# FullColumn docs

> Guides to FullColumn, the salon software for hair salons: setting up, the calendar, clients, online booking, checkout, reminders, forms and reports.

FullColumn is one plan with everything in it (https://fullcolumn.com). Every guide below is Markdown; https://docs.fullcolumn.com/llms-full.txt has them all in one file, and https://docs.fullcolumn.com/chunks.json has them cut at their headings.

## Getting started

- [Welcome to FullColumn](https://docs.fullcolumn.com/getting-started/welcome.md): What FullColumn is, its three parts (the staff app, your booking page and your clients' links), where each one lives, and how the one plan works.
- [Signing up and your free trial](https://docs.fullcolumn.com/getting-started/free-trial.md): Sign your salon up for FullColumn, choose its address, and see what the free trial includes and what happens when it ends.
- [A checklist for setting up your salon](https://docs.fullcolumn.com/getting-started/set-up-your-salon.md): Everything to set up in a new FullColumn salon, in order, from business details and opening hours to your team, services, reminders, payments and booking page.
- [Trying FullColumn on your own clients before you switch over](https://docs.fullcolumn.com/getting-started/setting-up-before-clients-hear.md): When you import from your old booking system, set up first: try everything on your real clients before they get texts or emails, then switch.
- [Signing in, switching salons and resetting your password](https://docs.fullcolumn.com/getting-started/signing-in.md): Sign in to FullColumn with your email and password, choose your password from an invite, switch between salons, and get a new password if you forget it.
- [Two-step sign-in with an authenticator app](https://docs.fullcolumn.com/getting-started/two-step-sign-in.md): Protect your FullColumn sign-in with a code from an app on your phone, keep recovery codes, move to a new phone, and require it for your managers and team.
- [Signing in with a passkey (Face ID, fingerprint or screen lock)](https://docs.fullcolumn.com/getting-started/passkeys.md): Add a passkey in My account, then sign in with Face ID, your fingerprint or your device's screen lock instead of your email, password and code.
- [Finding your way around FullColumn](https://docs.fullcolumn.com/getting-started/finding-your-way.md): The menu and its badges, searching with Command-K, keyboard shortcuts, dark mode, the banners across the top, and how Settings saves your changes.
- [Using FullColumn on phones and tablets](https://docs.fullcolumn.com/getting-started/phones-and-tablets.md): Add FullColumn to your Home Screen, get alerts on your phone, find your way on a small screen, and move appointments on a touch screen with a long-press.

## Calendar and appointments

- [Using the calendar: day and week views, columns and colours](https://docs.fullcolumn.com/calendar/the-calendar.md): Find your way around the appointment calendar: day and week views, a column per stylist, colours, the now line, staying in sync and Calendar settings.
- [Making an appointment](https://docs.fullcolumn.com/calendar/new-appointment.md): Book a client in from the calendar: one or several services and stylists, new clients and walk-ins, clash warnings, confirmations and deposits.
- [Moving and changing appointments](https://docs.fullcolumn.com/calendar/changing-appointments.md): Drag an appointment to a new time or stylist, change how long it takes, undo a move, move it to another day, edit it and rebook the client.
- [Appointment statuses, checking in and history](https://docs.fullcolumn.com/calendar/appointment-statuses.md): What booked, confirmed, arrived, in progress, completed, no-show and cancelled mean, checking clients in, cancelling or deleting, and an appointment's history.
- [Repeat appointments (standing bookings)](https://docs.fullcolumn.com/calendar/repeat-appointments.md): Book a client's standing appointment all at once, every few weeks or months, checking each date, skipping or moving any, and cancelling the rest.
- [Processing time and padding between appointments](https://docs.fullcolumn.com/calendar/processing-time.md): How processing time frees a stylist while a colour develops, booking someone else into it, changing it per appointment, and padding for set-up and clean-up.
- [Blocking out time: breaks, leave and salon closures](https://docs.fullcolumn.com/calendar/blocked-time.md): Block out lunch, training, leave or a public holiday for one team member or the whole salon, once or repeating, and move, change or remove it.
- [The Today page and day sheets](https://docs.fullcolumn.com/calendar/today.md): The salon's day at a glance: appointments, who's in, takings, tomorrow, what's next and closing off the day, plus printed and emailed day sheets.
- [Notes and to-dos for the team](https://docs.fullcolumn.com/calendar/notes-and-to-dos.md): Add notes and to-dos for a day, for the whole salon or some of the team, once or repeating, and tick them off on the calendar or the Today page.
- [The waitlist: filling cancellations when you're booked out](https://docs.fullcolumn.com/calendar/waitlist.md): Put clients on the waitlist for the days and times that suit them, see where they fit on the calendar, offer a freed-up time by text and book them in.

## Clients

- [Your client list and finding a client](https://docs.fullcolumn.com/clients/client-list.md): Search clients by name, mobile or email, filter and sort the client list, and add new clients to FullColumn.
- [Client profiles: visits, spend, notes and history](https://docs.fullcolumn.com/clients/client-profile.md): Everything about one client in one place: their appointments, spend, formulas and notes, forms, photos, purchases, credit and messages.
- [Recording colour formulas and client notes](https://docs.fullcolumn.com/clients/colour-formulas.md): Save a client's colour formula after each visit, see their last one when you book, and keep dated notes anyone on the team can read.
- [Client alerts and patch tests](https://docs.fullcolumn.com/clients/alerts-and-patch-tests.md): Flag allergies and anything the team must know in red on every booking, and get a warning when a client is due a patch test.
- [Before and after photos on a client's card](https://docs.fullcolumn.com/clients/client-photos.md): Add before and after photos to a client's profile from your phone, tablet or computer, so the whole team can match a look next time.
- [Client contact details, reminders, marketing and feedback consent](https://docs.fullcolumn.com/clients/contact-details-and-privacy.md): Who on your team sees clients' phone numbers and emails, and how each client's reminder, marketing and feedback choices are set and changed.
- [Merging duplicate clients](https://docs.fullcolumn.com/clients/duplicates.md): Find clients who are on file twice, merge them into one record with all their history, or mark them as different people.
- [Bringing your clients across from your old booking system](https://docs.fullcolumn.com/clients/import.md): Import your client list from a CSV or Excel file exported from your old booking system, then their appointments, colour formulas and notes.
- [Importing past appointments and colour formulas](https://docs.fullcolumn.com/clients/import-appointments.md): Bring past visits, upcoming appointments, colour formulas and notes across from CSV or Excel files, matched to your clients, team and service menu.
- [Exporting your client list](https://docs.fullcolumn.com/clients/export.md): Download your clients as a spreadsheet (CSV) with their contact details, birthday, notes, marketing choices, last visit and spend.

## Online booking

- [Your online booking page](https://docs.fullcolumn.com/online-booking/booking-page.md): Your salon's booking page: its address, sharing it, a Book now button for your website, links to one service, and pausing online booking.
- [Online booking rules: notice, booking ahead and cancellations](https://docs.fullcolumn.com/online-booking/booking-rules.md): Set how soon and how far ahead clients can book online, start times, the cutoff for changes, reducing gaps, choosing a stylist and your wording.
- [Branding your booking page (logo, cover photo, colours and links)](https://docs.fullcolumn.com/online-booking/branding.md): Add your logo, a cover photo, photos of your work, your brand colour, a light or dark look and your social links to the pages your clients see.
- [Google Analytics and Meta Pixel on your booking page](https://docs.fullcolumn.com/online-booking/analytics.md): Count visits and online bookings with Google Analytics 4 or the Meta Pixel, and measure your ads, without sharing your clients' details.
- [Approving online bookings first (booking requests)](https://docs.fullcolumn.com/online-booking/booking-requests.md): Have online bookings, from everyone or new clients only, wait for you to approve them. Approve, decline with a message, or let them lapse.
- [What your clients see when they book online](https://docs.fullcolumn.com/online-booking/what-clients-see.md): Each step of booking online from your client's side, in the words they see: services, stylist, time, details, deposit and the confirmation.
- [Your clients' booking link: confirm, change or cancel online](https://docs.fullcolumn.com/online-booking/booking-link.md): The private link in every confirmation and reminder, where clients confirm, add to their calendar, change the time, cancel, or ask you to.
- [The client area: clients sign in to manage their bookings](https://docs.fullcolumn.com/online-booking/client-area.md): Let clients sign in with a code texted or emailed to them to see, change and rebook appointments, update their details and book for their family.
- [Selling gift vouchers online](https://docs.fullcolumn.com/online-booking/gift-voucher-shop.md): Sell gift vouchers from your booking page: clients pay by card and the voucher is emailed to them, or to the person it's for on the day they choose.

## Checkout and payments

- [Checking out a client](https://docs.fullcolumn.com/checkout/checking-out.md): Ring up services, products, gift vouchers and tips, take payment, rebook and send a receipt, park a sale for later, or pay for several clients at once.
- [Giving a discount at checkout](https://docs.fullcolumn.com/checkout/discounts.md): Take money off one item or the whole sale as an amount or a percentage, with a reason, and how promo codes and discount permissions work at checkout.
- [Taking payment at checkout](https://docs.fullcolumn.com/checkout/taking-payments.md): Take cash with change, EFTPOS on your own terminal, gift vouchers, bank transfers, account credit and your own payment types, or split a bill between them.
- [Taking card payments with a reader, QR code or saved card](https://docs.fullcolumn.com/checkout/card-payments.md): Take a card through Stripe at checkout by card reader, QR code or payment link, or charge a client's saved card.
- [Setting up card payments with Stripe](https://docs.fullcolumn.com/checkout/setting-up-stripe.md): Connect your salon's own Stripe account to take cards at checkout and deposits online, add a card reader, try test mode or disconnect.
- [Taking deposits and a card on file](https://docs.fullcolumn.com/checkout/deposits.md): Ask for a deposit, full payment or a saved card when clients book online, and take deposits for phone bookings by link, card or at the desk.
- [Clients' account credit](https://docs.fullcolumn.com/checkout/account-credit.md): How deposits and money paid ahead sit on a client's account until used at checkout, and how to refund, add or take off credit.
- [Charging no-show and late cancellation fees](https://docs.fullcolumn.com/checkout/no-show-fees.md): Keep a client's deposit or charge their saved card when they don't show up or cancel late, and set your suggested fee and cancellation policy.
- [Refunds and voiding a sale](https://docs.fullcolumn.com/checkout/refunds-and-voids.md): Void a sale or refund a card payment or deposit, and what happens when Stripe is still processing a refund, refuses one, or you refund in Stripe.
- [Checkout settings for payment types and discount reasons](https://docs.fullcolumn.com/checkout/checkout-settings.md): Add your own ways to pay, like Afterpay or Zip, set up discount reasons, and choose whether every discount needs one.

## Sales, vouchers and cash-up

- [The sales list and receipts](https://docs.fullcolumn.com/sales/sales-list.md): Find any sale by day or date range, open its receipt, print it or email it again, and see which sales were voided.
- [Selling, redeeming and managing gift vouchers](https://docs.fullcolumn.com/sales/gift-vouchers.md): Sell gift vouchers at checkout, take them as payment, check balances, issue them without a sale, bring vouchers across from your old system and manage expiry.
- [Cashing up the till at the end of the day](https://docs.fullcolumn.com/sales/cash-up.md): See the day's takings by payment method, count the till by notes and coins or as a total, and check it balances against the float, cash taken and petty cash.
- [Recording petty cash](https://docs.fullcolumn.com/sales/petty-cash.md): Record cash taken out of the till for milk or stamps, or put in to top up the float, so the end-of-day cash-up still balances.

## Reminders, messages and marketing

- [Booking confirmations and appointment reminders](https://docs.fullcolumn.com/messages/reminders.md): How FullColumn confirms bookings and reminds clients before their appointment by text, email or both, and how to set the timing.
- [Changing your message wording (and the placeholders you can use)](https://docs.fullcolumn.com/messages/message-wording.md): Reword confirmations, reminders and other client messages in your salon's voice, with placeholders like {first_name} filled in for each client.
- [How texts and emails are sent: your number, SMS credits and delivery](https://docs.fullcolumn.com/messages/texts-and-email.md): Which number your texts come from, how SMS credits and your monthly bundle work, delivery, and why a message wasn't sent.
- [Client replies, replying Y to confirm, and STOP](https://docs.fullcolumn.com/messages/replies.md): Read and answer clients' replies in Messages, let them confirm by replying Y, and what happens when a client replies STOP.
- [Sending a one-off text or email to a client](https://docs.fullcolumn.com/messages/send-a-message.md): Text or email one client from Messages or their profile, with their name filled in, and see straight away whether it went.
- [Sending a marketing campaign to a group of clients](https://docs.fullcolumn.com/messages/campaigns.md): Text or email a group of clients, like everyone who hasn't been in for three months or this month's birthdays, with opt-outs handled for you.
- [Automatic messages: welcomes, birthdays, feedback, reviews, rebooking](https://docs.fullcolumn.com/messages/automatic-marketing.md): Messages that go by themselves: a welcome after a first visit, birthday wishes, a feedback form or Google review request after a visit, and rebooking.
- [Making promo codes for online booking and checkout](https://docs.fullcolumn.com/messages/promo-codes.md): Make codes like SPRING20 for a percentage or amount off, for chosen services and dates, that clients use online or you enter at checkout.
- [Messages for particular services: before-visit notes and aftercare](https://docs.fullcolumn.com/messages/service-messages.md): Give a service its own notes for clients, like "come with dry hair" before the visit or aftercare tips after it, plus its own rebooking reminder.
- [Team alerts: new online bookings, client replies and day sheets](https://docs.fullcolumn.com/messages/team-alerts.md): Get told on your phone, computer or by email when a client books online, replies, or sends a flagged form or feedback, plus morning day sheets.

## Consultation and feedback forms

- [Building consultation and feedback forms](https://docs.fullcolumn.com/forms/building-forms.md): Make consultation, consent and feedback forms from scratch or a ready-made one, with ratings, follow-ups, flags, photos, a signature and a thank-you page.
- [Choosing who gets a consultation form, and how often](https://docs.fullcolumn.com/forms/who-gets-forms.md): Send a consultation form to new clients, clients booking certain services, everyone or only when you send it, and ask once, every visit or every few months.
- [Asking clients for feedback after their visit](https://docs.fullcolumn.com/forms/feedback-forms.md): Send a feedback form after a visit, with star ratings, a 0 to 10 question and a thank-you page that can link to your Google reviews.
- [Sending consultation forms and using kiosk mode](https://docs.fullcolumn.com/forms/sending-forms.md): How form links reach clients with their confirmation and reminder, sending a form by hand, and handing over the salon iPad to fill it in.
- [Reviewing consultation and feedback form answers](https://docs.fullcolumn.com/forms/reviewing-answers.md): Spot forms on the calendar, read a client's answers and feedback, act on flagged answers, add them to the client alert, keep their photos, and print a form.

## Products and stock

- [Products and stock levels](https://docs.fullcolumn.com/products/products-and-stock.md): Add your retail range with prices, costs and barcodes, track stock as it sells, get low-stock warnings, receive stock and record what the salon uses.
- [Doing a stock take](https://docs.fullcolumn.com/products/stock-takes.md): Count what's on the shelf and correct FullColumn's stock levels, product by product or by scanning, and fix products that show less than zero.
- [Suppliers and purchase orders](https://docs.fullcolumn.com/products/purchase-orders.md): Keep your suppliers, reorder low stock in a couple of clicks, email or print the order, and receive the delivery in full or in part to update stock and costs.

## Reports

- [Reports: what each tab shows, choosing dates and downloading](https://docs.fullcolumn.com/reports/overview.md): Find your way around Reports in FullColumn: what each tab shows, who can see it, choosing the dates, comparing periods and downloading spreadsheets.
- [Takings, revenue and money in: the Overview report](https://docs.fullcolumn.com/reports/takings.md): What the Overview report's revenue, takings, tips, tax, gift vouchers, money in by method, account credit, discounts and appointment figures count.
- [Reports for your accountant: GST summary and transactions](https://docs.fullcolumn.com/reports/accounts.md): The Accounts report gives your accountant revenue, money in by method, the GST (tax) summary by month for your BAS, and every transaction as a spreadsheet.
- [Team performance: takings, rebooking and retention by stylist](https://docs.fullcolumn.com/reports/team-performance.md): See each team member's takings, clients, rebooking rate, retention, average spend, retail attachment and utilisation, compared with the period before.
- [Setting targets for your team](https://docs.fullcolumn.com/reports/targets.md): Give each team member monthly or weekly targets for service and retail takings, new clients, average spend and rebooking, and see who's on track.
- [My performance: your own takings, targets and pay](https://docs.fullcolumn.com/reports/my-performance.md): Stylists can see their own takings, clients, rebooking rate, targets, commission and tips on My performance, and nobody else's.
- [Pay and commission report: working out what to pay your team](https://docs.fullcolumn.com/reports/pay-and-commission.md): The Pay report works out each team member's commission, tips and hours for any dates, takes back voided sales, and downloads a spreadsheet for payroll.
- [Clients report: new clients, top clients and who hasn't been back](https://docs.fullcolumn.com/reports/clients.md): See how many clients came in, how many were new, how many new clients came back within 90 days, your top-spending clients and lapsed clients to win back.
- [Bookings report: cancellations, no-shows and busiest times](https://docs.fullcolumn.com/reports/bookings.md): See booked value and time ahead, cancellations, late cancellations and no-shows and what they cost, how bookings were made, and your busiest times.
- [Marketing report: what your campaigns brought in](https://docs.fullcolumn.com/reports/marketing.md): See how many marketing texts and emails went out, how many clients booked within 14 days of getting one, and what those bookings are worth.
- [Feedback report: what clients said after their visit](https://docs.fullcolumn.com/reports/feedback.md): Shows how many clients were asked for feedback and answered, how each question was answered, average ratings, Net Promoter Score and the latest responses.
- [Stock report: stock value, low stock, product sales and margins](https://docs.fullcolumn.com/reports/stock.md): See what your retail stock is worth at cost and retail, what's low or needs a count, what sold and its margin, and how each product's stock moved.
- [Why numbers differ between reports](https://docs.fullcolumn.com/reports/why-numbers-differ.md): Why takings, revenue, rebooking, new clients and averages can differ between the Overview, Team performance, Pay, Clients and other reports, and which to use.

## Team and permissions

- [Adding team members and inviting them to sign in](https://docs.fullcolumn.com/team/adding-team-members.md): Add stylists and front desk staff, give them a column on the calendar, invite them to choose a password, and remove or bring back people who leave.
- [Roles and permissions: what each team member can do](https://docs.fullcolumn.com/team/roles-and-permissions.md): Owner, manager and staff access, every permission with its defaults, and fine-tuning one person, like hiding phone numbers or turning off discounts.
- [Team hours and the roster](https://docs.fullcolumn.com/team/hours-and-roster.md): Set each team member's regular weekly hours and split shifts, and change a single day's hours on the roster for swaps, days off and extra shifts.
- [Setting commission rates for your team](https://docs.fullcolumn.com/team/commission.md): Give each team member a commission rate on services and on retail, change it from a chosen day, and see how FullColumn works commission out.
- [Shared devices, PINs and the front desk iPad](https://docs.fullcolumn.com/team/shared-devices.md): Set up a salon iPad or computer where your team switches user with a PIN, choose Front desk or Full access, and help someone who forgets their PIN.

## Services

- [Setting up your service menu](https://docs.fullcolumn.com/services/service-menu.md): Add services and categories with prices and lengths, processing and padding time, patch tests, rebooking reminders, and who does each one.
- [Price levels: different prices for junior and senior stylists](https://docs.fullcolumn.com/services/price-levels.md): Set up levels like Junior, Senior and Director, put each stylist on one, and set each service's price and time per level, or for one person.
- [Suggesting add-ons when clients book online](https://docs.fullcolumn.com/services/add-ons.md): Offer a one-tap extra on your booking page, like a toner after a colour or a treatment with a cut, as soon as a client picks a service.
- [Bundles: selling several services as one on your booking page](https://docs.fullcolumn.com/services/bundles.md): Put services together as one choice online, like colour, cut and blow-dry, booked with one stylist and with its own price if you like.
- [Specials and seasonal services: offering a service for a while](https://docs.fullcolumn.com/services/specials.md): Offer a special or seasonal service online between a first and last day, and have it archived automatically once it ends.

## Settings and your account

- [Business details, tax and region](https://docs.fullcolumn.com/settings/business-details.md): Your salon's name, logo, phone, email and address, its country, timezone, currency and date format, and how tax (GST) works on prices and receipts.
- [Setting your salon's opening hours](https://docs.fullcolumn.com/settings/opening-hours.md): Set the days and hours your salon is open, with split shifts and late nights, and see how opening hours relate to your booking page and your team's own hours.
- [Your plan, SMS bundle and billing](https://docs.fullcolumn.com/settings/plan-and-billing.md): How the FullColumn plan is priced, choosing your plan and texts, invoices, failed payments, cancelling, read-only salons and when their data is deleted.
- [Security and FullColumn support access](https://docs.fullcolumn.com/settings/security.md): Let FullColumn support sign in to your salon to help, for as long as you choose, see every time they did and why, and stop it any time.
- [Seeing who did what in the activity log](https://docs.fullcolumn.com/settings/activity-log.md): The activity log lists everything done in your salon, newest first, with who did it and when. Filter it by person or by kind.
- [Downloading all your salon's data](https://docs.fullcolumn.com/settings/download-everything.md): Download a full copy of your salon (clients, appointments, sales, forms, messages and photos) as spreadsheets and files, any time, even after your plan ends.
- [Your password, PIN and notifications in My account](https://docs.fullcolumn.com/settings/my-account.md): Change your own password and PIN, choose your notifications, turn on alerts on your phone, get your day by email, and manage two-step sign-in and passkeys.

## Optional

- [Features](https://fullcolumn.com/features): everything FullColumn does, on one page
- [Pricing](https://fullcolumn.com/pricing): the plan, and a calculator