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 118 tutorials
Getting Started
Your first week: set the shop up, load the menu, add the team, take money.
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.
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.
Post on the Team Board
Publish announcements your team reads on the web and in the app, pin what matters, see who has read each post, and post once for every location in a group.
Settings Reference
Every tab in Features Configuration, switch by switch.
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.
Client, Member and Terminology Settings
Sharing clients between stylists, choosing what staff may change about themselves, and renaming the words Perceny uses.
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
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