For successful Online Booking operations, it is important that your front desk staff takes ownership of the daily process. It is critical to appoint an accountable person to make sure gift cards to be shipped are handled and closing of the front desk shift includes reconciling all web payments. Having someone always aware will alleviate frustrations and eliminate costly mistakes.
Open a Shift for Your eCommerce Location
It is a best practice to keep a shift open for your online transactions. Since your online store is open 24/7 keeping a shift open makes reconciling easy. Your gift card activity will appear on the online booking activity report for the day the gift card ticket was placed on a shift. We recommend you open and close a shift every day.
- From the menu bar, click on Tools and click to open SBLauncher. Once SBLauncher opens, leave it open and exit the open instance of SalonBiz behind the SBLauncher. Once SalonBiz is closed, click the 'eCommerce' button in the SBLauncher to re-open SalonBiz in your eCommerce store.
- From your eCommerce store in SalonBiz, click on the Operations (Sun/Moon) icon from the menu bar.
- Click the Open Shift button. Since this is a non-tangible drawer, and no cash will ever be exchanged leave all currency fields at zero, so your Starting Cash Amount is zero.
- Click the Click Here to Open Shift button.
- Answer Yes to the message "Warning: Your starting cash balance is $0.00. Do you still wish to open the shift?"
- Click OK on the message "Please confirm the date of the shift.
- Double click the desired day. Your Web Shift is now open.
- Click to Exit SalonBiz and re-launch the program from your desktop icon to return to your default location.
Ticket and Drawer Entry Fix
Moves tickets and drawer entries to an open shift
All online gift card sales have a ticket created and all service deposits have a drawer entry created in SalonBiz. If a shift is open at time of purchase, the ticket or drawer entry will be placed on the default shift. For any transactions made online when a shift is not open, you will use the Ticket and Drawer Entry Fix utility to place all gift card tickets or service deposit drawer entries to the open shift before closing each evening. Use the eCommerce Transactions by Date report to check off each ticket/gift card purchase and drawer entry/service deposit in your shift at closing.
- From the main menu bar click Tools the SBLauncher (light bulb icon) button, (or your desktop shortcut) and then click on the Ticket Shift Fix button.