Get Any Task Done In Perceny, Step By Step
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.
11 of 126 tutorials
Appointments & Booking
The calendar, online booking, walk-ins, the waitlist, and the kiosk.
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.
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.
Clients & Marketing
Client records, memberships, rewards, referrals, and campaigns.
Messaging & Inbox
The two-way inbox, templates, your texting numbers, and what credits pay for.
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 say your own words (as a guide it rewords, or word for word), see how the greeting fits each call, cut the background noise, and teach it the words it gets wrong.
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.
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.
Settings Reference
Every tab in Features Configuration, switch by switch.
Appointment Settings, Switch by Switch
Every setting on the Appointment Settings tab: the calendar, the booking flow, deposits, auto-finish, and gap filling.
Change Your Service Menu with Percy
Ask Percy to add or edit many services and categories at once, preview the booking page, price a cart for one stylist, check what still uses a service before you hide it, and find out why a time is not open.
Not On Perceny Yet?
Book a demo and we will walk you through the tasks you care about most, set up for your salon. No long-term contract, and migration is free.
- No long-term contracts
- Free migration
- Live in about a week, set up with you
- Support 7 days a week