Registration and onboarding

Instructions on creating a profile and adding your salon, employees and users to booksalon.

Nina avatar
Written by Nina
Updated over a week ago

In this article you will find:

Video instruction on how to create an account:

Written instructions:

1. Registration:

We want to offer a free account to everyone interested. The free basic account gives you access to many useful features, such as a booking system and a customer register. We pay attention to the security of your account, so you would have to verify your phone number and email when creating your account.

  1. Create a free account here

  2. Enter the information and create a strong password.

  3. To confirm your phone number, enter your phone number and press send

    verification code.

    a) Enter the received confirmation code in the field. Press confirm.

  4. Follow the instructions to verify your email. You will receive an email with a confirmation link to the email you entered in your booksalon account.

    a.) Click the confirmation link

    b.) Log in to the system.

Congratulations, your email and phone number have been verified. Your account is ready to be set up.

2. Creating a salon and adding services

Follow the instructions and complete onboarding with the information for your salon and location.

You can also edit the information and pictures later.

a.) Add opening hours and photos of the salon. A photo of the salon will appear on the booking website and in the booking confirmation that will be sent to your customer.

b.) You can add a personal image from your own profile and add presentation text, and a public name which will appear on the bookings.

Add services to your salon.

a.) Activate the categories in green on the Services tab and set prices with descriptions.

The "PREVIEW" feature lets you see how your booking website looks to your customers.

3. Employees and other users

Invite employees and other users

a.) Enter the email address of the employee or user to invite them to the system. Set their role in the system.

b.) The settings will allow you to add employees later from the Settings - Users and bottom of the page - "Add a new employee"

4. Calendar settings

a.) You can find your personal Calendar settings in the upper right corner of the page. (photo 1)

b.) Salon admin configures and edits the Salon calendar settings from the Settings menu on the left. (photo 2)

Photo 1:

Photo 2:

5. Shifts

Schedule your shifts. When you're done, open the calendar for bookings.

Here you will find useful tips for using the calendar:

PRO Version

Setting up payment services and merchant account

Activate the PRO package when you want more versatile features such as gift cards, checkout, and a payment terminal. Point of sales is integrated with the payment terminal. There's no need for extra typing.

  • Due to the payment terminal, you have to fill in a merchant survey in the system once PRO has been activated for you.

  • Please note that if you want the settlements of entrepreneurs to be paid to their own accounts, they should also fill out a merchant survey. We do not charge extra for this.

payment+terminal.png (347×217)
  • Here you will find instructions on how to proceed with the PRO version of the merchant account and how to identify it if you are planning to get a black portable terminal.

  • Here you will find instructions for receiving and setting up a black portable payment terminal.

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