Appointments that book themselves, a service bill and the shampoo on the retail shelf on one invoice, each line at the rate you set, prepaid packages that burn down visit by visit, and a stylist-wise day sheet.
What you set up
Salon & spa businesses run on the Growth plan, which turns on 27 modules:
- Invoices & clients
- Retail till & shops
- Reports & books
- AI assistant
- Investments & 80C
- Income tracking
- GST & returns
- TDS returns
- Bank reconciliation
- Recurring rules
- Projects
- Time tracking
- Loyalty programme
- Inventory & stock
- Online store
- Sales & purchase orders
- Couriers & parcels
- Manufacturing
- Fixed assets & depreciation
- Site visits
- Records
- Items catalog
- Forms & lead capture
- QR & tracking
- CRM & deals
- Email & sequences
- Consent & compliance
Turn any of these off if you don't need them - see setting Finocket up for your trade for the two decisions worth getting right on day one.
What you'll do day to day
An appointment that booked itself
Signed in as a staff member, open /crm. Online booking from the public page lands as a confirmed appointment on the day sheet.
Service and product on one bill
Signed in as a staff member, open /pos. Haircut (salon service) plus a Belletresse shampoo (goods, stock-tracked) on one bill.
Prepaid packages that burn down
Signed in as a staff member, open /loyalty/program. Sell the Glow membership as a package line on the bill; loyalty points accrue on it. A visit-by-visit balance is not built yet.
Bridal is a pipeline, not a WhatsApp thread
Signed in as the owner, open /deals. Prachi Awasthi's bridal package from trial to advance paid, with the advance receipted.
A read-only login for the floor
Signed in as a team member, open /crm. Sign in as the stylist: guest history and bookings are readable, but Add, edit and delete are gone - a member role cannot write anything.
Retail shelf by batch and expiry
Signed in as a staff member, open /inventory. Belletresse, Repara Labs and serum on the Retail Shelf by batch, with the ones nearest expiry first.
Close the front desk honestly
Signed in as a staff member, open /pos/z-report. The Front Desk terminal's day: opening float, cash against UPI and card, over or short.
The corporate tie-up that is still owed
Signed in as the owner, open /outstanding. Hotel Gomti Grand's guest-services bills against its credit limit, oldest first.
A Lucknow salon whose appointments book themselves
Before: Appointments on WhatsApp, salon services and retail products billed as one, and prepaid packages tracked on paper.
With Finocket: Online booking into a day sheet, services and products from stock on the same bill, and packages that burn down visit by visit.
(Sample business: Noor Salon & Spa, a demo salon & spa workspace in Lucknow, Uttar Pradesh - not a real customer.)
Next
See how Finocket fits your trade for the same use cases with the case study in full, or bring your existing books across if you're switching from another system. Running this on a phone at the counter and a desktop at month-end? See what each device is best for.
Service packages: sell, use, expiry and opening balances
Open Settings → Booking links and find the Service packages card. To sell one, choose the Client, type the Package name, Sessions, Package price (₹) and Valid for (days), then tap Sell package. Each package then shows how many sessions are left and until when it is valid; tap Use a session when the client comes in.
Packages running out
The Packages running out card lists, per client, the packages Expiring in the next 30 days and those Expired with sessions left, with how many sessions are left of how many sold. Change Expiring within to 7, 30, 60 or 90 days, and tap Download CSV for a list you can call through. It counts sessions only: what an unused session is worth in your accounts waits on your CA's decision, so no rupee value is shown.
Bringing in packages you already sold
Moving from a register or another system? Open Import package balances at the foot of the Service packages card and choose a CSV with one row per package: client name (phone optional), package name, sold date, sessions bought, sessions used and valid days, and optionally the amount paid.
- Check file. Lists every row with its client (new or already on file) and any problem. Nothing is saved yet.
- Confirm and import. Adds the new clients and the package balances. Rows with errors are skipped, and importing the same file again adds nothing twice.
The package name must match one of your services or a package you already sell; the import never invents one. Someone whose role can only read sees why they cannot import.
Parts made for your trade
Each part below opens only where it is switched on for your workspace. Ask your administrator if one is missing.
- Split payment at the counter
- Service menu
- Stylist on each line
- Gift vouchers
- Loyalty points
- Retail shelf stock
- Read-only stylist login
- GST books for your CA