: 10 minutes
2.6 Combined Checkout — One Person Pays for Several Customers
When a group visits together and one person wants to pay for everyone, a combined checkout takes a single payment across several customers' bills while keeping each customer's transaction, history and stylist commissions accurate. Learn how to add another customer's appointments to a sale, route scanned products to the right person, choose the payer, and refund one member of a group sale.
Time: 10 minutes
Recommended Reading Order
For new users, complete these tutorials in order:
- 2.1 Managing Your Appointment Calendar - Understand the calendar interface
- 2.2 Booking and Managing Appointments - Create and modify bookings
- 2.3 Working with the Waitlist - Handle overflow demand
- 2.4 Processing Transactions - Take payments
- 2.5 Using the Cash Drawer - Manage cash (if applicable)
Quick Reference
Essential Daily Tasks
| Task | Tutorial | When |
|---|---|---|
| Check today's schedule | 2.1 | Start of day |
| Open cash drawer | 2.5 | Before first appointment |
| Check waitlist for openings | 2.3 | After cancellations |
| Book appointments | 2.2 | Throughout day |
| Process payments | 2.4 | After each service |
| Close cash drawer | 2.5 | End of day |
Next Steps
After completing Section 2, move on to:
- Section 3: Customer Management - Build your customer database
- Section 8: Financial Management - Advanced transaction handling
Last Updated: February 2026