# Softalon Help Center > Step-by-step guides for salons, their clients and partners: booking, payments, the AI assistant, automations and more. The guides are grouped by audience, then by topic. For salons covers the dashboard used by salon owners and their team. For clients covers the salon's booking website used by the people who book. For partners covers the affiliate program. Each guide names the page, the exact control and what you should see after each step. It also says which team role and which plan it needs, and links to where it starts in the app. Every link below is the plain Markdown version of a guide; remove .md for the web page. All guides in one file: https://www.softalon.com/help/llms-full.txt ## For salons Set up your salon, manage bookings, payments, your team and the AI assistant. ### Getting started - [Create your salon and choose a plan](https://www.softalon.com/help/salons/create-your-salon.md): Set up a new salon in three steps: enter its details and subdomain, pick a plan, then start your free trial or subscribe. - [Complete the setup wizard](https://www.softalon.com/help/salons/complete-the-setup-wizard.md): Walk through the setup wizard to add your basics, opening hours, first location, team, services, payments and automations in one go. - [Share your booking link](https://www.softalon.com/help/salons/share-your-booking-link.md): Copy a short or full link, download a QR code or create an image that sends clients to your salon, a location, a service or a team member. - [Find your way around Softalon](https://www.softalon.com/help/salons/find-your-way-around.md): Learn the sidebar, the salon switcher, the command bar and keyboard shortcuts, and what the banners at the top of the dashboard mean. - [Switch salons and set a default salon](https://www.softalon.com/help/salons/switch-between-salons.md): Move between the salons you belong to, and choose which salon opens automatically when you sign in. ### Salon settings - [General settings explained](https://www.softalon.com/help/salons/general-settings-explained.md): What each field in Settings › General does: your salon's name, category and avatar, plus language, timezone, week start and date and time formats. - [Company settings explained](https://www.softalon.com/help/salons/company-settings-explained.md): What each card in Settings › Company does: business and contact details, country, social media, opening hours and closed periods. - [Who can change salon settings](https://www.softalon.com/help/salons/settings-search-and-access.md): See which roles can open each Settings page, how to find a setting quickly, and which actions only the Owner can take. ### Account & security - [Create a Softalon account](https://www.softalon.com/help/salons/create-a-softalon-account.md): Sign up with your email or with Google, Facebook or Microsoft, then verify your email to start using Softalon. - [Verify your email address](https://www.softalon.com/help/salons/verify-your-email.md): Confirm your email with a 6-digit code so you can sign in and use Softalon. - [Sign in to Softalon](https://www.softalon.com/help/salons/sign-in.md): Sign in with your email and password, a one-time code, or Google, Facebook or Microsoft. - [Sign in with a one-time code](https://www.softalon.com/help/salons/sign-in-with-a-one-time-code.md): Sign in without a password by entering a 6-digit code that Softalon emails to you. - [Sign in with Google, Facebook or Microsoft](https://www.softalon.com/help/salons/sign-in-with-google-facebook-or-microsoft.md): Use your Google, Facebook or Microsoft account to sign up and sign in, and connect or disconnect providers in your account. - [Reset a forgotten password](https://www.softalon.com/help/salons/reset-your-password.md): Recover your account with a code sent to your email, then set a new password. - [Change your password](https://www.softalon.com/help/salons/change-your-password.md): Set a new password in Account › Security and confirm it's you if Softalon asks. - [Set up two-factor authentication](https://www.softalon.com/help/salons/set-up-two-factor-authentication.md): Add an authenticator app as a second sign-in step, and learn what signing in looks like afterwards. - [Add a security key](https://www.softalon.com/help/salons/add-a-security-key.md): Register a hardware security key as a second sign-in step for your Softalon account. - [Save and use recovery codes](https://www.softalon.com/help/salons/use-recovery-codes.md): Generate backup codes for two-factor authentication, confirm them, and use one when you can't reach your authenticator. - [Manage active sessions](https://www.softalon.com/help/salons/manage-active-sessions.md): See where your account is signed in and sign out other browsers and devices. - [Change your name, email or phone](https://www.softalon.com/help/salons/update-your-profile.md): Update your avatar, full name, email address and phone number in Account › General. - [Account preferences explained](https://www.softalon.com/help/salons/account-preferences-explained.md): What the Default Salon, Language, Theme and Animations settings do, and where each one is saved. - [Choose how Softalon notifies you](https://www.softalon.com/help/salons/account-notifications.md): Turn on push notifications for your devices, choose your account notification channels, and check your notification history. - [Allow an app to access your account](https://www.softalon.com/help/salons/authorize-an-app.md): Review the permissions an app asks for on the Authorize screen, choose what to grant, and approve or cancel. - [Delete your account](https://www.softalon.com/help/salons/delete-your-account.md): Close your personal Softalon account after you transfer or delete every salon you own. - [I can't sign in](https://www.softalon.com/help/salons/cant-sign-in.md): Fix the most common sign-in problems: failed security checks, missing codes, unverified email, expired forms and a lost 2FA device. ### Team & roles - [Roles and permissions explained](https://www.softalon.com/help/salons/roles-and-permissions.md): What Users, Administrators, Super Administrators and the Owner can see and do, including what own-only access means and how the display role works. - [Add a team member](https://www.softalon.com/help/salons/add-a-team-member.md): Create a profile for a new team member with their name, contact details, role and display role, then set up their services, locations and hours. - [Invite a team member to sign in](https://www.softalon.com/help/salons/invite-a-team-member.md): Send an invitation so a team member can sign in with their own Softalon account, and cancel, resend or sync it when needed. - [Accept a salon invitation](https://www.softalon.com/help/salons/accept-a-salon-invitation.md): Join a salon you've been invited to: open the email, sign in or sign up with the invited email, and accept or decline on the Overview page. - [Change a team member's role](https://www.softalon.com/help/salons/change-a-members-role.md): Give a team member more or less access by changing their role, and learn the rules about who can change whose role. - [The Members page explained](https://www.softalon.com/help/salons/members-page-explained.md): A tour of the Members page: search and filters, every column, the actions menu, the Status switch, booking order and share links. - [Remove a team member](https://www.softalon.com/help/salons/remove-a-team-member.md): Turn off a team member's access or delete them from your salon, and handle their upcoming appointments first. - [Leave a salon](https://www.softalon.com/help/salons/leave-a-salon.md): Stop being a member of a salon you were invited to. Your account is unlinked and you lose access, while the salon keeps your profile. - [Transfer salon ownership](https://www.softalon.com/help/salons/transfer-ownership.md): Hand your salon over to another team member. They become the Owner and you become a Super Administrator. - [Delete a salon](https://www.softalon.com/help/salons/delete-a-salon.md): Delete a salon you own. Cancel its subscription first, or delete a draft salon straight from the Overview page. ### Calendar & appointments - [The calendar explained](https://www.softalon.com/help/salons/calendar-explained.md): Learn the calendar views, filters and settings, and how to book, move and edit appointments right from the calendar. - [The Appointments page explained](https://www.softalon.com/help/salons/appointments-page-explained.md): Find, filter and manage appointments in a table, handle pending requests and spot double bookings. - [Book an appointment](https://www.softalon.com/help/salons/book-an-appointment.md): Book an appointment for a client, a walk-in or a new client from the calendar or the Appointments page. - [Double-book or book outside working hours](https://www.softalon.com/help/salons/book-outside-working-hours.md): Use Manual Override to book, move or extend an appointment at a time that's already taken or outside working hours. - [Approve or decline booking requests](https://www.softalon.com/help/salons/approve-or-decline-booking-requests.md): Review appointments that are awaiting confirmation and approve or decline them in one click. - [Appointment statuses explained](https://www.softalon.com/help/salons/appointment-statuses-explained.md): What each appointment status means, which changes are allowed, which statuses are final and how cancellation reasons work. - [Complete an appointment and take payment](https://www.softalon.com/help/salons/complete-an-appointment.md): Mark an appointment as completed, finalize its invoice and record an in-person payment in one step. - [Cancel an appointment or mark a no-show](https://www.softalon.com/help/salons/cancel-an-appointment.md): Cancel a confirmed appointment with a reason, or record that the client didn't turn up. - [Reschedule an appointment](https://www.softalon.com/help/salons/reschedule-an-appointment.md): Move an appointment to a new time, member, service or location with the Reschedule form or drag and drop. - [Reassign an appointment to another member](https://www.softalon.com/help/salons/reassign-an-appointment.md): Hand an appointment to a different team member at the same time, picked by you or automatically. - [Extend or shorten an appointment](https://www.softalon.com/help/salons/extend-or-shorten-an-appointment.md): Add or remove minutes from an appointment when a service runs longer or finishes early. - [Add notes and internal notes](https://www.softalon.com/help/salons/appointment-notes.md): Add notes the client can see, or internal notes only your team can see, to an appointment. - [Send a client a confirm, reschedule or review link](https://www.softalon.com/help/salons/send-appointment-links.md): Share a link that lets a client confirm, update, reschedule, cancel, review or join an appointment without signing in. - [Run an online appointment](https://www.softalon.com/help/salons/online-meetings.md): Meet clients by video in a team member's built-in meeting room, and share the meeting link with them. - [Block time on the calendar](https://www.softalon.com/help/salons/block-time-on-the-calendar.md): Block out breaks, training or maintenance for one team member or the whole team so nobody can book that time. - [Share your free slots as an image](https://www.softalon.com/help/salons/share-free-slots.md): Turn a day's free appointment times into an image for Instagram stories, posts or chats, with your booking link on it. ### Working hours & availability - [How available times are calculated](https://www.softalon.com/help/salons/how-availability-works.md): Learn exactly how Softalon decides which times clients can book, from working hours and time off to buffers, resources and time zones. - [Set a team member's working hours](https://www.softalon.com/help/salons/set-working-hours.md): Set the weekly hours a team member can be booked at each location, including split shifts, using the editor or a plain-language description. - [Set special hours for a specific date](https://www.softalon.com/help/salons/special-days.md): Give a team member different hours, or a day off, on specific dates without changing their weekly schedule. - [Add time off for a team member](https://www.softalon.com/help/salons/add-time-off.md): Block a team member's vacation, sick leave or personal time so clients can't book them during it. - [Close your salon for a holiday](https://www.softalon.com/help/salons/closed-periods.md): Add a closed period so nobody can book any team member at any location while your salon is closed. - [Salon opening hours vs team working hours](https://www.softalon.com/help/salons/salon-hours-vs-team-hours.md): Understand why your salon's opening hours don't create bookable times, and how they differ from each team member's working hours. - [Sync Google Calendar or Outlook](https://www.softalon.com/help/salons/sync-google-or-outlook-calendar.md): Add your Softalon appointments to Google Calendar or Outlook, and block booking when your personal calendar is busy. - [Clients can't see available times](https://www.softalon.com/help/salons/clients-cant-see-available-times.md): Find out why your booking site shows no times, or fewer times than you expect, and fix each cause. ### Services, products & locations - [Create a service](https://www.softalon.com/help/salons/create-a-service.md): Add a service with its name, category, duration, buffers, price, tax rate and visibility, then make it bookable. - [Organize services into categories](https://www.softalon.com/help/salons/service-categories.md): Group your services into categories like Hair or Nails, and set the order clients see them in when they book. - [Set different prices or durations per location or member](https://www.softalon.com/help/salons/custom-prices-per-location-or-member.md): Override a service's price, duration or buffers for one location or one team member, and see which value wins. - [Hide a service from your booking site](https://www.softalon.com/help/salons/private-services.md): Make a service private so it's not listed publicly, and share it with selected clients by direct link. - [Require rooms or equipment for a service](https://www.softalon.com/help/salons/resources.md): Add resources like treatment rooms or machines, link them to services, and stop overbooking when they're all in use. - [Require a deposit](https://www.softalon.com/help/salons/deposits.md): Ask clients to pay a fixed amount or a percentage online when they book, for all services or for selected ones. - [Ask clients custom questions when they book](https://www.softalon.com/help/salons/custom-booking-fields.md): Add custom fields to the booking form for your whole salon, one location or one service, and choose where each answer is saved. - [Add a location](https://www.softalon.com/help/salons/add-a-location.md): Create a physical, private, mobile or virtual location, add its address, and know how your plan limits active locations. - [Choose services and team members for a location](https://www.softalon.com/help/salons/assign-services-and-members-to-a-location.md): Turn on the services a location offers and the team members who work there, so clients can book them together. - [Add photos to services and locations](https://www.softalon.com/help/salons/galleries.md): Upload photos and short videos to a service or location gallery, set the cover image and change the order. - [Add products](https://www.softalon.com/help/salons/products.md): Create products like shampoo or gift cards with a price and tax rate, so you can add them to invoices quickly. - [Change the order clients see](https://www.softalon.com/help/salons/reorder-what-clients-see.md): Reorder locations, team members, service categories and services to control how they're listed when clients book. ### Clients - [Add a client](https://www.softalon.com/help/salons/add-a-client.md): Create a client profile with contact details, consents, notes and custom fields, or add a new client while you book. - [The Clients page explained](https://www.softalon.com/help/salons/clients-page-explained.md): How to search, filter and read the Clients page, including what the appointment and spending totals count. - [Client badges explained](https://www.softalon.com/help/salons/client-badges-explained.md): The exact rules behind the Balance Due, New Client, No-Shower, OK, Inactive and Regular badges on client profiles. - [Client consent explained](https://www.softalon.com/help/salons/client-consents-explained.md): What transactional and marketing consent change in Softalon, how clients give consent, and how to update it. - [Block a client](https://www.softalon.com/help/salons/block-a-client.md): Stop a client from booking online or signing in to your booking site, and unblock them later. - [Send a message to a client](https://www.softalon.com/help/salons/send-a-notification-to-a-client.md): Send one client a transactional message by email, SMS, WhatsApp or push from the Clients page, and what can stop it. - [See a client's history](https://www.softalon.com/help/salons/client-history.md): Find a client's appointments, invoices, reviews, sent notifications and profile changes in one place. - [Delete a client](https://www.softalon.com/help/salons/delete-a-client.md): Permanently remove a client profile, and what happens to their appointments, invoices and marketing lists. ### Booking website - [Your booking website explained](https://www.softalon.com/help/salons/booking-website-explained.md): What's on your salon's booking website, how clients sign in and manage visits, and when the site shows as unavailable. - [Booking settings explained](https://www.softalon.com/help/salons/booking-settings-explained.md): Every setting on Settings › Booking: time slots, appointment defaults, custom fields, and the policies that control what clients can do. - [Let clients cancel or reschedule online](https://www.softalon.com/help/salons/let-clients-cancel-or-reschedule.md): Allow clients to cancel or move their own appointments, and set how close to the start time they still can. - [Approve bookings before they're confirmed](https://www.softalon.com/help/salons/require-approval-for-new-bookings.md): Make new online bookings wait for your approval, and choose whether rescheduled appointments need approval again. - [Choose how Anyone bookings are assigned](https://www.softalon.com/help/salons/auto-assign-team-members.md): How Softalon picks a team member when a client books Anyone, and what each Member Selection Logic option does. - [Let clients book several services at once](https://www.softalon.com/help/salons/multi-service-booking.md): Turn on multi-service booking so clients can book back-to-back services in one visit, and set the longest wait between them. - [Change booking steps and contact fields](https://www.softalon.com/help/salons/booking-steps-and-contact-fields.md): Reorder the steps of your online booking flow, hide the team member step, and choose whether clients give an email, a phone number, or both. - [Change your site's colors, logo and icon](https://www.softalon.com/help/salons/theme-and-logo.md): Pick your booking site's color scheme, light or dark mode and corner style, upload your logo, and set the name and icons for the installable web app. - [Edit your site's header and footer](https://www.softalon.com/help/salons/header-and-footer.md): Change your booking site's header layout, logo display, menu links and announcement bar, and arrange the blocks in your footer. - [Edit your home page](https://www.softalon.com/help/salons/home-page-sections.md): Choose which sections appear on your booking site's home page, put them in order, and set up the hero banner and its buttons. - [Turn site pages on or off](https://www.softalon.com/help/salons/site-pages.md): Turn the Services, Locations, Members, Reviews, Gallery and About pages of your booking site on or off, and set how each one looks. - [Add a custom page](https://www.softalon.com/help/salons/custom-pages.md): Create your own pages on your booking site, such as a cancellation policy or an FAQ, and link to them from your menu. - [Add custom HTML, CSS or JavaScript](https://www.softalon.com/help/salons/custom-code.md): Add your own HTML, CSS and JavaScript to every page of your booking site, for styling tweaks or third-party scripts. - [Remove Softalon branding](https://www.softalon.com/help/salons/remove-softalon-branding.md): Hide the Powered by Softalon line from your booking site, booking flow and live chat. - [Connect a custom domain](https://www.softalon.com/help/salons/connect-a-custom-domain.md): Put your booking site on your own domain, such as book.hairhaven.com: add the DNS records, verify them, and make the domain primary. - [Change your subdomain or primary domain](https://www.softalon.com/help/salons/change-your-subdomain.md): Change your onsoftalon.com address, or choose which of your domains is the main address of your booking site. - [Add booking and chat to your own website](https://www.softalon.com/help/salons/embed-booking-on-your-website.md): Embed your Softalon booking flow and live chat on any website with a short script, open them from your own buttons, and preselect a service or team member. ### Payments & finances - [Payment settings explained](https://www.softalon.com/help/salons/payment-settings-explained.md): What each card on Settings › Payments does: Softalon Payments, payment methods, deposits, invoice due date, currency and format. - [Get paid online with Softalon Payments](https://www.softalon.com/help/salons/softalon-payments.md): Turn on Softalon Payments so clients can pay online, verify your business to activate payouts, and read your balance. - [Withdraw your balance and set up automatic payouts](https://www.softalon.com/help/salons/withdraw-your-balance.md): Move money from your Softalon Payments balance to your payout account, set up automatic payouts and see past withdrawals. - [Connect Stripe, PayPal or Square](https://www.softalon.com/help/salons/connect-stripe-paypal-or-square.md): Connect your own Stripe, PayPal or Square account so clients can pay with it at booking and from invoices. - [Choose which payment methods clients see](https://www.softalon.com/help/salons/choose-payment-methods.md): Turn payment methods on or off, rename them, set their order and pick the default method clients see at checkout. - [How clients pay when they book](https://www.softalon.com/help/salons/how-clients-pay-when-booking.md): What clients see at checkout: pay later, pay in full or pay a deposit, the Awaiting Payment status, and what happens if they don't pay. - [Invoices explained](https://www.softalon.com/help/salons/invoices-explained.md): How invoices are created for appointments, what draft and finalized mean, every invoice status, due dates, invoice numbers and the PDF. - [Create an invoice](https://www.softalon.com/help/salons/create-an-invoice.md): Create a custom invoice with services, products or custom items, add a coupon and notes, and save it as a draft. - [Finalize an invoice](https://www.softalon.com/help/salons/finalize-an-invoice.md): Finalize a draft invoice to lock it, give it a number, due date and PDF, and let the client view and pay it. - [Record a payment](https://www.softalon.com/help/salons/record-a-payment.md): Record cash or card payments taken at the salon, take partial payments, count extra as a tip, or mark an invoice as paid in one click. - [Send a client a payment link](https://www.softalon.com/help/salons/send-a-payment-link.md): Create a payment link for an invoice and share it, or share the invoice itself so the client can pay it online. - [Refund a payment](https://www.softalon.com/help/salons/refund-a-payment.md): Refund all or part of a completed payment, and see how refunds affect the payment and the invoice. - [Create a coupon](https://www.softalon.com/help/salons/coupons.md): Create a percentage or fixed-amount coupon with a code clients enter at checkout, and turn it on or off. - [Set up tax rates](https://www.softalon.com/help/salons/tax-rates.md): Create inclusive or exclusive tax rates and assign them to all your services or products at once. ### AI Assistant & inbox - [How the AI assistant works](https://www.softalon.com/help/salons/how-the-ai-assistant-works.md): What the AI assistant answers, how it books in chat, when it hands a conversation to your team, and when it uses credits. - [Set up the AI assistant](https://www.softalon.com/help/salons/set-up-the-ai-assistant.md): Turn on the AI assistant, give it a name and personality, and connect the channels where clients message you. - [AI assistant settings explained](https://www.softalon.com/help/salons/assistant-settings-explained.md): Every setting on Settings › Conversations: the assistant's personality, booking in chat, reply rules, follow-ups, knowledge base, keywords and live chat. - [Teach the assistant about your salon](https://www.softalon.com/help/salons/knowledge-base.md): Use the knowledge base to give the AI assistant facts about your salon, like parking, policies and products, so it can answer client questions. - [The inbox explained](https://www.softalon.com/help/salons/inbox-explained.md): How the Conversations inbox works: statuses, channels, filters, notes from the assistant, and turning the assistant on or off per conversation. - [Take over a conversation from the assistant](https://www.softalon.com/help/salons/take-over-a-conversation.md): Turn the AI assistant off in one conversation to reply yourself, then hand it back or make it answer the latest message. - [Get a suggested reply](https://www.softalon.com/help/salons/suggested-replies.md): Ask the AI assistant to draft a reply in the inbox, optionally with your own instructions, then edit and send it yourself. - [Correct the assistant's replies](https://www.softalon.com/help/salons/reply-corrections.md): Show the AI assistant how a reply should have sounded. It saves a guideline and follows it in future replies to general questions. - [Set up keyword auto-replies](https://www.softalon.com/help/salons/custom-keywords.md): Send a fixed reply when a client's message is exactly a keyword you choose, without using the AI or credits. - [Turn on live chat on your booking site](https://www.softalon.com/help/salons/live-chat-widget.md): Add a chat button to your booking website so visitors can message the AI assistant and your team. - [Connect WhatsApp](https://www.softalon.com/help/salons/connect-whatsapp.md): Connect your WhatsApp Business number so client messages land in your inbox and the AI assistant can reply and book. - [Connect Facebook Messenger and Instagram](https://www.softalon.com/help/salons/connect-messenger-and-instagram.md): Connect your Facebook Page and its Instagram account so Messenger and Instagram DMs land in your inbox and the AI assistant can reply. - [Connect Telegram](https://www.softalon.com/help/salons/connect-telegram.md): Create a Telegram bot for your salon and connect it so Telegram messages land in your inbox and the AI assistant can reply. - [Connect WhatsApp through Twilio](https://www.softalon.com/help/salons/connect-twilio.md): Connect a WhatsApp sender from your own Twilio account so its messages land in your inbox and the AI assistant can reply. - [Connect iMessage and SMS with BlueBridge](https://www.softalon.com/help/salons/connect-bluebridge.md): Connect your BlueBridge account so iMessage and SMS conversations from your device land in your inbox and the AI assistant can reply. - [Connect email to the inbox](https://www.softalon.com/help/salons/connect-email.md): Forward your salon's email to Softalon so client emails land in your inbox and the AI assistant can answer them. - [I can't reply to a conversation](https://www.softalon.com/help/salons/cant-reply-after-24-hours.md): Why the message box is missing or a reply fails in the inbox, and how to reach the client another way. ### Notifications - [Notifications explained](https://www.softalon.com/help/salons/notifications-explained.md): What Softalon sends to your clients and team, on which channels, what it costs in credits, and when a message is skipped. - [Choose how your team is notified](https://www.softalon.com/help/salons/salon-notification-preferences.md): Turn notification channels on or off for your whole salon, and choose which channels you personally receive salon notifications on. - [Send email from your own address](https://www.softalon.com/help/salons/send-email-from-your-own-address.md): Connect your own SMTP server so client emails come from your business address instead of the default Softalon address. - [Set your SMS sender name](https://www.softalon.com/help/salons/sms-sender-id.md): Send text messages from your business name instead of the default sender, and learn how approval and carrier support work. - [Check if SMS works in your country](https://www.softalon.com/help/salons/sms-country-guide.md): See what each country needs before your salon can text clients there: nothing, a registered sender ID, or a dedicated phone number. - [Get a phone number for SMS](https://www.softalon.com/help/salons/buy-a-phone-number.md): Find a dedicated phone number for texting clients in countries that need one, see its monthly cost in credits, and manage or delete it. - [Verify a toll-free number](https://www.softalon.com/help/salons/toll-free-verification.md): Submit your toll-free number for verification so it can be used for SMS, and understand each verification status. - [Forward calls to your phone](https://www.softalon.com/help/salons/call-forwarding.md): Forward calls made to your Softalon phone number to another phone, and understand the monthly credit cost and proration. - [See which notifications were sent](https://www.softalon.com/help/salons/notification-history.md): Check every email, text, WhatsApp message and push notification your salon sent, for the whole salon, one team member or one client. ### Automations - [How workflows work](https://www.softalon.com/help/salons/automations-explained.md): Learn how workflows automate your salon: triggers, steps, runs, the active switch and how many workflows each plan can run. - [Create a workflow from a template](https://www.softalon.com/help/salons/create-an-automation-from-a-template.md): Start from a ready-made workflow, like an appointment reminder or a birthday message, and adjust it to your salon. - [Build a workflow from scratch](https://www.softalon.com/help/salons/build-an-automation.md): Create an empty workflow, choose its trigger, add steps in the editor and save it so it starts running. - [Send appointment reminders](https://www.softalon.com/help/salons/appointment-reminders.md): Remind clients 24 hours or 2 hours before their appointment by email, SMS, WhatsApp or push, with links to reschedule or cancel. - [Send birthday messages](https://www.softalon.com/help/salons/birthday-messages.md): Wish clients a happy birthday automatically with a workflow that runs on each client's birthday. - [Win back clients who stopped coming](https://www.softalon.com/help/salons/win-back-lapsed-clients.md): Invite clients back automatically 30, 60 or 90 days after their last visit if they haven't booked again. - [Workflow triggers explained](https://www.softalon.com/help/salons/automation-triggers-explained.md): Every trigger you can start a workflow with, and exactly when each one fires. - [The Send Notification step explained](https://www.softalon.com/help/salons/send-notification-step.md): Every setting of the Send Notification step: channel, recipient, subject and content, WhatsApp templates, CC and BCC, and when a message is skipped. - [Add delays and conditions](https://www.softalon.com/help/salons/wait-and-conditional-steps.md): Pause a workflow with Wait/Delay and branch it with Conditional Split, using the builder or an expression. - [Use variables in workflows](https://www.softalon.com/help/salons/automation-variables.md): Insert details like the client's name, appointment time or salon address into workflow steps, and format them with helpers. - [Start a workflow from a webhook or manually](https://www.softalon.com/help/salons/webhook-and-manual-triggers.md): Let another system start a workflow by calling its webhook URL, or start a workflow yourself with Run. - [Send data to another system](https://www.softalon.com/help/salons/http-request-step.md): Use the Send HTTP Request step to call another system's URL from a workflow and use its response in later steps. - [Check workflow runs and failures](https://www.softalon.com/help/salons/automation-history.md): Open a workflow's History to see every run, its status and what each step did, and find out why a message didn't go out. - [Save a workflow as a template](https://www.softalon.com/help/salons/save-an-automation-as-a-template.md): Who can save workflows as templates, and how to reuse a workflow in your salon when you can't. ### Reviews - [Collect reviews from clients](https://www.softalon.com/help/salons/collect-reviews.md): Let clients rate completed appointments, require a written review, and send review links by hand or with an automation. - [Approve and reply to reviews](https://www.softalon.com/help/salons/approve-and-reply-to-reviews.md): Choose which reviews appear on your booking site, reply publicly, and understand how ratings are averaged. - [Add a review for a client](https://www.softalon.com/help/salons/add-a-review-for-a-client.md): Record feedback a client gave you in person, by phone or by email as a review, with or without an appointment. - [Share a review as an image](https://www.softalon.com/help/salons/share-a-review-as-an-image.md): Turn a client review into a ready-to-post image for Instagram, Facebook or your stories, with your booking link. - [Send clients to your Google reviews](https://www.softalon.com/help/salons/google-reviews.md): Connect Google Reviews so review links open your Google Business Profile for each location, and learn about Google review sync. ### Reports - [Your dashboard explained](https://www.softalon.com/help/salons/dashboard-explained.md): What each card and chart on the salon dashboard counts, which date it uses, and how the location and member filters change it. - [Website & booking report explained](https://www.softalon.com/help/salons/website-report.md): How visits, unique visitors, visit duration, bounce rate, traffic sources, pages, devices and campaigns are measured for your booking website. - [Financial report explained](https://www.softalon.com/help/salons/financial-report.md): How every revenue, tip, tax, discount, refund and payment number in the Financial & Revenue Analytics report is calculated. - [Operations report explained](https://www.softalon.com/help/salons/operations-report.md): How appointment counts, cancellation and no-show rates, occupancy, lead time and booking channels are calculated in the Operations report. - [Services report explained](https://www.softalon.com/help/salons/services-report.md): How services booked, service and product revenue, average prices, top offerings and category totals are calculated in the Services report. - [Clients report explained](https://www.softalon.com/help/salons/clients-report.md): How new and returning clients, retention, rebooking, days between visits, client spend and review ratings are calculated in the Clients report. - [Conversations report explained](https://www.softalon.com/help/salons/conversations-report.md): How conversation and message counts, reply times, assistant performance and bookings from conversations are calculated in the Conversations report. - [See who changed what](https://www.softalon.com/help/salons/activity-log.md): Use the Activities page and the Activities tab on clients, members, services, products and locations to see who changed what and when. ### Plans, billing & credits - [Plans compared](https://www.softalon.com/help/salons/plans-compared.md): See what Starter, Accelerate and Ultimate include: limits, monthly credits and every feature that depends on your plan. - [How the free trial works](https://www.softalon.com/help/salons/free-trial.md): Learn when a plan comes with a free trial, what you get during it and what happens when it ends, with or without a card. - [Change your plan](https://www.softalon.com/help/salons/change-your-plan.md): Upgrade, downgrade or switch between monthly and yearly billing, and see how Softalon credits the unused part of your current plan. - [Cancel or reactivate your subscription](https://www.softalon.com/help/salons/cancel-or-reactivate-your-subscription.md): Schedule a cancellation for the end of your billing period, undo it before then, or restart a subscription that has ended. - [Credits explained](https://www.softalon.com/help/salons/credits-explained.md): What credits pay for, how many your plan includes each month, which credits are used first and how to read your credit history. - [Buy more credits](https://www.softalon.com/help/salons/buy-credits.md): Top up your salon's credits with a one-time credit package when your plan's monthly credits aren't enough. - [Manage your payment methods](https://www.softalon.com/help/salons/manage-payment-methods.md): Add a card, choose your primary and backup payment methods, update an expiration date and remove cards you no longer use. - [Pay and download your Softalon invoices](https://www.softalon.com/help/salons/billing-invoices.md): Find the invoices Softalon sends your salon, pay an open one, and download the invoice or receipt PDF. - [Update your billing details and tax ID](https://www.softalon.com/help/salons/billing-profile.md): Change the billing email, business name, address and tax ID that Softalon uses for your invoices, receipts and billing emails. - [A feature says Upgrade required](https://www.softalon.com/help/salons/upgrade-required.md): Why a feature shows Upgrade Required or asks you to upgrade, how to unlock it, and what to do if the Upgrade button is grayed out. - [My subscription payment failed](https://www.softalon.com/help/salons/payment-failed.md): What Past Due, Unpaid and Incomplete mean, how Softalon retries a failed renewal, what stops working and how to fix it. ### Integrations & developers - [Integrations explained](https://www.softalon.com/help/salons/integrations-explained.md): Every integration your salon and your account can connect, how to connect and disconnect them, and what an unhealthy connection means. - [Track visits with Google Analytics, Tag Manager or Meta Pixel](https://www.softalon.com/help/salons/analytics-and-tracking.md): Add your Google Analytics, Google Tag Manager or Meta Pixel ID to your booking site to measure visits. - [Sync clients to Mailchimp, Klaviyo or Brevo](https://www.softalon.com/help/salons/email-marketing-integrations.md): Connect Mailchimp, Klaviyo or Brevo and automatically add clients who agreed to marketing to one of your lists. - [Set up webhooks](https://www.softalon.com/help/salons/webhooks.md): Send real-time updates about appointments, clients, invoices and more to your own system, and verify that each request comes from Softalon. - [Create an API app](https://www.softalon.com/help/salons/api-apps.md): Create an OAuth app for your salon or your account, get its client ID and secret, and choose its scopes and redirect URIs. ## For clients Book, change or cancel appointments, pay and manage your profile. ### Booking - [Book an appointment online](https://www.softalon.com/help/clients/book-an-appointment.md): Pick a location, service, team member and time on the salon's booking page, add your details and confirm your appointment. - [Book several services in one visit](https://www.softalon.com/help/clients/book-several-services.md): Combine several services into one back-to-back visit, pick who does each one and choose a single start time. - [Choose a team member or Anyone](https://www.softalon.com/help/clients/choose-a-team-member.md): Pick the person you'd like to see, or choose Anyone to get the first match the salon assigns, and see how prices can differ. - [What your booking status means](https://www.softalon.com/help/clients/booking-status-explained.md): Learn what Confirmed, Awaiting Confirmation, Awaiting Payment, Declined and the other booking statuses mean and what to do next. - [I can't find an available time](https://www.softalon.com/help/clients/no-available-times.md): Why the booking page shows no free times, or not the time you want, and what to try before contacting the salon. - [Booking from a salon's own website](https://www.softalon.com/help/clients/book-on-a-salons-website.md): How booking works when it opens inside a salon's own website, and why online payments open in a new tab. - [Chat with the salon's assistant](https://www.softalon.com/help/clients/chat-with-the-salon.md): Start a chat on the salon's website to ask questions or book, and reach a team member when you need one. ### Manage appointments - [Sign in to your salon account](https://www.softalon.com/help/clients/sign-in.md): Sign in on the salon's website with a one-time code sent to your email or phone. There's no password to remember. - [View your appointments](https://www.softalon.com/help/clients/view-your-appointments.md): See your upcoming and past appointments with the salon, their status, and what you can do with each one. - [Cancel an appointment](https://www.softalon.com/help/clients/cancel-an-appointment.md): Cancel an appointment from your account or from a link in the salon's message, and learn why canceling is sometimes not possible. - [Reschedule an appointment](https://www.softalon.com/help/clients/reschedule-an-appointment.md): Move your appointment to a new date and time from your account or from a link in the salon's message. - [Confirm an appointment](https://www.softalon.com/help/clients/confirm-an-appointment.md): Confirm your appointment with one tap from the link the salon sends you by email or text. - [Add notes or update appointment details](https://www.softalon.com/help/clients/add-notes.md): Leave a note for the salon on an upcoming appointment, or update your answers from a link the salon sends you. - [Add an appointment to your calendar](https://www.softalon.com/help/clients/add-to-your-calendar.md): Save your appointment to Google Calendar, Outlook or any calendar app that opens ICS files. - [Leave a review](https://www.softalon.com/help/clients/leave-a-review.md): Rate your visit and share your experience after a completed appointment, from your account or from the salon's review link. - [Join an online appointment](https://www.softalon.com/help/clients/join-an-online-appointment.md): Join a video appointment with the salon right in your browser, using the meeting link the salon sends you. - [A link from my email or text doesn't work](https://www.softalon.com/help/clients/link-doesnt-work.md): What to do when a confirm, cancel, reschedule, review, payment or meeting link from the salon opens the wrong page or shows an error. ### Payments - [Pay online, pay at the salon or pay a deposit](https://www.softalon.com/help/clients/pay-when-you-book.md): Choose how to pay at checkout: online in full, a deposit now and the rest at the salon, or everything at the salon. - [Use a coupon code](https://www.softalon.com/help/clients/use-a-coupon.md): Add a coupon code from the salon at checkout, see the discount in your total, and fix codes that don't work. - [Pay an invoice](https://www.softalon.com/help/clients/pay-an-invoice.md): Pay an invoice from the salon online, from a link they sent you or from your account, and open the PDF once it's paid. - [My payment didn't go through](https://www.softalon.com/help/clients/payment-failed.md): What to do when an online payment fails, gets canceled, or your booking still says Awaiting Payment. ### Your profile - [Update your profile](https://www.softalon.com/help/clients/update-your-profile.md): Change your photo, name, email, phone number or date of birth, and choose the site's theme and animations. - [Choose how the salon contacts you](https://www.softalon.com/help/clients/notification-settings.md): Turn email, text, WhatsApp and push notifications on or off, manage push on your devices, and see the messages the salon sent you. - [Add the salon to your home screen](https://www.softalon.com/help/clients/add-to-home-screen.md): Put the salon's website on your phone's home screen so it opens like an app, with the salon's name and icon. - [The salon's site says it's unavailable](https://www.softalon.com/help/clients/salon-unavailable.md): Why a salon's website shows Salon Unavailable or Salon Not Found, and how to reach the salon about your appointment. ## For partners Apply, share your referral link, track sales and request payouts. ### Getting started - [Apply to the partner program](https://www.softalon.com/help/partners/apply-to-the-partner-program.md): Sign in with your Softalon account and send a two-step application to become a Softalon partner. - [Check your application status](https://www.softalon.com/help/partners/application-status.md): See whether your partner application is pending, approved or not approved, and what each status lets you do. - [The partner dashboard explained](https://www.softalon.com/help/partners/partner-dashboard-explained.md): What each card on the partner dashboard shows, how it is calculated and which ones follow the selected date range. - [Tiers and commissions explained](https://www.softalon.com/help/partners/tiers-and-commissions.md): How your partner tier sets your commission rate, how long you earn on each salon, your minimum payout and custom campaign codes. ### Campaigns & referrals - [Create a campaign](https://www.softalon.com/help/partners/create-a-campaign.md): Create a campaign to get a referral code, so you can see which of your channels brings in leads and sales. - [Share your referral link](https://www.softalon.com/help/partners/share-your-referral-link.md): Build a referral link with your campaign code, learn which Softalon pages accept it and how a sign-up is credited to you. - [Edit or delete a campaign](https://www.softalon.com/help/partners/edit-or-delete-a-campaign.md): Rename a campaign, or delete one you no longer use and learn what happens to its leads, sales and links. - [Track your leads and sales](https://www.softalon.com/help/partners/track-leads-and-sales.md): Use the Leads, Sales and Campaigns pages to see who signed up through your links and which salons are paying. - [Campaign analytics explained](https://www.softalon.com/help/partners/campaign-analytics.md): What each metric on the Analytics page means, which visits it counts and how the comparison with the previous period works. ### Payouts - [Request a payout](https://www.softalon.com/help/partners/request-a-payout.md): Request your full available balance or a set amount, and learn about the minimum payout and staff approval. - [Cancel a pending payout](https://www.softalon.com/help/partners/cancel-a-payout.md): Delete a payout request that staff haven't completed yet, so its amount returns to your available balance.