Employee Roles, Booking Sync, Subscriptions and Add-ons
Employee Roles
How to open it: Settings › Back Office › Employee Roles (or More › Manage roles in Employee master)
The job roles you use for your team — Stylist, Therapist, Receptionist, Manager and so on. You pick a role for each employee when you add them.
The list shows each role's Name, the Number Of Employees In Role (everyone with this role across your stores, including people who are no longer active), whether it Is Built In Role, and whether it Is Active.
To add a role, click Add role in the list's toolbar, type a name of 3 to 64 letters (for example Senior Stylist), tick Is Active, and click Save changes. To rename one of your own roles, click its name, type the new one and save. Built-in roles come with Invoay and can't be changed, and each name can only be used once.
Roles are labels for your team. To control what someone can see and do, use their Rights.
Booking Sync
How to open it: Settings › Online Booking › Booking Sync
Customers can book appointments online through your booking page. Here you'll see, for each store, whether online booking is enabled and the booking link to share on social media, Google or your website.
Sync an enabled store – if something on your booking page is out of date (for example a new service or a staff member who has left), choose the store and press the button for what changed:
- Sync staff sends every employee of the store, including inactive staff, so people who have left are updated too.
- Sync services and products sends the store's items. An item is skipped if its category isn't on the booking page yet, and the message tells you how many were skipped.
- Sync store details sends the store's own details, such as its logo.
Existing booking data is updated, never replaced, so it's safe to sync again. A big list can take a while, so stay on the page until the message appears.
To switch online booking on for a store marked Not enabled, click Buy booking page. This opens Settings › Online Booking › Booking Page, where the owner of the business pays for it. Once it's paid, the link appears against the store here.
Booking Page
How to open it: Settings › Online Booking › Booking Page
Buy a booking page for each store that should take online bookings:
- Under Your stores, tick the stores you want a page for. Each shows its price and the number of days it covers.
- Check the total, then click Pay with Paytm and pay.
- Back on the page, the store shows Live and its booking link appears. Click the copy button next to the link to share it.
A booking page has a yearly price per store, but it runs from today only until the end of the store's subscription, up to one year, and you pay for those days. When you renew a subscription, each live booking page can be renewed with it. A store shows Live, Expired (tick it and pay to switch it back on) or Not bought.
You can also use your own web address for your booking pages, such as book.yoursalon.com, under Custom domain. You need at least one live booking page first.
💡 Banners, gallery pictures and booking terms are set in Settings › Online Booking › Booking Settings.
Subscriptions
How to open it: Settings › Your Plan › Subscriptions (or Details in the top strip of your Dashboard)
Your Invoay plan for each store:
| Column | Meaning |
|---|---|
| Store Name | The store |
| Activation Date / Expiry Date | When the subscription started and when it ends |
| Remaining Days | Days left |
| Setup Amount / Subscription Amount | What you paid |
| License Key | The store's licence key |
| Is License Activated | Whether it's in use on a billing computer |
Renewing
Click Renew License on the store. You'll see your plan, current expiry date, and renewal options — longer periods may come with a bundle discount. If you have a coupon code (for example from an early-renewal offer on your Dashboard), enter it and click Apply. Some bundles can't be combined with a coupon, and then the box isn't shown.
If the store has paid online booking pages, tick Renew my online booking too to renew them for the same months. Coupons and bundle discounts don't apply to them, and if you leave it unticked the booking page stops on its current end date.
The new expiry date is shown before you pay, and every amount includes taxes. Tick the box to agree to the Terms of Service and Privacy Policy, then click Pay securely and complete the payment. The renewed period is added on top of your current expiry date, so renewing early doesn't lose any days.
Moving to a new computer
Changing the billing computer? Click Deactivate Device to free up the licence so it can be activated on the new machine. Any charge for this is shown before you pay. To get SimplePOS for the new computer, use Settings › SimplePOS Billing Counter › Download SimplePOS.
If you're sent to Store Settings, the store needs an owner email and mobile number before you can renew or deactivate. Add them in Store Settings, then come back. For a question about your bill, use Connect with Account & Billing above the list.
Add-ons
How to open it: Settings › Your Plan › Add-on Features
Add-ons are extra features you can buy for a store on top of your subscription. This page lists every add-on available for each of your stores:
| Column | Meaning |
|---|---|
| Store Location | The store. Each store buys its own add-ons |
| Addon Name | The feature |
| Purchase Cost / Renewal Cost | What it costs to buy, and to renew later. Both include taxes |
| Validity In Days | How long it lasts once bought |
| Purchase Date / Expiry Date | When you bought it and when it runs out (blank if you haven't bought it) |
Buying an add-on
- Click Purchase on the add-on and store you want.
- Check the details — the store, the price (including taxes), the renewal price, and the validity and expiry dates.
- Tick the box to agree to the Terms of Service and Privacy Policy, then click Pay securely and complete the payment. The add-on turns on for that store once the payment goes through.
If the add-on is already active for that store, you'll be told so; look at its Expiry Date. To renew an add-on that has run out, click Purchase on the same row and you pay the Renewal Cost.
💡 If you open a feature your store hasn't bought yet, Invoay brings you to this page so you can buy it.
Download SimplePOS
How to open it: Settings › SimplePOS Billing Counter › Download SimplePOS
SimplePOS is the billing app your team uses at the store counter. Get it here for each computer, tablet or phone you bill from:
- Pick the version for your device: Windows, Android, or the App Store for iPhone, iPad and Mac.
- On the device itself, press the store button. To install on a phone or tablet, you can scan the QR code with it instead.
- Install the app, then activate it on the device. It takes about 5 to 10 minutes. Keep your Chain Owner email and password, an internet connection and your phone (for a one-time code) handy.
Moving to a new computer? Free up the licence first with Deactivate Device (see Moving to a new computer).