Change can be a good thing. Sometimes we need to switch things up just to keep things current and make sure we are implementing the best options for our businesses. However, switching to another provider is not always the easiest decision when it comes to salon software. And the process of converting to a new system may seem daunting. But it doesn’t have to be…
Here’s a checklist of not only what you need to be looking for while looking for salon software, but also some great reasons as to why you should be evaluating the tools that you are using.
So, how do you know if it’s time to make a switch? Let’s take a look at some of the more common reasons why salon and spa owners shop for new software:
Current software is outdated if:
- It’s not easy to use
- It doesn’t fit well with how you work
- It’s not evolving with your needs
- The client-facing features are not consumer-friendly or easy to use
Features are Lacking
Doesn’t have the features you need – such as:
- Mobile access
- Easy scheduling and access to client records
- Online scheduling with options for double-booking and cluster bookings
- Automated confirmations and reminders
- Point of Sale
- Integrated credit card processing
- Inventory Management
- Loyalty & Rewards Programs
- Memberships & Packages
- Gift Cards
- Reports
- Email & Text Marketing
Time & Expense
- Software took a long time to implement
- Complex to setup
- Hard to update
- IT Issues
- Expensive
- Not a good value
Customer service
- lacking or non-existent
- It costs
- It’s not timely
- Not run by people who understand our industry
Training
- Is not available
- Is not good
- Is too limited or it costs
Security Limitations
- Not owning data
- Security of the program
User Permissions are so important because this allows you to control exactly what the users of your software are able to do and see.
Now that you’ve identified what’s missing or you don’t like with your current software, it’s easier to seek out other options to find the right fit. Before you make that next step, realize that it will take a little time and a learning curve to be up and running with your new software. That’s why it’s important to find software that has:
- Free trial – preferably 30-days to be able to try it on for size
- No obligation to move forward – be mindful of auto-renew features if they have your credit card on file
- Free and unlimited training
- Responsive & knowledgeable customer service
- Free data conversion
Are you ready to make a change?
Making the Switch to Rosy
Rosy Salon Software understands the unique workflow of salons and spas. The cloud-based software offers scheduling and management features for the way you run your business. If you have not had a chance to check out Rosy’s features, feel free to do so here.
However, if you’re ready to make the switch, here are the easy steps to do so:
STEP 1: Start Your Free Trial
Before you pull the lever and ask to have your data migrated, spend time with your proposed software of choice. You can always back the data out that you’re using to test features and experiment with settings. It’s more important that you get a feel for things and truly experience what the workflow is like.
STEP 2: Integrated Credit Card Processing
Begin the application process so you can explore rates and options while you test out the software. Rosy offers integrated payment processing with RosyPay, which provides the best possible rates, no hidden fees, and the same great support you get with Rosy Salon Software.
Start the process here: https://www.rosysalonsoftware.com/rosypay-application
STEP 3: Hardware
Need printers, scanners, or cash drawers? Start the order process here: https://partner.posportal.com/rosysalon/rosysalon
STEP 4: Software Setup
This is where you dedicate a little time to get to know how the software works. It’s best to set a few things up like services, employees, and schedule, which will give you a pretty good idea of what the setup process is like.
There are multiple resources to assist you with this process:
- Your account manager
- The setup wizard within the application
- http://support.salonrunner.com/ for support articles
STEP 5: Set Up and Complete Staff Training
Set up sessions for staff training for your entire team. Provide follow-up sessions for managers and receptionists to be sure they are up to speed.
STEP 6: Client Data
Your account manager will help you schedule the transfer of client data. You want this step to happen right before you start to move appointments over.
STEP 7: Memberships & Packages
You can now attach existing memberships and packages to clients (if applicable). For any monthly recurring memberships, capture your client’s credit cards and enter them into the system.
STEP 8: Move Appointments Over
To move scheduled appointments over, start at the date furthest out and work backward. You’ll see just how easy it is to schedule appointments using only a few clicks.
Congratulations, you are now set up and ready to go with your new software. You’ll find that the features are intuitive and easy to use. However, should you have any questions along the way or need more training, feel free to reach out. We’re always happy to help.
Not a Rosy user yet? Give it a try with your own free 30-day trial:
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