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.
91 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.
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.
Charge Cancellation and No-Show Fees
Setting the fees, deciding which card they hit, requiring a card from repeat offenders, and making them stick.
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, 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, 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.
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.
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, and how to stop reminders 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.
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.
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.
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.
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.
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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