SimpleSpa Professional PocketPC Edition v3
MANUAL EXT Friday, June 06, 2003
About SimpleSpa Professional PocketPC Edition
Client/Employee/Service/Inventory/Vacation Management
Setting
Brackets/Saving Information
About SimpleSpa Professional PocketPC
Edition
SimpleSpa
SimpleSpa Professional PocketPC Edition becomes easier,
better and extends the abilities of standard SimpleSpa PocketPC Edition by adding
more controls, more utilities, and more statistics. SimpleSpa was created to
serve as a mobile multiple Appointment Management System; with complete
employee, client, service, inventory management. SimpleSpa for PocketPC also includes
a POS system, a robust payroll system, and extensive statistics.
Requirements
Microsoft PocketPC 2002
Arm/XScale Processor 200 MHz
32Mb Ram
Client/Employee/Service Management
Add/Edit/Delete Client
ADD: To Add a Client Press the Add
Button in the Client Manager
EDIT: To Edit a Client Select a
Client and Press the Edit Button
DELETE: To Delete a Client Select a
Client and Press the Delete Button
Add/Edit/Delete Employee
ADD: To Add an Employee
Press the Add Button in the Employee Manager
EDIT: To Edit an Employee Select an
Employee and Press the Edit Button
DELETE: To Delete an Employee Select
an Employee and Press the Delete Button
Add/Edit/Delete Service
ADD: To Add a Service Press the Add
Button in the Service Manager
EDIT: To Edit a Service Select a Service
and Press the Edit Button
DELETE: To Delete a Service Select
a Service and Press the Delete Button
Add/Edit/Delete
Inventory
ADD: To Add a Product Press the Add
Button in the Product Manager
EDIT: To Edit a Product Select a Product
and Press the Edit Button
DELETE: To Delete a Product Select
a Product and Press the Delete Button
Add/Edit/Delete Vacation
ADD: To Add a Vacation Press the
Add Button in the Vacation Manager
EDIT: To Edit a Vacation Select a Vacation
and Press the Edit Button
DELETE: To Delete a Vacation Select
a Vacation and Press the Delete Button
Note: Vacations will automatically
appear in the Appointment Manager, the employee slots will be ‘grayed’ and
labeled as ‘Vacation’. SimpleSpa permits the booking of appointments even on
vacation slots.
Appointment Management
Settings
Change Column/Row Height: To change
the column/row height in the Appointment manager, press the '+' or '-' buttons
in the lower right corner of the Appointment Manager Window
Color Codes: To view the
Appointment Manager Color Codes press the Colors Button on the lower part of
the Appointment Manager Window.
Add/Edit/Delete
Appointment
ADD: Select a time slot to add an
appointment. You may directly enter your clients information or select a
pre-existing client by pressing the ‘?’ button. A list of Clients will appear
where you can select a client to add. All their information is automatically
stored. If you manually add a client which does not exist, the program prompts
if you would like to add the client.
EDIT: Select a time slot. You can
edit the Appointment Information, Set the time, and change Appointment Status,
Duration, even the Client
DELETE: Select a time slot. Press
the Delete button; make sure you have selected the correct Appointment Slot.
COMPLETE: To complete an
appointment and access the POS system select an
appointment and press the Complete button.
NOTE: New clients are automatically added to the client
database if they do not exist.
Appointment
Tools
Appointment Search
You can easily search
for an appointment by using the search feature. In the Search Window, select
the month and year you want to find an appointment. The appointment list will
initially generate all appointments for that month. If you want to narrow the
search, enter all or partial Name or Telephone number, the list will get the
same or similar appointments with the selected Name or Telephone. If you select
an appointment from the list you are shown the appointment information and
asked if you would like to delete the appointment.
Appointment Confirmation
Open the Confirmation Window, and select the day you want to confirm
appointments. The list will generate appointments for the selected day. If you
select an appointment you can view the appointment information and set the
status (Confirmed/Arrived/Completed).
Payroll
Setting Brackets/Saving
Information
Select an Employee and the Payroll Duration, Professional Edition also
permits you to select to set the From and To Dates for
Product and Service Sales; the selected payroll information will appear. You
can save the commission and rates by pressing the Save Button.
Saved Elements:
Products Commission
Service Commission
Hourly Pay-Rate
Tax Rates
Note: Saved items are saved per-employee.
Statistics
Statistics
You can view SimpleSpa statistics
using the Statistics Manager.
Appointments
Year
Month
Day
Employee Appointments
Year
Month
Day
Services Preferred
Year
Month
Day
Clients
Monthly
Birthdays
Total
Appointments
Revenues
Revenues
Year
Month
Day
Service Year
Service Month
Service Day
Products Year
Products Month
Products Day
POS
SimpleSpa Professional PocketPC
Edition now has a complete POS system to record transactions made. The POS
system can be accessed through the Appointment Manager by pressing the
‘Complete’ button or through the Current Appointment window and simply
selecting a client. Tax brackets may be set on the top left of the screen, changes to taxes are prompted in the end of the
transaction and can be made permanent.
If any mistake
is made in a transaction press the subtraction button on the left of the misc/product/service you want to remove. Selecting an
employee for a transaction automatically assigns that misc/product/service
selected to that employee for payroll.
Language
SimpleSpa Professional PocketPC
Edition is the first Salon Spa Management Software to provide multilingual
support.
To change the current language
simply go to Help->Settings, and change the language you have located on
your SimpleSpa directory. SimpleSpa language files are written in “Rich Text
Format” so you can edit any of the language files with almost any text editor
(please note that changes take effect when the SimpleSpa is restarted). If you
experience problems with the language file, go to the software folder “\Program
Files\SimpleSpa”, delete the file ‘lng.ini’
You may download a language from
our online language library: http://www.SimpleSpa.com/languagepce.htm
Important Note: Unicode character
sets are currently not supported in SimpleSpa PocketPC Professional Edition
Network/Data Location
SimpleSpa easily enables you to set
a new database location.
To set/change the Network/Data
Location simply go to Help->Settings, and change the Database Location.
Default
Database Location: “\Program Files\SimpleSpa”
Note: It is
important to check and make sure the location (1.) is at a valid folder
and accessible when the program is used (if using external storage, SD card or
an expansion slot) (2.) and that the database file SimpleSpaDTA.cdb is located on the folder to access, although the software prompts when
setting to a location when a database is not present, it is possible that it
may not create a database duplicate, it is advised to manually check if the
location has the database file, if the database is not found the program will
not be able to function correctly.
Backup/Restore
Every time a user attempts to exit SimpleSpa, the program prompts to backup the database. The backup location of the backup database is in the folder named ‘Backup’ where the database is located.
To Backup: Automatic on Exit (if the User presses Yes to Backup Prompt)
To Restore: Copy the
Backup Database in \Backup\SimpleSpaDTA.mdb, and paste to your database
location.
Technical Support
Our Technical Support
answers your questions on a 24 hour basis. Feel free to contact us with any
questions or recommendations you may have…
“Keep It Simple
With SimpleSpa”