Setup Suggestions

New to Salon Symphony? Discover best practices and setup suggestions from our product experts. 

Step 1: Before Inviting Users

Congratulations on creating your account! Before inviting your team to join you on Salon Symphony, our experts recommend that you: 

1. Post any upcoming Events, such as your in-salon classes.
   
   • Average Time: 3 min per post
2. Upload your important Documents, such as your contracts and policies.
   
   • Average Time: 2 min per doc
3. Upload your core training Resources, such as product knowledge guides.
   
   • Average Time: 5 min per resource
4. Create an Onboarding Checklist so new hires hit the ground running.
   
   • Average Time: 2 min per task

Step 2: When Inviting Users...

Now that your Workspace is prepped, you can invite Admins and Members to join you on Salon Symphony. 

Note: Because we ask for each user's Hire Date, our experts recommend that you have your Payroll or Booking Software open in a different tab when inviting your staff. This will help you reference each employee's hire date.

1. Invite Admins, such as managers and team leaders (optional) 
   • Admins have access to both the Admin Dashboard and the Salon Symphony Mobile App.
   • Admins can invite and remove users, upload and modify content, view and approve time off requests, manage billing, permissions, and more. Learn more about user roles here. 
   • Average Time: 1 min per admin
2. Add Members, such as all other staff and service providers
   • Members have access to the Salon Symphony Mobile App only.
   • Members can engage with your content, such as view and download resources, take surveys and quizzes, submit requests, RSVP to events, and more. Learn more about user roles here.
   • Average Time: 1 min per member

Step 3: After Inviting Users...

Now that your team has joined your Workspace, you and your designated Admins create and customize content to fit your needs. 

1. From the mobile app, create an 'Everyone' Group Chat. 
   
   • Average Time: 1 min per group
2. Assign recurring Tasks Reminders to groups or individuals. 
   
   • Average Time: 2 min per task
3. Create one-time or recurring Goals for staff and service providers. 
   
   • Average Time: 5 min per goal
4. Compose any recurring notifications using Push Alerts. 
   
   • Average Time: 2 min per alert
5. 🎉 Bonus: Create an employee wellbeing Survey for staff
   
   • Average Time: 10-15 min