Most salon owners delay switching software for years because they fear chaos. With a simple plan, the move can be done in a quiet week.
The checklist
- 1Export your client list and upcoming appointments from your current system.
- 2Recreate your service menu with prices, durations and categories.
- 3Add consultation questions to services that need them, like colour or extensions.
- 4Set your opening hours for each day of the week.
- 5Add your team with their roles, years of experience and specialties.
- 6Connect your phone number so the AI receptionist can start answering.
- 7Run both systems side by side for a week, then switch fully.
Done this way, your clients won't notice the move — except that the phone now gets answered every time.
Want this run automatically?
Insalonia handles reminders and reviews for you — 14 days free, no card.