Setup Suggestions

Congratulations and welcome to Salon Symphony! In this article, you'll learn best practices and setup suggestions from our product experts. 

Step 1: Invite Admins

Think of Admins as your managers or leadership team. These users have access to both the Admin Dashboard and the Mobile App.

1. From the Dashboard, Invite Admins to join your workspace.
   
   • Admins can help you populate your content, like posting events and adding resources.
   • Admins can add and remove users, upload and edit content, view and approve time off requests, and more. Learn more about user roles here. 
   • There is no limit to how many Admins you can add.
   • Average Time: <1 min per invite

Step 2: Add Content

1. Post any upcoming Events, such as in-salon classes, trade shows, and team building events.
   
   • Average Time: 3 min per post
2. Upload your important Documents, such as your contracts, policies and procedures.
   
   • Average Time: 2 min per doc
3. Upload your core training Resources, such as product knowledge guides and how-to's.
   
   • Average Time: 5 min per resource
4. Create an Onboarding Checklist so new hires hit the ground running.
   
   • Average Time: 2 min per task
5. 🎉 Bonus: Create a Group Chat channel called 'Leadership Team' from the mobile app.
   
   • Average Time: 1 min per group

Step 3: Invite Members

Now that your workspace is prepped, you or your delegated Admins can invite all other staff as "Members" to join you on Salon Symphony. 

Note: Because we ask for each user's Hire Date, our experts recommend you have your Payroll or Booking Software open in a different tab when inviting your team.

1. From the Dashboard, Invite Members to join your workspace.
   • 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 4: Send Chats, Tasks, Alerts & More

Now that everyone's in, you and your Admins can create and customize content to fit your needs. 

1. From the Mobile App, create different Group Chat Channels (ie. Everyone, Marketing Stuff, Social Media, Bridal Team, etc.)
   
   • Average Time: 1 min per group
2. From the Dashboard, assign any recurring Tasks Reminders to groups or individuals (ie. Post your work on Insta, create retail order)
   
   • Average Time: 2 min per task
3. Create any recurring push notifications using Alerts (ie. Submit time card, pay rent)
   
   • Average Time: 2 min per alert
4. Set one-time or recurring Goals for staff and service providers (ie. $15 RPCT, Pre-Book Percentage)
   
   • Average Time: 3 min per goal
5. 🎉 Bonus: Create an employee wellbeing Survey for staff
   
   • Average Time: 10-15 min