Salon & spa go-live checklist
Tick each item before your first real client. Links go to the step that explains it.
Must have
Section titled “Must have”- Business name, currency, time zone and logo set (Business settings).
- One location per branch with its invoice scheme and receipt layout (step 1).
- Services switched on in Settings › Business Settings › Modules; Tables and Modifiers off.
- Opening hours set in Bookings › Settings.
- Service menu imported or added, every price changed to your own (step 2).
- Durations and buffers checked for colour, bridal and spa treatments.
- A user and role for every stylist, therapist and receptionist (step 3).
- Every stylist added in Services › Staff with services performed, working hours and commission.
- Commission default set in Services › Settings.
- Payment methods and accounts set (Payment methods); receipt printer tested (Devices and printers).
- A test appointment booked, checked in, checked out in the POS and the receipt printed.
Online booking
Section titled “Online booking”- Online booking page is on and Customers can book services online ticked (step 4).
- Decision made on Customers can choose a staff member and Confirm online bookings automatically.
- Reminders and online cancellation set, with a cancellation policy.
- Booking link on your website, Google profile and social media.
- Optional: Payment to confirm deposit rule and a payment method for it.
Nice to have
Section titled “Nice to have”- Retail products imported, priced and with opening stock (step 6).
- Salon & spa receipt design from the Invoice Designer.
- SmartPOS Business app installed for stylists (Business app).
- Store visible in the SmartPOS Shopper app (Shopper app for your store).
- Customer groups and reward points for loyal clients.
Frequently asked questions
Can I test a booking before going live?
Yes. Book yourself through the online booking link, check the confirmation email, check the appointment in, check it out in the POS, then return the sale and cancel the booking.
What is the most common setup mistake?
Imported services still at the suggested USD prices. Open Services › Services and check every price before sharing the booking link.
Why does the booking page offer no times?
Usually nobody who performs that service is working that day. Check each stylist's Services performed and Working hours, and the business opening hours in Bookings › Settings.
Do I need to finish every item before opening?
No. Branches, services with your prices, staff with hours and the cash register are must-haves. Deposits, the Shopper app and retail products can come later.