Use cases
How a working day runs, step by step.
A haircut, a serum and three ways to pay
One guest, one bill, mixed tender. The stylist is a line field you add once.
- Add a Stylist field for bill lines once, in field settings
- Ring up the haircut service and the retail serum, each at the GST rate your CA advises
- Pick the stylist on the haircut line
- Pick the guest, then split: part UPI, part gift voucher, part points
- Open the bill and send it on WhatsApp from Share
Selling a gift voucher for a festival
A guest buys a gift voucher at the front desk. The money is recorded as received in advance, not as a sale, until the voucher is spent on a bill.
- Open Vouchers and choose Sell a voucher
- Enter the value, how the guest paid and, if you want, an expiry
- Hand over the code the screen shows
- Redeem it later at the till as the voucher part of a bill
- The till shows what is left on the voucher
Rewarding regulars
Loyalty points without a separate app. Points go to a named guest, never to a walk-in.
- Set the earn rate, minimum spend and expiry under Loyalty
- Pick the guest at the till; the points go on when the bill is saved
- The till shows the guest's balance when they ask to redeem
- Reception takes the points as part of the bill with Split
- A serum returned at the till takes back the points its bill earned
Closing the day
Cash, UPI and card add up before the shutter comes down.
- Open the register in the morning with the float
- At close, count the cash in the drawer
- Enter any cash paid out and what it was for
- Read the over or short against the expected cash
- Print the Z-report with the day's takings by tender
Filing time with your CA
The CA works from your own books. Finocket prepares the figures; you file on the GST portal.
- Invite the CA with the read-only Accountant role
- The CA reads the month's sales and the GSTR-3B summary on GST returns
- Import the GSTR-2B JSON so your purchase bills can be matched
- Download the GSTR-1 files as CSV to prepare the portal upload
- Hand the CA the books from Hand to CA, with a Tally file if they use Tally
Remembering a regular's colour
A guest's colour formula stays on their record, next to every bill. The fields are your own; nothing is pre-loaded.
- Add guest fields once in field settings: colour formula and preferred stylist
- Fill them in on the guest's page after the visit
- Pick the guest at the till by name or phone
- Open the guest's page to read the formula before you mix
- See every past bill on the guest's ledger
A bridal party booked as a deal
A bride books hair and make-up for the wedding party. The advance is recorded against the invoice once the booking is confirmed.
- Add the enquiry as a deal on the pipeline
- Raise an estimate from the deal with each service and the number of guests
- Convert the estimate into an invoice with one click when the bride confirms
- Record the advance as a part payment on the invoice
- Mark the deal Won; the balance waits under Outstanding
Restocking the retail shelf
Serums and shampoos are reordered from a list, not from memory. Finocket shows the list; it does not send a low-stock alert.
- Set a reorder level on each retail product
- Sell them at the till as product lines
- Open Inventory and read the Reorder soon list
- Turn the list into draft purchase orders with one tap, and confirm them on Orders
- When the stock arrives, enter the distributor's bill; it adds the stock
A second salon
A salon opens a second branch with its own front desk.
- Add the branch as a new shop
- Add a till counter for its front desk
- Give the receptionist the Cashier preset, posted to that shop
- Bill from the new counter; each bill carries its shop and counter
- Read today's takings shop by shop on Dashboards