Pocket Salon Booking. salonbiz.com

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1 Pocket Salon Guide Pocket Salon is a tool for your guests to carry your salon in their pocket! The app allows them to view, confirm, and manage their visits anytime, anywhere however they want. Logging In Guests will download Pocket Salon from the app store for iphone. Android users will be able to download Pocket Salon soon. 1. They ll enter the same address they use for Online Booking. If their is not found, go to Central/Admin/OnlineBooking/ Pocket Salon and click Customer Login. Enter their details and click search. Enter the guest s information, and click Search. If no results are returned, check the guest s file in SalonBiz. Once your search has returned results, locate the correct file, and click the Check & Repair link You will receive a successful confirmation. 2. Select your salon from the populated list. 3. Enter the same password used for Online Booking. If their password isn t working, have them click select forgot password and follow the instructions. If they have never used online booking, they can go to your website and create an account through your online booking. If they want to sign in with Facebook or Google, their needs to match the one they use for online booking. Home When guests log in, they ll see their product recommendations, recent product purchases and their next appointments. If they keep scrolling they ll even see your salon s Facebook feed. 1. If there aren t any products displayed at the top of the screen, the guest has not purchased any items recently, their stylist has not recommended any through the SalonBiz app for ipad, or no popular products have been setup. 2. Guests can check-in for their current day appointments. Check-in is 10 minutes prior to the appointment time and up to 5 minutes after the start time of the The Check In button is visible on all current day appointments, provided the appointment time has not passed. This is to ensure the guest is aware they can check in from the app. If you have not opened a shift for the day and a guest attempts to check in, they will receive a message that the salon is not ready for them yet. Make sure that a shift has been opened in SalonBiz on the workstation assigned to Pocket Salon during setup. Stylists will get check-in notification on the stylist app. 3. If your salon s Facebook page has any settings checked that restrict people from viewing it, (like having to be logged in, or having to be in this country), it will likely result in the feed not showing in Pocket salon.

2 Pocket Salon Booking Booking Booking is easy for your guests, they can search for services or simply book from past services they ve had at the salon. Pocket Salon works the same as online booking, so your guests will not be able to select a time slot (or see a time slot) that would conflict with an appointment they already have scheduled on the book. When booking: 1. Guests will tap to either book a new visit or book a previous service. If they are booking a new visit, they ll search for the service and staff. 2. Select a day and time for the service. Guests can select a different day by viewing the month or week calendar options. 3. Guests can tap Select another service to add additional services to their appointment (up to two in one screen). 4. The appointment booking is not complete until the guest checks out in My Cart. ReBooking When Visit Rebooking is on, the Booking landing page will show either a Rebook Visit button next to the date, or text at the bottom that says to call or book separately. The reasons guests see text instead of a button: 1. The visit has more than 2 staff. (Pocket Salon displays of 2 staff books). 2. The visit has a service that the staff member no longer performs. (We want to rebook the exact same as last time.) 3. The visit s ticket has a service on it that was not on the book. (This is because we rely on the last visit s durations to rebook the visit.) Editing Services and Staff Pocket Salon uses your Online Booking settings when determining what services and which staff show in the app to be booked. To modify these settings go to Central Admin/Online Booking. Request Reason Pocket Salon also uses your Online Booking setting for the request reason that is assigned to the appointments booked thru the app. Go to Central Admin/Online Booking/Settings. It is a best practice to differentiate this request reason in SalonBiz by making it a bright color. This makes it easy for the guest care team to scan the book and quickly spot any booking errors. Pre-Booking Pocket Salon recognizes each appointment booked and will not negatively affect your pre-booking reports. If a guest has an appointment today and makes their next appointment it will be appropriately counted.

3 Pocket Salon Products Products Guests can easily view the products their stylist has recommended and past purchases from the last six months to add to their cart for pick up at the salon. 1. Guests are able to search the entire product catalog. You determine what is available for sale through Pocket Salon. Go to Central Admin/Online Booking/Pocket Salon and select the Products tab and click Edit. Select individual items or an entire category. 2. Add items to the cart by tapping on the Barcode icon in the top right to use the phone s camera to scan the barcode of a product. 3. Stylist recommended products are listed for easy purchase access. 4. Recently purchased products are listed. Pocket Salon will remove product purchases from your inventory once it has been purchased in the cart. If you are out of stock on an item, it will be visible but the guest will be unable to add any quantities to their cart. Orders When a guest purchases products from the chair or away from the salon a ticket will be created and notification will be sent to the address the salon designated on setup. When a guest adds a product to their cart while they are in the salon, their service provider, the front desk, and manager roles in the SalonBiz Stylist App will receive a push notification letting them know to fulfill the order. It is a best practice to review the Pocket Salon Product Order report throughout the day. Found in Central under Reports, it holds the information for product orders that need to be prepared for pickup by your location. These products have been deducted from your location s inventory at the time the order is completed. Select the location, date range, and order type filter (All Orders or Paid Orders), and click Run. Click the Update Status link next to Paid orders to prepare them for pickup. Update the status to Reserved when the products are ready for pickup, and Picked Up once the guest has picked up their order. The In-Salon Action Log report shows in-salon actions performed through Pocket Salon, including Check-ins, Product adds to Tickets, and Checkouts. Product add actions include an Update Status feature that allows Central users to mark the task as Completed when the products added to the ticket are given to the customer before they leave.

4 Retail Purchases Retail Purchase Scenario #1 When a guest has a service and adds retail to their ticket while they are in the salon. the service provider on the If the guest has multiple service providers, the retail is split between the first two staff in the Retail Purchase Scenario #2 When a guest is booking a service and adds retail to their ticket away from the salon. the service provider on the If the guest booked multiple services with more than one staff, the retail is split between the first two staff on the Retail Purchase Scenario #3 Yes the Primary Staff When a guest is purchasing retail without an Does the guest have a primary staff? No Yes Does the guest have service their last service provider. If the last ticket had multiple services with more than one staff, the retail is split between the first two staff found on the last ticket. history? No the general house account.

5 Pocket Salon Checkout My Cart Booking and product purchases are finalized in the guest s cart. When checking out: Guests are able to include a tip for each provider as a percent of the service total or a customized dollar amount. Guests can use a credit card and/or a store credit as a payment. If a guest has a card on file they can use the saved card or they can enter new card details. If they enter a new card they will have the option to save the new card to their account. This will overwrite their current saved card on file. If a guest does not have a card on file, they will have the opportunity to save their card during checkout. Credit Cards A Chase E-Commerce account is required for check out on Pocket Salon. Any transaction processed through Pocket Salon will show in your E- Commerce batch. Store Credit When a guest has prepaid for a service, a drawer entry is created in SalonBiz and the store credit is applied to their account and can be used to check out. Prepayments are determined in Central Admin/Online Booking/Settings. Pocket Salon Activity This report holds all the tickets created in SalonBiz via Pocket Salon. Go to Central Reports, choose the report and then select the location and date range, and click Run. Tickets Tickets are created from checked in appointments and product orders within the app. It is a best practice for the stylist to communicate with the guest and guest care team any adjustments necessary and update the guest s ticket prior to checkout. If you need to void a ticket for any reason, you can void the ticket in SalonBiz while the shift is open. If any items are purchased while your shift is closed, make sure to use the Ticket Shift Fix utility the next morning to move these tickets to a shift. From the main menu bar in SalonBiz, go to SBLauncher (light bulb icon)/ticket Shift Fix.

6 Pocket Salon More Info More Guests can manage their profile, view your salon information and even switch locations if you have more than one. The information in this page comes from various places in SalonBiz and SalonBiz Central, and is determined during the initial setup of SalonBiz and Online Booking. If you find that you need to edit this information, we recommend contacting your SalonBiz administrator for your location. 1. Salon Information Company Name pulls from your Central Company Name Location Name pulls from your SalonBiz Blue Prints location name Address pulls from your SalonBiz Blue Prints location address Hours pulls from your SalonBiz Blue Prints default settings Phone Number pulls from your Central Online Booking settings pulls from your Central Online Booking settings Website pulls from your Central Online Booking settings Privacy and Return Policy are both linked in Pocket Salon setup 2. My Details Keeps guests personal information up to date. Saving the information will also update their information in SalonBiz. 3. My Upcoming Appointments View and confirm upcoming appointments Send a message to the stylist Cancel an appointment (if you online booking settings allow) Add appointments to their calendar synced to their device. 4. My History Displays service and product purchase history 5. Change Salon/Location 6. App Settings, quick access to update app settings on their phone. Messages Guests can send a direct message to their service provider. This is a oneway message that the stylists will receive via push notification as well as in the Messages section on the Stylist App. Pocket Salon SNS Log This report will list each message sent from guests to staff members through the Pocket Salon app. Go to Central Reports and choose the SNS Log report, then select the location, date range, and a staff, or leave blank for all staff.