How to Import Your Service List

Manually entering every single salon service wastes valuable time that should be spent on your floor. By importing your service list directly into Insightful Sums using our AI Ninja tool, you can instantly populate your service list and begin calculating your exact overheads, ensuring every service delivers a clear profit margin rather than a hidden loss.

Step-by-Step Instructions

1. Navigate to the Menu and select Service List.

2. Click on Import Services.

3. Enter the URL of your website's service list or booking page into the provided field.

4. If the AI cannot read your booking page, click on "having troubles". Paste your raw service list into the free text field. You must include the service category, service name, service duration, and service price.

5. Wait for the AI Ninja to finish gathering and sorting your details into a drafted list.

6. Review the extracted list. You can modify the pricing, duration, or category for any individual item if it needs correcting.

7. Click the Add button next to an individual service to save it to your account. You must repeat this click for each individual service you want to import.

Reading Your Results

Once added, your service list will display your services, ready for you to map against your unique professional products to reveal the exact profit or loss margin for every appointment.

Applying This Data

Having your complete service list accurately costed out against your salon's running expenses empowers you to confidently make data-driven price adjustments, protecting your margins without second-guessing your worth.

Frequently Asked Questions (FAQs)

Q: Will this sync with my booking software? 

A: Insightful Sums operates entirely independently to replace complex spreadsheets. It is a standalone pricing tool and does not integrate with booking or accounting software.

Q: Why is the AI failing to import from my booking page URL? 

A: Some booking pages use dynamic fields or security measures that block AI reading. If this happens, simply click the "having troubles" button and paste your raw service list text (including category, name, duration, and price) directly into the provided text field.

Q: Do I need to format my service list into a CSV or Excel file to upload? 

A: No. Insightful Sums does not use file uploads. You only need to provide the web URL of your service list or paste the plain text directly into the importer.

Q: Why do I have to click "add" for every single service? 

A: Reviewing and adding services individually ensures no formatting errors or incorrect prices are imported from your website. This step guarantees that your subsequent profit and loss calculations are based on 100% accurate baseline data.