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SalonGrid
Guides
v1.0

SalonGrid
Guides
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SalonGrid
v1.0Guides
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Knowledge Base

  • GETTING STARTED
    • What is SalonGrid
    • Create your account
    • Onboarding walkthrough
      • Step 1: Business Type
      • Step 2: Business Details
      • Step 3: Locations
      • Step 4: Time
      • Step 5: Plan
      • Step 6: Clients
    • Take a tour of your dashboard
    • Share your booking link
    • Get the SalonGrid App
  • DASHBOARD
    • Total gross sales
    • Appointment report
    • Sales by service
    • Sales by product
    • Customer retention
    • Staff performance
    • Executive summary
  • APPOINTMENTS
    • Create an appointment
    • Reschedule an appointment
    • Rebook an appointment
    • Update an appointment
    • Charge an appointment
    • Cancel an appointment
    • Block off time
  • REGISTER
    • Take a payment
    • Apply a discount promo or loyalty
    • Add a tip
    • Manage your cash drawer
    • Add a custom charge
    • Send a receipt
    • Reassign a sale
    • Refund a sale
    • Close out your day
  • SERVICE MENU
    • Start from a template
    • Add a category
      • Add add-on
    • Add a service
    • Add a style
      • Add variants
  • PRODUCTS
    • Add a product
    • Organise products
    • Track your stock
    • Do a stock take
  • LOCATIONS
    • Add a location
    • Manage locations
  • STAFF
    • Add a team member
    • Set a schedule
    • Set booking rules
    • Edit or remove a team member
    • Staff notification
  • CLIENTS
    • Add a client
    • Export your clients
    • Import your clients
    • View client history
    • Block or remove a client
  • ENGAGE (Marketing)
    • Loyalty
    • Automations
    • Discounts
  • SETTINGS
    • Marketplace
    • Shop Settings
    • Booking policy
    • Currency
    • Taxes
    • Billing
    • Language
    • Reset Data
    • Deactivate / Delete your account
  • FAQ & TROUBLESHOOTING
    • Why can't a client book
    • Contact support
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  1. Knowledge Base

GETTING STARTED

Welcome to the SalonGrid Help Center, where you will find step by step guides and resources to help you set up your structured menu and manage your entire booking system.

Create your account
Onboarding walkthrough
Take a tour of your dashboard
Share your booking link
Get the App
Reset Data
Contact support