Salon team reports for Canadian owners, and who may read them
With one person in a salon, a report is a number. With five, every number has a second question attached: whose was it, and who is allowed to see it? Slotora's team reports answer both — the figures are worked out from what clients actually paid, in Canadian dollars, and each login sees exactly the figures you have decided it should.
Open your first team reportThe questions owners actually bring
Not a list of charts. These are the questions, and where the answer comes from.
Who brought in what last month?
Per person: what was booked, what was collected and what was tipped, for the last thirty days, the last ninety, or the calendar month. Collected comes from the payments, not from the price list, so a discount shows as a discount.
How much retail did each of them sell?
Products sold at the counter appear in the month's report beside the services, so the stylist who recommends the right shampoo gets seen for it.
Do her clients come back?
Two different measures, kept apart on purpose: the share of a period's clients who had visited before, and a rebooking rate of its own. One is not offered as the other.
Who moved that appointment?
The salon's activity log lists changes with who made them and when, with clients' personal details masked in the log itself.
Did the till balance tonight?
The day-end close counts the salon's own cash. A booth renter's cash is named beside it as hers, so her takings never make your drawer look short.
How is the second location doing?
With more than one premises, the period report and its downloads can be narrowed to one address.
Who may read which figure
This is the half of team reporting most systems leave to trust. In Slotora the owner and admins see the whole salon. A stylist sees her own figures and nobody else's. The front desk sees no period report at all by default: she counts today's cash at close, and that is all of the money she handles on screen.
Two of the six switches on a login change that. See reports opens the period reports for her; see everyone's takings, which only works with the first, shows the whole team's money in them. A login tied to one location only ever sees that location's figures, never another shop's.
Widening a stylist's calendar so she can book for colleagues does not widen her reports. The calendar and the money are two separate permissions, deliberately, so a senior who books juniors in does not learn what they earn.
Where the reports stop
So you are not surprised in the second month.
- Some reports are not split by location
- The period report and its downloads can be narrowed to one premises. The pay statement, the rebooking report and the day-end close still cover the whole account.
- What happened outside Slotora is not in them
- A product sold through another till or a deposit taken by e-transfer that nobody recorded will not appear. The reports are only as complete as what was entered.
- Three periods, not any range you like
- Period reports run over thirty days, ninety days or the calendar month. A custom range, say the eleven days of a promotion, is not offered.
Taking the figures elsewhere
Clients, bookings and services download as spreadsheets, and the whole account downloads as one file whenever you want it. A login with the export switch only ever downloads what it may already see. The bookings download carries a premises column when you have more than one.
Reports show what was booked and paid through Slotora. They are not your accounting records: GST/HST on your services, expenses and anything paid outside Slotora belong in your bookkeeping software, and your accountant may want the exports rather than the screens.
Questions about team reports
Can a stylist see what her colleagues took?
No. She sees her own figures. Only the owner, admins and logins you have given both report switches see the whole team.
Are the figures in Canadian dollars?
Yes. A Canadian salon is set up in CAD, and the reports show what clients paid in it.
Do tips show per person?
Yes. Tips appear in each person's line, and a tip you have shared between people appears as each person's share.
Is the report what I owe each stylist?
No. A report says what each person brought in. What she is owed is the separate pay statement, which applies her commission rules to it.
Can I see reports on my phone?
Yes, in the Slotora app as well as the browser. Try both during the 14-day trial.
What some competitors include
Square's Canadian Appointments pricing page lists labour-versus-sales reporting as part of its Premium plan.[1] Square's team management page includes a team sales report in Advanced Access, sold per location.[2] Meevo's pricing page lists payroll reports among the features of every plan.[3] In Slotora the team reports are part of the salon account itself, with nothing extra to buy for them.
Sources
Competitors' own pages, read on the date shown.
- Square — Appointments pricing (Canada) — https://squareup.com/ca/en/appointments/pricing · read
- Square — team management (Canada) — https://squareup.com/ca/en/team-management · read
- Meevo — pricing — https://www.meevo.com/pricing · read
Know whose month it was
Add the team, take a month of bookings, and read the first report with the confidence that each person sees only what you allowed.