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Softalon

  1. 1.The Overview page
  2. 2.The sidebar
  3. 3.The salon switcher
  4. 4.The header
  5. 5.The command bar
  6. 6.Keyboard shortcuts
  7. 7.Banners at the top
  8. 8.Common questions
Explained

Find your way around Softalon

Learn the sidebar, the salon switcher, the command bar and keyboard shortcuts, and what the banners at the top of the dashboard mean.

5 min readRole: User or higherGetting startedUpdated October 25, 2026
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This guide covers the parts of Softalon you use every day: the sidebar, the salon switcher, the header menus, the command bar and the banners.

The Overview page

When you sign in without a default salon, you land on Overview. It lists every salon you belong to and any pending invitations. From here you can open a salon, create a new one or accept an invitation.

Click the Softalon logo in the sidebar to get back to Overview at any time.

The sidebar

The sidebar shows the parts of the salon you're allowed to use. What you see depends on your role, so two people in the same salon can see different menus. See Roles and permissions explained.

ItemWhat it's forWho sees it
DashboardKey numbers for the selected date rangeEveryone
CalendarDay and week view of appointmentsEveryone
AppointmentsList of appointments with filtersEveryone
ConversationsInbox for client messages and the AI assistantAdministrator and up
FinancesPayments, Invoices, Coupons and Tax RatesEveryone sees Payments and Invoices. Coupons and Tax Rates need Super Administrator or Owner.
ReviewsClient reviewsAdministrator and up
MembersYour teamEveryone
ClientsClient profilesEveryone
Services and ProductsYour catalogSuper Administrator and up
LocationsYour locationsSuper Administrator and up
WorkflowsAutomationsSuper Administrator and up
ReportsDetailed reportsEveryone
ActivitiesWho changed whatAdministrator and up
SettingsSalon settingsSuper Administrator and up

Members with the User role see only their own appointments, invoices and report numbers. See Roles and permissions explained.

Under the salon switcher, your booking site's domain is shown. Click it to open your site in a new tab.

On a phone, the sidebar becomes a bar at the bottom of the screen with four main items. The rest are under More.

The salon switcher

The salon name near the top of the sidebar, under the Softalon logo, opens the salon switcher. Search for a salon by name and click it to switch. Softalon keeps you on the same section, such as Calendar, in the other salon. Click Create New Salon to start a new one. See Switch salons and set a default salon.

The header

  • Help menu: open the Help Center with Help, or reach us with Contact.
  • Notifications: your recent notifications.
  • Account menu: your Account pages, the Theme switch and Sign Out.

The command bar

Press ⌘K on a Mac or Ctrl+K on Windows, or press /, to open the command bar. Type to search pages and commands, then press Enter.

The command bar only shows pages and commands your role allows.

Keyboard shortcuts

These work when you're not typing in a field.

ShortcutWhat it does
⌘K or Ctrl+K, or /Open the command bar
⌘B or Ctrl+BBook an appointment
⌘I or Ctrl+ICreate an invoice
DSwitch between light and dark theme

Banners at the top

Super Administrators and Owners may see a colored banner above the page. Only one shows at a time, in this order:

BannerWhat it meansWhat to do
Complete SetupThe setup wizard isn't finished. Owner only.Click Continue Setup, or close the banner.
Subscription EndingYour subscription is set to end on the date shown.Click Reactivate to keep it.
Free Trial or Trial EndingYour trial ends in 3 days or fewer, or today.Add a payment method if you haven't.
Payment RequiredYour subscription is past due.Click Update Payment.
Subscription Cancelled or Subscription UnpaidYour subscription has ended or is unpaid.Click Reactivate.
Subscription IncompleteThe first payment wasn't completed.Click Complete Setup to finish paying.

Billing pages are open to the Owner only, so a Super Administrator who sees a billing banner should ask the owner to act. See My subscription payment failed.

Common questions

Settings are for Super Administrators and Owners. Ask a Super Administrator or the Owner to change your role if you need access.

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Related guides

Roles and permissions explainedWhat Users, Administrators, Super Administrators and the Owner can see and do, including what own-only access means and how the display role works.Switch salons and set a default salonMove between the salons you belong to, and choose which salon opens automatically when you sign in.Who can change salon settingsSee which roles can open each Settings page, how to find a setting quickly, and which actions only the Owner can take.
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