Perceny on the Web and in the App

Perceny is one product with two front doors. Almost everything a stylist does day to day is in the app; almost everything an owner configures once is on the web.

The app is for the shiftCopy a link to this section

The Perceny app carries the working day:

• Calendar: the appointment calendar, booking, rescheduling, changing the professional, cancelling.
• Tickets: creating, editing, checking out, paying.
• Walk-ins: the queue and resolving each entry.
• Dashboard and Earnings: takings, commission breakdown, ticket lists.
• Clients: records, history, contact.
• Cash register, expenses, invoices, memberships, gift cards, disputes, payouts.
• Attendance and the shift list.
• Preferences: your own work settings, with a search box over them.
• Requests: approving what your team has asked for.

Managers also get the member editor in the app, with the same fields the web editor has, and its own search box.

The web dashboard is for setting things upCopy a link to this section

Some jobs want a big screen and a keyboard:

• Features Configuration: twenty tabs of product behaviour. Web only.
• Business Information, Work Hours, Billing.
• Custom Booking Links open in the app too (More → Business Settings → Custom Booking Links), but the staff and service pickers are easier on a big screen.
• Services and Products, including the per-stylist override grid.
• Percentage, Taxes, Discounts, Rewards, Rooms.
• Reports: the full library with filters and export.
• Audit logs and Monitoring.
• The Admin Hub, for Perceny staff.

Why Features Configuration is web-onlyCopy a link to this section

It is twenty tabs of switches that change how the whole business behaves, most with a paragraph of explanation attached. On a phone, that is either an unreadable wall or a maze of drill-downs, and both are the wrong shape for a screen you visit rarely and want to be careful in.

The parts of it that a person needs day to day (their own preferences) are in the app, with the same search box.

Working across bothCopy a link to this section

Changes sync live. Flip a setting on the web and the app picks it up without a restart. Close a ticket on the app and the dashboard updates.

On an iPhone or iPad, Safari shows Apple's Open bar at the top of the web dashboard when the Perceny app is installed. Tapping Open takes you into the app on the page you are looking at in Safari, not the page you first opened the dashboard on, and on the app's own screen for it: the calendar opens on the Calendar tab, tickets on Tickets, earnings on Earnings, and a ticket, appointment or client you had open on its own screen. Pages the app lists under More (Reports, Services, Settings and the rest) open from More, your account pages from Profile, and the business list on the web opens the app's business picker. A page of another location switches the app to that location first.

Clients get the same bar for Perceny Go on the Client Portal and on every page you send them, never the staff app's.

The practical pattern most shops land on: set the business up on the web in one sitting, then run entirely from the app, returning to the web when something needs to change for everyone.