# BeautyCRM — Frequently Asked Questions

This page contains the full list of frequently asked questions about BeautyCRM. The same content is available as structured data on https://beautycrm.pro/faq.

## Booking and appointments

### How do my clients book appointments online?

Each company gets a public page with services, prices, descriptions and working hours. Clients open the booking page, review the offer, choose a service, a specialist and a convenient time, then send a request online. The administrator sees the request in the workspace and can confirm it without phone calls or a manually maintained calendar.

### Do clients need to register to book?

No, registration is not required. A client can choose a service and time, then leave a phone number or email for contact. If the person is already in the company's client database, BeautyCRM recognizes them from their contact details and adds the new visit to their history. Registered users also get additional options, such as viewing their visits and opening a personal visit page.

### Can clients see their appointment details?

Yes. After an appointment is created or changed, the client receives an email with a link to a personal visit page. It shows the company name and address, selected services, assigned specialist, date, time, duration and price.

### Does BeautyCRM remind clients about appointments?

Yes. BeautyCRM automatically sends an email after an appointment is created and when its time or status changes. The system also sends reminders in advance, helping reduce forgotten appointments and no-shows.

### What happens when a client cancels?

When an appointment is cancelled, its status is updated in the calendar and the released time slot becomes available for booking again if the specialist's schedule allows it. The visit history remains linked to the client.

### How is an appointment created?

Create an appointment in the company calendar or receive one through the public booking page. Select the client, service, specialist, date and time, then confirm the duration and price.

### What happens if a specialist is busy at the selected time?

BeautyCRM checks for overlapping appointments and warns about conflicts. You can select another staff member, change the time or adjust the service duration.

### Can I change the date or time of an existing visit?

Yes. Edit the appointment in the calendar and save the new details. The system checks conflicts again and notifies the client by email when an email address is available.

### How does a client know that an appointment is confirmed?

The client receives an email with the main visit details and a link to the visit page. The company can update the appointment status in the workspace.

### Can I create repeat appointments for regular clients?

Yes. Find the client by name, phone or email and create a new appointment without entering their contact details again. Previous history remains available for reference.

## Management and features

### What can I manage in BeautyCRM?

You can manage clients and visit history, staff schedules, service groups and prices, online appointments, visit statuses and finances including revenue, expenses, net profit and staff earnings.

### Can I see statistics per staff member?

Yes. The dashboard shows completed and planned visits for each staff member. Financial analytics can compare revenue, served clients, workload and earnings for a selected period.

### How do I create a company in BeautyCRM?

Create an account, select the company owner role, enter your company name and save it. You can then add the description, contacts, address, working hours, photos and other public company details.

### Can I connect staff members to my company?

Yes. An owner or administrator can add a staff member by email and assign a role. Existing users are recognized automatically, while new staff can be invited during the process.

### Which roles and access rights are available?

BeautyCRM provides owner, administrator, staff and client roles. Each role has access to the functions and data needed for its responsibilities.

### How do I add services and prices?

Create service groups and add services inside them with a name, description, price, currency and duration. You can also upload service images for the public booking page.

### Can I configure working hours and breaks?

Yes. Company settings include working hours, days off and breaks. These settings help prevent bookings outside the available schedule or during a break.

### Can I add company photos?

Yes. The owner can upload company photos in the settings. Images are checked before saving, and upload access is limited to the owner.

### How can a client find my company?

Each company receives a public booking page with a unique address. Published companies can also appear in the directory, searchable by name, address, phone number or email.

## Clients and finance

### What is stored in a client profile?

A client profile contains contact details and related visit history, including previous appointments, services, statuses and amounts, subject to the user role and company access settings.

### Can I view a client's visit history?

Yes. Completed visits and related information are shown in the client profile, helping you understand visit frequency, average spend and service preferences.

### Which financial indicators are available?

The finance section can show revenue, expenses, net profit, salary fund and forecast figures by day, service and staff member for a selected period.

### How are staff salaries calculated?

Choose a percentage of completed appointments, a fixed monthly rate, or a combination of both. The system calculates earnings using the relevant appointments and revenue.

### Can I add company expenses?

Yes. Record expenses in the Finance section and compare them with revenue for the same period to calculate net profit and evaluate the actual financial result.

## Pricing and getting started

### How much does BeautyCRM cost?

The free Light plan is currently available with core appointment, client, service and finance features. Paid plans are planned from EUR 25 per month but are currently disabled.

### Do I need to install anything?

No. BeautyCRM works in a modern browser on a computer, tablet or smartphone. There is no separate program to install or update manually.

### In which languages is BeautyCRM available?

The interface supports 45 languages, and each user can choose a preferred language in the settings.

### Does BeautyCRM work on a phone?

Yes. The main workflows, including the calendar, clients, services and appointments, are available in a mobile browser.

### How can I protect company data?

Authentication and user roles restrict access to company data. Use a unique password, never share it and change it if you suspect the account may be compromised.

### How do I get started with BeautyCRM?

Create an account and company, add staff, configure working hours, create services with durations and prices, check the schedule and share the public booking link with clients.

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See the interactive FAQ at https://beautycrm.pro/faq and pricing at https://beautycrm.pro/pricing.
