Overview

Platform Overview

What SalonOS is, who it's for, and how it's structured.

What is SalonOS?

SalonOS is a multi-tenant salon operating system built for groups, chains, and independent salons. It covers every operational layer of a salon business: booking and scheduling, point-of-sale checkout, cash management, staff and commission tracking, client CRM, inventory and retail, marketing and retention, finance and accounting, and AI-powered intelligence — all in one platform.

The platform supports multiple brands under one owner (org), multiple locations under one brand, and multiple roles within each location. A single login can manage an entire group while individual front-desk staff see only their location.

Who uses SalonOS?

Persona Primary need
Salon group owner (org owner) Unified view across all brands and locations; financial and performance overview
Brand manager Configure the brand's services, pricing, staff, and policies across its locations
Location manager Day-to-day operations: scheduling, cash, staff, and performance at one location
Front desk Bookings, walk-ins, checkout, client management — the heaviest daily user
Stylist / technician Own calendar view, service notes, client history at the chair
Client Self-service booking, portal, digital check-in, feedback

Three-Plane Architecture

SalonOS operates across three distinct planes:

Control plane — The platform admin surface. Super-admins manage tenants, plans, billing, and support escalations here. Tenants never see this.

Tenant plane — The operator dashboard. Every role from org owner to stylist works in this plane. It contains the full feature set: calendar, CRM, checkout, finance, analytics, settings, and AI tools.

Client plane — The outward-facing surface. This includes the booking widget (embeddable or hosted), client portal, digital check-in kiosk, intake forms, consent waivers, and feedback forms.

Tenant Hierarchy

Org (the business entity / owner)
└── Brand (a distinct trading name or franchise)
    └── Location (a physical salon)
        └── Staff members (assigned roles)

Every piece of data is scoped to this hierarchy. A client belongs to a brand. An appointment belongs to a location. Services are configured at brand level but can be overridden per location.

Key Capabilities at a Glance

Area What it covers
Scheduling Calendar, appointments, walk-in queue, resource allocation, shift enforcement
Client CRM Profiles, consent, tags, segments, notes, visit history
Catalog Services, variants, add-ons, resources, pricing rules
Checkout & POS Invoicing, payment capture, deposits, tip splitting, refunds
Cash Register Drawer open/close, Z-reports, petty cash
Inventory Stock management, purchase orders, suppliers, retail sales
Staff Profiles, skills, shifts, leave, certifications, goals
Staff Operations Commissions, payroll, performance tracking, tasks
Finance Expenses, vendor bills, AP/AR, reconciliation, GST
Accounting AI accountant, P&L, chart of accounts, Zoho Books sync
Marketing Campaigns, segments, automated journeys
Retention Loyalty points, memberships, packages, gift cards, store credit
Reputation Review requests, Google review management, referrals
Client Surfaces Booking widget, client portal, check-in kiosk, intake, consent
Communications WhatsApp, SMS, email reminders and campaigns
Analytics KPI dashboards, forecasting, Ask Your Data (natural language queries)
AI Features AI booking agent, voice receptionist, style advisor, AI accountant
Mobile Native apps for iOS and Android (Expo / React Native)

Technology Stack Summary

  • Frontend: Next.js (App Router), React, TypeScript, Tailwind CSS, shadcn/ui
  • Backend: Supabase (Postgres + Row-Level Security + Auth + Storage + Realtime)
  • AI: Anthropic Claude (Haiku, Sonnet, Opus) via an internal AI gateway
  • Communications: WhatsApp Business API, Twilio (voice)
  • Payments: Razorpay (primary), with an adapter pattern for other providers
  • Accounting: Zoho Books integration
  • Mobile: Expo (React Native), EAS build, App Store + Play Store deployment

Data Isolation and Security

Every row in the database carries org_id, brand_id, and/or location_id. Row-Level Security (RLS) policies on every table enforce tenant isolation — even a misconfigured query cannot leak cross-tenant data. There is no separate database per tenant; isolation is enforced at the policy layer.

Staff roles map to specific data permissions. A front-desk user cannot read another location's data, a stylist cannot access financial reports, and so on.

Navigation in the Dashboard

The tenant dashboard organizes features into logical groups in the sidebar:

  • Calendar — the scheduling engine
  • Clients — CRM and client management
  • Analytics — KPIs, forecasting, data queries
  • Staff section — profiles, operations, tasks, leave, goals
  • Finance section — accounting, cash, billing, expenses
  • Marketing section — campaigns, segments, retention programs
  • Settings section — catalog, locations, integrations, brand config

Getting Started (Onboarding Flow)

A new org goes through an onboarding wizard that captures:

  1. Business name, type, and contact info
  2. First location details and operating hours
  3. Brand colors and logo (white-label theming)
  4. Initial service catalog (can be imported from Zylu or uploaded via CSV)
  5. First staff members and their roles
  6. Payment and messaging provider configuration

After onboarding, the platform is usable. Additional configuration (commissions, loyalty, marketing templates, integrations) is progressively enabled.