Trend
Service Revenue
Finalized service principal by reporting interval.
Loading VISLER…
Sign in to manage clients, payments, and displays.
v0.23.0-beta.8.1.1
Database upgrade requiredFinish the VISLER upgrade before testing this release’s new display and stylist controls.
Run UpgradeVisit operations
Today’s Visits
Start scheduled appointments or walk-ins without changing provider data.
Active Now0
VISLER visits currently in progressLoading active visits…
Upcoming0
Today’s normalized appointment intakeLoading appointments…
Canceled 0
Active Visit
Visit in progress
Saved
Active ClientsEach Visit stays separate.
Services PerformedServices for the selected Visit
Loading visit…
ProductsRetail merchandise stays separate from performed services.
Client Benefits
Visit NotesSeparate from permanent Client Notes
Stylist stationCurrent visit and customer TV
Active ClientsTap a client to switch the workspace and customer TV.
Current Visit
No active client
Running Total
$0.00
Returning Client
Prior salon history
Visit Notes
Notes specific to today's appointment
Add Services
Start a client to add
Search or browse the menu
⌕
Browse by category
Services
Current Ticket
Tap any price to change it
No services yet.
Client and station displays
Stylist / Station Displays
Choose a stylist station to manage its active clients and Client Display. Shared Salon Display TVs are managed separately in Settings → Displays.
Station controls affect only the selected stylist. Carousel slides, salon branding, and global timing remain salon-wide.
Select a station
IdleChoose a stylist above to see station controls.
Current clientNone
Assigned TVs0
Display stateIdle
TV Assignment
Pair, orient, reassign, or revoke Client Displays.
Open the regular VISLER Display URL on the stylist TV, then enter its six-digit code here. This page pairs stylist TVs only.
Shared Salon TVs do not appear here. Use Settings → Displays for the shared screen.
Stylist browsers waiting to pair
No stylist display waiting to pair.
Paired stylist displays
No stylist displays paired yet.
Checkout operations PAYMENT STATION
Front Desk Queue
Manage queued Visits, collect payments, and resolve payment activity.
Waiting0
Needs attention0
Total due$0.00
Pending Square POS Checkouts
0Open the checkout in Square POS, or use Change / Resolve when the client changes payment method or the sale was processed directly in Square.
✓Queue is clearOpen Visits sent to Checkout Queue or Front Desk appear here.
Client records
Client Management
Find clients, manage profiles, and review completed salon visits.
Visit History
Search prior visits, correct completed visit records, and export structured session data.
Visits0
Revenue$0.00
Tips$0.00
Avg. Ticket$0.00
Export CSVPrivate client fields are included in authenticated exports.
Open Client Management to load prior visits.
Client Directory
Search, review, edit, archive, and restore client records.
0 clientsPhone number is the unique matching key.
Open the Client Directory to load clients.
Business Intelligence
Performance
Operational insight from VISLER’s authoritative visit, service, client and financial records.
Reporting datesLoading dates…
ComparisonPrior equivalent period
i Data coverage
Report ready
Loading PerformancePreparing this reporting period.
Operations
Visit Activity
Current visit flow for the salon.
Team report
Stylist Performance
Service-line attribution; multi-stylist visits may count once for each participant.
Revenue ranking
Revenue by Service
Which services generate the most service revenue.
Volume ranking
Service Volume
Which services are performed most often.
Service hierarchy
Service Performance
Category → Family → Level / Variant
Client mix
New vs Returning
First completed visits and repeat completed visits.
First completed visitRepeat visit
Client report
Client Performance
Completed-visit activity for identified clients.
Loading Retail…
Business
Business
Current operations, management attention, ledger records, and portable reporting in one place.
Business
Business Dashboard
TodayCurrent operations and business health at a glance.
Today
Financial Overview
Money Received tracks evidence-supported collections; Service Revenue tracks completed service value.
Today
Today at a Glance
Operations
Today’s Operations
Active Now
Upcoming
Action
Needs Attention
Performance pulse
Business Pulse
Operations, not ranking
Team Today
Routes
Quick Actions
Today$
$0.00Posted ledger activity todayThis Week7D
$0.00Current reporting weekThis Month30
$0.00Month-to-date ledger activityYear to DateY
$0.00Posted ledger activity this yearTips This Month%
$0.00Recorded salon tipsFinancial Overview
Selected periodMoney Received is evidence-supported client collections. Service Revenue is completed service value and excludes gratuity.
Money Received$0.00Visit collections plus prepaid receipts
Service Revenue$0.00Completed service principal
Prepaid Received$0.00Evidenced prepaid receipts
Prepaid Redeemed$0.00Effective credit use
Outstanding Prepaid Credit$0.00Current balance, not range-filtered
Reporting Period
This monthChoose the dates and time grouping used by every chart and detailed breakdown below.
Posted Ledger Activity$0.00
Selected Tips$0.00
Transactions0
Charts & TrendsPosted activity trend, department mix, and payment mix
Posted Ledger Activity Trend
Automatic groupingPosted activity grouped across the selected period.
Posted Activity Mix
Selected-period ledger activity by department.
Payment Mix
Selected-period posted transactions by payment method.
Detailed BreakdownsDepartment, payment method, and period performance detail
Posted Activity by Department
Selected reporting period, including applicable historical baseline data.
Payment Methods
Posted transactions in the selected reporting period.
Period Performance
Selected reporting period, combining imported baselines with transaction-level activity.
Recent TransactionsLatest entries across all departments
Latest Activity
Open the full ledger when you need older transactions or filters.
Transaction Ledger
One row per sale or financial entry. Salon visits can post here automatically.
Visible total$0.00
Open Transactions to load the ledger.
Vendor Settlement Directory
Open Retail VendorsHistorical vendor settlement/share records remain here. Use Retail → Vendors for full vendor details, scope, sources, and active state.
Open Vendor Management to load vendors.
Vendor Sales
Track sales, tax, commissions, reporting periods, and payouts by vendor.
Total Sales$0.00
Commission$0.00
Total Payouts$0.00
Open Vendor Management to load sales history.
v0.11.8 reconciliationStylist Performance & Square Reconciliation
Review each stylist's visits, services, tips, payment routing, and verified Square status for the selected period.
Visits0Completed appointments
Service Revenue$0.00Before tips
Tips$0.00Recorded tips
Square Paid$0.00Verified completed payments
Open Items0Actionable unresolved items
Stylist SummarySelected reporting period
Open this section to load stylist performance.
Financial ReconciliationCompleted visits classified by actionable financial state0 items
Open Items include only unresolved Square work or financial ambiguity. Matched payments, confirmed outside-Square records, and visits with no payment due remain visible without inflating Open counts.
Open this section to load payment status.
Client Credits & Prepayments
Export CSVOutstanding service-credit liability, household balances, redemption activity, and safe credit corrections.
Outstanding Credit$0.00Unused client liability
Open Balances0Credits still available
Recorded Credit Value$0.00Original value; not proof of cash receipt
Prepaid Received$0.00Evidenced prepaid receipts
Prepaid Redeemed$0.00Effective use for services or tips
Outstanding Balance Aging
How long currently unused client credit has been on file.
0–90 days$0.00
91–180 days$0.00
181–365 days$0.00
Over 1 year$0.00
Credit Accounts
0 recordsIndividual and shared/household balances. Household membership can be maintained here.
Open Client Credits to load balances.
Recent Redemption ActivityAudit trail for service and tip credit usage
Correction safety: reversing prepaid credit restores the full credit used by that visit and requires a manual replacement payment method, keeping the completed sale balanced.
No credit activity loaded.
Canonical financial evidence
Financial Summary
Export Money Received, Visit Money Received, Service Revenue, prepaid activity, current liability, and evidence coverage using the selected reporting range.
Portable data
Business Ledger
Export the current ledger for Excel, bookkeeping, or archival use. Stylist downloads include only that stylist's transactions.
Client credits
Prepayment Balances
Export individual and household balances, payer/source details, remaining liability, and status for bookkeeping.
Portable data
Monthly Performance
Export the current-year monthly department summary, including historical baselines.
Portable data
Historical Baselines
Export summarized legacy revenue imported from prior trackers.
Portable data
Vendor Payouts
Export vendor sales, tax, commission, reporting periods, and payout history.
Square
Customer Directory
CSV prepared for Square Customer Directory field mapping. Includes names, phone numbers, and stable VISLER reference IDs.
Square
Service Catalog Staging
Exports salon services in a clean staging file. Square's Item Library importer requires its current template, so merge these rows into the latest Square-exported template before importing.
Square
Reconciliation Ledger
Use this for comparison/reconciliation with Square reports. Stylist downloads are limited to payments assigned to that stylist.
Stylist Display Media
This is the Stylist playlist. Media files themselves live once in the Shared Media Library and can also be used on the Shared Salon Display.
Stylist playlistItems here appear on stylist station TVs. The same Shared Media Library asset can also be added to Store without uploading it again.
Controller settings
Settings
Set up the salon, manage operations, troubleshoot the installation, and control your account.
Signed in
Beta readiness
BETASetup & Getting Started
Finish the installation, test safely with sample data, inspect server health, and send beta feedback.
Getting Started
In progressA quick checklist for a new salon installation.
1
Business detailsName and contact information.
2
Service menuReview posted services and prices.
3
Payment methodsConfirm how clients pay.
4
DisplayPair the salon TV when available.
5
Install PWAAdd the controller to the stylist's phone.
Business Identity
Portable installation details used by this salon.
Sample Data
Not loadedPractice with a fake client and visit before entering real customer information.
Sample records are clearly marked and can be removed later without touching real client records.
Clean Slate Reset
BETA ONLYFor a new beta installation that should contain none of another salon’s operational data.
This permanently removes: clients, visits, payment allocations, services/prices, business ledger entries, historical baselines, vendors, vendor sales, payment methods, carousel slides, and uploaded slide images. Owner accounts, app configuration, update history, backups, paired displays, and the required Salon department are preserved or restored.
System Diagnostics
Useful when a beta tester reports that something is not working.
Loading diagnostics…
Send Beta Feedback
Report a bug, confusing workflow, or feature request without including client-sensitive information.
Quick Start GuideHow to run the app day to day
Start a visit: Client → Start New Client → search or enter the client → add services → End Session → add tip/payment.
Returning clients: Search by name or phone. Prior services, notes, and saved TV privacy appear automatically.
Stations: Open Stations to choose a stylist, view live status, and pair or reassign their customer TV.
Media: Display media is salon-wide and appears on every idle display.
Safety: Use Data & Updates for backups before major changes and before installing application updates.
Services
Service Menu
Manage the salon catalog, then choose what each stylist offers and how each offered level is priced.
My Client Display
My stationYour Owner or Administrator manages offered services and pricing. These controls affect only your paired Client Display.
1
Which prices should VISLER use?Tap a choice. The price list beside it changes instantly.
Live previewPrices customers will see
Salon PricesChange any price above, then save them together.
2
Client Display defaultsThese settings control what your paired TV shows. They do not change your prices.
Category Management
Add, rename, reorder, archive, and restore service categories separately from services.
A category with active services cannot be archived until those services are moved or archived.
Service Families & Levels
Keep related options together so staff can change levels without rebuilding a visit.
Completed client tickets keep the service name and price charged at the time, even if you edit the menu later.
Choose a categoryFamilies
Select a service familyChoose a category, then select a family to manage its details, levels, pricing, and status.
Stylist Menus
Owner / AdminChoose a stylist, then manage offered salon levels and explicit pricing overrides without duplicating the salon catalog.
Salon Pricing always follows the salon level’s current mode and fixed price. Custom Pricing changes only the selected stylist assignment.
Choose a stylistCategories
Choose a categoryFamilies
Select a stylistChoose a stylist, category, and family to manage offered levels and pricing.
Stylist Self-Service Activity
Informational changes made by stylists. No approval is required.
Business
Business Ledger Setup
Configure departments, payment methods, automatic salon posting, and historical imports.
My Business Settings
Private to my accountThese settings apply only to your stylist profile and checkout routing.
Departments
Used for dashboard and ledger reporting.
Payment Methods
Used when completing salon visits and entering transactions.
SquareConnections, Checkout & Customer Directory
Not connectedChoose the merchant and payment location used for checkout, then preview and import customers without creating duplicate VISLER client records.
Owner access is required. Square credentials stay encrypted on this server and are never sent to the customer TV.
⇩CSV customer fallbackImport an exported Square customer file⌄
Square profiles0
New clients0
Phone matches0
Already linked0
Needs review0
Store SquareRegister Retail Synchronization
DisabledImport completed Register sales only from the Square categories you approve. Each category can post to a VISLER department and optionally track a vendor payout. Review uncategorized items below to import, acknowledge, or permanently ignore them.
Connect the Store / Retail Square account and choose its location first.
The store token needs Customers, Items, Orders, and Devices permissions. Register sync uses Items and Orders; Handheld pairing uses Devices.
Optional deviceSquare Handheld Checkout
DisabledThe integration is installed but off by default. Enabling it allows this store account to pair a Handheld for future VISLER-sent checkouts; it does not affect Register synchronization.
Disabled. Square Register remains the active retail checkout.
Historical Data Import
Bring prior spreadsheet totals forward without inventing individual transactions.
Team
Team & Access
Create separate logins, assign multiple roles, and shape each role’s capabilities and workspace.
Team Accounts
Assign an account level here. Access for Administrator, Stylist, and Staff is controlled in the permission matrix below.
Loading accounts…
Phase 2 accessCustom Roles
Start from Front Desk, Stylist, or a blank role. Permissions remain the security boundary; navigation only shapes the workspace.
Owner / Admin access is protected. Custom roles can never grant role-management permission or reduce the final active Owner.
Loading roles…
Owner controlAccount-Level Permissions
Owner: Full accessChoose the default capabilities applied to every Administrator, Stylist, and Staff login.
Owner access is permanently unrestricted and cannot be reduced here. Changes apply to affected accounts on their next request.
Run the database upgrade to configure account permissions.
Payment Setup
LIVEMethods, Routes & Devices
Choose accepted methods, classify each independently from its visible name, assign its processing route, and configure where staff collect payment.
Salon featurePrepaid Credit
Salon-wide client and household credit, independent of stylist payment-method settings.
Run the v0.12.14 database upgrade to configure this feature.
Payment methods
Methods shown when completing a visit.
ConfiguringStylistPayment destination
Square WalletChecking…Apple Pay + Cash App Pay
Stylist PayPalChecking…PayPal + Venmo
Store PayPalChecking…Store-level connection
How checkout uses this setupAccepted methods appear to staff with their assigned route and readiness. Choose Pay on this device or Send to Front Desk. Front Desk is a shared queue available to authorized payment stations. Wallet routes show the existing customer QR checkout. Cash and Manual / Record Only stay inside VISLER. A method’s visible name never changes its classification or route.
Loading payment methods…
External payments follow stylist routes. Salon Prepaid Credit is managed separately above and is available by client or household entitlement.
Card checkout routingSquare POS handoff for this stylistChecking…
Front Register identityRegister this device to authorize payment collection.
Separate payment deviceOpen Payment StationOpen this on the payment iPad to receive queued card checkouts.
Square Wallet CheckoutApple Pay + Cash App PaySETUP
Loading Square wallet readiness…
Store PayPal + VenmoEclectic Emporium store accountSETUP
Loading store PayPal readiness…
Connect with PayPalOne-click merchant onboarding will activate after PayPal approves VISLER's partner access.
Stylist PayPal + VenmoSelected stylist’s settlement accountSETUP
Loading PayPal readiness…
Connect with PayPalAfter partner approval, stylists will sign in here instead of copying credentials.
Checkout statusLive payment-provider overview4 routes live
LIVECashRecord instantly in VISLER.
LIVECardConfigured Square POS route.
LIVEApple Pay + Cash App PayCustomer-phone checkout through Square.
LIVEVenmo + PayPalCustomer-phone checkout to the stylist’s PayPal account.
Integrations
OWNER / ADMINAppointment Providers
Connect a read-only appointment source to Today’s Visits. Square remains the schedule owner until Start Visit; VISLER owns the visit afterward.
Square AppointmentsProvider Connection
Not ConnectedBooking access is separate from Square payments and never edits Square appointments.
Connect Square to begin importing appointments.
Square Appointment Location
Select the one Square location that owns this appointment feed.
Review Mappings
Only provider identities encountered in synchronized appointments appear here.
Square Appointments OAuth SetupDeveloper credentials and webhook verification
Requested scopes are read-only: bookings, booking settings, customers, team members, catalog items, and merchant profile.
Payments & synchronization
Square
Connect merchant accounts, route checkout, import customers, and manage Register retail synchronization.
Multi-stylist beta
Stylist Management
Assign services and prices, link a VISLER login, and choose where each stylist’s payments should be routed.
George is the initial stylist. The store Square connection remains separate for retail sales and the original customer import.
Loading stylists…
Data & Updates
Protect and Maintain the App
Manage backups, restore points, and database compatibility from one place.
Backup & Restore
Portable backups of clients, visits, services, settings, accounts, and Shared Media Library files.
Backup files contain private client information and account password hashes. Store downloaded copies securely.
Saved backups
Loading backups…
Restore a backup
Application Updates
Use a publisher release channel for one-click updates, or upload a release ZIP as a fallback.
App versionChecking updater support…
Release channel not checked yet.Configure a publisher feed, then choose Check Now.
Manual release ZIP
Rollback & update history
Loading rollback points…
No update history yet.
App & Database
Check whether this installation requires a database migration after an app update.
Database schemaChecking…
Run Database Upgrade
Stylist onboarding
Not connectedConnect My Square Account
Authorize your own Square account once. VISLER will then route your clients, imports, checkout handoffs, and future reconciliation to it automatically.
Loading your stylist connection…
1
VISLER accountLinked stylist login required
2
Connect My Square AccountStart the secure Square authorization.
3
Sign in to SquareSquare handles your username and password.
4
Approve permissionsVISLER requests only stylist checkout, customer, order, and payment access.
5
Select business locationChoose where your salon payments are recorded.
6
Run a test checkoutConfirm the Square POS handoff and callback.
The $1 test opens Square Point of Sale. Complete it as cash or cancel it; do not use a real card unless you intend to create and later refund a real payment.
Shared salon channel
OWNER / ADMINShared Salon Display
Manage the shared salon TV. This channel stays on salon media and never switches to a stylist client or salon price list.
Shared Salon TV Channel
0 TVsA dedicated display channel for the sales floor, waiting area, or front of the store.
▶Carousel onlyRuns its own Shared Salon Display Media continuously.
$No price listAutomatic salon pricing pages are never inserted.
✂No client takeoverStylist visits cannot interrupt the Shared Salon Display.
Shared Salon Display Media
This is the Shared Salon playlist. It can reuse anything already in the Shared Media Library without another upload.
Shared Salon playlistMix Shared Media Library items here. No salon price-list pages are inserted into this channel.
No Shared Salon Display media yet.
Pair a Shared Salon TV
Use the dedicated Shared Salon Display URL so this browser never enters the stylist-station pairing flow.
Only Owner and Administrator accounts can approve this Shared Salon Display.
Shared Salon browsers waiting to pair
No Shared Salon Display browser is waiting to pair.
Already paired this browser to a stylist by mistake?
Move an existing stylist TV into Shared Salon Display without pairing it again. This action is available only here.
Shared Salon TVs
Set the physical screen orientation or remove a Shared Salon Display from VISLER.
No Shared Salon Display TVs are paired yet.
Management wallboard
0 TVsBusiness Display
Configure a privacy-safe, glanceable view of business activity for an office monitor or TV.
Display Setup
Open Pairing PageOpen the pairing page on the office display, then approve its six-digit code here.
No Business Display is waiting to pair.
Paired Devices
Connection state, orientation, preview, and revocation.
No Business Display TVs are paired.
Shared assets
OWNER / ADMINShared Media Library
Upload once, reuse anywhere. Each image, uploaded video, or YouTube link can be placed in the Stylist playlist, Shared Salon playlist, or both.
How it works
0 itemsPlaylists control order and timing. The library owns the actual media file or YouTube source.
1Upload onceNew uploads are automatically saved here.
2Reuse itAdd the same asset to Stylist, Store, or both.
3No duplicatesExact duplicate files reuse the existing library copy.
Library Items
Removing an item from a playlist does not delete it here. Permanent deletion is available only when the asset is unused.
No shared media yet.
System support
OWNER / ADMINDiagnostic & Support Bundle
Record a short, redacted window while reproducing a problem, then download one support ZIP.
Diagnostic recording
READYRecording stops automatically after 15 minutes. You can stop it sooner.
No recording activeGenerate a recent bundle now, or start recording before reproducing an issue.
Application events, Payment Attempt lifecycle and selection, provider handoff/recovery, shared Front Desk queue activity, polling revisions, and recent errors. Passwords, tokens, cookies, device/session keys, card data, and direct client contact details are removed server-side. Recording is observational and never changes payment state.
My Account
Security
Manage your own sign-in credentials and end the current controller session.
Signed inAuthenticated account
This trusted device stays signed in for up to 30 days of inactivity. Signing out still ends the session immediately.
Work Preferences
PERSONALChoose where VISLER opens for you. Device defaults change presentation only — never access.
My Appearance
PERSONALThese choices apply only to your signed-in account.
Install VISLER
Checking…Add this controller to your Home Screen and launch it like an app.
The installed app uses this same secure production server and requires an internet connection for client and business changes.
On iPhone or iPad
- Open this controller in Safari.
- Tap the Share button.
- Choose Add to Home Screen.
- Tap Add.
Install from your browser
Open the browser menu and choose Install app or Add to Home Screen. The wording varies by browser.