Get Started with Zylu under 5 min

This guide will walk you through managing bookings, walk-ins, adding new customers, selling services and products, and sending invoices through Zylu. By following these steps, you’ll streamline your salon or business workflow quickly and efficiently.

1. Basic Bookings and Walk-in

• Booking: Start by navigating to the Booking section. Here, you can either choose to create a scheduled booking or manage a walk-in.
• Walk-in: If a customer arrives without a prior booking, select Walk-in, add services and proceed to checkout.

• Search for Customer: When booking or adding a service, you can either search for an existing customer by their name, phone number, or email.
• Add New Customer: If the customer is new, click New Customer and fill in required details like phone number, full name, and gender.

• Add Services: From the booking or walk-in screen, click on Service. Choose the desired services from the list and apply them.
• Add Products: You can also add retail products at checkout. Simply select the product and apply it to the sale.

• Invoice Options: After checkout, you can send the invoice via:
• WhatsApp: Through the device or WhatsApp API (ensure integration is done).
• SMS: Via the SMS API.
• Print: Click Print, review the invoice, and print it for the customer.

• Navigate to Menu > Manage > Services to add or edit services offered by your business.

• To manage products, go to Main Menu > Inventory > Products where you can add new retail products or edit the existing ones in your inventory.

• To create and send marketing campaigns (like holiday discounts or promotions), go to the Marketing section and select Campaigns. For a detailed walkthrough on setting up campaigns, check out our dedicated video.
  https://zylu.tawk.help/category/marketing-campaigns 
  

• Ensure that services and products are correctly applied before confirming the booking or completing checkout.
• When sending invoices via WhatsApp API, ensure your WhatsApp integration is properly set up.

• Use the Search feature to quickly find customers by phone number or name.
• Regularly update the system with new products, services, and employee information to streamline the booking and sales workflow.