How Tos
Complaint Protocol
Checking out Comped Services or fixes
Comped Service:
The two situations you would run something as "comped" are:
A select few family members who get comped services:
Huffstutters
Tommy Moreno
Natasha Strength
Joey Isaac
Note: They do not get comped retail!
Checking out a fix from a different stylist when it is a new pay period
Anyone being run as such should have a note in either thier client or appointment notes that says "Comped Service" with a manager's initials
Redo from the same stylist:
If a guest sees the same service provider for a redo, just $0 out the ticket and press pay!
Fix from different stylist in the same pay period:
Check the guest out with TWO of the same service, then refund one of the services to the OG stylist and the fixer stylist will get the commission for the fix so the total equals $0 and press pay
Example of Purchase Screen:
Luke HC -$45 (refund)
Maria HC $45
Amount Due $0
Deposits Step by Step
Bang Trims
If a guest sees their regular stylist for a bang trim, it is complimentary. At check out just change the total to $0 and press pay.
If a guest sees someone else, it is up to the stylist whether or not they want to charge for it. If they do, it is $17. Make sure you communicate this with the guest when booking.
End of Day Cash Up & Deposits
CASH UP ON PHOREST
Go to Manager - Cash Up
Double click on Today’s Date (should be on the very top)
Total cash and check amounts
On the left side of the screen there is a list of forms of payment. Fill in the "Actual" totals for ONLY "Cash" and "Checks"
Make a note of the actual vs. expected amounts are different in note section with your initials. (ex: $2 over, don’t know why - CB)
On the right side of the screen where it says "Cash on Hand" put in $200
We always keep $200 in the till
The “Cash to Bank” section will calculate how much to deposit for you
It will be whatever we have on hand minus $200
At the bottom hit save, it will start running a report
Close report once it completes
CASH DEPOSIT
Grab a plastic cash deposit envelope, you only need one per day.
On the bag, use a sharpie and fill it out as such:
FROM: Annastasia Salon LLC
TO: First Republic Bank
CASH AMOUNT: $$$
TOTAL AMOUNT: $$$
Note: cash amount and total amount will be the SAME
PREPARED BY: [your initials]
DATE:
On the very top of the envelope there is a peel off strip, fill it out as such:
DATE: PREPARED BY: [your initials]
CASH AMOUNT:
TOTAL AMOUNT:
Again, cash and total are the same amounts
Get a bank deposit slip.
Write the date.
On the very first line, write the total cash being deposited.
On the very last line you rewrite that total
Lastly there is one more total line if you flip the slip so it is horizontal, write the total again
Yes, you will write the same amount 3 times.
Tear off the top strip and put it in the corresponding month's envelope of strips
Seal the deposit bag
Staple the deposit slip along the backside of the deposit bag under the seal
Fold deposit bag properly: Tutorial here
Put the deposit in the safe, Making sure it is not sticking out
CHECK DEPOSIT
Grab a regular letter envelope
Label it “CHECKS” and initial and date it. 2.
Using the same bank deposit booklet, fill out a new slip with the date.
On this slip, you will start on the third line, and on the little “L” shaped line, write the check number (on the top right corner of the check), and write the check amount on the corresponding line. a.
If there is more than one check, just continue this process on the following line
Total all the checks amounts and write the total on the bottom line, and again on the total line if you flip the slip horizontally.
Put the deposit slip in the envelope along with the checks being deposited
Seal the envelope
Put the envelope in the safe
Adding Retail to Phorest
How To Stocktake
Grab an I-Phone and open Phorest
In the top left corner select “more” and scroll down to “Stocktake”
Select “New Inventory”
Select only Retail under the “Inventory Types”
Choose Brands - Select your assigned brand/brands
Start Inventory Count
Now you must go through all our product for your brand and scan the barcodes and enter in how many of each we have
Start with what is on the shelf
Once you are done - go into benches for MV, drawers for LO
Also check in dungeon at MV, closet for LO
If it’s already been entered, all you need to do is update the count. It should say how many have already been counted at the bottom of the screen once you rescan a product.
Once your brand has been counted, click “Review Inventory Count” then “Finish Inventory”
The pop up is asking about the products we have in our system that didn’t appear when you scanned everything, select “Count them as 0” so Phorest knows we are out of that specific product.
Now you need to go to Phorest on a computer.
Go to Manager - Inventory Count
Highlight the entry you just completed, it should be the one on top.
Select “Apply Inventory Count” on the bottom of the screen
You’re done! The products you counted have now been updated in Phorest, thank you! ♡
Adding Vish to a Ticket
Vish Front Desk Demo.mp4Check to make sure the Jotform Submissions have PDF attachments.
If for some reason the email doesn't automatically have the PDF, follow these instructions instead of just slacking the email to the service provider:
