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.
17 of 91 tutorials
Getting Started
Your first week: set the shop up, load the menu, add the team, take money.
Clients & Marketing
Client records, memberships, rewards, referrals, and campaigns.
Staff & Permissions
Roles, permissions, schedules, attendance, and approvals.
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.
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