Approval needed · Tuesday, Oct 13
Avery Morgan
Lived-in color
You’re exploring example records, so switch to your workspace whenever you’re ready to work with real clients.
CIRCASALON / HAIRRX · Hair + Care
Your day, Kate.
Keep your client care and business decisions together in a workspace designed around your day.
YOUR SCHEDULE
Monday, Oct 12
America/Chicago
No CircaSalon appointments for this day.
Your live booking provider may have additional appointments.
Open live booking provider
CircaSalon’s booking pilot is separate from your live calendar.
PICK UP WHERE YOU LEFT OFF
Needs your attention 1
Saved requests, consultations, and visits across all dates.
This week
Service contribution / hour
—0 visits with time and all direct costs
Recorded working time
—0 completed visits with time
Retail contribution
—Sales less recorded product cost
Example clients and figures. Nothing is sent to a client.
Clients
Find a client and pick up where you left off.
3 example clients
YOUR BUSINESS / CHECKOUT
A clear checkout for every visit.
Prepare appointment deposits, finish-visit invoices, and product orders with charges your clients can understand.
Stripe connection needed
You can prepare and review your checkout records here, with Stripe setup and testing required before real payments can be collected.
Lena’s example invoice includes a fictional $50 received deposit so you can review how the remaining balance appears; no real payment has been collected.
Kate’s checkout review
Try a deposit for an upcoming appointment, then a final invoice for Lena’s fictional completed appointment.
- Is the chosen deposit and 48-hour policy clear to the client?
- Does the final invoice show service, products, tax, paid deposit, and remaining balance clearly?
- Can you choose the right product and quantity without extra steps?
- What feels confusing or takes too many taps on your phone?
Deposit policy · saved
Products
Keep your product prices and stock together so the recommendations you make in the salon can become part of each client’s care at home.
Prepare studio product orders with your costs kept private, then complete Stripe and order fulfilment setup before clients can pay.
Everyday moisture conditioner
SKU DEMO-CO-01
A fictional recommendation for a simple home-care routine.
$30.00Client price · USD
6On hand
$15.00 contribution per item before payment fees and other costs.
Available for studio order drafts.
Gentle color-care shampoo
SKU DEMO-SH-01
A fictional product for reviewing the studio shop and aftercare workflow.
$28.00Client price · USD
8On hand
$14.00 contribution per item before payment fees and other costs.
Available for studio order drafts.
YOUR BUSINESS / BOOKKEEPING
Your receipts, in order.
Save receipts now, record purchases when you’re ready, and prepare your accountant handoff.
SAVE NOW, SORT WHEN YOU HAVE TIME
Give every purchase a place.
Take a receipt photo or upload a supplier invoice, then review the purchase details when you’re ready to record it.
PDF, JPEG, PNG or WebP · up to 5 MB · private to your salonThese example documents let you try sorting and attaching. Real uploads are available in your private workspace.
2receipts loaded
2without a recorded transaction
Uploading a receipt saves the document. You confirm the date, supplier, amount, and category before a transaction enters your books.
Example document
Needs a transaction
Example color-supplies invoice.pdf
Example document
Needs a transaction
Example retail purchase.jpg
Receipt status covers recorded entries across all years. Search and counts here cover the documents loaded so far.
YOUR BUSINESS / PILOT REVIEW
Give the workflow a fair trial.
Compare what your visits show with your starting point, then decide which tools deserve a place in your day.
You are reviewing fictional example records. Changes here stay in the example preview and never become a real business result.
Try five everyday tasks, then tell us where you paused.
Use your own phone and begin with fictional records. After account setup, try the workflow during 10–15 real visits and record your feedback in the weekly check-in below.
- Find a returning client and open their last formula.
- Start a repeat visit, review the client’s goals, and choose the service.
- Save the worksheet, continue editing, and reopen it to check the details.
- Add a permitted photo and record the formula actually applied with its observed result.
- Review the separate client care plan and prepare the appointment’s invoice when the service is complete.
Proposed targets are finding a client within 10 seconds, preparing a repeat visit within a minute, and finishing the formula record and care plan in about two minutes of administrative work. Measure them before treating them as achieved.
Note any repeated entry, confusing labels, lost progress, or places you needed help. Checkout and delivered reminders still need their provider setup.
1 visit has working time and all direct costs for the contribution calculation.
Add a starting measurement to compare consultation effort.
1 completed visit with consultation time.A comparable starting measurement is still needed.
After recorded product and variable costs, before overhead and tax.Record your usual weekly admin time and this week’s check-in to compare them.
Time saved is a workload benefit, not automatically additional income.These comparisons describe recorded results, rather than proving CircaSalon caused a change. Service mix, pricing, seasonality and missing records can affect the figures.
REVIEW YOUR SERVICE PATTERNS
Look for changes worth discussing.
There is 1 comparable completed record; at least three known measurements are needed for each historical estimate.
Client messages
Keep the care personal with appointment notes and thoughtful follow-ups that you can review before copying them into your email app.
Your messages are saved as drafts for you to review and use while email delivery and automatic reminders await configuration.
A thoughtful follow-up starts here.
Use a reviewed care plan or a confirmed appointment to prepare your first client message.