Help center
How to use BeautyReso, for clients and for pros. Every screen in the dashboard has an article.
Getting started
- Going liveWhat you need before clients can find and book you, and how to take your page offline.
- Plans and billingFree, Solo and Studio, the free month, what happens when it ends, and managing your card and invoices.
- Setting up your businessThe five setup steps after you sign up as a pro, and what each one asks for.
- Your booking linkSharing your page in your bio, on flyers and by QR code, and seeing where bookings came from.
Calendar and appointments
- The appointments listFinding any appointment by client, status or date.
- Booking a client yourselfBooking walk-ins, phone bookings and regulars from the dashboard.
- Booking requests and quote requestsApproving bookings yourself, and answering quote requests for weddings and events.
- Changing or moving an appointmentMoving, resizing or changing the price of an appointment, and asking the client first.
- Check-in, done, no-shows and cancellingWhat to do when a client arrives, finishes, doesn't show up, or needs cancelling.
- Forms, consent and age checksHealth questions, waivers and minimum ages, and how clients sign them.
- Group bookingsBooking several people together, like a wedding party, and how guests claim their spots.
- The calendarReading the day and week views, booking from an empty spot, and dragging to move or resize.
- Travelling to clientsOffering at-home and on-location appointments with a travel fee.
- Visits and regular appointmentsSeveral services in one visit, and repeat bookings every few weeks.
Services
- Add-onsExtras like a wash or a chrome finish that clients can add to a service.
- Prices by level, person and optionCharging different prices for junior and senior stylists, one person's own price, and options like hair length.
- Processing time, rooms and equipmentTaking another client while colour develops, and limiting bookings to the chairs and rooms you have.
- Services and your menuAdding services, organising them into sections, and every setting on a service's page.
Team and hours
- The activity logSeeing every change to appointments, the menu, the team and settings, and who made it.
- Hours, schedule and time offRegular working hours, changing a single day, publishing the schedule, and time off.
- LocationsWorking from more than one place, maps and directions, and hiding your street address.
- Your team and rolesInviting people, what each role can do, and changing permissions.
Clients
Payments
- Cancellations and no-showsFree cancellation windows, late-cancellation and no-show fees, and what happens to deposits.
- Deposits, paying up front and card on fileChoosing when clients pay, deposits, balances, and saving a card when they book.
- Getting paid by card (Stripe or Square)Connecting Stripe or Square, what each status means, and who charges what.
- Gift cardsSelling gift cards at the desk and online, taking them as payment, and voiding them.
- SalesWhat you've taken in, tips, tax, what's still owed, and where bookings came from.
- Taking payment and refundsRecording cash and e-Transfer, card pay links, gift cards at checkout, refunds, and fixing mistakes.
- Taxes and receiptsCollecting GST or HST, your tax number, and emailed receipts.
- TipsAsking for tips after the appointment, suggested amounts, and who gets them.
Looks and reviews
Messages
Integrations
- Booking buttons and social linksAdding your booking link to Instagram, Facebook, Google Business Profile and your website.
- Your calendar link (Apple, Google, Outlook)A private link that shows your appointments in any calendar app.
- Google CalendarPutting your appointments in Google Calendar and blocking times you're busy.
Settings
For clients
- Booking an appointmentFinding a pro, choosing a service, time and person, and what happens after you book.
- Buying and using gift cardsBuying a gift card for yourself or someone else, and spending it.
- Group bookings and quotesBooking for a group, asking for a quote for an event, and claiming your spot.
- Looks, saves and followingSaving looks to boards, following pros, and posting your own look.
- Managing your bookingsMoving or cancelling, answering a move request, forms, reviews, tips and rebooking.
- Paying, deposits and refundsWhen you pay, saved cards, receipts, and who decides refunds.
Your account
Still stuck?
Email tito@beautyreso.ca with what you were trying to do and any message you saw. See Getting help.