SalonVision Configuration Guide - Envision Online …

1 SalonVision Configuration Guide A Guide For SalonVision Live Data Integration I SalonVision Online Booking Configurations Table of Contents Part I introduction 1. Part II Envision Setup 2. 1 Setup Program Preferences .. 2. 2 Service List .. 3. 3 Employee Profiles .. 5. Part III SalonVision Setup 6. 1 General Website Settings .. 7. Booking Tab .. 7. Gift Tab .. 11. General 13. Display Options .. 15. Third Party Integration .. 16. 2 Website Template .. 18. 3 Website Content .. 19. 4 Facebook Instructions .. 21. 5 Themes .. 21. 6 Edit Graphics .. 22. Header Image .. 22. Company Logo .. 23. Background Texture .. 23. 7 Manage Custom Pages .. 24. Add New Page .. 24. 8 Manage Menus .. 25. Menu Items .. 26. 9 Gift Certificates .. 28. Gift Cert Terms .. 28. 10 Edit Employee Images .. 29. 11 Edit Website Data.

2 30. Service Categories .. 30. Services .. 30. Employees .. 31. Company Information .. 32. Qualified Services .. 32. 12 Photo Gallery .. 33. 13 View Client List .. 34. 14 Manage Client Reviews .. 34. 15 Send Suggestion .. 35. 16 MyDash Settings .. 36. Mobile Settings .. 36. Mobile Popup .. 37. 2015 Ennoview, Inc. Contents II. Mobile Specials .. 37. Beacon Setup .. 38. Add / Beacon 39. 17 Site Reporting .. 41. Part IV Client Experience 42. 1 Client Registration .. 42. 2 Email Request Booking .. 43. 3 Online Booking Screen .. 44. 4 Enhanced Online Booking .. 45. 5 MyDash App .. 47. 2015 Ennoview, Inc. II. 1 SalonVision Online Booking Configurations introduction This Guide will review the setup and preparation of your Envision Database and SalonVision settings to ensure seamless integration for SalonVision users.

3 This Guide will provide an overview of the following: oConfiguring your Envision Program Preferences. oConfiguring Employees Profiles and Services. oReviewing the key settings in SalonVision . oVarious configurations of Online bookings. oRecommended website content edits. oFacebook and Existing website integration. oHow to handle client account registration. oMyDash settings and features. oHow clients will interact with various options configured. 2015 Ennoview, Inc. introduction 2. Envision Setup Setup Program Preferences In your Program Preferences we recommend you review and implement certain options for live data access integration with SalonVision . 1. Click on "Company" on the Menu Bar of Envision 2. Select "Setup Program Preferences" from the menu and wait for the window to open. 3. Check the following: Company Options Verify the correct business address, phone, and email address information is entered here as this information will be uploaded to your SalonVision web page.

4 Calendar Options It is recommended to disable the Disregard Qualified Services setting in the Calendar Options so that SalonVision will obey the qualified service list that is set for each employee. Uncheck the option as seen here: 4. Click the button Save to save the settings. 2015 Ennoview, Inc. 3 SalonVision Online Booking Configurations Service List In this section you will verify that your services are all assigned to a department, that there are descriptions entered on each service, and that the pricing and timing is correct. You'll also be shown how to disable services from SalonVision if you have services that you do not wish to allow for Online booking. 1. To review and edit services, open the "Services list" By selecting it from the "Inventory" menu drop down. 2. Double click the service record you wish to modify.

5 A screen that is similar to the image below will open. The following will provide details about the key areas to focus on the Service Edit screens when configuring services for Online booking. Department If you have not set up departments for your services, go to the Inventory drop-down menu at the top of the program and choose Inventory Departments . You will be able to enter a new department by clicking the add line on this screen. Your services will be displayed on SalonVision categorized by the departments that you have created. Description The name entered here will be displayed on the Service List on your SalonVision page and also on your receipts. Enter the plain language description of your service that is easily understood by clients. 2015 Ennoview, Inc. Envision Setup 4. Price Verify the pricing in the "Service Pricing Table" is correct.

6 Enter the price you charge for a service into the "Level 1" field if you do not have different levels of pricing based on experience. The ten levels provided are only used for businesses that have different levels of pricing based on experience. SalonVision will display the price entered into "Level 1" as the starting price. Scheduling Options Services require more or less time depending on the client and provider. We suggest any service you enable for Online booking have the scheduling options set to allow for the maximum time needed for any client or service provider. You can edit the service timing by selecting the "Scheduling Options" tab. Service Time Options The three items in this area are the default times that you will setup for this service. This is the time that will be used if you do not have specific times setup for each employee under their Qualified Services list in the Employee List.

7 Initial time for Service All service items need a time filled in to this field. It is the best estimate of the time it takes to perform the service. Use 15-minute increments only. For example, 1 hour would be entered as 01:00, or 30 minutes would be entered as 00:30. For most service items this is the only time needed. For a chemical service, this would be the amount of time that it takes to apply the color or chemical to the hair. Process Enter a time (once again 15 minute increments only) here if a delay is required during this service. For example, this would be necessary you apply color and must wait 30 minutes for processing time before you wash, rinse, and style. Entering a time here will allow you to schedule another service with a different client during this time. This allows you to maximize the use of the service provider's time.

8 If you enter a time here, you must enter a "Completion Time". Completion Time Enter a time here only if you entered a "Process" time above. This is the time it takes to finish the service after the delay/process. Use 15-minute increments only. Disable Service For Online Booking There may be certain services that you do not wish clients to be able to book themselves Online . The reasons may vary, perhaps a prior consultation is required or it is an add-on service that is offered during the time of appointment. If needed, you can choose which services are available for under the "Scheduling Options" tab. Uncheck "Enable Service For Online Booking" if you wish to disable a service from display for client Booking Online . 3. When you have finished making changes to a Service record, select the "Save" button.

9 2015 Ennoview, Inc. 5 SalonVision Online Booking Configurations Employee Profiles SalonVision will display employees for selection when clients book Online . You will also have the option of displaying an Online profile of your staff members that your clients can review. 1. To configure your employees for Online booking, select the "Employee List" from the "Employee" menu drop down. 2. Select an employee record and click the "Edit" button. The following details the areas of focus for the Employee Edit screens when configuring services for Online booking. Enabling Employees for Online Booking Found in the "Other" tab is the check box option labeled "Allow Access to Internet Site". If enabled, this will display the employee as an available selection for Online booking Qualified Services For Pro users and above, we recommend establishing Qualified Services for employees so that clients will not mistakenly book an employee for a service they are not qualified to perform.

10 By selecting the "Qualified Services" tab, You can add the services that the selected employee is capable of performing into this list via the "Add Item" button. Employee Biography Salon Vision provides the option of displaying an Employee Biography Online with live data access. To upload a biography of the employee, select the "Employee Notes and Bio" tab. Enter the desired text into the "Employee Biography" field. 3. When you have finished making changes to a Employee Record, select the "Save" button. 2015 Ennoview, Inc. Envision Setup 6. SalonVision Setup SalonVision gives you a variety of settings for booking and purchasing that allow you to customize how you want certain features to perform. Log into the Site Administration Panel to review the website settings. Acquiring Admin Login: If you do not have the login and password to access your SalonVision Site Administration Panel, please visit to request your information.