Commonly Asked Questions

Be sure to read the next section, "How Do I?", for more detailed explaination of certain sections and common tasks that have longer or more details explainations. This section contains commonly asked questions that do not require detailed or well illustrated examples.

Q: What do I do first?
A: Read I just installed the software, what do I do?

Q: I am openning the shop for the first time, and I just turned on my computer, what do I do?
A: Yes, I do get this question a lot. Don't wait until the last minute and call, setup your software and practice before the first day. But in case you don't, you need to get started quickly. Read the Quick Start Guide asap.

Q: How do book an appointment?
A: Before you can book an appointment, you must make sure you have at least 1 employee record created, with Active flag checked (Address Tab), and Include on Daily Schedule (Schedule Tab) checked. Next, goto the Daily Schedule and click on a green square. This will bring up the Create Appointment dialog and a Customer Search dialog. Enter the customer's first name and last name (add a phone number is a good idea but not required) and click Create New Customer. This will bring you back to the Create Appointment dialog. Double click on a service from the left hand side (either an employee service or a house service) to build up the appointment.Once you have all your service items, just click Create Appointment. For a more detailed explaination, see Daily Schedule  section.

Q: How do I create a cashier ticket, or sell retail products?

Q: How do I setup commission on product or service sales?
A: First, make sure you have all of your inventory and services created in the system that you want to give commission on. Make sure each item is enabled for commission, by setting the Commission check box for each item. This has to be set, so review the section on inventory and services. Next, when your selling a product or service, make sure the Sold By is set for each item sold, so the system knows who should get commission. Please review the Cashier section for details.  Now, create commission schedules. See Commission Schedules section for how to create. Next, make sure each employee that is eligible for commission, has On Commission check box set (on the Payroll tab), and has a commission schedule set. That's it for setup. Now, when you cash out a ticket and have closed out the draw, you can go to the Payroll module and process payroll and commission. See Payroll for details.

Q: How do I create gift cards?
A: The system lets you create paper gift certificates and also use pre-printed mag swipe gift cards. Please read the Gift Cards and Gift Certificates section for details on how to create, sell, and redeam gift cards.

Q: How can I sell packages of services?
A: You can create packages or pre-loaded gift card templates to sell packages of services or retail. Create a gift card template, and when you sell a package to a customer, create a paper gift certificate and use the template to fill it. The system will store and track the package sold to the customer. Please read the Gift Cards and Gift Certificates section for details.

Q: How do I adjust the price of an item on a ticket, or give a discount to a customer?
A: You can double click the item when cashing out, and you will see a dialog box to adjust the item. Please see Adjusting Entries for details.

Q: How can I go back and adjust a ticket after it has been closed?
A: From the Register screen, either switch to Closed Ticket View, or select View By Day from the vertical menu on the left. This will switch to showing you all of the tickets, including closed, delete and voided tickets.. Find the ticket your looking for, and double click it. You will now see a dialog with a summary of the ticket. From this screen, you can adjust the items on the ticket, for example, if you need to change the Sold By for any item. If you need to adjust the payment amounts, tip, customer or employee/tip owner, select Adjust Details button on the bottom right. The next dialog will let you alter anything you need about the ticket, including date closed or payment amounts.

Q: How to I change the closing date of a ticket?
A: Same process as the prvious question. You can change the date the ticket was closed on.

Q: How do I change the owner of a "Held Tip" on a ticket?
A: Same proces as the previous question. Just change the ticket owner.

Q: How can I book multiple appointments for a client on the same day?
A: You can create mutilpe appointments by just creating more than one appointment on the daily schedule. For example, if they have an appointment with Sally for a hair cut, and an appointment for Bill for a manicure, create 2 separate appointments on the day schedule. When you check the customer out, you can combine both appointments into 1 ticket by selecting the Combine button on the cash out screen. This will combine the ticket for cash out, but still keep track of who did what service, for commission and sales purposes.