Getting Started - Setup Pages

WELCOME YOU ONBOARD

Lets get you set up for success with Insightful Sums

Have you met our Numbers Ninja Chatbot yet? Our AI Chatbot has been taught with the same information as our Help Guides, which means you don't need to leave Insightful Sums to get all the answers you need!

Included in these plans:  Solo-Staff Plan   Multi-Staff Plan 

Getting started with Insightful Sums is incredibly easy to do and you can be up and running in under an hour. Here are the steps that you need to follow, to make sure you can quickly, easily and correctly learn if you are making a profit or loss on each of your salon's treatments. 

Here is the order that we recommend you set up your account:

1. Setup > Business Info
2. Setup > Finances
3. Setup > Targets

All of this information creates the basis for Insightful Sums to do all the hard work and calculations for you. 

Now, here are the next steps:

1. Services > Service Products
2. Services > Service Lists

Once you have added your Service Products and Service Lists, the final step is to add yours and your staff's details...

1. Staff Details > Staff

Congratulations! You have now completed the minimum set up needed to start becoming more insightful within your salon and turning your salon from a job to a business!