Publication date: 08/10/2019

Modified date: 01/23/2020

Issues discussed in the material:

  • What functions do programs for recording clients of a beauty salon perform?
  • How can a client scheduling software make the job of a beauty salon easier?
  • What are the benefits of online client booking programs for a beauty salon?
  • What to pay attention to when choosing a program for recording clients of a beauty salon?
  • Which program for recording clients of a beauty salon to choose?

Many service companies still record customers by phone and keep records on paper. This is an unreliable method, because it is easy to mix up information, it is difficult to control frequent visitors in order to give them a discount. The program for recording clients of a beauty salon will help solve these problems.

What can programs for recording clients of a beauty salon

From tariff plan programs for recording clients depends on the set of functions included in it. By choosing more cheap option, you will receive a minimum set of tools. Included in expensive tariff plans additional functions and service.

Any beauty salon and barbershop will need the following: basic features programs:

  • customer accounting;
  • online recording of visitors and electronic logbook;
  • goods accounting;
  • calculation wages;
  • sales accounting;
  • detailed statistics on all areas of the enterprise;
  • the possibility of SMS and e-mail distribution, for example, to notify customers about promotions of a beauty salon.

Software vendors also provide Additional services:

  • assistance with initial data entry;
  • support in setting up the program;
  • training of personnel to work in it;
  • software updates;
  • call center for users.

15 "for" using the program to record clients of a beauty salon


1. Information about visitors is stored electronically, including birthdays. Therefore, the salon will definitely not forget to congratulate the client on the holiday.
2. When an administrator schedules a person for a certain procedure, he sees all the information about him.
3. The program for recording clients of a beauty salon stores a lot of data about consumers: when and what services each of them used, how much money they left in the studio, what manipulations they order most often, etc.
4. You can get the necessary information not only from a computer in an institution, but also from a tablet and any other remote device. Only Internet access is needed.
5. The program shows income and expenditure transactions, the history of all payments, the current balance of the company.
6. At any time and from any device, you can find out what goods were sold and what services were provided.
7. In addition to information about consumers and budget, the program shows which products and how many are left in stock, information about suppliers, cost and current prices.
8. Clients receive SMS-messages with data about their appointment in the salon, so they will definitely not forget to visit you.
9. You can compose a text for congratulating consumers on their birthday. The program will send an SMS-card on the required day.
10. In five minutes, the administrator will manage SMS-mailing to all clients about special offers and promotions of the beauty salon.
11. Visitors can sign up for the studio themselves through the site. Such information appears in the pre-registration calendar, which the administrator of the establishment has access to.
12. The head of the company sees the history of purchases, payments and debts of visitors, balance sheet, payroll expenses, etc.
13. The program for recording clients in a beauty salon allows you to see the profit for any time: a week, a month, a year. You can generate various reports based on its data. For example, reports on rent, taxes paid and the ratio of expenses and income of the enterprise.

14. The system starts up easily and is ready to go in 20 minutes.
15. If you decide to audit the salon, you can contact the experts in marketing, personnel management and taxation.

Benefits of an online client appointment program for a beauty salon


The paper customer record book is the main internal document of the company. Often, salon owners buy it or use products donated by manufacturers of goods used in the studio, or representatives of cosmetics companies. Another option is the development of an individual magazine format and its production in a printing house.
The easiest way to record clients is with a journal/notebook or Excel spreadsheet. However, this is not the best option. Imagine that plane tickets can only be purchased at the box office without the possibility of making a purchase via the Internet. Such a transaction is a waste of time, labor and limited choice of consumers. Despite this, some people prefer to make purchases in this way, considering this option the most reliable.
By purchasing a ticket on the Internet, you can consider several flight routes and choose the right one, which you can’t do while standing in line. There are many advantages to buying online, which is why more and more people are using online transactions.

An alternative to a paper journal is an online customer registration program for a beauty salon. The main advantage of this option is that visitors can sign up for procedures at any time, regardless of the work schedules of the studio and the administrator. According to statistics, a third of customers plan to visit an establishment online after hours. Such a simple recording method will allow you to retain customers, prevent them from leaving for competitors, and also attract new ones.


In addition to the website, another convenient option for booking a salon is a smartphone. For example, using Instagram, you can post photos and videos, thus attracting new customers and retaining current visitors. Thanks to the presence of an online appointment, it is easier for a person to make a decision to come to an institution.
On Instagram, write a post that appeared in your studio new service and invite people to try it. Be sure to include the address and phone number, as well as a link for online registration for the procedure. These messages are very effective because potential client receives more than just information. He can choose the master and the time of the visit right from home using his smartphone.
Another significant advantage of online booking: the consumer sees the price of the procedure on the website, Special offers, the size of its benefit. If a client wants to use a specific service, but has not yet decided on a beauty salon, then interesting promotions and discounts can influence the choice in favor of your establishment. From time to time, you can launch offers that give a discount on the procedure when registering through the company's website.
Not all business owners are ready to publish the studio schedule on the page, as they do not want to tell competitors about the workload. When registering for the service via a smartphone, this will not happen, because the information is available only to registered customers.

Which is more profitable: renting or buying a program for recording clients of a beauty salon


If you decide to use a client appointment program for a beauty salon, you need to choose one of two options - a permanent license or a lease.
A permanent license means that the system is provided to you for an unlimited period. However, it should be borne in mind that usually with this option, you have to pay separately for the implementation and configuration of the program, for updating, as well as for training users to work with the software.
Subscription (rental) means that you can use the system only for a certain period, and then it needs to be renewed. Typically, a vendor rents out a client scheduling program for a beauty salon for a month, a quarter, half a year, or a year. By paying for a subscription, in addition to the system itself, you will receive all additional service included in this price.
Which option is better to choose? It is definitely impossible to answer this question. Study the features of each offer and make a decision based on the needs of your business.
The program for recording clients is useful not only for a beauty salon, but also for any company that provides services to people. It will help you automate the work of staff and interaction with consumers. How not to make a mistake when choosing a system? We offer you three steps, following which you can determine the most suitable product:

  • STEP 1. Find out for yourself which processes of the company you want to automate using the program, and make sure that the product in question can help you with this.
  • STEP 2. Ask the consultant to demonstrate the capabilities of the system, ask clarifying questions during the demonstration.
  • STEP 3. Try the demo version of the program. Thanks to this, you will be able to understand whether the system interface is convenient, whether it is comfortable to work in it, etc. If so, then you can make a purchase.

6 most popular programs for recording clients of a beauty salon

1.Yclients.


Price: monthly 700-4500 rubles.
The program will allow you to implement online registration and administration of the company in your salon. Widget for registration for the desired procedures can be placed on the website and in social networks. His appearance you can customize by yourself. Clients, by accessing social networks or the company's page, will be able to sign up for the studio on their own. For greater convenience of consumers, the vendor may develop mobile app for 1000-2500 rubles per month.
The program for recording clients for a beauty salon Yclients has quite rich functionality:

  • There is Personal Area, where you can schedule, work with the customer base and manage the loyalty program. For example, to develop a system of discounts for frequent visitors.
  • The program keeps statistics of the most demanded services and effective employees.
  • The system independently sends reminders to clients about their appointments for procedures.
  • The program automates financial and warehouse accounting, payroll, branch management.

The Yclients system has been implemented at 1300 enterprises: medical centers, car services, beauty salons, quest rooms.
2. Jesus.


Price: from 600 rubles per month.
The Hesus program is a pre-booking service that can be easily adapted to business needs. For example, the client can set booking parameters. If the recording criteria provided in the system are not enough, then you can set up time intervals, select a location, add a layout. The service integrates with social networks and the company's website.
The client registration program for the Hesus beauty salon provides a rare opportunity - prepayment by card or through Yandex.Money. If the client has already made an advance payment, then the likelihood that he will refuse to visit the establishment is extremely small. The vendor has developed an affiliate program: if you leave a link to the Hesus service on your company's website, and the user follows it and purchases the system, you will receive 11% of the latter's contribution.
The owner of the system claims that about 30,000 modules have been created.
3.Gbooking.

Price: from 990 to 5990 rubles per month.
The Gbooking beauty salon online client booking program provides the following features:

  • Automatic sending of SMS-messages and e-mails with a reminder to customers about their appointments in the institution.
  • Compilation of statistics with the most popular services and active visitors.
  • Building a system of discounts.
  • An electronic journal of the administrator, which allows you to minimize the windows in the schedule of the salon masters.
  • Flexible program settings, taking into account the peculiarities of work different companies providing services. For example, for medical centers a return visit is provided, for beauty studios - planning of shifts of specialists.
  • Mobile app. At your request, the vendor will develop a branded application. There is no integration with social networks yet.
  • You can post on partner sites iTop.ru, Zoon.ru and industry sites.

500 companies work with the program.
4. Simplybook.me


Price: free plan or up to $18 per month.
The service was developed by Icelanders, but there is a Russian localization. There are typos in the Russian version of the program, but a free tariff is provided. To start using it, just register. After that, you can create a widget for the post and your page on the site. The service provides various settings. For example, you can add the required fields and even redesign the design using CSS styles. The program can build financial reports and keep a customer counter. You can even use the group booking feature, which is relevant for spas.
5. "My office."


Price: from 290 to 1490 rubles per month.
The client registration program for the My Cabinet beauty salon allows you to sign up for procedures through the website, mobile application or social network VKontakte. The system can send recording reminders to consumers, and the person chooses a convenient time to receive an SMS message.

The administrator has a personal account, which displays the workload of employees. Thanks to this, he can distribute records between masters, taking into account this information. The extended version of the program allows you to sign up for a busy time. The vendor is developing integration with CRM systems. affiliate program is aimed at attracting new users: if you bring a new client to the salon, then the latter will pay a percentage of the visitor's payments every month.
6. "By Recording".
Price: from 400 rubles per month.
This program for registering clients for a beauty salon does not have the best interface, but it has extensive functionality: there is an online appointment, sending notifications to consumers, maintaining a database of visitors, prepayment for services through Yandex.Money, control of unscrupulous clients (they can be blacklisted, be sure to demand an advance payment or impose a fine). The program integrates with the Google calendar, VKontakte and the company's website. A free version of the service is provided, in which a minimum set of functions is available. However, the owner of the program does not provide it to everyone, each application is processed individually.
Carrying out their daily activities, the owner, director of the beauty center, as well as its manager, interact with the state, consumers, counterparties, employees, and this interaction is carried out within the legal framework, an integral part of which is responsibility. When starting your own business, heading a company as a director or manager, you must remember that you will have to solve problems and find ways out of existing situations.
Puzzling over the solution of these issues, the director wastes precious time. And time is the most important resource and capital. De Jure De Facto will become your reliable and effective partner in protecting and promoting business interests, obtaining up-to-date information and exchanging experience, discussing pressing problems and ways to solve them.
The company offers ready-made solutions in key areas of activity, namely:

  • occupational Safety and Health;
  • sanitary and epidemiological regime;
  • maintaining documentation in beauty salons with a medical license and cosmetology clinics;
  • personnel document management;
  • process automation, etc.

The modern service industry is evolving with the times. Conscious beauty salon owners strive to use all possible tools to improve the quality of service. Invaluable assistance in this will be provided by a special computer program, which automates the implementation of most marketing tasks for a beauty salon.

When opening a beauty salon, the owner seeks to immediately start making a profit in order to cover costs and withstand competition. Already at the stage of business registration, you should take care of the proper management of the salon. A computer program specially designed for a beauty salon will help with this.

Find out what opportunities the program will provide to the salon at the start:

1. To quickly build a customer base , take into account all the preferences and characteristics of each of the potential and existing customers, immediately enter all the information received into the program. Find out the client's date of birth, keep a log of his visits, enter special requests and preferences in a special form. This will help ensure feedback, individual approach and provide exactly what he wants to receive. In return, you will receive satisfaction with the service, a regular clientele and ensure its growth.

2. Keep records of materials in the program , so you can timely control overspending and prevent them from running out at the most inopportune moment. Set up an alert when supplies run out. See the consumption of materials in the context of each of the masters to prevent theft.

3. Set up an employee payroll system . Keep track of hours worked

4. Link a paid or free CRM system to your website - allow visitors to register themselves with free masters, provide them with access to the list of services provided and price lists.

5. Automate your appointment reminder system , set up SMS distribution for advertising and administrative purposes.

Automation of business processes at the very beginning of a beauty salon will allow you to immediately gain competitive advantages, minimize costs and set up a record keeping system. The program for the salon will allow the owner to immediately implement the necessary control system for his work.

When do you need a CRM system for a beauty salon?

Specially designed software in the beauty industry - a necessary thing for the successful development of a business. Competition among beauty salons is great - only those who can provide better services for a lower or more fair price will survive.

To ensure an uninterrupted flow of customers, the salon owner must immediately draw up a portrait of his clientele, assess the level of competition in his place of business and offer exactly the services that his clients need. Using the program, you can analyze the popularity of a particular type of service, determine the average age and psychotype of customers in order to develop a popular direction.

By installing the software, the salon owner can save money by offloading his administrator and instructing him to perform other tasks - for example, marketing.

Automation will allow:

avoid misunderstandings related to the fact that the client forgot about the appointed time of the visit - the system will notify him in time;

prevent recording at one time multiple clients;

analyze the success of the work masters in order to increase work efficiency;

start upselling system , which will allow you to get an additional source of income and improve customer service;

the master to prepare for the arrival of the client and provide him with exactly the services that he expects - for this it is enough to familiarize yourself with his personal card before the visit of the client;

implement a recording system for the following procedure , thus, you will not only take care of the client, but also provide yourself with a stable income.

Program for a beauty salon. Program for hairdresser, solarium, tanning studio

The program for a beauty salon makes it possible to organize the joint work of all specialists in the beauty industry in the form of a common well-coordinated mechanism for interacting with the client at all stages of the provision of services. Together with CRM for a beauty salon in the management of a beauty salon, it is now easy to put things in order and get rid of unnecessary operations! The administrator, whose area of ​​responsibility includes the primary work with visitors, assigns and opens cards in the program for each visitor and fixes the client's record for a certain time to a certain master. You can add various services and goods necessary to fulfill the order to the record. In the future, the administrator-cashier in his program for the beauty salon already automatically sees all customers and their orders and can accept payment. Program for a beauty salon allows the administrator to immediately see which of the masters is free and who is overloaded and what time is best to offer the client.

Many beauty salons or hairdressers still work without using a special accounting program. In the course are notebooks, magazines, excel tables etc. In modern realities, win the competition without special program for a beauty studio is impossible! Internal organization the work of the beauty salon will move to another level and will allow you to take all accounting under full control! There are no difficulties in the transition to the program. In the salon you will need to put a modern computer with installed program, a printer and, if necessary, a barcode scanner that will help speed up the search for clients in the beauty salon program database. You can use client cards, which will raise the level of your salon - from the client's point of view, it will look very reliable!

The program also supports issuing gift certificates for the services of your salon. Customer loyalty increases significantly, because any additional services always increase sales in the salon. With the help of the program for a beauty studio, you can set up and automate various business processes inside the salon. In the program, you can schedule the work of specialists, calculate payments, control debts, print documents, analyze statistics on services, etc. All this can be done only if you have a special program installed.

It is important to understand that the program is not a complete solution. This is just an example of a possible configuration. All organizations have their own specifics of doing business and the program can be modified to the needs of a particular organization by removing unnecessary functionality and adding the missing one. You can change the types of tables and card forms, add new directories and tables, create printables based on samples, etc.

Screenshots

The main form of CRM for a beauty salon. Schedule of registration of clients by masters.

Client visit card. The visit can include the sale of services, goods, subscriptions and certificates. In the visit, you can specify a discount, indicate the subscription and the amount of the certificate used.

Directory of subscriptions for sale in visits.

Directory of certificates for sale in visits.

Directory of halls of beauty salon.

Schedule of employees in a beauty salon.

Employee card. The card sets the base rate and percentages for payroll calculation.

Payroll preparation.

Keeping a journal of payments. Positive payments are income, negative payments are expenses.

Consolidated profit report.

A printed form of a customer visit card.

Printed form "Incoming cash order" or PKO.

The first 60 launches of the program works in demo mode without any restrictions. After 60 launches, the program will switch to the free version mode. Free version can be used without time limits.

To purchase the program, you need to select the type of license.

Licenses are divided into several types depending on the restriction on maximum amount entries in the employee directory - i.e. the number of employees in the organization, as well as a directory of halls and a directory of users.

License Restrictions Price
Free 1 employee in the "Employees" directory and 1 hall in the "Halls" directory. 1 entry in the directory "Users". You cannot create new columns in tables and rename existing ones. is free
Simple 3 employees in the "Employees" directory and 1 hall in the "Halls" directory. 3 entries in the directory "Users". 5 000 rubles
Extended 6 employees in the "Employees" directory and 2 halls in the "Halls" directory. 6 entries in the directory "Users". 8 000 rubles
professional 9 employees in the "Employees" directory and 3 halls in the "Halls" directory. 9 entries in the directory "Users". 12 000 rubles
Premium 12 employees in the "Employees" directory and 4 halls in the "Halls" directory. 12 entries in the directory "Users". 15 000 rub.
Unlimited without Borders. 20 000 rubles

The license is paid only once. The license is not tied to a specific computer. The term of the license is not limited.

  1. On the site, the client chooses the right specialist or a service (manicurist, hairdresser, make-up artist, solarium, etc.) that you currently have in your salon.

  2. The client sets the date and time for which he would like to sign up for the service, choosing from those periods of time when the specialist or service is not busy.

  3. Recording data in the application is entered not only manually, but also from other sources: from a Lead or Contact in Bitrix24 CRM, a patient's phone call or communication from Open Lines).

  4. The application allows you to see the workload of the salon in the context of masters, services, salon in the corridor of dates (for a specific date, week, specified period).

  5. The application is suitable not only for a reputable beauty salon, but also for a private entrepreneur (manicurist, hairdresser). It is not necessary to have a website to place the pre-registration form. The application generates a public link to the form. You can simply send this link to your regular customers via messenger or install it in your social media profile.
  6. How do pre-registration scenarios work?

    The application provides 2 options for registering for the service: client himself can sign up using the form on the site or your employee(administrator, registrar) registers the client through the Bitrix24 interface.

    ☞ The client signs up for the service himself


    Client data is sent to your company's Bitrix24 CRM. In the application settings, you can choose which entity the data will be transmitted to: Lead, Contact, or Deal. Your employee will see the new entity, contact the customer and confirm the entry.

    If necessary, you can create a reminder to the client by SMS or mail that he is signed up for the service. The program will automatically send a reminder to your client for a set period of time before the appointment (per day, per hour).

    ☞ The employee writes down the client

    Depending on the source from which the client data will be received ( phone call, "Open line" in Bitrix24, completed form), a company employee can register a client while in Bitrix24 in several ways.

    ☎ Recording during a phone call



    If you do not have IP telephony connected to Bitrix24, then use one of the following scenarios.

    📂 Recording from Bitrix24 CRM

    If the client is already in your client base, then the employee finds the required entity in CRM (Lead, Contact, Deal) and opens the application directly from the entity card (the new CRM option must be enabled in the Bitrix24 settings):



    If the client is not in the database, then the employee can create the desired entity either in CRM or from the application.

    📆 Record from app

    1. In Bitrix24, an employee opens an application for pre-registration.

    2. Goes to the "Schedule" tab and selects the required service, specialist and the date for which the client needs to be recorded.



    3. To create an entry, an employee clicks on free time (green).

    4. In the menu that appears, select the desired option for creating a record: “Select from CRM” (if the client is already in the database) or “ New entry» (for new clients).

    5. When choosing the option " Choose from CRM”, a window will open with a choice of entities that are in your Bitrix24 CRM. The employee selects the required client from the Lead, Contact or Deal entities.

      If the employee selects the option New entry”, then a form will open in which he must enter data about the client. After saving the data, a pre-registration for the service will be created. In addition, a new entity with customer data will be created in your Bitrix24 CRM. Depending on what settings you choose in the program, a Lead, Contact or Deal will be created.

      Schedule Management

      Immediately after installing the application, you need to create a list of services that your salon provides and the specialists who provide these services.

      Creating a list of services and masters



      How to install an application for online appointment of clients in a hairdressing salon?

      This application is, in fact, the integration of your site (or web form) with the Bitrix24 CRM. To install the application, you need to open the list of applications on the Bitrix24 website:

      On the app's description page that opens, click the " Install":




      « Bitrix24" is a service that provides full set tools for organizing comfortable work for both large and small companies: social network, tasks, calendars, online work with documents, collective disk, video calls, chat, telephony, CRM and much more.

      CRM is a customer relationship management system. CRM in Bitrix24 is a convenient tool for collecting and storing customer data, managing transactions, monitoring the work of managers, analytics and forecasting. It simplifies the routine, speeds up making the right decisions and eliminates mistakes.

      Getting started with Bitrix24 is easy - register your portal for free using one of the links:

      The application generates the web form code that must be installed on the site. Moreover, the platform on which the site works does not matter, the form is easily embedded anywhere on the site.

      With the help of our integration, a two-way connection between the site and Bitrix24 is established. On the one hand, the data that the user entered into the form on the site gets into the Bitrix24 CRM for further processing. On the other hand, the work schedules and employment of the specialists that you entered into Bitrix24 will be seen by the client on the site. Thus, your customers get the opportunity to independently select and record to the desired master, based on its load. Plus, inside the application you can see the workload schedule for specialists and the entire salon. You visually and in real time you will see which of the services and masters are more in demand, and some less.

      Using the application for online appointment for a service from Pinol, you and your clients get mobility, since you can see and manage the schedule not only from a computer, but from any device and place with Internet access.

      What's the price? Monetization options

      You can is free use the application if you are a client of Pinol or purchase functionality this application for 3, 6, 12 months.

      How to become a Pinol client?

      To discuss the possibility of becoming a Pinol client, send us an inquiry, in which specify the following data:

      1. The name of the app you want to get ("Salon/Barbershop/Barbershop Appointment Management Solution").

      2. The address of your Bitrix24.

      3. The tariff plan of your Bitrix24.

      4. Bitrix24 tariff plan validity period (you can find out the validity period in the My Bitrix24 section.

    Screenshots of the program.