Back to SalonOS
Salon Management Guide

How to Run a Salon with Software

Everything you need to know about salon management — from setting up your service menu to managing client records and tracking revenue.

Introduction

What Is Salon Management Software?

Salon management software helps salon owners manage appointments, clients, and services in one place — replacing paper appointment books, spreadsheets, and manual follow-up calls.

1

Replaces manual appointment books

Instead of writing appointments in a notebook, the app stores every booking digitally — including client name, service, assigned staff, date, time, and payment status.

2

Gives clients a way to find and book you

Your public booking page lets clients browse your service menu and send a booking inquiry online — without calling you or sending a message first.

3

Keeps your client history intact

Every appointment a client has ever made is stored in their profile. You can see what services they prefer, how often they visit, and how much they've spent.

Tip: You don't need a dedicated computer. Smapey SalonOS runs in any web browser — a tablet or smartphone at the reception desk is all you need.

Getting Started

Setting Up Your Services

Your service menu is the foundation of your salon setup. Everything else — your public booking page, appointments, and pricing — flows from the services you define.

1

Add each service you offer

Create a service for each offering: haircut, blowout, hair color, manicure, pedicure, facial, etc. Give each one a name, price, and duration in minutes.

2

Services appear on your booking page automatically

Once you save a service, it appears on your public booking page immediately. Clients can see your full menu and the prices before they inquire.

3

Update prices and durations any time

If your pricing changes or a service takes longer than expected, just edit it in the dashboard. Changes reflect on your booking page instantly.

4

Free plan supports up to 5 services

The free plan lets you add up to 5 service types. The Pro plan supports 20, and the Enterprise plan is unlimited.

Tip: Start with your most popular services first. You can always add more as you grow.

Core Feature

Managing Appointments

Appointments are the heart of your salon operations. Smapey SalonOS gives you a clear view of all upcoming, active, and completed appointments.

1

Book appointments directly

Create appointments from the dashboard: pick a client (or create a new one), choose a service, set the date and time, and assign a staff member if needed.

2

Track appointment statuses

Every appointment moves through statuses: Booked → In Progress → Completed. Update the status as the client arrives and as the service is finished.

3

Record payment at completion

When you mark an appointment as Completed, record how the client paid — Cash, GCash, or Bank Transfer. The total is added to your revenue automatically.

4

View your daily schedule

The appointment dashboard shows all bookings for the day in order. You can filter by staff member or service type to see only what's relevant to you.

Tip: Mark appointments as In Progress when the client is in the chair. This keeps your dashboard accurate and makes it easy to see who's currently being served.

Client Experience

Using the Public Booking Page

Every salon account gets a public-facing booking page — a simple, mobile-friendly page where clients can browse your services and send a booking inquiry.

1

Your page is live the moment you add services

Once you save your first service, your booking page is live. No coding, no website builder, no extra configuration required.

2

Share your link everywhere

Post your booking page URL on Instagram, Facebook, WhatsApp, TikTok, or print it on your business card. Anywhere clients can click or scan a QR code.

3

Clients submit booking inquiries

When a client finds a service they want, they can submit a booking inquiry with their preferred date and time. You'll see it in your Inquiries dashboard immediately.

4

Accept inquiries and convert them to appointments

Review the inquiry, confirm the slot, and with one click convert it into a confirmed appointment. The client is notified and the appointment appears in your dashboard.

Tip: Add your booking page link to your Instagram bio. Most small salon clients discover and book through social media first.

Client Records

Client Management

Your client list is one of your most valuable business assets. Smapey SalonOS stores every client's contact details, appointment history, and notes in one searchable profile.

1

Create client profiles

Add clients by name, phone number, and email. You can create a client profile when booking an appointment or when they submit a booking inquiry.

2

Search clients instantly

Find any client by typing their name or phone number. The search works across your entire client list — no scrolling through a long list needed.

3

View full appointment history

Every appointment a client has ever had — including service, date, amount, and payment method — is stored in their profile. This is useful for personalizing service.

4

Add notes per client

Record client preferences and notes directly in their profile — preferred products, color formulas, allergy notes, or anything else your staff should know.

Tip: Use client notes to record hair color formulas, nail preferences, or skin sensitivities. Your clients will notice when you remember the details.

Business Insights

Analytics and Revenue Tracking

The analytics dashboard gives you a real-time view of how your salon is performing — revenue, appointments, and pending inquiries — all from one screen.

1

Monthly revenue at a glance

The dashboard shows your total revenue for the current month, updated in real time as appointments are completed and payments are recorded.

2

Appointment count and completion rate

See how many appointments were booked, how many were completed, and how many are still pending. This helps you spot slow periods and plan staff schedules.

3

Pending inquiries

Your dashboard alerts you to any unreviewed booking inquiries. Respond quickly to avoid losing clients to competitors who respond faster.

4

Getting started with Smapey SalonOS

Go to smapey.com/salon and click Get Started. Choose the SalonOS product and the free plan. Add your services and your public booking page is live in minutes.

Tip: Check your dashboard at the start and end of each day. It takes 30 seconds and keeps you on top of revenue, pending bookings, and the day's schedule.

Ready to set up your salon?

Start for free — no credit card required. Cancel anytime.

Create your salon for free