Edit Company Settings in Salon & Spa / Checkout

Description: Easily edit your company’s settings in the Salon & Spa and Checkout POS systems by logging in to Back Office > Settings under the General section. From here, you can edit the below information based on your business model. Learn more below. 

• Company Info
• Additional Settings Tab

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Company Info

The Company Info tab allows you to edit the information about the company itself including the:

• Company name: Can be edited here if it changes
• Doing Business As: The Business Name to print on receipts if differs from the Company Name
• Phone: Can be edited here if changes
• Address/City/Zip: Cannot be edited if the location’s address fully changes. To change the address permanently in the database, it must be modified in https://partners.franpos.com/ under the info tab. If the address just needs to be slightly modified for customer receipts only, then see Receipt Info below.
• Email: Can be edited here if the business email changes for customer receipts BUT ensure an employee profile is set up first because if the email is changed without a profile, errors may occur.
• Currency: The location’s most common currency amount
• Country: Country business is located
• Time Zone: Where the business is located
• Business Category: Food, Quick Service Restaurant, Retail, Service, or Timeshare/Vacation. Only set as Service for Salon & Spa or Retail for Checkout.
• Show Reports By: This will allow you to choose the date the reports will show by default:
  • Revenue Date: Everything sold from drawer opening to the end of the day is performed
  • Physical Date: Counted by the date on the calendar

Receipt Info

The Receipt Info tab determines what information is present on the receipts, including:

• Receipt Address: Can differ from Company Address
• Signature Line Text: Displayed below the signature line on CC receipts
• Receipt Text: Shows at the bottom of the receipt when printed or emailed
• Logo for receipt: Allows you to upload (or delete) the company logo shown at the top of the receipt
• Social links for email receipts: Links for Facebook, Twitter, & LinkedIn can be specified on email receipts

Register Settings

The Register Settings allow you to enable or disable the following settings used to manage the cash drawer:

• Drawer count: Whether or not cash drawer settings can be accessed
• SmartShelves: Allows you to see Products & Services on the Register screen

Additional Settings Tab

The Additional Settings tab will allow you to determine various settings that are able to be set for more advanced functionality within the Salon system:

Common Settings

The Common Settings section allows you to alter different options within the system and your specific company:

• Custom Receipt Number: Entering values into this option will determine how the receipts will be numbered
• Company Code: Allows you to enter a code that specifically identifies your business
• The following can be enabled or disabled at your discretion:
  • Lookbook: Add photos of customers which can be viewable on the company website
  • Idle timeout: The system logs out after a preprogrammed amount of time if there is no interaction
  • Pincode: Allows employees to login into the system via a PIN code
  • Enable other contact: Allows a sub customer to be created under a primary customer. For example, an adult could be the primary customer, and their child could be listed as another contact so that both people are linked in the database but have separate tracking.
  • GL Account Codes
  • The first day of the week: Will affect booking and reports

Register Settings

The Register Settings correspond to additional settings that can be utilized when processing transactions:

• Enable Shipping: Determines whether or not products can be shipped and where they can ship to
• Salesperson required: If enabled, a salesperson must be tied to every transaction
• Customer required: If enabled, a customer must be tied to every transaction
• Add item to stock upon refund: If a refund is performed, any returned items will be added back into the quantity on hand automatically.
• Enable credit card tokenization: Not supported on our version
• Use Avalara Tax: Activating this option will allow you to enter Alvara-specific information in order to utilize the functionality and determine whether or not a Sales Invoice will be used in congruence with this function.
• Show “All” Category: The All category will display as the first listed category button on POS (cannot change this sort order).
• Show category and product images: Visual interface differs whether turned on or off.
  • Toggle On: Permits custom uploaded image per button. Any button without an image will default to the first 3 letters of the description, with the full description below the button. A 3-character display cannot be modified in settings. The only workaround is you could create a text image of desired characters that extend beyond the 3.

• • Toggle Off: Displays all descriptions on the buttons (fit of character range will vary based on SmartShelves item size on POS Settings > Features). This setting cannot be intermixed with any images on buttons.

Enable Bundles/Prepaid Packages

• Bundles/Prepaid Packages: Will give you the ability to create bundles of both products and services within the Catalog section of the Back Office—for example, a Tanning Sessions Package (of multiple sessions) or a premade gift basket. Bundles will display as 1 button on Register and, when selected, will place all corresponding items/services in the ticket. Custom bundles can not be rung on the fly in a transaction without being preprogrammed in the database.
• Enable Membership: Not supported on our version.
• Units of Measure: Set to US (Imperial) in the drop-down if items in the database will be weighed by lb, oz, or gal. Weighed items are not recommended to have a “0” (zero) price unless the intention is to manually enter the price per lb & the total weight (quantity) at the time of the transaction, such as at a seafood market. For a digital integrated scale or if using a price-embedded barcode from a 3rd party scale, the proper unit price must be entered for correct functionality.

Tip Settings

Credit Card tips are only accepted through Salon/Checkout when a card is present. Preauthorizations, such as at a bar, when running a tab that is not closed out until after the customer/card has left the business, are not permitted. Besides using the below enabling methods, for credit card tips to properly authorize through the PIN Pad, only specific SIC codes on a MID are permitted.

Internal:
Refer to SIC Codes That Allow Tips for more information.

• Enable Tip: Enables the other functions listed below. Be aware that for tip prompting per payment method, this must be enabled in Settings > Payment Method > Prompt tip (per payment type). Tip prompt hints options are 25%, 20%, 18%, 15%, or Custom.
  Internal:
  To alternatively have a tip prompt on the PIN Pad only, see Adjust Tip Hints on the SP30 for PAX Store.
• Customize Tips per product
• Require cash tip declaration upon clock out
• Allow tip-only transactions: Recommended to be enabled for all merchants that accept tips in case a customer forgets to provide a tip at the time of transaction.
• Calculate tip on product sales
• Max allowed custom tip, %: Prevents overtipping

Growth marketing settings

Not supported on our version.

Hours Tab (Business Hours)

The Hours tab is used to limit the times available on the Booking calendar, schedule, and display information on the Online Booking Website. Select the times by typing into the hours box or selecting from the drop-down list clock icon per each time field. To notate the business is closed, leave the hour field blank.

Holidays

Not supported on our version.