How to set up SalonDossier in a calm and practical way

This handout is meant for your initial setup, for carrying over existing client information and as a reference later on if questions come up again.

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Prepare first

Helpful things to have ready before setup

Salon name, contact details and optionally your logo

Staff members who need their own login

Existing packages or stamp cards you want to carry over

A few example services or colour formulas you often use

Existing client information you want to add first

Setup steps

Recommended order for a smooth start

1. Salon and team

Start with the salon settings and then add the team members who need access right away.

2. Packages and stamp cards

Create your package or stamp card types before assigning them to clients.

3. First clients

Add the clients you need first and fill in basics like hair type, hair colour and allergies.

4. Carry over existing cards

For regular clients, use the carry-over option and only enter the remaining number of visits.

5. Plan first appointments

Create new appointments, link the correct client right away and select the staff member who will handle it.

6. Record the first service

Work from the appointment into the service record so notes, package deductions and history stay together.

Bring your current workflow with you

What you do not need to enter manually

You do not need to type in old stamp dates; just carry over the current remaining balance.

You do not need to fully import every client before you start; begin with the clients you need now.

If a card was deducted incorrectly, you can correct it with a controlled package correction and a reason.

First week

What to pay attention to in the first live week

Is every appointment completed through the service flow so loyalty cards are deducted correctly?

Does the team clearly understand where to find client notes and photos?

Are active packages and remaining visits visible enough for the front desk?

Does the reminder text or WhatsApp flow feel practical for your team?

Need help later

You can still use this after months or after a year

SalonDossier is intentionally set up as a guided start. That way the first setup is done properly and you do not have to puzzle through it again later.

Email your question or a short list of what feels unclear and we will review it with you.

Plan a short refresher session when new staff join or your workflow changes.

Use this guide again as a checklist when you later revisit packages, team setup or client migration.