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How to enable Concierge

Learn how to enable Concierge in SalonBridge.

To turn on Concierge, go to My Business › Concierge, enable Concierge, set up the page and click Save Concierge settings. The Preview on the right of the page shows how the check-in page will look as you make changes.

Step 1: Open the Concierge settings

  1. Log in to SalonBridge.

  2. In the menu, click My Business, then Concierge.

  3. Click on Enable Concierge.

Step 2: Availability and welcome screen

Setting

What it does

Default

Concierge active

Allows your Concierge link to be used for check-in. Switch this on.

Off

Heading

The title at the top of the check-in page.

Guest Check-in

Welcome message

The line under the heading telling clients what to do.

Please enter your mobile number to check in

Check-in button text

The label on the button clients tap after entering their number.

Check In

Step 3: Client information

Switch on Allow clients to confirm or update their details to show the client's details after they enter their number. Then edit the Instructions shown above the details (default: Please confirm or update your information:) and choose which details to show.

Setting

When switched on

First name

The client can check and correct their first name.

Last name

The client can check and correct their last name.

Email address

The client can check and update their email address.

Mobile number

The client can check and update their mobile number.

Date of birth

The client can add or correct their date of birth.

SMS appointment notifications

The client can choose whether to receive appointment reminders by SMS.

Email appointment notifications

The client can choose whether to receive appointment reminders by email.

Marketing messages

The client can opt in to or out of marketing messages.

Step 4: Terms and signature

  1. Switch on Show terms and conditions.

  2. Type or paste your terms into the editor. You can use bold, italics, underline, lists and links.

  3. Switch on Require a signature if clients must sign before checking in.

  4. Edit the Signature instructions shown above the signature box (default: Please sign below to acknowledge that you have understood the terms and conditions).

When a client signs, a signed copy of the terms is saved under the Documents tab on their client profile.

Step 5: Buttons and completion

Setting

What it does

Default

Confirmation button

The button clients tap to finish checking in.

Confirm Check-in

Go back button

The button that takes clients back to the start.

Go back

Success message

The message shown once the client has checked in.

Thank you for checking in. Please make your way to the receptionist when you are ready.

Step 6: Colours

Click a colour box to choose a colour for each part of the page, so it matches your branding.

Setting

Colours

Page background

The area around the check-in card

Card background

The white card that holds the form

Heading

The heading text

Body text

All other text

Primary button

The Check In and Confirm Check-in buttons

Cancel button

The Go back button

Step 7: Save

Click Save Concierge settings at the bottom of the page. Your changes are live straight away.

Step 8: Set up your reception tablet

  1. You can find your Concierge link and QR code at the top of the screen. This can be shared with a client upon arrival, or opened on a tablet which you hand to the client.

  2. Open the link in the browser on the tablet at reception.

  3. Leave the tablet on the check-in page, plugged in, where clients can see it as they arrive.

  4. Optional: lock the tablet to the browser so clients can't leave the page. On an iPad use Guided Access; on Android use App pinning.

💡Tip: Check yourself in with a test client before going live, then check the calendar and the client's Documents tab to see the results.

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