Goal Setting

Learn how to create one-time and recurring goals for a member or groups of members. As a best practice, before creating goals consider who this goal intended for and how long this goal will be. 

Important: All goals must be tracked and updated manually. The current version of Salon Symphony does not integrate with external booking software or service provider reports.

Create Goals

Weekly Goals

1. From your dashboard menu, click Goals.
2. At the top right, click Create Goal.
3. Select Weekly Goal, then click Continue.
4. Name this goal, such as Weekly Service Sales.
5. From the dropdown, assign the goal to one of the following:
   • Everyone: Assigns goal to every member on your team.
   • Members: Assign to one or more individual members.
   • Groups: Assign to everyone with a certain position or location.
6. Add instructions or details for members to follow, then click Next.
7. Select the Target Type:
   • Dollar Amount: Any monetary value, such as $13.50 RPCT.
   • Percentage: Any percentage, such as 80% Guest Retention.
   • Numerical: Any number value, such as 10 Add-On Treatments.
8. Next, enter the Target Value.
   • Note: this should be value of the goal you are setting. 
9. Add the Target Date.
   • Note: This should be the day of the week this goal should be achieved. 
10. Choose the duration of this goal from the Repeat Goal dropdown.
    • Note: This is how long the goal will repeat for automatically.
11. Click Assign Goal to save and assign.

Example: Assume you want your stylist Jenna to maintain a $13.50 RPCT every week for the next 6 months, and Jenna’s workweek ends on Saturday. The target type would be a Dollar Amount, the target value would be $13.50, the target date would be Every Saturday, and the goal would repeat For 6 months.

Monthly Goals

1. From your dashboard menu, click Goals.
2. At the top right, click Create Goal.
3. Select Monthly Goal, then click Continue.
4. Name this goal, like Monthly Service Sales.
5. From the dropdown, assign the goal to one of the following:
   • Everyone: Assigns goal to every member on your team.
   • Members: Assign to one or more individual members.
   • Groups: Assign to everyone with a certain position or location.
6. Add instructions or details for members to follow, then click Next.
7. Select the Target Type:
   • Dollar Amount: Any monetary value, such as $13.50 RPCT.
   • Percentage: Any percentage, such as 80% Guest Retention.
   • Numerical: Any number value, such as 10 Add-On Treatments.
8. Next, enter the Target Value.
   • Note: this should be value of the goal you are setting. 
9. Add the Target Date.
   • Note: This should be the day of the week this goal should be achieved. 
10. Choose the duration of this goal from the Repeat Goal dropdown.
    • Note: This is how long the goal will repeat for automatically.
11. Click Assign Goal to save and assign.

Annual Goals

1. From your dashboard menu, click Goals.
2. At the top right, click Create Goal.
3. Select Annual Goal, then click Continue.
4. Name this goal, such as Annual Service Sales.
5. From the dropdown, assign the goal to one of the following:
   • Everyone: Assigns goal to every member on your team.
   • Members: Assign to one or more individual members.
   • Groups: Assign to everyone with a certain position or location.
6. Add instructions or details for members to follow, then click Next.
7. Select the Target Type:
   • Dollar Amount: Any monetary value, such as $13.50 RPCT.
   • Percentage: Any percentage, such as 80% Guest Retention.
   • Numerical: Any number value, such as 10 Add-On Treatments.
8. Next, enter the Target Value.
   • Note: this should be value of the goal you are setting. 
9. Note: Annual goals automatically end on December 31st of the current year.
   • No action is required on your part. 
10. Note: As a best practice, annual goals do not repeat.
    • No action is required on your part. 
11. Click Assign Goal to save and assign.

Custom Goals

1. From your dashboard menu, click Goals.
2. At the top right, click Create Goal.
3. Select Custom Goal, then click Continue.
4. Name this goal, such as Sell 50 Holiday Gift Sets.
5. From the dropdown, assign the goal to one of the following:
   • Everyone: Assigns goal to every member on your team.
   • Members: Assign to one or more individual members.
   • Groups: Assign to everyone with a certain position or location.
6. Add instructions or details for members to follow, then click Next.
7. Select the Target Type:
   • Dollar Amount: Any monetary value, such as $13.50 RPCT.
   • Percentage: Any percentage, such as 80% Guest Retention.
   • Numerical: Any number value, such as 10 Add-On Treatments.
8. Next, enter the Target Value.
   • Note: this should be value of the goal you are setting. 
9. Add the Target Date.
   • Note: This should be the day of the week this goal should be achieved. 
10. Note: Custom goals do not repeat.
11. Click Assign Goal to save and assign.

Cancel Goals

Admins can cancel one-time and recurring goals by following the steps below. 

Important: By deleting a recurring goal, you are deleting all future occurrences for this goal and the goal cannot be recovered.

1. From your Dashboard menu, click Goals.
2. From the grid view, click the Goal you wish to cancel.
3. This is the Goal Details page.
4. At the top of the page, click Delete Goal.
5. Review the disclaimer, then click Delete. 

Edit Goals

Admins can edit future goals (one-time and recurring) by following the steps below. 

Important: Only goals with a future target date can be modified. To preserve the data and stats in your workspace, goals cannot be edited.

1. From your Dashboard menu, click Goals.
2. From the grid view, click the Goal you wish to edit.
3. This is the Goal Details page.
4. At the top of the page, click Edit.
5. Follow the steps in the popup and make your changes accordingly.
6. Click Edit Goal.