Documents
Generate contracts, policies, letters, and other professional documents, customised with your salon's own details.
The Documents Module
Go to Documents from the main navigation. From here you can browse a library of professional templates, generate a customised document in a couple of clicks, and download anything you've previously generated from your own Document Vault.
The Documents Dashboard
This is the landing page for the module — your starting point for generating something new, and a record of everything you've generated before.
Documents dashboard — two entry points above, your generated documents below
| Card | What it does |
|---|---|
| Generate Documents | Opens the Template Library to browse and create a new document |
| Training Modules | Employee training and assessments — covered separately in the Team & Employees guide |
Below the two cards, Your Document Vault lists every document you've generated, each with its generation date and a Download button.
The Template Library
Click Generate Documents from the dashboard to browse the full template library.
Template Library — over 120 templates, searchable and filterable by category
Use the search bar to find a template by name, or filter by category using the tabs above the grid — Contract, Form, Guide, Letter, Policy, Procedure, Rental, Risk Assessment, and Training cover most of what's available.
Each template card shows its name, a short description, and a category tag. A green ✓ Included label confirms it's available on your plan, with a Customize → link to start generating it.
Generating a Document
Click Customize → on any template card to open the Generate Document screen.
Generate Document — a final review before the document is created
This screen is a review step before generation, showing exactly what will be pulled into the document automatically:
| Field | Source |
|---|---|
| Salon Name | Your company profile — shows "Not provided" if not yet set in Company Settings |
| Your account email | |
| Package | Your current subscription level |
Click Generate Document to create it. The finished document is customised with your salon details and saved straight to your Document Vault — there's no separate download step to remember at this stage.
Your Document Vault
Every document you generate — across every template — lands back on the main Documents dashboard, in Your Document Vault.
Each entry shows the document name and the date it was generated, with a Download button to retrieve it at any time. There's no limit on how many documents can sit in your vault, and nothing here expires.