Download Chapter 1 - Salon Connection

Salon Connection 1.0
The WeekView schedule
To view the schedule for the week by employee, click the WeekView icon on the toolbar,
or click ‘Schedule,’ ‘WeekView schedule.’ This schedule will display appointments by
employee for a week at a time, and tally the specific appointments by their appropriate
service at the bottom of the screen. To move an appointment from one day to another,
click and hold the appointment with your mouse and drag and drop it to the new day. To
extend an appointment, hold your mouse over the bottom of the box that shows the
appointment until your mouse becomes a two headed pointer. Click and hold, and then
drag down to the desired section.
Adding a client to the schedule
• On the Dayview or WeekView schedule, click on the “Add” button. Enter the client’s
name in the search screen and click “Search.” If there are any matches, the locator
box appears. If the client’s name appears in red, a warning will display when they are
selected. Double-click on the client you would like to schedule an appointment for.
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Locate the client in the Client Explorer and drag them to the schedule by clicking on
them with the left mouse button. Hold the left mouse button down and drag the client
to the schedule’s grid. Now release the left mouse button. The schedule MUST be
opened for the client to be successfully “dragged and dropped.”
The “Add Booking” dialog box pops up.
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Enter the “in date,” and time (both are required).
Set the services in the grid by selecting your defined service from the drop down in
the first column. Click in the column and you’ll see a drop down arrow. Click it to
display your list of services. Once you select one, the preset information to go with
that service will appear in the grid. You can make adjustments to any of the
information. To add more services, on the second line, repeat the same procedure.
On the notes tab, type in the formula, if required, and enter any special instructions.
The ‘Get style notes’ will list the notes from the client’s card, and the ‘History’
button will display a list of appointment notes from all previous appointments.
To make this a recurring appointment, click on the ‘Recurring Appointments’ tab and
set the interval and length of time.
To sell product to this customer (to be included on the invoice at checkout), list the
items on the ‘Inventory’ tab.
Click on “OK”.
Salon Connection 1.0 will then add your booking to the schedule for the day(s) listed,
and put a note on the client’s card.
©2008 BLUE CRYSTAL SOFTWARE CORPORATION
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