Managing Your Organization - Salon Assistant User Guide

Overview

Applies to: Organization Owner, Organization Admin

This journey covers the three Organization management pages: the Organization Dashboard, Organization Settings, and Locations (Salons). These pages give Organization Owners and Admins a bird's-eye view of all locations, let them edit organization-level details, and provide tools to add or review salon locations within their subscription limits.

Prerequisites

Role required: Organization Owner or Organization Admin
Before you start: Your multi-location organization must already be set up. You need at least one salon location created to see meaningful data on the Dashboard.

Access the Organization Dashboard

Open the sidebar and navigate to the Organization section. Click Dashboard (or the top-level Organization link). The page loads at the Organization Dashboard.

What you'll see: A page with the heading "Organization Dashboard" and the subtitle "Overview across all locations". Below the header are four summary cards arranged in a single row on desktop (two columns on tablet, one column on mobile). While data is loading, a blue spinner appears in the center of the page.

Organization Dashboard with four summary cards

The Organization Dashboard showing Total Salons, Total Users, Total Clients, and Total Revenue cards

Read the Summary Cards

The four summary cards provide an at-a-glance view of your entire organization:

Card	Icon & Color	What It Shows
Total Salons	Building2 (Blue)	Number of salon locations in your organization
Total Users	Users (Green)	Total staff accounts across all locations
Total Clients	UserCheck (Purple)	Total client records across all locations
Total Revenue	DollarSign (Yellow)	Combined revenue formatted as `$X,XXX`

Each card displays a colored icon on the left and the metric label and value on the right.

Review the Per-Location Breakdown

Below the summary cards is the Per-Location Breakdown table. This table lets you compare performance across your salon locations side by side.

Column	Description
Salon	The name of each location
Clients	Number of clients at that location
Appointments	Total appointments for that location
Revenue	Revenue for that location, formatted as a dollar amount

If no salon data is available, the table shows a single row with the message "No salon data available".

Per-Location Breakdown table with salon comparison data

The Per-Location Breakdown table comparing clients, appointments, and revenue across salons

Navigate to Organization Settings

In the sidebar, under the Organization section, click Settings. This takes you to the Organization Settings page.

What you'll see: A page with the heading "Organization Settings" and the subtitle "Manage your organization details and subscription". The page uses a two-column layout on desktop (roughly 2:1 ratio). The left column contains an editable form; the right column shows read-only subscription information.

Organization Settings page with details form and subscription card

Organization Settings: editable details form on the left, subscription information on the right

Edit Organization Details

The left card is titled Organization Details and contains a form with the following fields:

Field	Type	Required
Organization Name	Text	Yes
Owner Email	Email	Yes
Billing Email	Email	No
Phone	Phone	No

Update any of the fields as needed.
Click the Save Changes button at the bottom-right of the card.
While saving, the button text changes to "Saving..." and is disabled.
On success, a green banner appears: "Organization settings saved successfully."
On failure, a red banner appears with the specific error message.

Tip: Keep your Owner Email and Billing Email up to date so you receive important account notifications and invoices.

Understand Your Subscription

The right column shows a read-only Subscription card with the following sections:

Section	Details
Tier	Your subscription tier (displayed capitalized, e.g., "Professional")
Status	Current subscription status (e.g., "Active", "Trialing")
Trial Ends	Shown only if your subscription includes a trial period
Limits	Max Salons, Max Users/Salon, Max Clients
Usage	Salons: X / Y (current vs. max), Users: total count

Note: This card is informational only and cannot be edited from this page. Contact your account representative to change your subscription tier or adjust limits.

Navigate to Salon Locations

In the sidebar, under the Organization section, click Locations. This takes you to the Locations management page.

What you'll see: A page with the heading "Locations" and the subtitle "X of Y locations used" (reflecting your current count against the subscription maximum). An Add Location button appears in the page header area.

If you have no locations yet, the page shows an empty state: a MapPin icon, the text "No locations yet", and the message "Create your first salon location to get started."

Locations page showing salon table with statuses

The Locations page listing all salon locations with name, address, phone, and status

Add a New Salon Location

Click the Add Location button in the page header. If your organization has already reached its maximum salon limit, the button is grayed out and its tooltip reads "Maximum salon limit reached".

A form card appears below the header with the title Add New Location. Fill in the fields:

Field	Required	Notes
Salon Name	Yes (marked with *)	The display name for this location
Address	No	Street address line
City	No	City name
State	No	State or region
Phone	No	Contact phone number

Fill in the Salon Name (required) and any optional address or phone fields.
Click Create Location to submit. The button shows "Creating..." while processing.
On success, the form closes automatically and the new salon appears in the list below.
To discard without saving, click Cancel.

The Add New Location form with salon name, address, city, state, and phone fields

Limit Check: If the "Add Location" button is disabled, your organization has reached the maximum number of salons allowed by your subscription. Visit Organization Settings to check your limits, or contact your account representative to upgrade.

Review Salon Status

The salon list is displayed as a table with the following columns:

Column	Description
Name	The salon location name
Address	Formatted as "address, city, state" (shows a dash if no address is set)
Phone	The location phone number (shows a dash if not provided)
Status	A colored badge: green "Active" or gray "Inactive"

Use this table to verify that all your locations are correctly configured and active. An "Inactive" status means the location is not currently in use.

Tip: If a location shows as "Inactive", coordinate with your administrator to reactivate it or investigate the cause.

Tips & Best Practices

Tip:

Check the Organization Dashboard regularly to compare location performance and identify underperforming salons.
Keep your Owner Email and Billing Email up to date so you receive important account notifications.
Before adding a new location, verify your subscription limits on the Settings page to avoid hitting the salon cap.
The Per-Location Breakdown table is useful for quick revenue comparisons without navigating to individual salon reports.
Address and phone fields are optional when creating a location, but filling them in helps with identification and contact.

Common Issues

Issue	Solution
Dashboard shows "No report data available"	Ensure at least one salon location exists and has data. If the issue persists, refresh the page.
"Failed to load report" error on Dashboard	Check your network connection. If the backend is unreachable, try again later.
"Add Location" button is disabled	Your organization has reached its maximum salon limit. Upgrade your subscription to add more locations.
"Failed to create salon" error	Verify the salon name is provided (it is required). Check for network issues or contact support.
Settings save fails with a red error	Ensure Organization Name and Owner Email are filled in (both are required). Check that the email format is valid.
Subscription card shows unexpected limits	Subscription data is read-only and reflects your current plan. Contact your account representative to adjust limits.

Related Journeys

First Login & Setup — Orient yourself to the platform before managing organization settings
Switching Between Locations — Switch your active salon context after setting up multiple locations
Cross-Location User Management — Manage users and roles across your organization's locations
Configuring Salon Settings — Configure settings for an individual salon location