Getting started & switching
Well prepared.
Off to a good start.
Make Sovado your workspace, step by step. Start with your services and availability. Then check how your clients book and how you complete a visit.
- Set up step by step
- Help with your switch
Make it your salon.
Your first steps
A clear path
to your first booking.
Setup involves choices about your salon. Prepare the essentials and test the whole journey before inviting clients.
- 01
Your salon and services
Enter salon details and opening hours. Create services with the right prices, durations and any buffers.
- 02
Your team and schedule
Add team members, assign services and check schedules and blocked times.
- 03
Booking and checkout
Go through a sample booking and check how an appointment becomes a checkout sale.
Switching
Know what you're bringing.
Then make the move.
List the data in your current system: clients, services, staff and future appointments. Check available exports and have their usability assessed.
- Note your current system and preferred transition date.
- Discuss the format and data to transfer.
- Check totals and appointments before going live.
Migration options, scope and timing are agreed for each situation. Specify which data you want to transfer in advance.
Discuss your switchWhat needs to come with you?
In your first email, share only your current system's name and your wishes. Agree on a suitable approach before sharing client details.
What would you like?
Choose a treatment in this example.
A moment with Sophie.
Tuesday 8 September · fictional availability
Here's your selection.
In a real booking, the next step asks for your contact details. This example does not create an appointment.
The final check
See your salon
through your client's eyes.
Are services and prices correct? Are the times suitable? Does the appointment appear in the right place? Check contact details and any payment connections too. Publish your website or booking link when you're ready.
Explore your online optionsA few things to know
Questions about
Sovado.
From your first choice to everyday use. This helps you assess the options.
Ask your own questionWhat should I prepare?
Your salon details, opening hours, services with prices and durations, team members, logo and suitable salon photos. For existing data, an overview of what you want to transfer helps.
Can I bring my existing client database?
First have the exports and fields from your current system assessed. The transfer depends on the source file and what you want to bring over. Agree on the approach before sharing data.
Does my old system need to be switched off immediately?
Choose a transition date only once the new setup and appointments have been checked. Agree in advance which calendar is authoritative to prevent double bookings.
How long does setup take?
That depends on your services, team, content and any migration. No fixed setup time is promised. Preparing your information in advance helps you work more efficiently.
Can I set up my website later?
You can prepare the different features in stages. Check the booking flow first, then decide where and when to make it visible.
Your next step
Make room for
your salon workspace.
Explore the setup or discuss your questions first. Choose what suits your salon.