STEP BY STEP HOW TO’S

HOW TO TIP RING UP A TIP ONLY (WITH A CREDIT CARD)
HOW TO ADD VISH CHARGES TO A TICKET
HOW TO COMBINE CLIENT TICKETS THAT WERE NOT BOOKED TOGETHER

THINGS TO KNOW

  • The number that the salon uses to send and receive texts has changed - Use this is you need to tell the desk anything (running late, call etc)

    Tanglewood 833-698-5015

    Town and Country 833-698-5021

  • This service is charged the same as the initial install since it is just as much if not more, work than the initial install.

  • We are currently working on which reports to collect these numbers from. - Stay Tuned

  • If a client calls and lets us know that they are running late, the desk will place an appointment note on the appointment. (This does to trigger a message to you)

    So if you are looking for a client, check Phorest.

  • APPLIED IN EACH LINE OF A TRANSACTION

  • LIVE AT TANGLEWOOD AND WILL BE READY AT TC SHORTLY

  • YOU CAN BOOK TWO BLOWOUTS ON THE SAME APPOINTMENT, MAKE THEM 30 MINUTES APART AND CHANGE THE PRICE ON THE SECOND TO ZERO DOLLARS WHEN BOOKING

  • ADD THEM TO THE TIPPING SCREEN IN THE BLUE SECTION AFTER CLICKING ON “CARD”

  • THESE ARE STILL BEING UPLOADED. IF A CLIENT PRESENTS ONE, LOOK IT UP IN MEEVO, KEEP THE GIFT CARD AND A COPY OF THE RECIEPT. CHECK IT OUT IN PHOREST UNDER “MEEVO GC”

  • ARE BEING TRANSFERRED TODAY - I WILL LET YOU KNOW WHEN THEY ARE GOOD TO GO

  • ALWAYS REMOVE THE EMPLOYEE “HOUSE ACCOUNT” FROM THE TIPPING SCREEN, THIS ACCOUNT SHOULD NEVER RECEIVE A TIP

  • THE DESK SENDS THE PAYMENT REQUEST TO THE CLIENT FACING CREDIT CARD MACHINE. EACH SERVICE PROVIDER ON THE TICKET’S NAME WILL COME UP AND THE CLIENT WILL HAVE SOME OPTIONS. THOSE OPTIONS ARE…

    • SKIP (NO TIP)

    • 15%

    • 20%

    • 25%

    • CUSTOM

    • TOGGLE TO INCLUDE OR EXCLUDE THE 5% FEE FROM THE TIP

      • TOGGLED ON (DEFAULT) = CLIENT PAYS THE CREDIT CARD FEE (THIS MEANS THE CLIENT PAYS THE FEE)

      • TOGGLED OFF = THE CREDIT CARD FEE IS REMOVED FROM THE TIP AMOUNT

  • ALL CARDS THAT WERE PREVIOUSLY STORED ARE GONE. ASK EVERY CLIENT IF THEY WOULD LIKE TO LEAVE THER CREDIT CARD ON FILE. THIS WILL EXPEDITE ONLINE BOOKING, CHECKOUT AND GIFT CARD SALES. WE WANT TO ENCOURAGE THIS.

  • THE FEATURE IS NO LONGER AVAILABLE, CARD ON FILE IS AN ALTERNATIVE

QUESTIONS & ANSWERS

  • Answer: When color service appointments were transferred from Meevo to Phorest, processing time was added to the initial application time.

    Please take them time in the next few days to sit down and open all processing times on your book. I recommend going to the end of the year.

    All new appointments will have processing gaps like we are used to seeing.

  • Answer: This is being worked on

  • Answer: Researching

  • Not at this time, we are look at this for a future date.

  • These can be turned off on the Client card—> Basic Information —> Reminder consent

  • On the Client Card —>Basic Information—>Prompts

    You can choose to highlight different types of notes

  • Answer: See the How to Guide above

  • Answer: No

  • Answer: Researching

  • Answer: The way to do this is to hit 8 week and then select the back one week button. The preset number of weeks can not be changed

THINGS TO DO

  • OPEN PROCESSING TIME ON ALL BOOKINGS

  • ENTER TW DEPOSITS

  • ENTER TC DEPOSITS

  • ENTER GIFT CARD VALUES (PHOREST WORKING ON THIS)

  • FINISH CORRECTING PRODUCTS (PHOREST WORKING ON THIS)