Zylu Quick Start Guide in Under 4 Minutes

Zylu Quick Start Guide in Under 4 Minutes

Introduction

Welcome to Zylu! This quick and easy guide will walk you through the essential steps to set up and start using Zylu to run your salon efficiently. We’ve designed this to make sure you’re set up in no time so that you can focus on what matters most—growing your business!


Getting Started

To begin, we’ll focus on getting your store ready. Zylu offers two ways to set up your store: the Growth Setup (which provides a step-by-step guide) and the manual option via the Manage section.


Growth Setup
  • The Growth Setup is a guided flow that helps you add your salon’s details, services, and products in a structured way.
  • Follow the prompts to fill in all the necessary information, ensuring that no step is missed.


Manual Setup via Manage

If you prefer to customize things, follow these steps:

  1. Store Settings: Add or edit your salon’s details.
  2. Services: Set up the different services your salon offers.
  3. Products: Add the products you sell or use during services.


Managing Bookings

Zylu makes appointment management effortless with two views:

  • Summary Cards: At a glance, you’ll see today’s bookings, pending confirmations, upcoming appointments, and today’s revenue.
  • Calendar View: Get a visual overview of all your scheduled bookings.
  • List View: Switch to a list if you prefer seeing bookings in that format.


Creating a Booking
  1. Click the plus button on the calendar or go to New Sale > Booking to add a new appointment.
  2. Fill in the necessary details and confirm.


Billing and Customers

Zylu’s billing system is designed to be fast and intuitive.

  1. Go to New Sale to begin the billing process.
  2. Add a customer, select the services, apply discounts, and allocate tips as needed.
  3. Complete the transaction with your preferred payment methods.


Importing Customer Data

If you have a large customer base, you can easily import your customer list.

  • Go to Manage > Import & Export to upload your data.


Inventory Management

Efficiently track your products and supplies in the Inventory Module.

  1. Add Products: Add new products or categorize existing ones.
  2. Manage Stock: Adjust stock levels using receipts and adjustments.
  3. Monitor Inventory: View stock levels to see what needs restocking.


Managing Employees

Zylu provides tools for managing your team’s details and performance.

  1. Go to Manage >Team Settings to:
    • Add or update employee information.
    • Set availability and resources.
    • Define revenue goals and track employee performance.


Tracking Performance with Reports

Zylu offers a comprehensive set of reports to monitor your salon’s performance:

  1. Access the Reports section.
  2. Choose from a variety of reports to track bookings, expenses, employee performance, customer retention, and more.
  3. Reports are easy to read and can be used to assess growth and identify areas for improvement.


Marketing Your Salon

Boost your business with the Marketing Module.

  1. Set up loyalty programs, gift cards, and referral programs in the Retention Tools section under Manage.

  2. For running marketing campaigns, go to the Marketing section in the main menu.


Help & Support

Zylu is here to support you every step of the way.

  1. Head to the Help & FAQ section for answers to common questions and troubleshooting tips.
  2. For personalized support, you can always reach out directly to Zylu’s customer support team.


Learning and Growth
  • For assistance, refer to the Help and FAQ Section for common questions and tips.

  • For personal support, connect with Zylu directly.

  • Explore the Zylu University Playlist for in-depth training videos.

  • Consider taking the Zylu Certification to validate your skills.



That’s it for now! Start exploring the platform, and remember, Zylu is always here to support you as you grow your salon business.

Welcome to Zylu! 🌟

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