Documentation
Chapters of the guide

Clients, staff and locations

Client records, shifts, attendance, locations and the Secretariat.

  • Side menuThe dark bar on the left: logo, location address, entries and groups, user bar and the shelf with Radio, Chat, Aiuto, Lettori barcode and Esci.
  • Data tablesHow to use Narciso's spreadsheet-style tables: toolbar, search, selection, sorting, columns, the Tool panel and export to Excel, CSV, JSON and PDF.
  • ClientsThe client register: the list with all its columns, how to add, edit and delete a record, the three-step form, the data checks and the error messages.
  • Importing clientsHow to create many client records at once from spreadsheets, PDFs, Word documents or photos: upload, reading, review with the original alongside, and insertion.
  • Merging client recordsHow to combine into a single record the records of the same person registered more than once, for example from different channels: what you choose, what is merged automatically and what passes to the new record.
  • Transaction historyThe list of all bookings, a client's over-the-counter sales and payments still open: columns, outcomes, pending payments and how to cancel them, refunds and export.
  • StaffThe salon's staff page: the three tabs Anagrafica, Turni and Presenze, who can do what depending on the role, which team members you see in a location, and the confirmations with an SMS code for phone and credentials.
  • Staff recordsThe table with the team members' records and the four-step guided procedure to add and edit them: columns, search, export, personal details, role and access, contract, tax data, PDF documents, data reserved to the Titolare and team member colours.
  • Importing staffHow to create team member records from files already available (CVs, contracts, spreadsheets, photos): which data is read, what happens to the imported team members, and how this import differs from the client import.
  • ShiftsThe grid for planning team members' working hours: painting and erasing shifts, copying and duplicating days, zoom, keyboard shortcuts, automatic saving, conflicts between locations, the printable report and the animated tutorial.
  • AttendanceThe salon's attendance time sheet: how clock-in and clock-out are recorded with the code reader, which rules control clocking, how to read, search and export the entries, and who sees sick-leave absences.
  • SecretariatThe day's To-Do List: the tasks the program works out from appointments, chats, reviews, orders, stock, deadlines and staff, when a task counts as done, what the lateness triangles mean and what each role sees.
  • Locations map and active locationThe satellite map with all the business's locations: how to open it, how to read each location's card, how to change the location you work in, and how the Titolare switches a location on or off.
  • Loyalty pointsHow clients' loyalty points work: when they are earned and when they are taken away, where rewards are redeemed, and how to read the register of movements in the Utilizzi tab of Promozioni.