Salon Iris Version 6 Overview

Upgrade Information

New and Enhanced Features

Below is a list of new and enhanced features.

Quotes and Invoices (Available in the Professional and Network Packages Only)
Quotes and invoices can now be created for clients. A quote or invoice may be e-mailed directly to the client, or moved to a ticket and officially scheduled. The new quotes and invoices system can be found under Finance then Edit Quotes and Invoices.

Purchase Orders (Available in the Professional and Network Packages Only)
Purchase orders can now be created for vendors, and contain various fields of information including date created, status, vendor name, shipping costs, and total purchase order cost. Purchase orders can also be printed and e-mailed. The new purchase order system can be found under Finance then Edit Purchase Orders .

Commission System (Available in the Professional and Network Packages Only)
A new “dual” commission system has been added, which allows you to customize commission rates when a product or service is sold and/or used for each employee. The previous commission system, allowed you to configure commission only when a product or service was sold. The new dual commission system allows you to configure different commission rates when a product or service is purchased and/or used. The two types of commission systems, single and dual, can be selected by going to Finance then Payroll Configuration .

 Price and Backbar Update to All Open Tickets
After changing the service price or backbar amount for a service, the software will prompt you with the option of updating all open tickets with the change.

Client Balance System
The new client balance system tracks the account balance of all clients and allows you to add, redeem, and use client credit through open tickets. Enhancements have been made to the pre-existing credit system, making the method for redeeming all or part of a client’s credit much more intuitive and straightforward. A complete record of each client’s credit history exists and can be viewed and edited through the Client Information window.

Loyalty Points System
The new loyalty points system allows you to establish and customize a rewards system for your clients. The loyalty points system allows you to conveniently and easily issue awards to clients who demonstrate consistency towards your business. A customizable rewards table can be configured through the Edit Service and Edit Product screens, respectively. A complete record of each client’s loyalty point history can be viewed and edited through the Client Information window. The loyalty points rewards table can be found under Clients then Loyalty Points Rewards Table.

Cash Drawer Balancing
The cash drawer balancing system has been enhanced and now is equipped with the ability to balance the cash drawer over defined periods of time (the past 2 hours, 4 hours, etc.) and supports the option of including/not including independent contractor income in the balance.

Enhanced Client Mailing Report
New search criteria have been added to the client mailing report, increasing its range of applicability. You can now search over a specified period of time and select those clients who have/have not purchased particular services and/or products over a particular period of time.

Ticket Time Changes Automatically Update
A time change made on the Ticket Information window now automatically updates all other start times listed on the ticket. That is, if a time change is made to a service on the ticket, the times of all services below it also change to reflect the difference. If a resource is involved, the resource start time automatically changes to the start time of the actual service being performed.

Enhanced Booth Renter Support
Enhanced support for Booth Renters has been added. Tickets can now be created for individual booth renters and their totals and income calculated independently. The totals of booth renters are tracked separately in the system, but can be combined if desired on your main Totals report.

Employee ID Cards
Employee ID Cards are now supported for password login. Employees can be issued pre-fabricated ID cards containing a magnetic strip. This feature allows employees to use ID cards to access password protected functions, rather than entering their individual name and password. Employees are assigned their ID card through the Employees Screen.

Color Coding of Employee Day Off
The Scheduling Screen now color codes various reasons for employee time off. Color codes include: Regular Day Off, Vacation Day, Illness, Personal Business, and Other Reason. This feature allows you to conveniently customize your employee schedule and increases viewing ease.

Easier to Use Than Ever
Dozens of interface enhancements, rewritten User’s Guide, and new training videos make our software easier than ever to use.

Option to Send Either E-Mail or SMS when Sending Appointment Reminders
E-mail reminders can be sent to a client’s e-mail or SMS address or both. A client’s contact information, such as their e-mail or SMS address, is stored through the Client Information Screen. You can configure your appointment reminders by accessing the Tools drop-down menu.

Thumb Print Reader Support
Thumb print reader support is now available for the computer administrator to use a pre-installed thumb print reader for any password protected function. That is, once password protection is enabled, the Computer Administrator can gain access to any protected function by a simple swipe of his/her thumb.

Employee Schedules Can Now be Printed for a Single Employee for an Entire Month
In previous versions of the software, employee schedules could only be printed for all employees in bulk-form. Version 6, however, allows you to print single employee schedules over a defined range of dates. Now, employees can view their complete working hours and days off for an extended period of time individually.

Payroll Information Can be Printed on Separate Pages
In previous versions of the software, payroll reports could only be printed for all employees and in bulk-form. Version 6, however, allows you to print out each employee’s payroll information on separate pages. After a payroll is run, an integrated Separate Pages button allows you to select which employees’ information to print out individually.

The Profit and Loss Report Exporting
The Profit and Loss report can now be copied to the Clipboard (and pasted into Excel for instance) and saved to a text file. This new feature allows you to save or edit the information generated by the Profit and Loss report according to your needs.

MapQuest Support
New to Version 6 is the ability to receive directions, both written and pictorial, through MapQuest. A MapQuest graphic, available through the Client Information screen, opens a web browser when clicked, automatically displaying a map and directions to a client’s address.

General Ledger Search Engine
In Version 6, the General Ledger has been enhanced to support a search engine capable of sorting your General Ledger entries by a variety of fields. These include: range of dates, description, comment, vendor name, and category.

Receipt Printing Now Has the Ability to Print a Client’s Upcoming Appointments
Through the Options Screen, you can customize the way your receipts print when a ticket is closed. New to Version 6, is the ability to add a client’s upcoming appointments to the receipt.

Package Enhancements
Version 6 allows you to create categories for packages, thereby simplifying sorting and searching through created packages. Also, bar codes can now be created for packages, allowing you to treat packages as separate entities. Independent bar codes allow you to scan and charge packages in bulk, rather than piecewise by item. The Packages Screen can be accessed through the Product and Services drop-down menu.

Client E-mail Addresses Can be Viewed on the Tickets Screen
Version 6 allows you to add client e-mail addresses to the Tickets Screen.

“Family” Tab Added to the Client Information Window
The Client Information window has been enhanced in Version 6 to support Spouse and Children tracking information. These data fields can serve as a quick reference for a client’s family members if needed.

The Subject Line of Automatic E-Mail Reminders can now be Edited
When customizing the text of your Automatic E-Mail Reminders, you now have the ability to change the Subject heading. This heading can reflect whatever you wish and has no limitations. To customize your Automatic E-Mail Reminders, select Tools then E-Mail Reminder Configuration.

New Reports
Multiple reports have been added in Version 6, including:

• Report #108 : This report allows you to view totals for only a single employee.
• Report #109 : This report allows you to view the outstanding balance of all active gift cards.
• Report #110 : This report allows you to view the outstanding balance of all active gift certificates.
• Report #111 : This report allows you to view all no shows over a selected range of dates.