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.
9 of 91 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.
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.
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