Find your way around SalonBill
Learn the left menu sections, the top bar (outlet switcher, WhatsApp status pill, Refresh, notifications) and the menu and settings search boxes.
- Who can use it
- Everyone who signs in to the web app (menu items depend on role and permissions)
- Where to find it
- Left menu and top bar on every screen
Every SalonBill screen has the same two parts: a menu on the left with all modules, and a top bar with the outlet switcher, WhatsApp status and Refresh button.
What this feature does
The left menu takes you to each module. It only shows the items your role and your outlet's permissions allow, so two people can see different menus. The top bar always shows which outlet you are working in.
Who can use it
Everyone who signs in to the web app. Menu items appear or disappear based on your role (Owner/Admin, Co-owner, Manager, Accountant) and the permissions set for your outlet.
Where to find it
- Left menu: on a computer it is always visible; it can be collapsed to icons with the ☰ button at the top left. On a phone, tap ☰ to open it; it closes when you pick a page.
- Top bar: across the top of every screen.
The left menu
| Section | Items you may see |
|---|---|
| Main Menu | Dashboard, Make A Bill, Job Cards, Staff Turns, Book Appointment, Product Billing, Reports, Activity Feed, Invoice Template, Expenses, Current Offers, Cash Drawer |
| Customers & Loyalty | All Customers, Pending Outstanding, Loyalty & Rewards, Client Queries |
| Business Modules | Memberships & Packages, Services & Products, Team Management, Marketing |
| Administration | Support Tickets, Feedback, Subscription, Settings, WhatsApp Templates |
At the bottom of the menu you find Install SalonBill App (hidden when you are already using the installed app) and Logout.
Search the menu
At the top of the left menu there is a search box (Search Categories & Sub-Categories only). Type a word such as bill, outstanding or permissions and pick the page from the list. It searches menu pages only, not customers or bills.
The top bar
- Outlet switcher – the coloured drop-down with your outlet name. Change it to work in another branch. See Log in and switch outlets.
- WhatsApp status pill – the live WhatsApp connection of the selected outlet (see the table below).
- Refresh (round arrow button) – reloads the page you are on with the latest data, keeping the same page and outlet. See Install the app and refresh.
- Notifications (bell) – alerts such as support replies and password resets. The bell is not shown to Managers and Accountants.
| WhatsApp pill | Meaning |
|---|---|
| WA Connected (green) | Customer messages are being sent from the outlet's number. Hover to see the number. |
| WA Disconnected (red) | Messages are not being delivered (no number linked, or the session expired). If you are allowed to manage WhatsApp, click it to open the connect screen; otherwise ask your salon admin to reconnect. |
| WA Status (amber) | SalonBill could not check just now. This is not a confirmed disconnect. Click to check again. |
| WA Checking (grey) | The check is running, for example right after you switch outlet. |
Clicking the SalonBill or salon logo takes you back to the Dashboard.
Settings search
On the Settings page there is a separate search box: Search settings… (e.g. payment, gst, invoice, staff, logo). Type a word and SalonBill jumps straight to the right tab or section, for example gst opens Organisation Settings → Tax Settings. It searches settings only. See Settings overview.
Important rules and limits
- The menu, the data and the WhatsApp pill all follow the selected outlet.
- After the Owner/Admin changes your permissions, press Refresh (or sign out and in) to see the new menu.
- Some items show a Pro mark or are hidden when your plan does not include them.
Common problems
A menu item disappeared?
Your role or permissions changed, or the outlet you selected does not give you access. Check the outlet in the top bar first.
The WhatsApp pill is red but messages were going out this morning?
The WhatsApp session for that outlet has ended. Follow Connect WhatsApp to link the number again.
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