SalonLogic ← Help Centre
SalonLogic Solo

Getting Started

Everything you need to go from sign-up to taking your first online booking.

Welcome to SalonLogic Solo

SalonLogic Solo is built for self-employed stylists. Online booking, appointment diary, client management, till, stock shopping list, and self-assessment tax tools — all in one place.

As you record sales, the system automatically calculates how much to set aside for VAT, income tax, pension, and holiday pay. Your profit figure reflects what you can actually spend, not just what's come in.

Set up in order

Work through the steps below before entering any operational data. Getting the foundations right means everything else — your booking page, your pricing calculator, your tax figures — works correctly from day one.

  • Complete your company profile — salon name, address, contact details
  • Set your tax details — UTR, NI number, VAT registration if applicable
  • Add your services — before touching the pricing calculator
  • Configure your booking page — slug, working hours, deposit rules
  • Share your booking link — website, Instagram bio, Google Business

Your Account

When you first log in you'll land on the Solo Dashboard. This is your home screen — today's takings, your VAT threshold tracker, tax pot, pension reserve, holiday pay reserve, and profit after reserves all update here as you record sales.

Solo Dashboard — live financial snapshot updated as you record each sale

Solo Dashboard — live financial snapshot updated as you record each sale

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The profit figure on the dashboard is what you can actually spend — it's your income minus tax, VAT, pension, and holiday pay reserves. It's not the same as your turnover.

Company Profile

Go to Settings → Company Info. Fill in your trading name, address, phone number, and email.

Settings → Company Info — your trading details

Settings → Company Info — your trading details

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Your name and address appears on your public booking confirmation page. Get this right before going live.

VAT settings

Go to Settings → Company Settings. If you are VAT registered, toggle Business is VAT Registered, enter your VAT number, and select your scheme (standard or flat rate).

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VAT settings affect how income and expenditure are recorded throughout the system. Set this before entering any financial data — changing it later is possible but requires care.

Tax Settings

Go to Finance → Tax Settings and enter your UTR (Unique Taxpayer Reference) and National Insurance number. These are required for your self-assessment return and MTD ITSA submission.

Tax Settings — UTR, NI number, and VAT registration number

Tax Settings — UTR, NI number, and VAT registration number

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MTD for Income Tax is being phased in from April 2026 (income over £50,000) and April 2027 (income over £30,000). Submission infrastructure is built and in preview — your records are already being maintained in the correct format.

Tax accrual setup

Go to Finance → Tax Accruals → Annual Setup to configure a percentage of turnover to set aside each month for income tax. The system calculates this automatically as you record sales.

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Not sure what percentage to use? A common starting point for basic rate taxpayers is 20–25% of profit after expenses. Your accountant can give you a figure based on your specific situation.

Import Existing Data

If you are moving from another system, go to Data → Import to bulk-upload your existing records.

Import Data — products, services, expenses, and suppliers via CSV

Import Data — products, services, expenses, and suppliers via CSV

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Always download the template from the import screen before preparing your file. Column names must match exactly. The system validates all rows and shows any errors before importing.

Service import fields

ColumnReq?FormatExample
service_name*Name of the serviceFull Head Highlights
duration*Minutes (5–480)90
price*Selling price75.00
product_usage-ProductName:Quantity, comma-separatedBleach Powder:50g

Product import fields

ColumnReq?FormatExample
name*Product nameWella Koleston 60g
current_cost_price*Cost price ex-VAT4.50
unit_type*ml, g, uses, or eachml
retail_price-Selling price12.99
reorder_level-Stock quantity trigger2