Quick start for a salon with a team
In a salon the client chooses not only the time but also the specialist. That is why, besides hours and services, Slotsy needs to know who works for you, when and what they do. All of this is set once.
In short. The Free plan is for one person: it will not let you add a second specialist. A team needs the Start plan: 79 zł net per month, up to 5 people (Team — 169 zł for up to 10, Business — 349 zł for up to 20). The order: registration → salon hours → services → specialists with schedules and services → languages → link.
1. Register
Click Create an account: "Company Name", "Site Address" (your link slotsy.io/…), "Time zone" and "Currency", then the owner details and a password. You become the owner — the first person on the team.
2. Set the salon hours
On the Dashboard, in the When do you work? card, Mon–Fri 09:00–18:00 is already set. Set the hours when the salon is open and click Save. This is the frame: a specialist will not take bookings outside it. More
3. Switch to a team plan
On the Dashboard, in the Plan Usage card, click Upgrade Plan and choose Start, Team or Business according to the number of people. Without this, the form for a new specialist will not save. More
4. Add services
Add services in the list of steps: name, Duration, Price, Create. Leave the Staff Members field in the service alone for now — we will assign specialists in the next step. More
5. Add specialists
Staff → Staff List → Add Staff. In one form:
| Field | What to enter |
|---|---|
| First name, last name, e-mail | The specialist logs in to the admin panel with this e-mail |
| Work Schedule | The working days and hours of this specialist |
| Languages they speak | Clients look for a specialist in their own language |
| Services | What they perform; if you tick nothing, the specialist will be offered for all services |
| Role | For a specialist — Staff: sees their own bookings and their own clients |
Click Create. The Staff member created! window opens with the login e-mail and a temporary password — it is shown only once. Click Copy all and send these details to the specialist: with them they log in to the admin panel and see their bookings. More · Roles
Time off and schedule changes for individual specialists are in Schedules → Staff Schedules. More
6. Check the languages of all specialists
The step Staff Languages → Set shows all specialists on one screen. The step is done when everyone has a language.
7. Get your link
Go Live! → Get your link opens Share & Promote: a link to the salon, a QR code and a link to an individual specialist or service — convenient for each specialist's Instagram. More
Book yourself through the link as a client with one of the specialists: this is how you check that the hours, services and specialists fit together correctly.
What you can do later
| What | Where |
|---|---|
| Online payment to the salon's account | Payment Setup · Stripe Connect |
| Move the client list over from a notebook or Excel | Import data from CSV at the bottom of the list of steps · Blog: instead of a notebook and Excel |
| See the admin panel on an example | Fill with an example on the Dashboard · Demo data |
Rather not do it yourself? Send us the link to the salon's Instagram, and we will set up services, prices and hours for free. We will set it up for you