Program for running a beauty salon. BeautyPlanner - free program for beauty salons

26.02.2022

The modern service industry is developing with the times. Conscious beauty salon owners strive to use all possible tools to improve the quality of service. Special assistance will provide invaluable assistance in this regard. computer program, which automates the implementation of most marketing tasks for a beauty salon.

When opening a beauty salon, the owner strives to immediately start making a profit in order to cover costs and withstand competition. Already at the stage of registering a business, you should take care of the proper management of the salon. A computer program specially created for a beauty salon will help with this.

Find out what opportunities the program will provide to the salon at the start:

1. To quickly build a customer base , take into account all the preferences and characteristics of each of the potential and existing clients, immediately enter into the program all the information received. Find out the client's date of birth, save a log of his visits, enter special requests and preferences in a special form. This will help ensure feedback, an individual approach and provide exactly what he wants to receive. In return, you will receive satisfaction with the service, a regular clientele and ensure its growth.

2. Keep records of materials in the program , so you can promptly control overexpenditure and prevent them from running out at the most inopportune moment. Set up an alert when supplies run out. See the consumption of materials in the context of each of the craftsmen to prevent theft.

3. Set up an employee payroll accounting system . Keep track of time worked

4. Link paid or free CRM system with the site - allow visitors to make appointments with available specialists themselves, provide them with access to the list of services provided and price lists.

5. Automate your upcoming visit reminder system , set up SMS messaging for advertising and administrative purposes.

Automation of business processes at the very beginning of a beauty salon will allow you to immediately gain competitive advantages, minimize costs and set up an accounting system. The program for the salon will allow the owner to immediately implement the necessary monitoring system for its work.

In what cases is a CRM system needed for a beauty salon?

Specially developed software in the beauty industry is a necessary thing for successful business development. Competition among beauty salons is great - only those who can provide better services for a lower or fairer price will remain afloat.

To ensure a continuous flow of clients, the salon owner must immediately draw up a portrait of his clientele, assess the level of competition in his place of business and offer exactly the services that his clients need. Using the program, you can analyze the popularity of a particular type of service, determine the average age and psychotype of clients in order to develop a trend that is in demand.

By installing the software, the salon owner can save money by relieving his administrator and entrusting him with other tasks - for example, marketing.

Automation will allow:

– avoid misunderstandings related to the fact that the client forgot about the appointed time of the visit - the system will notify him in time;

– do not allow recording for one time several clients;

– analyze the success of work craftsmen in order to increase work efficiency;

– launch an upsell system , which will allow you to get an additional source of income and improve service maintenance clients;

– the master prepares for the client's arrival and provide him with exactly the services he expects - for this it is enough to familiarize yourself with his personal card before the client’s visit;

– implement a recording system for the next procedure , thus, you will not only take care of the client, but also provide yourself with a stable income.

Date of publication: 08/10/2019

Date modified: 01/23/2020

Issues discussed in the material:

What functions do programs perform for recording beauty salon clients?
How can client recording software make the work of a beauty salon easier?
What are the benefits of online appointment programs for a beauty salon?
What to look for when choosing a program for recording beauty salon clients?
Which program to choose for recording clients of a beauty salon?

Many service companies still sign up clients over the phone and keep records on paper. This is an unreliable method, because the information is easy to mix up, and it is difficult to control frequent visitors in order to provide them with a discount. A beauty salon client recording program will help solve these problems.

What can programs for recording beauty salon clients do?

From tariff plan The program for recording clients depends on the set of functions included in it. By choosing a cheaper option, you will receive a minimal set of tools. Expensive tariff plans include additional features and services.

Any beauty salon and hairdresser will need the following basic program features:

customer accounting;
online registration of visitors and electronic journal records;
accounting of goods;
payroll preparation;
sales accounting;
detailed statistics on all areas of the enterprise’s activities;
the ability to send SMS and e-mail, for example, to notify clients about beauty salon promotions.

Suppliers software also provide additional services:

assistance with initial data entry;
support in setting up the program;
training staff to work in it;
software updates;
call center for users.

15 pros of using the program to record beauty salon clients

1. Information about visitors is stored in in electronic format, including birthdays. Therefore, the salon will definitely not forget to congratulate the client on the holiday.
2. When the administrator puts a person on the schedule for a certain procedure, he sees all the information about him.
3. The program for recording clients of a beauty salon stores a lot of data about consumers: when and what services each of them used, how much money they left in the studio, what manipulations they order most often, etc.
4. You can obtain the necessary information not only from the computer in the establishment, but also from a tablet and any other remote device. All you need is Internet access.
5. The program shows incoming and outgoing transactions, the history of all payments, and the current balance of the company.
6. At any time and from any device, you can find out what goods were sold and what services were provided.
7. In addition to information about consumers and the budget, the program shows which products and in what quantities are left in stock, information about suppliers, cost and current prices.
8. Clients receive SMS messages with information about their appointment at the salon, so they will definitely not forget to visit you.
9. You can compose a text to congratulate consumers on their birthday. The program itself will send an SMS postcard on the desired day.
10. The administrator will send SMS messages to all clients about special offers and promotions of the beauty salon in five minutes.
11. Visitors can sign up for the studio themselves through the website. Such information appears in the pre-registration calendar, to which the establishment administrator has access.
12. The head of the company sees the purchase history, payments and debts of visitors, balance, wage costs, etc.
13. The program for registering clients in a beauty salon allows you to view profits for any time: week, month, year. You will be able to generate various reports based on its data. For example, reports on rent, taxes paid and the ratio of expenses and income of the enterprise.

14. The system starts up easily and is ready for use within 20 minutes.
15. If you decide to conduct an audit of the salon, you can contact specialists in marketing, personnel management and taxation.

Advantages of an online client registration program for a beauty salon

The paper customer log is the main internal document of the company. Often, salon owners buy it or use products donated by manufacturers of products used in the studio, or representatives of companies that produce cosmetics. Another option is to develop an individual magazine format and have it produced in a printing house.
The easiest way to record clients is in a journal/notebook or Excel spreadsheet. However, this is not the best option. Imagine that plane tickets can only be purchased at the ticket office without the possibility of purchasing online. Such a transaction is time-consuming, labor-intensive, and limits consumer choice. Despite this, some people prefer to make purchases this way, considering this option the most reliable.
By purchasing a ticket online, you can consider several flight routes and choose the one that suits you, which you cannot do while standing in line. There are many benefits to buying online, which is why more and more people are using online transactions.

An alternative to a paper magazine is an online client registration program for a beauty salon. The main advantage of this option is that visitors can sign up for treatments at any time, regardless of the work schedule of the studio and administrator. According to statistics, a third of customers plan to visit an establishment online after hours. This simple recording method will allow you to retain consumers, prevent them from leaving for competitors, and also attract new ones.

In addition to the website, another convenient option for signing up for a salon is a smartphone. For example, using Instagram, you can post photos and videos, thereby attracting new customers and retaining current visitors. Thanks to the availability of online registration, it is easier for a person to decide to come to the establishment.
On Instagram, write a post about a new service in your studio and invite people to try it. Be sure to include your address and telephone number, as well as a link to register online for the procedure. Such messages are very effective because the potential client receives more than just information. He can choose a specialist and a visiting time right from home using his smartphone.
Another significant advantage of online registration: the consumer sees on the website the price of the procedure, special offers, and the amount of his benefit. If a client wants to use a specific service, but has not yet decided on a beauty salon, then interesting promotions and discounts may influence the choice in favor of your establishment. From time to time, you can run offers that give a discount on the procedure when registering through the company’s website.
Not all business owners are ready to publish the studio schedule on the page, as they do not want to tell their competitors about the workload. This will not happen when registering for a service via a smartphone, because the information is available only to registered clients.

What is more profitable: renting or purchasing a program for recording beauty salon clients?

If you decide to use a client registration program for a beauty salon, you need to choose one of two options - a permanent license or a lease.
A permanent license means that the system is provided to you for an unlimited period. However, it is worth considering that usually with this option you have to pay separately for the implementation and configuration of the program, for updating, as well as for training users to work with the software.
Subscription (rental) means that you can use the system only for a certain period of time, and then it needs to be renewed. Typically, a vendor rents a client recording program for a beauty salon for a month, quarter, six months or a year. By paying for a subscription, in addition to the system itself, you will receive all the additional services included in this price.
Which option is better to choose? It is impossible to answer this question unequivocally. Review the features of each offer and make a decision based on your business needs.
The program for recording clients is useful not only for a beauty salon, but also for any company that provides services to people. It will help you automate the work of staff and interaction with consumers. How not to make a mistake when choosing a system? We offer you three steps to help you determine the most suitable product:

STEP 1. Find out for yourself which company processes you want to automate using the program, and make sure that the product in question can help you with this.
STEP 2. Ask a consultant to demonstrate the capabilities of the system, ask clarifying questions during the demonstration.
STEP 3. Try the demo version of the program. Thanks to this, you will be able to understand whether the system interface is convenient, whether it is comfortable to work in it, etc. If this is the case, then you can make a purchase.

6 most popular programs for recording beauty salon clients

1.Yclients.

Price: monthly 700–4500 rubles.
The program will allow you to implement online registration and company administration in your salon. The widget for recording the desired procedures can be placed on the website and on social networks. His appearance you can configure it yourself. Clients, by going to social networks or the company’s page, will be able to sign up for the studio on their own. For greater consumer convenience, the vendor can develop mobile app for 1000–2500 rubles per month.
The Yclients client registration program for the beauty salon has quite rich functionality:

Eat Personal Area, where you can create a schedule, work with your customer base and manage your loyalty program. For example, develop a system of discounts for frequent visitors.
The program keeps statistics of the most popular services and effective employees.
The system independently sends reminders to clients about their appointments for procedures.
The program automates financial and warehouse accounting, payroll, and branch management.

The Yclients system has been implemented at 1,300 enterprises: medical centers, car services, beauty salons, quest rooms.
2. Jesus.

Price: from 600 rubles per month.
The Hesus program is a pre-registration service that can be easily adapted to business needs. For example, a client can set booking parameters. If the recording criteria provided in the system are not enough, then you can configure time intervals, select a location, and add a layout. The service integrates with social networks and the company website.
The client registration program for the Hesus beauty salon provides a rare opportunity - prepayment by card or through Yandex.Money. If the client has already made an advance payment, then the likelihood that he will refuse to visit the establishment is extremely small. The vendor has developed an affiliate program: if you leave a link to the Hesus service on your company’s website, and the user follows it and purchases the system, you will receive 11% of the latter’s contribution.
The owner of the system states that about 30 thousand modules have been created.
3. Gbooking.

Price: from 990 to 5990 rubles per month.
The Gbooking online client registration program for a beauty salon provides the following features:

Automatic sending of SMS messages and emails with a reminder to customers about their appointments at the establishment.
Compiling statistics with the most popular services and active visitors.
Building a system of discounts.
An electronic administrator log that allows you to minimize windows in the schedule of salon technicians.
Flexible program settings that take into account the specifics of the work of different companies providing services. For example, for medical centers a return visit is provided; for beauty studios, scheduling of specialist shifts is provided.
Mobile app. Based on your order, the vendor will develop a branded application. There is no integration with social networks yet.
You can post on partner sites iTop.ru, Zoon.ru and industry platforms.

500 companies work with the program.
4. Simplybook.me.

Price: free plan or up to $18 per month.
The service was developed by Icelanders, but there is Russian localization. The Russian version of the program contains typos, but there is a free plan. To start using it, you just need to register. After this, you can create a widget for the post and your page on the site. The service provides various settings. For example, you can add the necessary fields and even redesign the design using CSS styles. The program can build financial reports and keep track of clients. You can even use the group recording function, which is relevant for SPA salons.
5. “My office.”

Price: from 290 to 1490 rubles per month.
The client registration program for the beauty salon “My Account” allows you to sign up for procedures through the website, mobile application or social network “VKontakte”. The system can send appointment reminders to consumers, with the person choosing a convenient time to receive the SMS message.

The administrator has a personal account, which displays the workload of workers. Thanks to this, he can distribute records between masters taking into account this information. The extended version of the program allows you to sign up for a busy time. The vendor is developing integration with CRM systems. affiliate program is aimed at attracting new users: if you bring a new client to the salon, the latter will pay a percentage of the visitor’s payments every month.
6. “By Recording”.
Price: from 400 rubles per month.
This client registration program for a beauty salon does not have the best interface, but it has extensive functionality: there is online registration, sending notifications to consumers, maintaining a database of visitors, prepayment for services through Yandex.Money, control of unscrupulous clients (they can be blacklisted, be sure to require an advance payment or impose a fine). The program integrates with Google calendar, VKontakte and the company website. Provided free version service in which a minimum set of functions is available. However, the owner of the program does not provide it to everyone; each application is processed individually.
Carrying out their activities every day, the owner, director of the beauty center, as well as its manager, interact with the state, consumers, contractors, employees, and this interaction is carried out within the framework of the legal framework, an integral part of which is responsibility. When starting your own business, heading a company as a director or manager, you must remember that you will have to solve problems and find ways out of current situations.
The director wastes valuable time racking his brains to resolve these issues. And time is the most important resource and capital. “De Jure De Facto” will become your reliable and effective partner in protecting and promoting business interests, obtaining up-to-date information and sharing experience, discussing pressing problems and ways to solve them.
The company offers ready-made solutions in key areas of activity, namely:

occupational Safety and Health;
sanitary and epidemiological regime;
maintaining documentation in beauty salons with a medical license and cosmetology clinics;
personnel document flow;
process automation, etc.

AdminSalon is a program with the necessary tools for automating a beauty salon. Suitable for use in a hair salon, massage room, SPA or tanning studio.

The cost of use is one of the lowest among similar programs, while the application combines an intuitive interface and powerful functionality.

Multi-user access is provided with access rights specified for each context user.

What AdminSalon can do

The main module is the “Customer Record”, which takes into account the date and time of the visit, the name of the master, the list and duration of services, cost, individual discount and much more. Other modules:

Client accounting. Data for each client is recorded: full name, phone number, e-mail, discount, discount card number.
Salon staff. The following are taken into account: full name, contact details of the employee, position, selected motivation system, module for calculating wages for the reporting period, detailed reports.
Inventory control. Product range: product name, purchase and retail prices, barcode, printing of labels and price tags, percentage of wages and much more.
Financial report. The salon's revenue for each day is taken into account, expenses are linked to expense items, and the balance is kept Money on every day.

Can be used for complete business automation POS equipment: barcode scanners, thermal label printers, receipt printers. You can download AdminSalon for free using the link below from the official website.

A beauty salon program is not an accounting tool, but software that helps the owner obtain complete data about the processes taking place in the salon. IN controversial situations it promotes acceptance effective solutions which are important in business management.

When you don't need special software

If you plan to use it for accounting. Suitable for improving management efficiency. It is used by the owners of spa centers, cosmetology clinics or beauty salons, and not by the accountants of these enterprises. Of course, it has accounting functions, but it doesn’t make sense to specifically buy it for a beauty salon because of them. The available accounting applications are an addition to the main content, which is important for the work of the managers themselves.
It is not worth spending money on purchasing security for those owners for whom the salon is not a business. In the case where the hall is not a source of income, but simply an excellent element of status or a non-core asset, then this program will not be useful to you. For a company to make a profit every month, you need to work hard, developing and improving your business. The myth of passive income has long been debunked.
There is also no point in purchasing if you use the salon to rent to masters.

What is the difference between CRM and beauty salon software?

Ksenia Kurbetyeva, Director of the Center for Freelance Marketers at Business Compass

It's important to understand the difference between gym apps that are useful in managing customer relationships and apps that help run business processes efficiently. The latter include the following systems: “1C”, “Arnica”, “Universoft”, etc. There is a very important point: you should analyze what goals you set for yourself. To automate business processes, you need the above applications or similar ones with the same set of functions. Excel or CRM work great for maintaining a client database, calculating payroll, displaying warehouse balances, and so on.

There are some differences in these systems. CRM can be used to automate certain processes. Example: We need to send an SMS to all customers who are celebrating a birthday this week. In our first example, the client base contains 120 people. The administrator selects from the database the buyers who have the dates we need in the “date of birth” column, then the employee manually sends SMS congratulations to these candidates. With such a small number of clients, he can do this himself, without the help of collateral. In the case where the database covers five hundred or a thousand people, it will be difficult to complete this task without automation.

What functionality should the program have?

Performing various functions related to working with the enterprise's customer base.
Generating various reports for the manager.
Creation and analysis of sales reports (sales of cosmetics are also taken into account), calculation of bonuses and discounts.
Maintaining personnel records, creating and maintaining working time tables, personnel cards, payroll calculations taking into account various factors.
Ability to issue SMS and e-mail newsletters to a large number of clients.
The ability to exchange data between the program and the manager’s computer, while the owner can be located anywhere. The benefit is also that you can synchronize information from all salons from one network. This allows you to manage all business units in a consistent manner using the application.
An easy-to-use interface allows the administrator to clearly perform his functions.

How software can help increase revenue

To understand how necessary and useful it is, let’s look at an example. So, you need to increase your business's income. It is important to correctly formulate the goal: clearly indicate what you want to achieve, always using a digital equivalent for measurement. The formulated goal of “increasing income” is already a losing option that will not lead you to the desired result. As written above, it is important to display numerical indicators when setting goals. For example, “In December, increase profit from 200 thousand to 240 thousand rubles, i.e. for 40 thousand rubles.” This formulation will be clear and effective.

Pay special attention to the fact that numeric values must be submitted in writing. It is important that the goal is visual and exists on paper or another source. This will make it easier to achieve. Set realistically achievable goals, ones that staff can accomplish within the selected period. To know what indicators will be realistic, it is important to objectively assess the situation at the moment. To obtain such complete information, CRM software exists.

After analyzing the data provided by the program, you will be able to find out:

the exact number of regular customers among all visitors. For example, those who have used various services two or three times over a designated period of time can be called permanent;
what percentage of income was made up of payments received from regular visitors;
the number of visitors over a certain period of time who came based on recommendations;
how often regular customers visit the hall;
the most popular services presented in the hall;
average bill size;
what age visitors prefer to use the services of your enterprise;
the number of possible visitors who were lost for specific masters and throughout the salon as a whole.

Analysis of this data will help you create the most effective action plan to increase your income. During the development of the plan, you may need to identify points for changing the existing one or introducing a new customer loyalty system. The app does this perfectly. You should not completely use the diagrams available on the Internet or take those that were taught to you in any courses. These publicly available systems may or may not be suitable for your business. In the latter case, you will lose a lot of effort and time. It is important to develop your own original scheme, taking into account all the features of your enterprise.

Before installing this or that program, you need to weigh all the important actions that will contribute to the fact that clients will choose your hall and even recommend it to friends and relatives. These could be various competitions, discounts, a club of regular visitors, etc.

The most common components are: discounts and bonuses. The discount provided depends on the amount the client spent when purchasing the service. Moreover, the higher the payment, the greater the discount. Bonuses have a more individual link, i.e. are awarded to a specific person for certain actions.

It is CRM software that allows the manager to understand what will work for the desired result in his organization, since such data can be obtained after analyzing customer behavior.

Online booking in a beauty salon: 24/7 assistant

How to choose a program

To find suitable software, dial any search engine"app for beauty salon" The first ten companies that your search will give you are proven, reliable organizations that develop various applications.

Analyze all the data for each company: what is its specialization, location, how long has it been represented on the market, how up-to-date the data is on the corporate website.

Try watching and downloading the demo version for free. It will allow you to get acquainted with the equipment interface, but you will be able to learn the entire arsenal only after working with it for a couple of weeks. To do this, you will need to enter your data, for example, product articles, quantity of goods in stock, enter a personnel database, enter a salary report, enter customer lists. For some time you will need to record all your daily actions: register customers, write off goods, etc. Then you need to study the reporting. At the end of such an algorithm, the manager can make a decision: buy or look for other options. Please note that before you start using the demo version, it is important to study the user manual and, if possible, undergo training to understand how to work.

Conduct an analysis, collect information on how many enterprises are already using this program. Often such data can be found on the manufacturer’s website. If such information is missing, or you were able to count only a small number of salons that use this development, then most likely we are talking about a new, untested application. Of course, it happens that a company took a responsible approach to development and released a high-quality product, but most often, if you believe the statistics, its quality leaves much to be desired. In such a situation, you can get many problems, the solution of which will require serious financial costs. The same can be said about free software.

Which application should you choose? Arnica - it is chosen by many managers. According to statistics, this system Recommended by over 500 business owners. Others have not yet proven themselves so well. It takes time to identify their shortcomings and eliminate them.

What to look for when choosing

1. Functionality. This quality should be paid attention to first. It is important that the system can perform all the functions that you need in management. See if the program has built-in functions necessary for management reports that will be useful to you for business control. This is important data that every owner interested in effective management needs.

2. Value for money and functionality. Based on the experience of many owners, we come to the following conclusion: if it has high price and a decent set of functions, then you should trust it. Analyze whether the beauty salon production control application carries out such actions as accounting and control of financial transactions, goods, visitors, discount systems and bonuses. It is important that the beauty salon program is easy to implement into the management system. Check if it has warranty service, useful additional applications.

3. Ease of use and the ability to scale the purchased software. When purchasing a salon client accounting application, you need to compare its capabilities when planning the opening of several more salons that will form a network in the future. It must be able to perform the functions that will be needed when expanding the business.

4. Is it created for a salon business? The equipment must be configured for reporting according to the specifics of business in the beauty industry. Often, a client database management program has an affordable price, since many functions are not required in this area, but the most basic ones will be enough.

It is important to understand that there are now a lot of proposals for business automation on the software market, but not everyone has high quality development, and often does not support the specifics of a given business at all. It is possible to understand how suitable a product is for a beauty salon. To do this, you need to study what functions are available and what reporting forms are built-in.

5. Software is your tool for increasing efficiency, so it is important not to make a mistake in choosing it. To understand how competently and professionally the program for maintaining a client base is drawn up, you need to talk with representatives of the developer company. During the conversation, pay attention to how the consultant talks to you: he speaks only in general phrases or freely uses terminology, how accessible and understandable he is in answering your questions. You should be wary if you receive monosyllabic, vague and uncertain answers to your questions. Such a manufacturer will most likely have a low quality product and bring you more trouble than benefit.

How to increase sales of services in a beauty salon using phone calls

Brief for selection

It is often difficult for a director to make a choice in favor of one program or another. The algorithm below will help you decide and choose exactly the one that is right for your business. First you need to analyze some parameters. The best place to start is by understanding what exactly you need to develop your salon. Review all the points below and write down the ones that matter to you as a leader. Thus, you yourself will draw up a so-called brief, thanks to which the choice will be easier.

1. What job information do you need?

amount of income;
amount of expenses;
number of visitors;
number of services provided;
how many products were sold;
how many goods are left?

2. What operations would you like to automate?

designing a customer base;
pre-registration of visitors;
calculation of salaries to employees;
drawing up a table of staff working hours.

3. What records do you need to keep in order to have this information?

accounting of financial flows;
recording of visitors (number of visits, what services were used, wishes for work, personal information);
accounting of services provided;
accounting for sales of goods (cosmetics);
accounting and write-off of consumables and cosmetics used in the provision of services;
goods accounting (warehouse);
accounting of advertising campaigns and the results obtained.

4. How many workplaces do you plan to equip with computers?

The number of places depends on the number of employees involved in accounting who will need a program for recording clients. Depending on the staff of an individual enterprise, these employees include:

administrator;
specialist responsible for the warehouse of goods;
hall manager;
supervisor;
another room (if you have a network).

At this stage it is important to decide which version is right for you. There are 2 options: for one user or one where the number of working users can be increased if necessary. If you are the head of several enterprises or have a salon with growth prospects, then, of course, the second option is more suitable for you - an application where administration functions can be performed by several people. It will also be convenient that such a program can be used in a network business, managing all links from one computer.

Practice opinion

Sergey Bobin, head of the Arnika service

Arnica is an online program, a service that requires the Internet to function. Of course, there are many benefits to this, but you should expect to require an internet connection to operate. But this cannot be called a minus, because in all enterprises the Internet is most often already connected before purchase. And if not, then equipping an administrator’s place will not be difficult.

And yet, if the Internet is temporarily turned off or there is any breakdown, we are always ready to provide assistance to the enterprise so that the problems do not affect the high quality of service for visitors. We help until functionality is restored. For example, we had a situation where, when the Internet connection was disconnected, we transmitted to telephone conversation information about the appointments entered for that day to the administrator.

To prevent inconvenience due to Internet problems in the future, we are developing an offline version of Arnica. You can work with it even if there are communication problems. When the Internet disappears, the information will be saved on the user's computer, and when functions are restored, the data will be synchronized with the information on the server.

5. Which retail store equipment do you use or plan to use?

cash registers;
scanners for reading article numbers (barcodes);
scanners for reading magnetic cards;
data collection terminals, etc.

Implementation

There are three stages.

Stage 1. Available goods, personnel and registered visitors are entered into the database.

Stage 2. The software is configured in accordance with the specifics of your company.

Stage 3. Employees start working with the application.

During the adaptation period, specialists from the development company conduct training sessions and consultations for staff. Throughout the entire process, which consists of these three stages, professionals accompany the application, providing assistance if necessary.

How quickly the program will be implemented at the company depends on you, the characteristics of the business and the team of your company. The procedure can take a long time if your company stores a large volume of goods and the list of services is very significant.

Typical error during implementation

You should not expect that the implementation of security will go smoothly and that all employees will immediately appreciate such a solution. Keep in mind that innovation is stressful for staff. It is important not only to teach the administrator how to work, but also to motivate him by showing his merits this method. This will not be easy, because the administrator will now have to perform more tasks, and relaxed work will now become impossible. Thanks to the program, the manager can now always monitor the work and how effectively the administrator spends his working time.

Motivating employees becomes very important. When the adaptation period (the time when a person learns and gets used to new responsibilities) ends, reward the administrator with bonuses only if the work is clearly organized.

A simple interface will help staff quickly get used to new responsibilities and will ensure that the employee will be pleased to work with this application.

On the website, the client himself selects the desired specialist or service (manicurist, hairdresser, makeup artist, solarium, etc.) that is currently available in your salon.

The client sets the date and time for which he would like to sign up for the service, choosing from those periods of time when the specialist or service is not busy.

Recording data in the application is entered not only manually, but also from other sources: from a Lead or Contact in the Bitrix24 CRM, a patient’s phone call or communication from “Open Lines”).

The application makes it possible to see the workload of the salon in the context of artists, services, salon in the date corridor (for a specific date, week, specified period).

The application is suitable not only for a reputable beauty salon, but also for a private entrepreneur (manicurist, hairdresser). It is not necessary to have your own website to post a pre-registration form. The application generates a public link to the form. You can simply send this link to your regular clients via messenger or install it on your profile on social networks.

How do pre-registration scripts for a service work?

The application provides 2 options for registering for the service: client you can sign up yourself using the form on the website or your employee(administrator, registrar) registers a client through the Bitrix24 interface.

☞ The client signs up for the service himself

The client's data is sent to your company's Bitrix24 CRM. In the application settings, you can select which entity the data will be transmitted to: Lead, Contact or Deal. Your employee will see the new entity, contact the client and confirm the entry.

If necessary, you can create a reminder to the client via SMS or email that he has signed up for the service. The program will automatically send a reminder to your client a set period of time before the scheduled meeting (one day, one hour).

☞ An employee registers a client

Depending on the source through which the client data is received ( phone call, “Open line” in “Bitrix24”, completed form), a company employee can register a client while in “Bitrix24” in several ways.

☎ Record during a telephone conversation

If you do not have IP telephony connected to Bitrix24, then use one of the following scenarios.

📂 Recording from CRM “Bitrix24”

If the client is already in your client database, then the employee finds the required entity in the CRM (Lead, Contact, Deal) and opens the application directly from the entity card (the new CRM option must be enabled in the Bitrix24 settings):

If the client is not in the database, then the employee can create the required entity either in CRM or from the application.

📆 Record from the application

In Bitrix24, an employee opens the application for pre-registration.

Goes to the “Schedule” tab and selects the required service, specialist and date for which the client needs to be booked.

To create an entry, the employee clicks on the free time (green).

In the menu that appears, select the desired option for creating a record: “Select from CRM” (if the client is already in the database) or “New record” (for new clients).

When choosing the option " Select from CRM", a window will open with a selection of entities that are in your Bitrix24 CRM. Employee chooses the right client from the Lead, Contact or Deal entities.

If the employee selects the option " New entry", then a form will open in which he must enter information about the client. After saving the data, a preliminary registration for the service will be created. In addition, a new entity with customer data will be created in your Bitrix24 CRM. Depending on what settings you choose in the program, a Lead, Contact or Deal will be created.

Managing specialists' schedules

Immediately after installing the application, you need to create a list of services that your salon provides and the specialists who provide these services.

Creating a list of services and specialists

How to install an application for online registration of clients at a hair salon?

This application is, in essence, the integration of your website (or web form) with the Bitrix24 CRM. To install the application, you need to open the list of applications on the Bitrix24 website:

On the application description page that opens, click the " Install":

« Bitrix24"is a service that provides full set tools for organizing comfortable work for both large and small companies: social network, tasks, calendars, online work with documents, shared disk, video calls, chat, telephony, CRM and much more.

CRM is a customer relationship management system. CRM in Bitrix24 is a convenient tool for collecting and storing customer data, managing transactions, monitoring the work of managers, analytics and forecasting. It simplifies the routine, speeds up making the right decisions and eliminates mistakes.

Getting started with Bitrix24 is easy - register your portal for free using one of the links:

The application generates the code for a web form that must be installed on the site. Moreover, the platform on which the site operates does not matter; the form can be easily embedded anywhere on the site.

With the help of our integration, a two-way connection between the site and Bitrix24 is established. On the one hand, the data that the user entered into the form on the site goes into the Bitrix24 CRM for further processing. On the other hand, the client will see the work schedules and employment of specialists that you entered into Bitrix24 on the website. Thus, your clients have the opportunity to independently select and register with the desired specialist, based on its load. Plus, inside the application you can see a workload graph for specialists and the entire salon. You you will see clearly and in real time which services and specialists are in greater demand, and some - less.

Using the application for online registration for a service from Pinol, you and your clients gain mobility, since you can see and manage the schedule not only from your computer, but from any device and place with access to the Internet.