Business Center
Come here to set up your account and manage your products, pricing, reports and billing. Anything that isn’t mixing, weighing or logging a formula lives here.
46 articles
Account Set Up
Initial set up guide for new users
- Q: How do I get my account set-up after I have signed up?
- How to add Color LinesLearn how to add color to your SalonScale account to get started with the app
- How to add Costs to Color LinesLearn how to add costs and pricing to your color lines
- How to Set Quick Start PricingReady to set up your SalonScale account? Quick start pricing is great if you want to jump right into the app and learn all of the features.
- A Guide to Markup and Replenishment FeesHow to turn your backbar into a profit center
- How To Set Up ServicesConnects every session to a specific service, giving you real-time insight into average product costs for different services.
- How to Add or Invite a Stylist to Your SalonScale AccountLearn how to add a stylist to your SalonScale account using just their name, or invite them by email so they can create their own login and access the SalonScale…
- Adding ClientsLearn how to add clients to your SalonScale account
- How to Manage Your Color LinesAdd, organize, and price the color brands you carry, so you always have accurate inventory, wholesale and markups costs.
Account Management
How to configure your account settings
Subscriptions & Billing
Manage your subscription and payments
- How to Change Your SalonScale Plan TypeIf you need to upgrade or downgrade your SalonScale plan, follow these simple steps to make the switch:
- How To Cancel Your SalonScale PlanBefore canceling, consider reaching out to [email protected], we’d love to assist you in making you successful with SalonScale.
- How To Check Seats and Sessions UsageWhether you want to know how many seats are active or how many sessions you've used, SalonScale makes it easy to access this information.
- How To Update Your Credit CardKeeping your payment information up to date ensures uninterrupted access to SalonScale. Follow these steps to update your credit card:
- How to Manually Create a Backbar Order with SalonScaleWith manual entry, you can digitally save all of your orders in one place, making it easy to track what you restocked or send to your rep.
- How to Create a Usage-Based Backbar Order with SalonScaleLearn how to create a usage based backbar order. This versions of orders allows you top up your inventory based on your oh-hand and targets.
- How to Create a Backbar Order in a with SalonScaleLearn how to build an order with SalonScale
Inventory
An overview of all things Inventory! How to get set up, how to use it, and how to optimize your backbar through inventory management.
- What is SalonScale Inventory ManagementAn overview of all things Inventory! How to get set up, how to use it, and how to optimize your backbar through inventory management.
- Getting Started With InventoryIf you’re setting up Inventory in SalonScale for the first time, follow these steps to get started.
- Setting Your Backbar Targets
- How to Complete On-Hand Inventory CountsWhether this is your first count or you annual inventory - step by step guide to completing it with SalonScale's app and business center.
- How to read Stock Alerts in SalonScale
- How to Add Stock
Bar Tab
Supply color to your renters and charge them for what they actually use. Set up, track and bill renter usage in one place.
Additional Features
Allotments, Extensions and Add-ons
- Adding ExtensionsLearn how to track and charge for your hair extensions, so every cost is covered!
- Adding Add-OnsLearn how to track and charge for your addons including supplies, treatments and any other additional costs!
- How to Set Up AllotmentsTurn on Allotments and build a backbar budget into each service
Reports
Your numbers tell a story. Learn how to read your reports and act on what they show.
- How to View ReportsUse your SalonScale reports to view usage by product, client or stylists - Learn more about how to do that here.
- Stylist ReportView stylist reports broken down into product usage and waste
- Client ReportsNavigating client reports in the SalonScale business center.
- How To Use Services ReportsReal-time data on the average color cost and number of sessions per service. Spot trends and make decisions to boost your bottom line.
- Color Line ReportsView color line reports and gain insights on usage, waste and costs.
- How To View Stylist Waste in ReportsStep by step guide to view backbar waste by each stylist
- How to View Color Waste by Color LineHow to view product waste report by color line in the Business Center
Integrations
Everything you need to know about our software integrations
- Creating a Session and Sending it to SquareNow that your Square account is connected to SalonScale, follow this step-by-step guide to create a session and send your total directly to your Square POS software.
- Connecting Your Phorest AccountConnecting your Phorest account to SalonScale lets you sync appointments, sessions, and product usage seamlessly between the two platforms.
- How to Add SalonScale as A Service Charge in SquareEnable and create a SalonScale service charge in your Square account.
- How to Connect Square and your SalonScale AccountFollow these steps to connect your Square and SalonScale accounts
- SalonScale Integrations
- Is SalonScale Available outside of North America?
- Trouble Logging In? Try These Quick FixesIf you're having trouble logging into your SalonScale account, don’t worry! Here are a few quick troubleshooting steps you can try.
- How to add new shades to your Color LinesThis process is to add new shades that we've created to your account.