Chaise · Staff handbook

Every screen in the app, and what each one does.

Written for the people working in the shop: the owner at the counter and the stylist at the chair. Each screen gets a picture and a short explanation.

66 screens. The pictures come from a real shop with a real day in it; the names and numbers are made up.

Download Chaise on the App Store

How do I…

The jobs people actually open the app to do, start to finish. Every screen in the app is written up underneath.

Getting into the app the first time

Your shop adds your number, then texts you to install the app. There is no password and no account to create.

  1. The Chaise app on iPhone: put your number in

    Put your number in

    Your mobile number is your account. Tap Send code.

  2. The Chaise app on iPhone: type the six digits

    Type the six digits

    The code arrives by text in a few seconds. Five wrong guesses kills it and sends you back.

  3. The Chaise app on iPhone: say who you are

    Say who you are

    This is the name your shop sees and the name on a client's booking.

  4. The Chaise app on iPhone: your details

    Your details

    Date of birth and gender. Your shop keeps these; clients never see them.

  5. The Chaise app on iPhone: where you live

    Where you live

    Start typing and pick your address from the list. This is your home address, not the shop's, and no client ever sees it.

  6. The Chaise app on iPhone: that is it

    That is it

    Finish lands you on your own day. You never see these screens again.

Booking somebody at the counter

Somebody is standing in front of you, or on the phone, and needs to go on the day.

  1. The Chaise app on iPhone: tap reserve

    Tap Reserve

    Both fields are optional, so somebody who has not decided what they want is still a row on the counter.

  2. The Chaise app on iPhone: pick the service

    Pick the service

    The shop's list, with how long each one takes. That length is what the wait estimate is built from.

  3. The Chaise app on iPhone: now, or a time

    Now, or a time

    Now puts them in the queue, standing at the counter. Anything else on the timeline makes it a booking.

  4. The Chaise app on iPhone: tap the time you want

    Tap the time you want

    The service lays its own length on the timeline. The sentence underneath says plainly what you are about to create.

  5. The Chaise app on iPhone: done

    Done

    You land back on the Desk with the new row in the list, and the client gets a text.

Starting and finishing a client

The counter shows you who is waiting. Starting and finishing belong to the chair that has them, on that stylist's own Today screen.

  1. The Chaise app on iPhone: tap their row

    Tap their row

    Start begins the service. Reschedule opens the timeline instead.

  2. The Chaise app on iPhone: they are in the chair

    They are in the chair

    They move to In service, and the row says when you started.

  3. The Chaise app on iPhone: finish

    Finish

    The sheet now offers one thing. It also shows how long they have actually been in the chair.

  4. The Chaise app on iPhone: served

    Served

    Done, with the time you finished. Your report picks it up from here.

Moving an appointment

The client is texted, so nobody turns up at the old time.

  1. The Chaise app on iPhone: open the client and choose reschedule

    Open the client and choose Reschedule

    Moving keeps the same booking and the same reference, so the link the client already has still works.

  2. The Chaise app on iPhone: pick a new time

    Pick a new time

    The week is across the top and the day underneath. The red block is the appointment you are moving; the grey ones are what else is on that day. Drag it or tap a new time, then save.

Adding somebody to the shop

For the owner. They get a text, install the app, and the app asks them the rest.

  1. The Chaise app on iPhone: open staff

    Open Staff

    Everybody with a chair here, with what each of them offers underneath.

  2. The Chaise app on iPhone: a name and a mobile number

    A name and a mobile number

    That is the whole form. Their arrangement cannot be changed afterwards, so the screen says so before you send it.

Taking somebody off the shop

For the owner. Set a last day and deal with what is standing behind it.

  1. The Chaise app on iPhone: open them, then remove from staff

    Open them, then Remove from staff

    The whole record for one person: when they started, what they offer, the week they work.

  2. The Chaise app on iPhone: set their last day

    Set their last day

    The screen tells you how many days are booked after it, how far out the furthest one is, and how many appointments and clients are affected. If those are not zero, deal with them before you confirm.

Changing what the shop sells

For the owner. One price per service, and everybody who offers it charges it.

  1. The Chaise app on iPhone: open services and pricing

    Open Services and pricing

    Everything the shop sells, how long each takes, how many of the team offer it, and the price.

  2. The Chaise app on iPhone: change a service

    Change a service

    Names in both languages, minutes in the chair, and the price. Leave the French name blank and French pages show the English one.

  3. The Chaise app on iPhone: choose who offers it

    Choose who offers it

    Switch a person on or off. Somebody already booked for this service cannot be switched off underneath the booking.

  4. The Chaise app on iPhone: add a new one

    Add a new one

    A name and a length. Nobody offers it until you switch them on.

Changing the shop's hours

For the owner. Each person sets their own week inside these, so nobody can be booked at an hour the shop is shut.

  1. The Chaise app on iPhone: open availability

    Open Availability

    Closed right now takes the shop off the market immediately without touching the week. Appointments already on the book still stand.

  2. The Chaise app on iPhone: change one day

    Change one day

    A day can hold more than one window, which is how you draw a lunchtime close. Switch the day off entirely and the week reads Closed.

Changing your own working week

Yours, not the shop's. Clients only ever see the overlap between the two.

  1. The Chaise app on iPhone: open your hours

    Open Your hours

    I'm off right now stops anybody booking you from this moment. Appointments you already have stay where they are.

  2. The Chaise app on iPhone: change one day

    Change one day

    Add a second window for a split day.

Before you start

Who this is for

Two people use this app, and they use the same one.

The owner runs the shop. She gets four tabs: Desk, Shop, Reports and Account. If she also holds a chair, she can switch to her own day and back without signing out.

A stylist works a chair. She gets four tabs too: Today, Schedule, Reports and Account. Same app, fewer tabs, and nothing about anybody else's chair.

You never choose which of these you are. The shop you were added to decides it, and the app draws the tabs to match.

How to read this handbook

Each screen gets a picture and a short explanation. If you came here to do one particular thing rather than to read, `tasks.md` walks the common jobs end to end. The pictures come from a real shop running on a phone, with a real day in it: nine stylists, three services, a queue at the counter and three appointments on the book. Names and numbers are made up; everything else is the app as it ships.

Where a screen does something that is easy to get wrong, there is a line beginning Watch out. Those are the ones worth reading twice.

The two words that matter

A walk-in is somebody standing in the shop with no appointment. They join the queue, they get a ticket number, and somebody seats them when a chair frees up.

An appointment is a booked time. It has a client, a service, a start and an end, and the client gets a text before it.

The counter holds both, in one list, in time order. That is the whole idea.

Getting in

The Chaise app on iPhone: the welcome screen

The welcome screen

This is the first thing the app shows, and it is where signing out returns you.

Sign in is for anybody who already has a chair at a shop on Chaise. That is almost everybody: the owner adds you, then tells you to install the app.

Request to join is for somebody with no shop yet. It does not create an account.

The EN pill in the top right sets the language before you have signed in, which matters because the next screen is in whichever language you pick.

The Chaise app on iPhone: choosing your language

Choosing your language

English and French, and the choice sticks to this phone. Signing out does not undo it, so you meet this screen once.

You can change it later under Settings without touching your sign-in.

The Chaise app on iPhone: asking for a shop

Asking for a shop

Tapping Request to join opens this. Three fields, no password, no account: it is a message asking somebody to call you back.

No email address is collected because the reply comes by phone.

The Chaise app on iPhone: filling the request in

Filling the request in

Send request stays grey until all three fields are filled and the number is a complete one. A half-typed number cannot be called back, so the button does not pretend otherwise.

The Chaise app on iPhone: the request went

The request went

You get a reference. Keep it: quoting it is faster than re-describing the shop when somebody rings.

Nothing was created. There is no account behind this and no password to remember.

The Chaise app on iPhone: signing in

Signing in

Your mobile number is your account. There is no password on this product at all.

The small print under the field is the consent line for the one text you are about to receive. Marketing messages are a separate opt-in and never ride on a sign-in.

Watch out. A number that belongs to nobody still gets the code screen and no text. The door does not confirm who has an account, which is deliberate.

The Chaise app on iPhone: entering the number

Entering the number

The field formats as you type, so `5145550001` becomes `(514) 555-0001` on its way in. Send code wakes up once the number is complete.

The Chaise app on iPhone: the six-digit code

The six-digit code

The code lands by text in a few seconds. Change goes back to the number if you fat fingered it.

The resend counter stops you asking for a second code before the first has had time to arrive.

The Chaise app on iPhone: verifying

Verifying

Type the six digits and tap Verify. Five wrong guesses kills the code and sends you back to the number, so take the extra second.

If you hold a chair at more than one shop, a picker appears here asking which one you are signing into. With one shop the app skips it.

The Chaise app on iPhone: first sign-in: your name

First sign-in: your name

The first time you sign in after an owner adds you, the app asks who you are before it shows you anything. Three steps, and the bar at the top says where you are.

This name is what your shop sees and what clients see on a booking.

Not you? Sign out is there for the case where somebody typed the wrong number when they added you.

The Chaise app on iPhone: first sign-in: about you

First sign-in: about you

Date of birth and gender. Your shop keeps these with your record; clients never see them.

The Chaise app on iPhone: picking a date of birth

Picking a date of birth

A wheel rather than a typed date, because it cannot produce the 31st of February.

Watch out. Spin at least one wheel. Opening and closing this without moving anything leaves the field empty, and Continue stays grey.

The Chaise app on iPhone: about you, filled in

About you, filled in

Continue lights up once both are set.

The Chaise app on iPhone: first sign-in: where you live

First sign-in: where you live

Your home address, not the shop's. Clients never see it.

The Chaise app on iPhone: the address finds itself

The address finds itself

Start typing and the app suggests real addresses. Picking one fills the city, province and postal code for you, so there is nothing left to mistype.

The Chaise app on iPhone: address confirmed

Address confirmed

City, province and postal code are greyed because the address was verified and is kept exactly as matched. Enter it by hand is the way out for an address the lookup does not know.

The Chaise app on iPhone: you are in

You are in

Finish lands you on your own day. The registration screens never come back.

The owner's day: the Desk

The Desk is the counter. It is everybody in the shop right now, walk-ins and appointments together, in the order the clock puts them.

The Chaise app on iPhone: in queue

In queue

Everyone still waiting. Appointments show their booked time; walk-ins show when they arrived and carry a ticket number on the right.

The number is an identifier, not a rank. Ticket 4 is not necessarily fourth in line, and the list order is the answer to who is next.

The Chaise app on iPhone: in service

In service

Everyone in a chair right now. Empty here means exactly what it says.

Somebody lands on this tab when the stylist taps Start, not when the owner does anything.

The Chaise app on iPhone: done

Done

How the day ended for the people who have finished with it: served, left, no-show. Rosalie came in, waited, and went, so her row says Left.

The Chaise app on iPhone: opening somebody on the desk

Opening somebody on the Desk

Tapping a row restates it: the time, the service, and how long they have been waiting. The row truncates that last part; the sheet has room for it.

Watch out. There are no buttons here on purpose. The counter reads the room. Starting, finishing and handing a client over belong to the chair that has them, on that stylist's own Today screen.

The Chaise app on iPhone: reserve: somebody at the counter

Reserve: somebody at the counter

Reserve is the only way into the queue from a screen. Both fields are optional, so an unnamed person who has not decided what they want is still a row on the counter.

The Chaise app on iPhone: choosing the service

Choosing the service

The shop's catalogue, with how long each one takes. The duration is what the wait estimate and the timeline are built from.

The Chaise app on iPhone: ready for the next step

Ready for the next step

Name and service are set. Next asks the one question that decides what this becomes.

The Chaise app on iPhone: now, or a time

Now, or a time

Now puts them in the queue: they are standing at the counter.

Anything else on the timeline makes it a booking. The grey blocks are the day's existing appointments and the red line is the current time, so you can see what a new slot would sit between.

The Chaise app on iPhone: a time picked

A time picked

Tap the timeline and the app lays the service's own length on it. Here a 45-minute cut lands at 5:26 PM and ends at 6:11 PM.

The sentence under it says plainly what is about to happen: this will be a booking, not a place in the queue.

The Chaise app on iPhone: booked

Booked

You land back on the Desk with the sentence at the top and the new row in the list. The client gets a confirmation text with the time and the link they can change it with.

Running the shop

The Chaise app on iPhone: the shop tab

The Shop tab

Five things, and the first four are the shop's own record: who works here, what you sell, when the door is open, and the code on the wall.

The fifth is red and at the bottom, on its own, away from anything you might tap by mistake.

The Chaise app on iPhone: staff

Staff

Everybody with a chair here, by name, with what each of them offers underneath. Nothing on this screen ranks anybody.

The Chaise app on iPhone: one person

One person

The whole record for one member of staff on one page: when they started, whether they are bookable, what they offer, the week they work, and how to reach them.

Remove from staff at the bottom opens a screen of its own rather than doing anything here.

The Chaise app on iPhone: add someone

Add someone

A name and a mobile number is the whole form. They get a text, they install the app, and the three screens in Part 1 ask them the rest.

Watch out. The arrangement cannot be changed later. It decides where the money goes, and a shop that could flip somebody between arrangements is a shop with a compliance problem, so the app does not offer it.

The Chaise app on iPhone: removing somebody

Removing somebody

Set a last day and the screen tells you what is standing behind it: how many days are booked after it, how far out the furthest one is, and how many appointments and clients are affected.

If those numbers are not zero, deal with them before you confirm.

The Chaise app on iPhone: services and pricing

Services and pricing

Everything the shop sells, how long each takes, how many of the team offer it, and the price. Colour is offered by 5 of 9; everybody cuts.

The Chaise app on iPhone: one service

One service

Names in both languages, minutes in the chair, and the price. Leave the French name blank and French pages show the English one.

One price per service, and everybody who offers it charges it.

The Chaise app on iPhone: who offers it

Who offers it

Switch a person on or off for this service. Camille is greyed with a reason: somebody has already booked this service with her, so it cannot be switched off underneath them.

The Chaise app on iPhone: add a service

Add a service

A name and a length. Nobody offers a new service until you switch them on, which is the line under the fields.

The Chaise app on iPhone: opening hours

Opening hours

The room's week. Each person sets their own week inside these, so a stylist can never be booked at an hour the shop is shut.

Closed right now takes the shop off the market immediately without changing the week. Appointments already on the book still stand.

The Chaise app on iPhone: one day

One day

A day can hold more than one window, which is how you draw a lunchtime close. Switch the day off entirely and it reads Closed on the week.

The code on the wall

Print the poster and put it where people wait. Somebody scanning it joins the queue from their own phone instead of asking at the counter.

Allow "No preference" lets them say they will take whoever is free first. Switch it off and every self-serve walk-in has to name a stylist.

Watch out. Replacing the code kills every copy already printed, including the one on your wall.

The Chaise app on iPhone: deleting the business

Deleting the business

One screen, today, and it says what it will cost before it asks you to confirm: future bookings that will need explaining to clients.

You type the shop's name to confirm. Past visits are kept; the page goes and nobody can book.

Reports

The Chaise app on iPhone: the top of the report

The top of the report

Today first: what is in your chair, and what is in the shop. Then a period, and what happened in it.

Bookings, services completed and cancellations are counted on the day of the appointment, not the day somebody booked.

The Chaise app on iPhone: the shape of the week

The shape of the week

The grid is the shop's hours with the booked ones shaded, so a quiet Tuesday morning is visible without reading a number.

How full the day was measures against the shop's hours as they are set today. Change the opening hours and this figure moves, which is worth knowing before you read too much into it.

The Chaise app on iPhone: person by person

Person by person

Listed by name. Nothing here is ranked, and the figures are against this shop's own past rather than against other salons.

Clients who came back stays silent until there is enough history to make a rate out of, rather than printing a number built on four visits.

Account and settings

The Chaise app on iPhone: the account tab

The Account tab

Your own record, not the shop's. The card at the top is the switch between the shop and your own chair, and it is only there for an owner who holds one.

The Chaise app on iPhone: personal details

Personal details

Everything you entered when you first signed in, each on its own row.

Clients see your name. Nothing else on this page reaches them.

The Chaise app on iPhone: changing one of them

Changing one of them

One field to a screen, with a line saying who sees it. Changing your name changes it everywhere, including on bookings already made.

The Chaise app on iPhone: your hours

Your hours

The days and hours you work. Clients only ever see the overlap between this and the shop's own hours.

I'm off right now stops anybody booking you from this moment. Appointments you already have stay exactly where they are.

The Chaise app on iPhone: one of your days

One of your days

Same shape as the shop's day screen, pointed at your week. Add a second window for a split day.

The Chaise app on iPhone: services and prices

Services and prices

What you offer and what it costs. The shop sets these, so the screen shows them and does not let you change them. Ask the owner.

The Chaise app on iPhone: shops

Shops

Owners only. Every shop the business runs, with whether each is open.

The Chaise app on iPhone: one shop

One shop

Rename it or re-address it. A verified address keeps its city, province and postal code as matched, and Enter it by hand is the escape hatch.

The Chaise app on iPhone: add a shop

Add a shop

A second location, with its own address, its own time zone and the option to copy the first one's hours.

The Chaise app on iPhone: settings

Settings

Language, what your clients are told, and signing out.

Sign out of this phone says whether anything is still waiting to send before you do it.

The Chaise app on iPhone: notifications

Notifications

The reminder the day before is the one you control. The four beneath it always go, and each line says why.

A cancellation text is the one message a cancelled booking must still send, which is why it is not a choice.

The Chaise app on iPhone: language

Language

The language the app answers in. It does not change what your clients are texted; that follows the language each client chose.

Working a chair

This is the other half of the app. An owner reaches it through Switch to your own chair on the Account tab; a stylist is simply here.

The Chaise app on iPhone: today

Today

Your day and nobody else's, in the same three tabs the counter uses. The line above them answers the question you opened the app to ask: is anybody waiting for me.

Reserve is here too, so a stylist can put somebody in the queue without going to the counter.

The Chaise app on iPhone: opening a client

Opening a client

Unlike the counter's sheet, this one has buttons, because this is your chair.

Start begins the service. Reschedule opens the timeline. Open the appointment goes to the full page.

The Chaise app on iPhone: in service

In service

Once started, they move here and the box on the left shows the booked length. The row says when you started.

The Chaise app on iPhone: finishing

Finishing

The sheet now offers one thing: finish. It also shows how long they have actually been in the chair, which is the number the report compares against the booked one.

The Chaise app on iPhone: done

Done

Served, with the time you finished. The client's history and your report both pick it up from here.

The Chaise app on iPhone: the appointment

The appointment

Everything about one booking: the service, the day, the time and the price. The badge at the top says this is a first visit.

Move this appointment keeps the same booking and the same reference, so the client's link still works.

Cancelling is free and texts the client. If you only want to change the time, move it instead.

The Chaise app on iPhone: the client

The client

How many times they have been to you, when they last came, what they usually have, and your own notes. A first-timer reads exactly like this one.

Book them again starts a new booking with them already filled in.

The Chaise app on iPhone: moving an appointment

Moving an appointment

The week across the top, the day underneath. The red block is the appointment you are moving; the grey ones are what else is on that day.

Drag it or tap a new time, then save. The client is texted so nobody turns up at the old time.

The Chaise app on iPhone: schedule

Schedule

Your week, one day at a time. The dot under a date means something is on it, and the line across the timeline is now.

Days the shop is closed say so rather than drawing an empty grid.

The Chaise app on iPhone: your reports

Your reports

Your own numbers, over whichever period you pick. A booking lands here once it is complete, and each row shows what was booked against what was recorded.

The figure is the whole slot, processing time included.

If you are not the owner

The Chaise app on iPhone: your day

Your day

The same Today screen, with the same three tabs, drawn for somebody with nothing on yet.

The Chaise app on iPhone: your account

Your account

Four rows instead of five. No Shops, and no switch to the counter, because there is no counter on this side of the door.

The line under your name says Your chair rather than Owner. That is the whole difference in the app, and it is decided by the shop, not by you.

If something goes wrong

The app says there is no connection. It is not holding a cached copy of your day, so a blank screen during an outage is honest rather than broken. It comes back on its own.

You signed in and there is nothing there. You have no chair at any shop. Ask whoever runs the shop to add your number.

The code never arrives. Wait for the resend counter, then ask again. If a second one does not come, the number on file is probably not the one in your hand.

You cannot change a price or a service. Only the owner can. This is not a permission that can be granted.