Learn how to create, edit and delete Goals from the Mobile App.
Create Goals
To create a new goal in Salon Symphony:
- Go to Menu » Goals
- At the bottom of the screen, click + New Goal.
- From the overlay menu, select the Goal Type:
- Weekly: Repeats the same day each week, like your retail per client ticket.
- Monthly: Repeats the same day each month, like your pre-book percentage.
- Annual: Defaults to Dec 31st of the current year, like your annual service sales.
- Custom: One-time goal with a single start and end date.
- On the next screen, fill out the goal setting form.
- Click Save Goal.
Example
Let's assume you want to track a weekly service sale goal of $2000 for the next six months. Let's also assume that your workweek ends on Saturday.
Goal Name | Weekly Service Sales |
Measure Every | Saturday |
Repeat Goal | For 6 Months |
Target Type | Dollar Amount |
Target Value | $2,000 |
Description | Suggest more add-on treatments. |
Edit Goals
Important: Only Active goals (with a future target date) can be edited.
To edit an existing goal:
- Go to Menu » Goals
- Under the Active tab, find the goal you wish to modify.
- Tap the name of the goal.
- From the Goal Details screen, tap the three dots ••• at the top.
- From the Goal Options overlay, click Edit Goal.
- Change the fields, then Save Goal.
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Delete Goals
Important: Only Active goals (with a future target date) can be deleted.
To delete an existing goal:
- Go to Menu » Goals
- Under the Active tab, find the goal you wish to modify.
- Tap the name of the goal.
- From the Goal Details screen, tap the three dots ••• at the top.
- From the Goal Options overlay, click Delete Goal.
- Then tap Yes, Delete.
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