Use-case playbooks

Updated 25 Sept 20265 min

Run a salon or spa on Finocket

Appointments that book themselves, a service bill and the shampoo on the retail shelf on one invoice, each line at the rate you set, prepaid packages that burn down visit by visit, and a stylist-wise day sheet.

Business owner

What you set up

Salon & spa businesses run on the Growth plan, which turns on 27 modules:

Turn any of these off if you don't need them - see setting Finocket up for your trade for the two decisions worth getting right on day one.

What you'll do day to day

An appointment that booked itself

Signed in as a staff member, open /crm. Online booking from the public page lands as a confirmed appointment on the day sheet.

Service and product on one bill

Signed in as a staff member, open /pos. Haircut (salon service) plus a Kérastase shampoo (goods, stock-tracked) on one bill.

Prepaid packages that burn down

Signed in as a staff member, open /loyalty/program. Sell the ₹9,999 Glow membership as a package line on the bill; loyalty points accrue on it. A visit-by-visit balance is not built yet.

Bridal is a pipeline, not a WhatsApp thread

Signed in as the owner, open /deals. Prachi Awasthi's bridal package from trial to advance paid, with the advance receipted.

A read-only login for the floor

Signed in as a team member, open /crm. Sign in as the stylist: guest history and bookings are readable, but Add, edit and delete are gone - a member role cannot write anything.

Retail shelf by batch and expiry

Signed in as a staff member, open /inventory. Kérastase, Olaplex and serum on the Retail Shelf by batch, with the ones nearest expiry first.

Close the front desk honestly

Signed in as a staff member, open /pos/z-report. The Front Desk terminal's day: opening float, cash against UPI and card, over or short.

The corporate tie-up that is still owed

Signed in as the owner, open /outstanding. Hotel Gomti Grand's guest-services bills against its ₹1,50,000 credit limit, oldest first.

A Lucknow salon whose appointments book themselves

Before: Appointments on WhatsApp, salon services and retail products billed as one, and prepaid packages tracked on paper.

With Finocket: Online booking into a day sheet, services and products from stock on the same bill, and packages that burn down visit by visit.

(Noor Salon & Spa, a demo salon & spa workspace in Lucknow, Uttar Pradesh - not a real customer.)

See how Finocket fits your trade for the same use cases with the case study in full, or bring your existing books across if you're switching from another system. Running this on a phone at the counter and a desktop at month-end? See what each device is best for.

Frequently asked questions

Which automations are written for a salon?

Three. Bridal balances due lists event packages with a balance still open, ordered by the event date, and drafts a reminder you send yourself. Salon week close compares this week's billing and spend with last week's and shows what is still open. Salon supplies drift compares the month's spend with your own usual range.

Do the salon automations track no-shows, packages or staff commission?

No. They read your bills, receipts and spend only. Staff commission and payroll are handled in ashr.work, not in Finocket.

Document templates and the look of your invoices

Choose one of thirteen templates from a live preview — bill of material, retail bill, services, jewellery, pharmacy, works contract, export, quotation and more — then tune colours, columns, words, a cover page and a signature. Terms and notes are rich text.

Share an invoice, estimate or receipt on WhatsApp

Send a document from your own WhatsApp with a private link that expires and that you can switch off. Nothing is sent for you and no provider is involved.

Clients, projects and invoices

Add clients with GSTIN + state auto-fill. Send invoices — tax invoice, bill of supply, export invoice, receipt or credit note — start from an estimate, or split an invoice into a deposit + milestone schedule.