SmartStyle

Treat this as a check list for every set up that you do, and discuss each point with the salon owner to ensure they are being handed the knowledge they require to provide the best online booking experience for their employees and customers.

• High speed internet connection, hard wire preferred.

• The latest version of SuperSalon and Upsys. Schedule an update if necessary.

• Correct store address on admin, double check with the owner to be sure it’s correct.

• Service categories applied to all production employees. This can be done via Setup > Utilities > Apply All Service Categories to Employees.

• Consider adding a wait time if there isn’t one already configured, learn more about wait times in the SuperSalon Knowledge Base Topic.

• Each salon service that is to be offered via the online booking functionality should have the “Show in SCI” and “Show in Mobile App” dropdown menus set to “Yes” under each service in Manager>Services. (Please note these options will not be visible until Saloncheckin is enabled)

• The Services available to SmartStyle clients via their online booking functionality are as follows (ALL CAPS REQUIRED):

  • • HAIRCUT

    • EXPRESS HAIRCUT

    • HAIRCUT & SHAMPOO

    • HAIRCUT, SHAMPOO & STYLE

    • COLOR

    • COLOUR

    • STYLE

    • WAXING

• Production employees need to be enabled via Manager > Employees on their profile, via the Show on SCI? check box. (Please note these options will not be visible until Saloncheckin is enabled). This needs to be done for every new employee!:

• Store Hours need to be configured properly in Setup > Company Info > Store Hours.

• Confirm with the owner that they have entered their store information correctly in the Salon Detail Admin (also referred to as the Regis Franchise Portal). This is a site Regis gives their franchisees access to and the store hours there need to match what the store hours on our side are. If they don’t know what site you are talking about refer them to their Regis Franchise Consultant or digitalmarketinghelp@regiscorp.com for more information about it.

• Employees need to be scheduled and clocked in to a production position for them to be listed on the app. Learn more about positions and how they work, on the SuperSalon Knowledge Base Topic on positions.

No SmartStyle App!

Supercuts and Roosters are the only Regis franchises currently using the mobile app for online booking. However, due to the way the API communicates with Regis, all brands will need to have the mobile app enabled in the set up instructions shown below.

SmartStyle Booking Portal

SmartStlye has its own website for online checkin. Salon clients will need to register for a profile, and select at least one location closest to them in order to finalize their account.

Check in online at https://www.smartstyle.com/

See the Online Services wiki home page to learn more about the difference between saloncheckin.com and the SalonCheckIn Sync Service.

Admin General Settings

1. On the store’s admin page, click the SalonCheckIn Settings link on the far right of the screen.

2. Click the Enroll to SalonCheckIn checkbox – this is what enables the store

3. The below settings need to be discussed with the owner, as they are the few and only settings that somewhat customize the the online check in experience. Go over each one of them, explaining what they are, what they do, and what they can be set to, configuring it to the preferences of the end-user. It is perfectly acceptable and safe to leave all of these on their default values, with the exception of the salon display name – if this is what the owner prefers!

• Salon Display Name

Sets the name of the salon as it will appear to guests on the website. It should be whatever name your customers use to identify your salon, such as the name of a mall.

This will be the display name of the store on the app!

Administrative Email

Email address where several administrative emails are sent, depending on your web/mobile settings.

Default Value: Blank.

• Send Sync Alerts

When enabled, alerts will be triggered when the store location loses sync with the server as well as when sync has been re-established. Alerts be sent to the email address specified in the Administrative Email settings.

Default value: Disabled.

• Sync Alert Timeout (mins)

When Send Sync Alerts is enabled, this setting controls how many minutes of sync inactivity should exist before an email alert is trigger.

Default Value: 10.

• Lead Time

For Appointments or Check-in, determines the interval in minutes from the current time in which bookings will be made unavailable. For example, if set to 30, users will only be able to book check-in tickets and appointments 30 mins ahead and beyond. When left blank, the lead time set at the group level is used. When set to a specific value, that value is used instead of the group setting.

Inherited Default: blank.

• Allow Multiple Guests

Determines if the user is allowed to enter a guest name on a ticket or appointment. If disabled, all tickets and appointments will only match the name entered during user registration. If set to Inherited, the store will use the value set under the group`s Web Settings.

Inherited Default: Yes.

• Scheduler Interval

Sets the interval in which arrival times appear in the scheduler. Applies for both Appointments and Call Aheads.

Inherited Default: 15 minutes.

• Profanity Filter

When enabled, any check-in or appointment that contains profanity within the guest name will be discarded.

Inherited Default: Disabled.

4. Assign the store to the SmartStyle (MASTER) (smartstyle) group, as shown below.

5. Alternatively, you can create a group for the store but that group needs to be a sub group of the Master group shown above. Doing this will allow owners to have a little more capability to adjust settings for their online services on their own via iOffice under Tools → Saloncheckin.

Admin Web Settings & Mobile Settings

Once you configure the web and mobile settings, be sure to save the changes you made by clicking the save button at the bottom of the page. Afterwards, continue to Step 3 below – the admin leg of the setup process is now complete.

Web Settings

• Show in SalonCheckin.com website: OPTIONAL

• Show in Google Maps Booking: NO

• Scheduler mode: Inherited

Google Maps Booking

SmartStyles can use Reserve with Google however Regis stores calling about Google Bookings are most likely referring to Open Salon, therefore this is the only setting which can be considered to be enabled under web settings. This link will explain the differences to you – Reserve with Google and Regis Open Salon

Mobile Settings

1. Click the Show in Mobile App check box – this enables the shop to appear on the mobile app!

2. Go over the Mobile App Check In Mode with the end user

   1. Next-hour check-in provides guests with slots within the next hour.

   2. All-Day check-in provides guests with an hour:minute selector, enabling them to check-in at any time during the current business day.

   3. Appointments allows users to book appointments for any day in the future where an employee schedule exists

   4. Appointments & Checkin is a hybrid of b & c

   5. Inherited – the setting uses the same setting as the Master Group the store is assigned to. This is the ideal setting for Regis Salons!

Allowed Settings for SmartStyles: Next-Hour Check In, All Day Checkin, Inherited. The others are not supported and Regis controls that, not Propoint!

Configuring SuperSalon

1. Go over the SmartStyle SalonCheckin requirements with the owner or manager, being sure that they understand why it matters and what will happen if they fail to fulfill their end of the bargain.

Walk them through the process if they are available to do so, enabling each setting yourself while showing the end-user where they need to go to find the necessary settings and data fields! If they are otherwise unable or unwilling to really discuss the requirements, take note of it in your ticket details but also be sure to direct them to the SuperSalon Knowledge Base and provide them with any articles that you think may help them based on the questions they have, or qualifying questions you are asking them.

Examples: Positions, the Mobile Analytics report, Reserve with Google, Employee Setup – All of these have content in the KB that may be useful to them, and it’s up to you to make sure the customer knows how useful it is to them!

2. On the store’s admin page under the Store Statistics section, set the Update to Version field to the version of SCI that correlates to their POS version. Example: POS on 5.9.10 would get 5.9_SCISYNC, a POS on 6.2.9 would get 6.2_SCISYNC.

Example

The one shown in the image below is an example only, check with a senior technician or supervisor if you aren’t sure which patch to use.

3. Click the Update Store button on the far left of the store’s admin page.

4. Connect to the store’s POS through LogMeIn and force an upload by clicking Manager > Upload, or direct the end-user you are working with to do it.

NOTE

This will initiate an upload, causing the SCI patch you set in step 3 above to be applied to the store’s database. Check it’s success by going to Setup > Internet Setup > Upload Overview and click on the most recent upload. If you see that it failed for one reason or another, try again- and then check with a senior technician for assistance if you are still having trouble.

5. Make sure the Saloncheckin Sync service is running in Windows by hitting the Windows Key and typing Services.msc and then hitting enter. If it is not then start it.

Testing Online Booking

1. Test the store’s activity on the booking site by doing the following. Be sure to instruct the end-user on this as well.

• Check that the store is listed by searching for it by location, and confirm that it’s active.

• Visually verify that the store hours you see on the app are correct, as well as the address, store name, and any other store-specific information.

• Make a test check in, taking a quick look over the listed stylists to be sure it matches the store’s currently clocked in production employees.

• While doing this, glance through the services list to ensure that all of the proper services are available as outlined in the requirements above.

• Connect to the POS, and show them the online check in pop up, thoughtfully explaining it to them and letting them know that the system is up and running and the test was successful.

2. Ask the customer if they have any questions, and take this one last chance to give them a link to the SuperSalon Knowledge Base on any content that you think may be helpful to them based on their needs. Let them know that we support the SalonCheckin feature, but that Regis runs everything else – particularly the requirements.