Guides

How-to docs and playbooks

Step-by-step documentation for every part of Trimsy. Search it, or browse by area.

163 guides

Getting startedA tour of your dashboardWhat each card on the Trimsy dashboard shows and where to go next.Catalogue & teamAdd and manage team membersInvite people, set their role, and deactivate leavers.Marketing & growthAdvertise a job openingPublish a role on your own site and collect applications.Jobs & quotesAgreements & e-signaturesSend branded agreements customers sign online — typed or drawn, multi-party supported.Payments & POSBalance your cash drawerOpen, reconcile and close the till, and see any discrepancy.Customers & documentsBan a clientStop a specific person booking again, and lift it if things change.Jobs & quotesBuild a quotePrice a piece of work, send it, and turn it into a booking or invoice.Payments & POSBuild an invoiceRaise an invoice, take payment on it, or send it for payment.Catalogue & teamBuild the staff rosterSet who works when, and copy a week forward instead of rebuilding it.Settings & accountBusiness hours & closuresSet weekly opening hours, breaks and one-off closure dates.Bookings & calendarCheck why a slot is not offeredAsk Trimsy, in plain terms, why a time is or is not bookable.Marketing & growthCollecting reviewsAsk happy customers for a review automatically after their visit.Payments & POSConnecting Stripe or SquareTake online payments and deposits with your own Stripe or Square account.Jobs & quotesCreate & send quotes onlineSend branded quotes customers accept online, then convert straight to invoices or jobs.Customers & documentsCustom fields on customersCapture the details your trade needs that Trimsy does not ask for by default.Customers & documentsCustomer documents & expiry trackingCollect, organise and track expiry dates on customer documents.Customers & documentsDocument types and templatesThe agreements, forms and letters you issue, as reusable templates.Getting startedExplore Trimsy with sample dataFill a fresh workspace with example customers, bookings and invoices — and remove them later.Settings & accountFix bounced emailsAddresses that rejected your mail, and how to bring one back.Customers & documentsGroup your document typesBundle document types so a job or customer gets the whole set at once.Marketing & growthHandle contact requestsMessages from your public site, and what has been done about them.Customers & documentsIntake formsAsk the right questions before an appointment with per-service intake forms.Payments & POSInvoices & getting paidSend tax invoices with online payment links and automatic reminders.Jobs & quotesJob formsStructured questions captured on site, against the job.Bookings & calendarManaging bookingsCreate, confirm, reschedule and cancel bookings from the bookings list.Customers & documentsManaging customersAdd customers, import from a spreadsheet, and open the full customer profile.Getting startedMigrate from GettimelyBring customers, services, staff and bookings across from Gettimely in four guided steps.Settings & accountNotification settingsChoose exactly which emails and SMS Trimsy sends, per event.Settings & accountOnline booking settingsControl slots, deposits, auto-confirm, cancellation policy and birthday messages.Catalogue & teamPacks & combo dealsBundle services into discounted packs customers can buy and redeem over time.Catalogue & teamProducts & stockSell retail products through the POS and keep an eye on stock levels.Marketing & growthPromo codes & discountsCreate discount codes with limits, expiry dates and usage tracking.Customers & documentsRead form responsesWhat customers have filled in, and what you are still waiting on.Settings & accountRead the audit logWho changed what, and when.Payments & POSRead your financial overviewTakings, retention and redemption for a period, filtered how you need.Payments & POSRead your transactionsEvery payment in and out, and what each column actually means.Payments & POSReceipts and refundsFind any receipt, re-send it, or refund it with a credit note.Jobs & quotesReusable job checklistsThe steps that must happen every time, attached to the job instead of someone’s memory.Marketing & growthRunning a loyalty programReward repeat visits with points customers track in their own portal.Bookings & calendarRunning the walk-in queueManage walk-ins with live wait times, SMS notifications and a self-serve kiosk.Catalogue & teamSee who is on the floorToday at a glance: who is rostered, who has clocked in, and who is booked.Payments & POSSell a product without a bookingRing up a retail item on its own, without opening the full POS.Marketing & growthSelling gift cardsSell digital gift cards online or at the POS and redeem them at checkout.Catalogue & teamServices & pricingSet up the services customers book, with prices, durations and categories.Jobs & quotesSet up job pipelines to track work stagesCreate pipeline stages that reflect your actual workflow, from start to finish.Jobs & quotesSet up recurring jobsCreate work that repeats, so the schedule builds itself.Catalogue & teamSet your availabilityTell the roster when you can and cannot work.Marketing & growthShare links, QR codes & embedsEvery public link in one place — booking page, queue QR, embeds for your own website.Catalogue & teamStaff & rosteringAdd your team, set working hours, and control who can be booked for what.Catalogue & teamStaff commissionSee what each staff member has earned in commission, and on what.Bookings & calendarTake a booking by handCreate a booking for someone who rang, walked in or messaged.Payments & POSThe Finance hubOne place for the four money screens: overview, payments, invoices and the drawer.Catalogue & teamTimesheets & attendanceTrack clock-ins, breaks and hours worked across the team.Jobs & quotesTrack jobs through pipeline stagesManage long-running work like applications, projects and repairs as they move through your custom stages.Bookings & calendarUsing the calendarSee every booking across staff and locations on a day or week view.Payments & POSUsing the Point of SaleRing up services and products, take payment, and print or email receipts.Bookings & calendarUsing the waitlistCapture demand when you're fully booked and convert entries into bookings with one click.Customers & documentsVerify customer identity with the 100-point standardReview identity documents and score customers against the 100-point standard for regulated work.Marketing & growthWork your leadsTrack enquiries from first contact to booked, without a spreadsheet.Jobs & quotesWorkflows & automationsTrigger emails, SMS and document sends automatically when things happen.Bookings & calendarYour bookings at a glanceA period view of what is booked, with the next appointments up front.Settings & accountYour default signatureThe signature block appended to the documents you send.Catalogue & teamYour hours and breaksWhat you actually worked, including breaks and net hours.Jobs & quotesYour jobs at a glanceJob volumes, what moved recently, and what is running late.Catalogue & teamYour own rosterWhat you are working this week, and how to get it in your own calendar.Settings & accountYour plan & billingSee your plan, update payment details and download Trimsy invoices.Jobs & quotesYour quotes at a glanceWhat you have quoted, and what is still waiting on a decision.Bookings & calendarYour walk-in queue at a glanceHow the queue is moving today, and who is still waiting.Settings & accountYour website & brandingPublish your free mini-site, set colours, logo and domain.Getting startedComplete the Trimsy onboarding wizardComplete five quick steps to unlock your dashboard and go live with online bookings.Getting startedDashboard overview — your salon at a glanceYour dashboard shows real-time bookings, revenue, queue status, and upcoming appointments in one command centre.Getting startedAdmin panel overview: find what you need in the sidebarNavigate Trimsy's eight main sections—from appointments and sales to customers and billing. Here's what each section does.Bookings & calendarCalendar — viewing and managing appointments visuallyThe calendar gives you a day-by-day or week-at-a-glance view of all bookings, colour-coded by staff member.Bookings & calendarBookings — managing all appointmentsThe Bookings page is a searchable, filterable list of every appointment. Learn how to create, edit, approve, and action bookings.Bookings & calendarQueue — managing walk-in customersThe Queue page handles customers who arrive without an appointment. Add them, call their name, and mark them as served — all from one screen.Bookings & calendarWaitlist — capturing overflow demandWhen your schedule is full, the Waitlist lets customers register their interest in a cancelled slot automatically.Bookings & calendarContact requests — handling website enquiriesWhen visitors fill in the contact form on your public salon website, their messages appear here as contact requests.Payments & POSPOS — processing payments at checkoutThe Point of Sale screen is where you ring up services and products, apply discounts, and take payment at the end of each visit.Payments & POSTransactions — viewing payment history and issuing refundsThe Transactions page shows every payment ever processed through Trimsy. You can search, filter, and issue full or partial refunds from here.Payments & POSReceipts — sending and reprinting receiptsFind any past receipt, resend it by email or SMS, or print it directly from the browser.Payments & POSCash drawer — opening float, tracking cash, and closingThe Cash Drawer feature tracks your opening float, all cash sales, and lets you reconcile your till at the end of the day.Catalogue & teamServices — creating and managing your service menuServices are the foundation of your booking page. Learn how to create categories, set pricing, configure duration, and control who can perform each service.Catalogue & teamProducts — selling retail items through the POSAdd shampoos, styling products, and other retail items to your catalog so they can be sold at the POS and tracked in inventory.Catalogue & teamPacks & combos — pre-paid service bundlesPacks let customers pre-pay for a bundle of services at a discount. Learn how to create them, sell them at the POS, and track redemptions.Catalogue & teamGift cards — issuing and redeeming gift vouchersSell digital or physical gift cards through the POS and let customers redeem them at checkout.Catalogue & teamPromo codes — creating discounts for online bookingsCreate discount codes that customers enter during online booking to get a percentage or fixed amount off their appointment.Catalogue & teamIntake forms — collecting client information before appointmentsAttach custom questionnaires to services so customers answer key questions when they book. Great for consultations, allergy checks, and consent forms.Customers & documentsCustomers list — searching, filtering, and adding clientsThe Customers page is your full client database. Learn how to find customers quickly, add new ones, and bulk-manage your list.Customers & documentsCustomer profile — Overview tabThe Overview tab shows a customer's key stats, upcoming appointments, loyalty balance, and personal details at a glance.Customers & documentsCustomer profile — Notes tabStore two types of notes per customer: general client notes visible to all staff, and stylist-specific service notes attached to individual services.Customers & documentsCustomer profile — Service History tabSee every completed service visit — what was done, by whom, how much was paid, and what method was used.Customers & documentsCustomer profile — Bookings tabView all upcoming and past booked appointments for this customer, and take actions like rescheduling or cancelling from within the profile.Customers & documentsCustomer profile — Queue History tabSee every time this customer has joined the walk-in queue — including wait times, services, and whether they were served.Customers & documentsCustomer profile — Loyalty tabView a customer's full loyalty point history — how many points they've earned, spent, and how they earned them.Customers & documentsCustomer profile — Family Members tabLink family members under one customer profile so a parent or guardian can book for multiple people in a single visit.Customers & documentsLoyalty rules — configuring how points are earned and redeemedLoyalty rules control how many points customers earn per dollar spent, point expiry, tier thresholds, and redemption rates.Catalogue & teamStaff — adding and managing your team membersAdd staff profiles, assign services, set access levels, configure commission, and manage contact details for every team member.Catalogue & teamRoster — scheduling shifts and managing availabilityThe Roster page lets you set recurring weekly schedules, add one-off shifts, block out time, and manage leave for your entire team.Catalogue & teamTimesheets — tracking hours workedTimesheets automatically log when staff clock in and out, giving you an accurate record of hours worked for payroll.Catalogue & teamStaff floor — live view of who is working right nowThe Staff Floor gives a real-time picture of which team members are clocked in, what they're doing, and how long they've been active.Catalogue & teamReviews — collecting and managing customer ratingsSee all customer reviews, respond to feedback, and configure how and when review requests are sent after appointments.Settings & accountReports — revenue, sales, and service analyticsThe Reports page gives you date-range revenue summaries, service-by-service breakdowns, and staff performance metrics.Settings & accountFinancial report — detailed income and expense breakdownThe Financial report provides a transaction-level view of all income for a period, formatted for accounting and tax purposes.Settings & accountCommission report — calculating staff earningsThe Commission report calculates how much each staff member has earned in commission based on services performed and your configured rates.Settings & accountSettings — General tabThe General tab is where you update your business name, contact details, address, currency, tax settings, and social media links.Settings & accountSettings — Branding tabUpload your logo, favicon, and app icon, and set your brand colour. These assets appear across your website, booking page, kiosk, and customer app.Settings & accountSettings — Locations tabIf you operate more than one salon location, the Locations tab lets you add, configure, and manage each site independently.Settings & accountSettings — Store Hours tabSet your opening and closing times for each day of the week, mark public holidays, and add one-off closures.Settings & accountSettings — Payments tabConnect Stripe and Square, configure your payment gateway, enable online deposits, and manage terminal settings.Settings & accountSettings — Booking tabControl how far in advance customers can book, the minimum notice required, booking confirmation mode, and reminder settings.Settings & accountSettings — Loyalty tabConfigure whether loyalty rewards are active, set a display name for your programme, and adjust point earning behaviour.Settings & accountSettings — Kiosk tabConfigure the self-check-in kiosk tablet — PIN, welcome message, idle display, and which services appear for walk-ins.Settings & accountAdmin access — managing who can log into the admin panelControl which of your staff members have admin panel access, what role they have, and what they are permitted to see and do.Settings & accountWebsite — managing your public salon websiteEvery Trimsy account includes a free public-facing website at your subdomain. Learn how to customise its content, layout, and SEO settings.Settings & accountQR & links — share links and printable QR codesGenerate shareable links and printable QR codes for booking, queue join, loyalty, and kiosk check-in — all from one page.Settings & accountBilling — managing your Trimsy subscriptionView your current plan, see what features are included, upgrade or downgrade, and access past invoices from the Billing page.Settings & accountBilling — SMS credits and auto-rechargeBuy extra SMS credits when your monthly quota runs low, and set up auto-recharge so you never run out mid-campaign.Marketing & growthLeads — overviewCapture enquiries that aren't bookings yet — phone calls, walk-ins, web forms — and convert them to customers.Marketing & growthLeads — pipeline and statusesA kanban board of statuses to track each enquiry from first contact to booked or lost.Marketing & growthLeads — converting to a customer and bookingOne-click conversion that creates the customer profile and (optionally) opens the booking flow.Bookings & calendarWaitlist — automatic notifications when a slot frees upWhen a booking cancels, the waitlist auto-pings the next eligible customer. SMS-first.Payments & POSCash drawer — shift handover and reconciling discrepanciesHow to hand over between staff mid-day, and what to do when the close-out count doesn't match.Catalogue & teamReviews — responding, moderating, and showcasing on your websiteReply to reviews, hide the abusive ones, and pick which ones go on your public site.Customers & documentsSMS campaigns — segments, scheduling, and staying compliantHow to build a useful audience, schedule sends across timezones, and not get reported as spam.Catalogue & teamBefore & after photos — capturing on a booking and showcasing publiclySnap before/after on a booking, with the customer's consent, and optionally feature them on your website.Bookings & calendarOnline appointments — overviewDeliver virtual sessions over video for consults, advice, and remote services without a physical visit.Bookings & calendarOnline appointments — choosing a meeting providerFive providers from manual to native Zoom/Teams integration. Trade-offs, security, and which one to pick.Bookings & calendarOnline appointments — connecting Google MeetOne-time OAuth connection so every virtual booking auto-creates a Meet room in your Google Calendar.Bookings & calendarOnline appointments — connecting ZoomOAuth-connect a Zoom account so every virtual booking spawns a real Zoom meeting with a waiting room and password.Bookings & calendarOnline appointments — connecting Microsoft TeamsOAuth-connect an M365 work account so every virtual booking creates a real Teams meeting with a lobby.Bookings & calendarOnline appointments — manual and static link modesTwo no-OAuth options: paste a link per-booking, or use one fixed link for everyone.Jobs & quotesJobs — overviewA pipeline-style work-tracker for anything that lasts longer than a single booking and has stages.Jobs & quotesJobs — pipelines, stages, and statusesBuild a custom pipeline per type of work, with stages for each phase from intake to completion.Jobs & quotesJobs — job formsCustom fields per pipeline stage, with conditional logic and customer-visible vs internal-only modes.Jobs & quotesJobs — replies, attachments, and customer communicationA back-and-forth thread per job. Internal-only or customer-facing.Jobs & quotesJobs — what your customers see in their portalHow the customer-facing job view works and what to share vs keep internal.Jobs & quotesQuotes — overviewWhen the price isn't fixed yet. Quote, customer accepts, becomes a booking — or stays standalone.Jobs & quotesQuotes — sending a quote on a bookingFor services priced "on consultation". Booking comes in, you send a price, customer accepts.Jobs & quotesQuotes — standalone quotes for one-off jobsBuild a line-itemised quote with no booking attached, send via email or link, customer accepts to confirm.Jobs & quotesQuotes — converting a quote into a bookingHow accept-to-booking works, and what happens when the customer needs to pick a time.Customers & documentsDocuments — overviewCollect, verify, and store customer ID, certificates, and signed agreements.Customers & documentsDocuments — agreements and e-signaturesSend a text agreement, customer e-signs it, signed PDF stored with audit trail.Customers & documentsCustomer portal — overviewA logged-in account each customer can use to manage bookings, see history, message you, and store documents.Catalogue & teamRoster — recurring templates vs week-specific overridesSet a default working pattern that repeats forever, then override individual weeks for leave or one-off shifts.Customers & documentsLoyalty rules — rule types, stacking, and redemption flowsBeyond "earn 1 point per dollar". Tier rules, milestone rules, redemption ladders, exclusions.Settings & accountMulti-location — running more than one store on a single accountHow locations interact with services, staff, hours, closures, and reports. Common pitfalls.Payments & POSStripe Connect — onboarding, capabilities, and what to do when payments failConnecting Stripe, what data they ask for, why payouts get held, how to fix common errors.Payments & POSSquare Connect — onboarding and using the Square TerminalConnect a Square account, pair a Terminal device, and route in-person card payments through it.Settings & accountPush notifications — install as an app and manage which alerts you getTrimsy is a PWA — install it like an app and get push alerts for new bookings, cancellations, queue updates.Settings & accountTax — inclusive vs exclusive pricing, and which to pickWhether menu prices include GST or not, and what changes on receipts, the booking page, and reports.Jobs & quotesUsing Live Floor to Monitor Service in Real TimeTrack who's being served, who's waiting, and room status at a glance with Live Floor.Bookings & calendarHow to view and manage bookings on your calendarUse Trimsy's calendar to see all your bookings by day or week, across staff and locations.Getting startedManaging staff leave requests and approvalLearn how staff can request time off and how to approve or decline leave so those days don't appear as available for booking.Getting startedSet up admin access and manage team rolesInvite team members as admins or managers and control what permissions each role has in Trimsy.Bookings & calendarUsing the Calendar to View and Manage BookingsView all your bookings across staff and locations in one place. Manage schedules by day or week to stay organised.Getting startedSet up automatic Google review requests for happy customersAsk satisfied customers to leave a Google review after their appointment or job completion to build social proof.Bookings & calendarView and manage bookings on your calendarSee all your bookings at a glance across staff and locations using Trimsy's calendar view.Customers & documentsHow to Review and Approve Customer ID Verification DocumentsVerify customer identity documents submitted through your portal to ensure compliance and build trust.Bookings & calendarView and manage bookings on your calendarUse Trimsy's calendar to see all your bookings across staff and locations, then reschedule or update them as needed.Bookings & calendarHow to view and manage bookings on your calendarUse Trimsy's calendar to see all your bookings across staff and locations in one view. Manage appointments by day or week.Bookings & calendarView and manage your bookings on the calendarUse Trimsy's calendar to see all your bookings at a glance, organised by staff and location.Bookings & calendarHow to view and manage bookings on your calendarUse Trimsy's calendar to see all your bookings across staff and locations at a glance, and make quick changes.Bookings & calendarView and manage your bookings on the calendarUse Trimsy's calendar to see all your bookings by day or week, organised by staff and location.

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