Learn Perceny, One Task At A Time
Short, practical walkthroughs for the things you actually do: booking a client, splitting a service between two stylists, fixing a payment that was rung up as cash, and every setting in between.
110 tutorials
Getting Started
Your first week: set the shop up, load the menu, add the team, take money.
Set Up Your Shop in Perceny
The first hour: business details, hours, your service menu, your team, and taking a first payment.
Build Your Service Menu
Services, categories, durations, prices, add-ons, and the per-stylist overrides that let one menu serve a whole team.
Add Your Team
Inviting members, choosing roles, setting commission percentages, and what each new person needs before their first ticket.
Set Hours, Exceptions and Blocked Time
Business hours, per-stylist hours, one-off exceptions, and how they combine to decide what a client can book.
Perceny on the Web and in the App
What lives where: which jobs are faster on a phone, which need the dashboard, and why a few things are web-only.
Per-Stylist Service Overrides
One menu, different prices and durations per person, without duplicating the service.
Tap to Pay, Printers and Scanners
The hardware side: taking cards on a phone, printing receipts, and scanning to speed up the desk.
Run More Than One Location
How a second shop works in Perceny, what is shared and what is not, switching between them, and staff who work at both.
Your Own Account and Security
Password, email, connected logins, saved cards, your bank account and deleting your account: the settings that belong to you rather than to the shop.
Appointments & Booking
The calendar, online booking, walk-ins, the waitlist, and the kiosk.
Book, Reschedule and Cancel an Appointment
Creating an appointment from the calendar, moving it, changing the professional, and what happens when a client does not turn up.
Set Up Online Booking
Getting your booking page live: what clients see, what you require from them, and the settings that decide how many of them finish.
Add the Booking Widget to Your Website
Put a Book Now button on the website you already have: where the code lives in Perceny, where to paste it, how to make it match your site, and the one-code setup for a chain.
Create Custom Booking Links
A booking link that offers only some stylists or barbers, only some services, a promo code applied for the client, and an end date: how to make one, share it, and count what it booked.
Recurring Appointments and the Appointment Waitlist
Standing appointments that repeat, and capturing demand when nothing is available.
Run the Walk-In Waitlist
How walk-ins join the queue, how the order is decided, how to serve or remove someone, and where they end up in your numbers.
Set Up the Kiosk
Turning a tablet into a self-service front desk: what it offers, what it collects, and how to stop clients wandering out of it.
Require Deposits and Prepayment
Taking money up front: who pays, how much, when it stops being refundable, and how the kiosk mirrors it.
Set Up a Slideshow Screen
Turn a TV or tablet into a screen that plays your pictures and nothing else: the Slideshow Screen profile, the pictures it shows, and the hidden way out.
Charge Cancellation and No-Show Fees
Setting the fees, deciding which card they hit, requiring a card from repeat offenders, and making them stick.
Price Services by Time and Distance
Charge more after hours, less off-peak, and by how far the client is, with every change shown before they book.
Checkout & Tickets
Ringing people up: tickets, collaborations, discounts, gift cards, returns.
Create and Complete a Ticket
The core loop: start a ticket, add services and products, take payment, and close it out.
Run a Collaboration Between Two Stylists
When two people work on the same client: how to set it up, how approval works, how the money splits, and how it gets paid.
Sell Products and Track Stock
Adding retail to Perceny: stock levels, low-inventory alerts, SKUs, margin, and selling on a ticket.
Apply Discounts and Promo Codes
Building a discount, restricting who and what it applies to, capping what staff can give away, and stacking rules.
Sell and Redeem Gift Cards
Selling a gift card, redeeming it against a ticket, and why gift-card money should probably not count as takings.
Invoices, Taxes and Rooms
Three smaller areas: billing a client outside a ticket, setting up tax, and managing bookable rooms.
Payments & Cash
Card readers, cash, tips, refunds, disputes, and the register.
Take a Card Payment
Charging a card on the reader, on the phone with Tap to Pay, and by sending a payment link.
Take a Cash Payment and Give Change
Cash at checkout, the change calculator, where the money is recorded, and what changes when stylists keep their own cash.
Split a Payment Across Methods
Part cash, part card, a gift card and the rest on a phone: taking several payments against one ticket.
Refund a Ticket or a Single Item
Giving money back: full refunds, partial refunds, the text and email that tell the client, what the receipt shows, what happens to commission and tips, and when to use Ignore Previous Payments instead.
Open and Close the Cash Register
Opening with a float, recording drops and deductions, and closing a day that actually reconciles.
Stylist Keeps Cash, Explained
What happens to the money, to commission, and to the balance when stylists keep the cash they collect.
Who Pays the Processing Fee
Passing card costs to clients, keeping inside surcharge law, and deciding what the stylist absorbs.
Handle a Payment Dispute
What a chargeback is, what evidence actually wins one, and how to respond before the deadline.
Payouts, Fast Payouts and Your Perceny Bill
Getting money out of Perceny and into your bank, and understanding what you are paying for it.
Send a Payment Link
Let a client pay a ticket from their own phone, with or without a tip, with an expiry, and without them being in the building.
Your Plan, Add-Ons and Coupons
What your subscription covers, how to add two-way messaging or extra phone numbers, what happens when you cancel one or your plan ends, and why the app sometimes hides billing.
Payroll & Commissions
Commission, booth rent, deductions, stylist debt, and pay periods.
Choose a Commission Model
Flat, per-service, booth rent and hybrid: how each is expressed in Perceny, and which fields to set for each one.
Commission Tiers and the Matrix
Escalating rates by revenue, general versus personal versus override, restricting a tier to products only, and reading the matrix before payroll surprises you.
Supply Price and What It Does to Commission
Taking the cost of materials off the top before commission, and why the rate a stylist sees may not be the rate they are paid on.
Change a Commission Rate Mid-Period
What happens to tickets already closed when you change someone rate, and the one setting that decides it.
Track and Settle Stylist Debt
When a stylist owes the shop or the shop owes them: where the balance comes from, and how to clear it in both directions.
Run a Pay Period
Closing out a period: what to check, in what order, and the settings that decide what the numbers include.
Record Payments, Expenses and Deductions
Paying a stylist, recording a shop expense, and taking something off someone pay, and the difference between them.
Clients & Marketing
Client records, memberships, rewards, referrals, and campaigns.
Add, Merge and Manage Clients
The client record, duplicates and merging, who can see whose clients, and cards on file.
What Your Clients Actually Receive
Every automatic message Perceny sends a client, when it fires, and how to make sure the right ones arrive.
Get Your Clients Into the App
Share your 6-digit code, link or QR so clients add your business to Perceny Go (or your own app), and let them invite friends and family.
Sell a Client Membership
Building a plan, selling it, what members get automatically, and how membership money should be treated.
Set Up Loyalty Rewards
Rewarding repeat visits: building a reward, when it triggers, and how it differs from a discount or a membership.
Run a Marketing Blast
Sending a campaign to your clients: choosing the audience, writing something they will read, and measuring whether it worked.
Referrals and Attribution
Finding out how clients actually found you, running a referral programme, and hooking up your ad tracking.
Set Up Your Perceny Website
Turning on the site you get for free, deciding what it shows, and pointing clients at it.
Track Your Own Ads per Link and per Stylist
Give a booking link or a stylist their own Google Tag, Google Ads booking conversion and Meta Pixel, so every ad account sees the bookings it paid for, and nothing more.
Client and Ticket Notes
Formula notes, allergy warnings and "do not book with": where notes live, how prominently they show, and who can see them.
Build a Membership Plan
Design the plan itself: pricing and billing, plan discounts, service-specific discounts, stylist restrictions, who gets the commission, and letting clients pick their stylist.
Messaging & Inbox
The two-way inbox, templates, your texting numbers, and what credits pay for.
The Two-Way Inbox
See and answer every client text and email in one thread, from the same page, including the replies to your automatic reminders.
Message Templates and Variables
Rewrite what Perceny sends automatically, insert client variables, and build reusable templates for blasts, without breaking the links inside them.
Credits, Segments and Auto Recharge
What a credit buys, why one message can cost two, whose credits get charged, when reminders and other automatic texts use credits (numbers outside the US and Canada), and how to stop them failing because the balance ran out.
Your Texting Numbers
Get the number clients text, pick your default sender, assign numbers to staff, and understand what happens when you remove one or your plan ends.
Who Can Message and Spend Credits
The four messaging permissions, what each one unlocks, and how to let a receptionist answer clients without letting them blast your whole list.
Transfer a Call to a Team Member
Put a live call through to a colleague by picking their face, take it yourself in one tap, and tell the AI receptionist which team member its hand-offs should ring or text.
Automatic Confirmation Calls and Callbacks
Have the AI receptionist confirm tomorrow’s unconfirmed appointments, offer a cancelled slot to the waitlist one client at a time, text or call back whoever you missed, and chase a deposit hold before and after it lapses, within the hours you set.
Choose Your Receptionist's Voice
Pick the voice callers hear in each language, play a sample before you keep it, decide how it delivers a greeting or a confirmation, have the greeting offer to book or write it in your own words, and teach it the words it gets wrong.
Read Your Receptionist's Call Quality
Every call the AI receptionist takes carries a quality line once its review is due: what it came to, how long the caller waited for its first word, how often it was cut off or had to ask again. Here is how to read it, where the 7- and 30-day rollup lives, and how the week's reviews turn into notes you can accept, edit or dismiss.
Tell Your Receptionist How Clients Book
Write, in your own words, how clients book with you, so the AI receptionist answers "how do I book?" the way you would, with your online booking link still given.
What the AI Receptionist Remembers About Clients
How the AI receptionist keeps a few lines about each client between calls and texts, uses them to lead a regular with "same as last time?", what it never keeps, and how to read or clear those notes.
Your Receptionist's Weekly Digest
Every Monday morning, owners and managers get the AI receptionist's week by email and push: calls answered, bookings and their value, holds placed and paid, hand-offs and why, missed calls and what it did about them, and the top issue from its call reviews. Here is what each line means, who gets it, and how to switch it off.
Check What Your AI Receptionist Booked
Every booking the AI receptionist makes, by phone or by text, is listed under Messaging → AI Bookings with where it stands: booked, held for a payment, expired unpaid, awaiting your approval, or cancelled. Here is what each status means, why an unpaid hold disappears from the calendar, and how to confirm or decline a request from the list.
Set Up Your AI Receptionist
Switch the AI receptionist on, choose where and when it answers, work through its setup checklist, try a conversation before any client does, and change its everyday settings from the dashboard or from the Perceny app.
Staff & Permissions
Roles, permissions, schedules, attendance, and approvals.
Roles and Permissions Explained
How the four roles, the business-wide permission edits, and per-person overrides combine to decide what someone can see and do.
Customize What Each Role Can Do
Editing permissions for a whole role, granting an exception to one person, and the categories worth locking down first.
Edit a Stylist and Their Preferences
The member editor and the Preferences screen: what each contains, who can open them, and how to find one field among hundreds.
Attendance and the Shift List
Clocking in, the daily prompt, who is on the shift list, and the settings that pull people off it automatically.
Approve Staff Requests
What arrives in Requests, how to act on it, and which changes are worth routing through approval.
Sync With Google Calendar
Push your Perceny appointments into Google Calendar and pull your personal commitments back as block time, so nobody books you during the school run.
Timesheets and Correcting Punches
See each team member’s clock-in, clock-out and hours for the pay period, fix a wrong punch, and pull the whole team’s timesheet for payroll.
Settings Reference
Every tab in Features Configuration, switch by switch.
Find Any Setting Fast
Perceny has hundreds of settings across twenty tabs. Here is how to stop hunting and just search for the one you want.
Features Configuration: A Tour
What each of the twenty tabs in Features Configuration controls, and which one to open when you want to change something.
Business Settings vs. Personal Preferences
Why the same setting appears in two places, which one wins, and what "Default to Business Settings" really means.
Choose What Staff Can Change About Themselves
The editable-preferences allow-list: what it controls, what to include, and what to keep manager-only.
Rename Stylist to Barber (or Anything Else)
Using Terminology to make Perceny speak your industry vocabulary, everywhere at once.
Ticket Settings, Switch by Switch
Every setting on the Ticket Settings tab of Features Configuration, what it changes, and when to turn it on.
Appointment Settings, Switch by Switch
Every setting on the Appointment Settings tab: the calendar, the booking flow, deposits, auto-finish, and gap filling.
Kiosk Settings, Switch by Switch
Every setting on the Kiosk Settings tab: the home screen, the walk-in waitlist, card capture, deposits and walk-in fees.
Payment Settings, Switch by Switch
Every setting on the Payment Settings tab: methods, tips, processing fees, surcharges, deposits, fees and Stylist Keeps Cash.
Cash Register, Invoice and Summary Settings
The three smaller money tabs: what counts toward the drawer, how invoices behave, and what the Period Summary shows.
Client, Member and Terminology Settings
Sharing clients between stylists, choosing what staff may change about themselves, and renaming the words Perceny uses.
Website, Device and Competition Settings
Your Perceny website, tracking pixels, terminal pictures, device slideshows, device lock, and the daily leaderboard.
Communications and Messaging Settings
Client and staff notifications, the channels they use, and how the messaging inbox is configured.
Product, Room, Dispute and Elite Settings
The four smallest tabs in Features Configuration: three of them are pure permissions, and one is GPS attendance.
Connect Perceny to Another System
API tokens and webhooks: reading your data from elsewhere, and being told when something happens.
AI Models and Effort
Choose which AI model and how much effort Percy Assistant, Percy Copilot and workflow AI steps use, see what each choice costs, and route topics to a model of their own.
Connect an MCP Server to Percy
Give Percy Assistant and Percy Copilot tools from your own systems by connecting a remote MCP server, the way Claude Code does: a name, an address, a key or a sign-in, and a test.
Reports & Insights
The Period Summary, the reports, and what each number is really counting.
Read the Period Summary
What each figure in the summary means, where it comes from, and the settings that change it.
The Reports Library
What each built-in report answers, how to read the trend chart, and how to get the data out.
The Audit Log and Approvals
Finding out who changed what, and using requests so the sensitive changes are approved rather than discovered.
Track Expenses and Recurring Costs
Record what the business spends, make rent and subscriptions repeat on their own, and edit, stop or delete a recurring expense without breaking the months around it.
On the Phone
Running the shop from the app: the calendar, checkout, earnings, and the menu.
The App in Five Tabs
What each tab of the Perceny app is for, what the app does natively, and what it hands to the web dashboard, so you know where to look on a phone.
Work the Calendar on Your Phone
Day, week, month and agenda views, dragging an appointment to a new time, booking off schedule, and reading what the blocks and badges mean.
Ring Someone Up on Your Phone
Start a ticket, add items, take a tip, charge a card or cash, handle a partial payment, and send or print the receipt, all from the app.
Your Earnings Tab
The four earnings cards, what each drill-down shows, and how to get from a number you do not believe to the tickets behind it, on the phone.
Collaborate From Your Phone
Two stylists, one client, one bill: sending and accepting a collaboration request in the app, and what happens to each ticket.
Notifications and the App Menu
The Profile tab: the whole page index, the unread bell, switching business, changing language, Perceny Academy, and the device menu.
Troubleshooting
Fixing what already happened: wrong payment type, wrong stylist, wrong amount.
Paid as Cash by Mistake? Fix It in Under a Minute
Use Ignore Previous Payments to refund the cash and recharge the ticket on a card, without deleting the ticket or unpicking the commission.
Commission Looks Wrong
A checklist for the moment a stylist says the number is not right, in the order that finds the cause fastest.
Duplicate Clients and Double Bookings
Merging two records of the same person, and dealing with two appointments in one slot.
Card Reader Will Not Connect
Working through a terminal that is offline, unresponsive, or charging without showing anything.
Someone Cannot See a Page
The order to check when a person is missing a screen, a button, or a number they should have.
Ticket on the Wrong Stylist
Moving work and money to the person who actually did it, before and after checkout.
A Text or Email Did Not Arrive
The seven reasons a client did not get their reminder, receipt or blast, checked in the order that finds it fastest.
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