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How To Set Up Late Deals

How To Add Late Deals

HOW TO SET UP A DEAL

The client is given log in details for https://www.yoursalon.co/login Go to the Dashboard. You will see 3 x areas – Dashboard, Best Salon Guide, Late Deals and Reviews.

1. On ‘dashboard’ on left-hand side click on Late Deals & Active Deals. If you have more than one salon or perhaps hair / beauty, click on the relevant tab for the salon that is going to have deals. Then in top left click on blue Add a Deal button.
2. Click on the relevant icon to show the type of deal it is (e.g. a Hair Colour deal should have the Colour icon).
3. Write a short description of the deal in Deal Title (e.g. Full Head of Highlights)
4. Click on Permanent YES button if you want the deal to ALWAYS be available. If you only want it to appear occasionally, click on the NO button.
5. Display From & To: Add in dates when you want people to be able to view your deal. (e.g. it is now Friday 22nd Sept and you want to add some deals on for appointments on Monday-Wednesday. The FROM date could be Sunday 25th September and the TO date could be Wednesday 27th September)
6. Date of Deal: Monday to Wednesday. You could also write ‘any Monday’ or ‘Monday 25th’)
7. Description: Full Head of Highlights
8. Original Price: (input how much it usually costs) Deal Price: (input the discounted price) How Many: (input how many you want to sell. Each time a deal is sold, the number reduces automatically. At zero there are no more deals to be sold. You can, of course, always add more by logging into yoursalon.co and updating the How Many section
9. Deal Terms: If it’s a hair colour you may want to highlight ‘Skin allergy test required 48 hours prior to treatment’. You might also consider Must include a full price Cut & Finish.
10. Technician / Stylist: You can add a stylist’s name or level of stylist. We’d recommend you add level in case your named stylist is off sick on the day of the appointment.
11. Location: If you have more than one salon, you may want to add one or more of your salons who are going to have the Late Deals.
12. SAVE what you have created.
Check your Late Deals page to see if the deal has appeared. Remember, it will only appear from the date you have set it to appear. You can always go back and click on the EDIT button to change the deal.

HOW DO YOU WANT YOUR CLIENTS TO PAY FOR THEIR DEALS?

You can either choose to set up a PayPal Business account and have clients pay via PayPal, or you can have a system where they do not need to pay online. They can pay over the phone when calling the salon, or they can pay when they turn up for the appointment. See what works best for you.

CREATING AND CONNECTING A PAYPAL ACCOUNT

If you would like to accept payments for your Late Deals through PayPal, you will first need to create a PayPal Business Account and then connect it within your Late Deals settings.

Step 1: Create a PayPal Business Account

  1. Visit PayPal Business Account Sign Up
  2. Click Sign Up and choose Business Account.
  3. Enter your email address and create a password.
  4. Complete the requested business information, including your business name, address and contact details.
  5. Verify your email address when prompted.
  6. Link your business bank account so that you can receive payments and transfer funds.
  7. PayPal Business Accounts are free to set up. PayPal only charges transaction fees when you receive payments.

Step 2:  Permissions 

  1. Log into your Business PayPal Account
  2. Click the My Account tab.
  3. Click the Profile link with the gear symbol then Profile and Settings.
  4. Then under My Selling Preferences...
  5. Click API ACCESS - click Add or Update
  6. On the next click Grant API Permissions.
  7. Then on the next page copy and paste this code into the box called "Third Party Permission Username "
  8. deals_api3.yoursalon.co
  9. then click LOOKUP
  10. On the next screen you only need *ticks in 2 boxes*

          -- number 2. Issue a refund for a specific transaction 
          -- number 7. Obtain information about a single transaction 

    11.  then click Save

Step 3: Connect PayPal to Late Deals

  1. Contact us to confirm you have completed Steps 1 & 2 and give us your PayPal email address.
  2. We will then activate Late Deals with PayPal integration

Step 4: Test Your Setup

Before promoting your Late Deals, we recommend creating a test deal and completing a test booking to ensure payments are being processed correctly and arriving in your PayPal account.

HOW DO YOU KNOW WHEN SOMEONE HAS CLAIMED A DEAL?

An email will arrive in your chosen email box telling you that Jane Smith has claimed a deal. It is up to you to decide whether to call that client to book them in, or whether you want the client to call you. Most salons give both options and can keep tabs on when and who called the client to book the client in.
You can keep an eye on deal claims by visiting CLAIMS on the left-hand dashboard under Late Deals.

Straight away you can see details of each deal. If you click on the grey Claims box to the right, you can add your initials to say when you contacted the client & if they have been booked in. There are there boxes so you can try 3 times to book them in.

WHAT TO DO IF A CLIENT CANCELS A LATE DEAL THEY HAVE CLAIMED

If you are using PayPal please DO NOT go into your PayPal account to refund your clients. Instead, refund them via yoursalon.co.

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