Data setup - Services, Products & Customers

Data setup - Services, Products & Customers

Data Setup is the second step in the Growth Setup Wizard. It helps you import and organize all essential data for smooth salon operations, including services, products, and customers.


Steps to Complete Data Setup:

1. Navigate to Data Setup

  • Access the Growth Setup Wizard from the dashboard.
  • Select the Data Setup option to get started.


2. Service Import
  • Download Sample File: Click on the provided link to download a sample template.
  • Fill in Service Details: Add information such as:
    • Service Name
    • Category
    • Duration
    • Price
  • Import File: Upload the completed file, and the system will automatically update your service list.
  • Mark as Completed: Return to the Growth Setup Wizard and mark this step as done.

3. Product Import

  • Download Sample File: Use the provided template for product import.
  • Fill in Product Details: Add the following:
    • Product Name
    • Category
    • Brand
    • Stock Quantity
    • Sale Price and Purchase Price
  • Upload the File: Import the file to populate your product inventory.
  • Save Changes: Ensure everything is updated, and mark it as completed in the wizard.

4. Customer Import

  • Prepare Customer List: Gather all customer data in a CSV or Excel format.
  • Include Key Details:
    • Name
    • Email Address
    • Mobile Number
    • Birthdate or Anniversary (if available)
  • Import the File: Upload the data to Zylu to update your customer records.
  • Mark as Completed: After the upload, tick this step as completed in the wizard.
Notes:
  • Importing accurate and organized data ensures smooth operations and better customer experience.
  • You can revisit any section to add or update details as needed.


Tips for Efficiency:
  • Use the provided sample templates to avoid errors during import.
  • Double-check all data before importing to ensure accuracy.
  • Prioritize essential data first (services and products) for quick setup.

By completing the Data Setup, you’re building a strong foundation for efficient operations and excellent customer management!


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