Whether your business is expanding and you need more from your software, you’re currently not using software at all, or you’re looking for a more cost-effective solution, switching software can be stressful – but worth it. When shopping around, here are six questions you want to ask:
1. What’s included in my onboarding, and how much does that cost?
Onboarding is the process of getting familiar with your software of choice. It usually involves a trial period where you can go in and try out the features to see how they work and can help you manage your business more effectively. You’ll want to know if there is any guidance available during this time and if there is a cost involved. If it’s truly a free trial, you should be able to ask questions and get help as needed.
2. What does training look like, or is it self-taught?
All software comes with a learning curve, but it’s how that period of time is used that matters. Is the process all self-taught, or will you have an account manager to help walk you through the setup process? Will there be follow-up sessions to make sure things are running smoothly, train a new employee, or provide refresher courses? Then there’s the cost. Be sure to ask how much the training and any refresher courses cost.
3. Can you transfer my data from previous software, and for how much?
Depending on how your previous software configured your information, your data should be able to go through a conversion process and into your new software. That way, information like client formulas, notes, plus service and retail history are available with the switch. Make sure your new software offers conversion services and inquire about the costs. If a software company wants your business, this service should be free.
4. What’s the process for my other services, like payroll and eComm store?
If you are using other services outside of your current salon software, ask how those services will work when you make the switch. For example, does the software have reporting that will support your payroll and is there an integration for your online store?
5. Is there an integration for my payment processing?
Because payment processing is a large part of any business, you’ll want to ask about how it works with the software you’re considering. It’s important to have an option that is integrated into the software; that way, your team does not have to manually input totals into a terminal or reconcile any differences at the end of each day. In addition to getting a good rate, you’ll want a PCI-compliant payment processing solution that allows you to take deposits, hold a card on file, and use pre-authorizations before starting any services.
6. Is there a contract?
Although nobody really wants to switch software often, you do want to have the option. Getting locked into a long-term contract only benefits the software company and may mean a large buyout for you to take your data and go elsewhere. Instead, look for a software subscription that is month-to-month, so you can switch when and if you want to.
Of course, there are many other questions you should consider asking before you make your final decision about the best salon software for your needs. These six are simply a good place to start and will help you focus on finding a good technology solution that has your best interest in mind.
If guided onboarding with a dedicated account manager, free data conversion, and unlimited training and support are important to you, consider Rosy Salon Software. There’s no contract or obligation to continue, plus no credit card is needed while you try Rosy on for size. You do get features to help streamline your business and integrated payment processing to save you time, money, and aggravation.