Getting Started - What you need!

Get prepared with all your information, so you can be set up and becoming more insightful, in under an hour

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 

Having the required information ready to go when you first set up your Insightful Sums account, will make setting up a breeze and have you knowing which services are profitable or not. By having the following ready to go, you can be set up in under an hour. 

WHAT YOU NEED

We recommend having the following ready, when you first set up your Insightful Sums account for your salon:

1. 1All of the SERVICES you offer in your salon, including:

• Service Name
• Duration of Service
• Pricing for Service
• Products used in the application of the Service

1. 2All of the PRODUCTS used in your Services
2. 
   
3. 3All EXPENSES for your Salon

• We recommend a Profit/Loss report, for a 12 month period, from your Account Software

1. 4Your Salon OPERATING HOURS
2. 
   

5STAFF DETAILS, including:

• Staff Names
• Hourly Wages
• Start Dates
• Birthday Dates

1. 6List of your RETAIL PRODUCTS, that you retail in your salon, including

• Purchase Price
• Retail Price