User Guide. Logout button: will log you out of the session! The tablet tool automatically logs out after 30 minutes of idle time.

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1 User Guide Log In 1. Open Safari on your tablet. 2. Enter the following url US customers European customers 3. Enter your Username and Password. 4. Then touch the Log In Simple Navigation Getting around is easy, with our floating navigation. The service staff bar scrolls with you to help you keep your place on the book. The navigation menu at the top of the screen will float to the bottom of the screen (for easier access) if you are scrolling through the book. As you move to the top of the book, the menu moves with you. Location: the current location will be listed at the top left corner of the ipad screen (if you have more than one location) Staff: only working staff will be displayed on the selected day. Add: quickly book appointments for existing clients and create new clients into the system and book their appointments. Date button: access a calendar to move between dates Today button: return to the current day and refreshes the screen Staff filter: The tablet retrieves your SalonBiz schedule groups and uses them to filter the book. The default view on your will be the same as your default schedule group in SalonBiz. Color Scheme To remain consistent with SalonBiz, the tablet tool displays checked in clients in grey and checked out clients in black. Clients who have not arrived are displayed in one of two color options: 1. Default view displays new clients (without a previous service) in pink and returning clients in blue. 2. Or you can choose to display the SalonBiz request reason colors that you have already setup. To enable this functionality: 1. Touch the Show Colors button on the menu. 2. The system will retrieve the request reason colors from SalonBiz and display them on the screen. 3. To revert back to the default view, touch the Hide Colors! The color wheel next to the button displays the color legend. Logout button: will log you out of the session! The tablet tool automatically logs out after 30 minutes of idle time.

2 Client Flow Check In 1. From the appointment book, touch the appointment that needs to be checked in. 2. Touch the Check In 3. Touch the Cancel button to return to the appointment book without checking the client in. 4. Touch the Today button to refresh the screen.! A shift must be open to check clients in.! You will not be able to check clients in from a past or future date. Update Client Info The client's information may be updated at any time during the service cycle. Updating the information on your tablet automatically updates the client s SalonBiz file. 1. Touch the appointment and touch on the edit (pencil) icon.! If you do not see the edit icon, your system administrator has restricted access to this function. 2. Hand the tablet to the client. 3. The client can update all of their appointment details (the book is not displayed). 4. The client touches the Save 5. The client then receives a message to hand the tablet back to the reception team. 6. The client's information is then updated in their SalonBiz file. Add Formulas Add formulas to a client's file from the tablet during their visit. 1. Touch the appointment. 2. Touch the Add Formula 3. The client's formula screen is displayed. 4. Choose the formula type from the drop down list (this pulls from SalonBiz). 5. Touch the large box and type the notes you wish to enter. 6. Then touch the Save 7. The notes will be added to the client's file in SalonBiz and can be accessed from the tablet under the History

3 View Notes and History Notes 1. From the appointment book, touch the Yellow note icon (in the upper right hand corner of an appointment) to view Appointment and Customer Notes. History 1. From the appointment book, touch the appointment of the client you wish to view. 2. Touch the History 3. Review the history for Formulas, Service and Product purchases (for the past six months) 4. Touch the Cancel button to return to the book screen. Future Appointm ents 1. From the appointment book, touch the appointment of the client you wish to view. 2. Touch the Appointments 3. Review future appointments booked, the tablet will display appointments reserved for the next 18 months. 4. Touch the Cancel button to return to the book screen. Product Recom m endations 1. From the appointment book, touch the appointment of the client receiving the recommendation. 2. Touch the Recommend 3. Select the recommended products by touching their name; you will see a check mark and the item name highlighted when properly selected. 4. Touch and hold the item for the must have product. This highlights with a star, the one product that is most important for the client. 5. To search for a product not listed in the recommendation screen, enter the name of the item and touch the Search 6. Select the desired item(s) from the results list. 7. Touch the Save Touch the Clear button to clear your selection. Touch the Cancel button to cancel the recommendation.! Recommended products will appear in SalonBiz/SpaBiz and will pop-up when accessing the client s ticket and can also be accessed any time by clicking the Ticket Note! You can select more than one product per regimen.

4 ! Your administrator creates the regimen by selecting the top products in each category. Booking Rebook Follow these steps to book the same service with the same staff member on a future date. 1. From the appointment book, touch the appointment of the client wanting to rebook. 2. Touch the Rebook 3. The system automatically defaults to 6 weeks, to change the date use the drop down menu to select the number of weeks from today that you would like to make the reservation or select the day using the calendar. 4. The service provider s column will be highlighted in pink, touch the time you would like to reserve the new appointment. 5. Since we are rebooking the same service, touch the Same Service 6. Determine the request reason from the drop down menu. 7. If you would like to alter the default service duration, touch the box to place a check and enter the new duration time. 8. Touch the Save! Touch the Cancel button at any time to cancel the appointment. 9. Touch the Today button to return to today's book. Booking from History 1. From the appointment book, click the Add 2. Click the Search 3. Enter the first few letters of the client's first and last name in the corresponding fields and click the Search The system will display the first ten results of the search. If the client you are looking for is not displayed, then click the Back to Search button and refine your search by adding more specific client information. 4. Click the Select button next to the appropriate client. 5. The client's last 6 months of history will be displayed. Choose the service to rebook and click the Rebook 6. Select the number of weeks from today that you would like to make the reservation or select the day using the calendar. 7. The same staff member who performed the service will be highlighted in pink; you may choose a different staff as long as they are set up to perform the service you are booking. Touch the book to select the staff and time to reserve the appointment. 8. Click the Same Service 9. Determine the request reason and duration. 10. Touch the Save

5 Book Multiple and Different Services The system defaults to rebooking the same service with the same staff. However, you can book a different service, a different staff and multiple services. Booking a Different Service 1. From the appointment book, touch the appointment of the client wanting to rebook. 2. Touch the rebook 3. The system automatically defaults to 6 weeks, to change the date use the drop down menu to select the number of weeks from today that you would like to make the reservation or select the day using the calendar. 4. The system highlights today's staff member in pink. 5. Touch the book where you would like to add the appointment. 6. Today's service will be displayed, touch the Change Service button to change today's service. 7. The service regimen screen is displayed; select the service you wish to book by touching it.! Your administrator creates the service regimen. 8. Then touch the Save 9. Determine the request reason and duration, then touch the Save! Touch the Cancel button to cancel the appointment. 10. Touch the Today button to return to today's book. Booking an Additional Service 1. Follow the steps above. 2. Touch the book where you would like to add the next appointment. 3. It remembers the last service you booked, so you will need to touch the Change Service 4. The service regimen screen is displayed; select the service you wish to book by touching it. 5. Then touch the Save 6. Determine the request reason and duration, then touch the Save! Touch the Cancel button to cancel the appointment. 7. Touch the Today button to return to today's book. Booking Alert The system warns you if the client you are rebooking has an appointment on that day. You have the option to cancel or continue booking your new appointment.! You cannot add, move or delete the appointment that is already booked.

6 Booking a Service with a Finish 1. Follow the steps to book an appointment choosing a color service (or any other service with a finish time). 2. Determine the request reason from the drop down menu. 3. Select a staff member for the finish, or select No Finish from the drop down menu.! Selecting the staff name from the list will place the finish portion of the service on their book.! Selecting No Finish will remove the finish portion of the service allowing you to continue booking other services such as a haircut. Booking New Clients 1. From the appointment book, click the Add 2. Click the Create 3. Enter the client's information, since this is going to be added to your system, make sure you complete all of the fields and then click the Create! The system will alert you if there is a client with the same phone number or address. 4. Select the number of weeks from today that you would like to make the reservation or select the day using the calendar. 5. Select the staff member and time for the service by touching their column on the desired time. 6. The service look up screen will be displayed. Enter the first few letters of the service name and then click the Find Service 7. Select the service you wish to reserve. 8. Determine the request reason and duration, then touch the Save Delete Appointments Your system administrator will determine your ability to delete appointments. 1. From the appointment book, touch the appointment you wish to delete. 2. Touch the Delete If you do not see the Delete button, you do not have access to remove appointments from the book. 3. Select the appropriate Delete reason from the drop down menu and then click the Delete! This list is retrieved from your SalonBiz /SpaBiz database. End of Day The system collects the product recommendations and rebooked appointments into a log, and then at midnight, s the client this information. The system only sends the message if the clients address is on file, and the business' address is on file.! This is an optional step that is created in the Admin area.

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