SalonLogic ← Help Centre
Getting Started
Welcome to Pro Registration Company profile & VAT Editing company details later Setting up your team Importing existing data
Next Steps
Team & employees → Services, stock & pricing → Rota & commission →
SalonLogic Pro

Getting Started

From registration to a fully set-up multi-staff account, ready for services, rota, and bookings.

Overview

Welcome to SalonLogic Pro

SalonLogic Pro is built for salons with staff. Everything in Solo, plus a full team directory, rota and commission, leave and absence, performance and training, and multi-employee diary and till.

Most of your business details are captured once, during registration, and carried straight into your account — you shouldn't need to enter your business name or address a second time. The steps below cover what's set during registration, what to check afterwards, and how to get your team into the system.

Set up in order

Work through the steps below before entering operational data. Getting your company and VAT details right at registration, and your team set up before you start building the rota, means everything downstream — payroll figures, commission, the diary — works correctly from day one.

  • ①
    Register your account — business details, VAT, and plan selection in one form
  • ②
    Check your company profile — confirm everything carried over correctly, and review Holiday Year and Clock-in settings
  • ③
    Add your team — one at a time, or bulk import if you're migrating from another system
  • ④
    Add your services — before touching the pricing calculator
  • ⑤
    Build your rota — once your team and their roles are in place
Getting Started

Registration

Everything starts with a single registration form — personal details, business details, holiday year settings, VAT, and your plan, all on one screen.

Registration form — personal information, business information, holiday year settings, VAT, and plan selection

Registration — this single form sets up your account, business profile, and plan together

💡
Whatever you enter here becomes your company profile. There's no separate "set up your business" step afterwards — you're filling it in once, properly, at the start.

What's captured

SectionFields
Personal InformationFull name, username, email address, password
Business InformationBusiness name, address (lines 1–3), postcode, phone number
Holiday Year SettingsHoliday year start month, start day, total holiday days (defaults to 28 — the UK statutory minimum)
VAT InformationBusiness is VAT Registered — a single checkbox at this stage
Choose Your PlanSL Solo or SL Pro, with monthly price shown
⚠️
The VAT checkbox at registration is just a flag — it doesn't ask for your VAT number or scheme yet. You'll add those once you're in, on the full Company Settings page.
Getting Started

Company Profile & VAT

Go to Settings → Company Settings to review everything that came over from registration, and to finish off your VAT details.

Company Settings — Business Details, Holiday Year Settings, VAT Settings, and Clock-in Settings

Company Settings — Business Details, Holiday Year Settings, VAT Settings, and Clock-in Settings

This page has four cards:

CardWhat it covers
Business DetailsBusiness name, address, postcode, phone, business email — the same fields from registration, editable here
Holiday Year SettingsHoliday year start month and day, default annual holiday entitlement
VAT SettingsThe VAT Registered toggle, plus — once switched on — your VAT number and VAT scheme (e.g. Flat Rate)
Clock-in SettingsEnable clock-in/clock-out for staff, and optionally require location verification for clock-in
🔴
If you ticked "Business is VAT Registered" at registration, come here first to add your actual VAT number and scheme — the registration form only captures the flag, not the detail.
⚠️
Changing the holiday year start date here affects how annual leave is calculated and accrued for every employee on the account — check this is right before your team starts booking holiday.
Getting Started

Editing Company Details Later

Day to day, you don't need to go back into full Company Settings just to fix an address or update your phone number. The Money Dashboard has its own quick edit option for exactly this.

From the Money Dashboard, use the Edit button to open a lightweight Edit Business Details panel — Business Information and the VAT Registered toggle, with your password required to confirm the change.

ℹ️
This is a shortcut for quick edits, not a replacement for Company Settings. Holiday Year Settings and Clock-in Settings are only available from Settings → Company Settings.
Getting Started

Setting Up Your Team

With your company profile confirmed, add the people who'll actually be using the system. Go to Team → Employees → Add Employee for personal and employment details, and assign each person a role.

RoleTypical use
OwnerFull access across the account
ManagerSees only what the Owner has authorised — nothing by default until configured
UserNo access to the admin app — limited to the self-service Employee Portal
⚠️
A new Manager starts with zero permissions. Go to Owner Settings → Manager Permissions to switch on access section by section before they'll see anything beyond the Employee Portal.

Full detail on the employee directory, the employee card, and roles and permissions is covered in Team & Employees — this is just enough to get your first few staff added.

Getting Started

Importing Existing Data

Migrating from another system? Go to Data → Import for the bulk-upload hub covering employees, products, services, expenditure, suppliers, income, and clients.

⚠️
Always download the current template before preparing your file. The system checks every row before anything is imported, so a single bad row won't corrupt the rest of the batch.

Full step-by-step detail on the Employees import — including the instructions tab, upload screen, and how validation errors are shown — is covered in Team & Employees.