This setup guide will help you get started with SalonBridge. We recommend you take the following steps as a priority, as these will unlock further features and functionality for you and your team to get the most out of SalonBridge.
We’ve broken it up into sections:
Step 1: Creating a new SalonBridge account:
Your SalonBridge account is the starting point for setting up your business. Make sure your business name, contact details, and basic account information are entered correctly, as these details may be used across your bookings, client communication, and business setup.
Step 2: Sign in to your SalonBridge account:
Signing in gives you access to your SalonBridge dashboard, where you can manage your appointments, clients, staff, services, and business settings. Use the login details linked to your account, and keep your password secure to protect your business information.
Step 3: Update your business information:
Your business information helps SalonBridge display the correct details across your account, online bookings, client messages, and reports. Keep your contact details, address, trading hours, and business profile up to date so clients can easily find and book with you.
Step 4: Update your tax settings:
Your tax settings control how tax is shown and calculated across your sales, invoices, receipts, and reports. Make sure your tax rate and labels are set correctly for your region so your SalonBridge account matches your business and accounting requirements.
Step 5: Adding your services:
Your services are the items clients can book, such as cuts, colour treatments, massages, facials, or other salon and spa treatments. Setting them up correctly with pricing, duration, categories, and staff availability helps keep your calendar accurate and your online bookings easy to use.
Step 6: Adding your staff:
Adding staff allows you to manage each team member’s appointments, working hours, and service availability. Make sure their details are entered correctly so SalonBridge can assign bookings to the right person and display accurate availability on your calendar.
Step 7: Importing your clients:
Importing your clients helps you bring your existing client list into SalonBridge without having to add each person manually. Once imported, you can manage client details, contact information, notes, appointment history, and future bookings from one central place.
Step 8: Importing your retail stock:
Importing your retail stock helps you add your products to SalonBridge quickly, including item names, pricing, quantities, and stock details. Once your stock is loaded, you can manage retail sales, track stock levels, and keep your product records organised from one place.
Step 9: Scheduling your staff
Scheduling your staff helps SalonBridge know when each team member is available for appointments. By setting up working hours, breaks, and availability correctly, your calendar and online bookings will show the right times for each staff member.
Step 10: Creating your first appointment
Creating your first appointment helps you start using the SalonBridge calendar for real bookings. Add the client, choose the service, select the staff member, date, and time, and confirm the appointment so it appears correctly on your schedule.