Help center
New to Rowan? Start with Your first day with Rowan or the getting started guide.
Getting started
- Your first day with RowanThe setup checklist, in order: business type, payments, stations, team, menu and your first sale.
- Choose your business type and starter menuPick nail, hair, med spa, tattoo, retail, clothing or record store, set your hours, and get an editable starter menu, calendars and automations.
- Hours and booking calendarsSet the days and hours you're open; Rowan creates your main booking calendar and one for each team member.
- Card payments and your terminalHow DropTheFee merchants get set up, the status tracker, and adding a Dejavoo terminal you already have.
- Online payments in your CRM (DropTheFee)Invoices, payment links, deposits and memberships paid on your DropTheFee account, with a cash price and a card price.
- Stations and drawersSet up register positions, each with its own cash drawer and card terminal.
- Team, roles and PINsAdd staff, give each a 4–6 digit PIN, and choose what each role can do.
- Import your menu and change prices in bulkUpload a spreadsheet of services and products, and raise or round prices across many items at once.
- Receipt printers and cash drawersConnect Star CloudPRNT or Epson Server Direct Print printers; auto-print receipts and open the drawer.
Checkout
- Ring a saleAdd items, pick the client and staff, then take card, cash, a split or a gift card.
- Card price and cash price on the ticketHow dual pricing, cash discount and surcharge show at the Register and on the terminal.
- Check out an appointmentToday's bookings on the Register, and matching calendars to services.
- Online booking pageYour own booking page at yourbusiness.rowanpos.app: menu, team and open times from Rowan, with a link to share and code for your website.
- Your website (Rowan Site)A one-page website built from your menu, team and hours, with photos, reviews, booking and your own domain.
- Clients at checkoutVisit history, usual services, notes and formulas, and perks on the ticket.
- Waitlist: walk-ins and text offersA walk-in list with each client’s place in line, and text offers for openings that clients confirm with one tap.
- Deposits, cards on file and no-show feesTake a deposit or a card when clients book online, use the deposit at checkout, refund or keep it, and charge a no-show or late-cancel fee.
- DiscountsSaved one-tap discounts, limits to services or products, and manager PINs.
- Options at checkoutPriced choices like hair length, toner or extra product, picked when an item is rung up.
- Gift cardsSell, redeem and check gift card balances.
- Hold and reopen a ticketPark a ticket while the client finishes, and pick it back up from any station.
- Refunds and voidsRefund part or all of a sale to card, cash or store credit.
- Customer-facing displayA screen facing your client that shows the ticket, card and cash price, their points, and a QR code to book again.
Clients, packages and memberships
- Forms, waivers and policiesIntake forms, consent forms, waivers and policies clients sign on their phone or your tablet, with your letterhead.
- Client charts: notes, formulas, injectables and photosRecord what you did at each visit: color formulas, units and lot numbers, laser settings, inks, and before and after photos.
- Client portalWhere clients see their rewards, gift cards, appointments and visits, under your message of the month.
- Packages and membershipsSell prepaid sessions and member pricing, use them at checkout, and track what's owed.
- Loyalty programPoints per dollar or per visit, rewards at checkout, receipts, adjustments and the loyalty report.
Team, tips and payroll
- Time clockClock in and out with a PIN, fix missed punches, and see timesheets.
- Staff schedulePlan shifts by the week, let the schedule control who clients can book, and handle time off requests.
- TipsTips to the provider or pooled by hours, cash tip declarations, splits and payouts.
- Payroll and commissionHours, wages, commission and tips for a pay period, and per-item commission.
Cash and the drawer
Services, products and inventory
- Services, products, categories and photosAdd items with options, durations, rebook timing, tax, commission and a photo.
- Stock, purchase orders and countsStock that counts down as you sell, low-stock alerts, ordering, receiving and cycle counts.
- Barcode and price labelsPrint price stickers and shelf tags with scannable barcodes on label sheets or a label printer.
Reports and tax
- ReportsSales summary, staff sales and performance, client retention, item sales, payroll, tax, packages; charts, print and CSV.
- Staff performance and client retentionThe numbers salons and spas manage by: prebook, return and request rates, retail attach, new clients, and who is due back.
- Daily recap for the ownerAn evening summary of the day by email or text: sales, payments, tips, the team, tomorrow and what needs attention.
- Sales tax and tax ratesSet one or more tax rates and choose which items pay them.
- Tax-exempt salesExemption type and ID, certificate photos, keeping exemptions on file, and the audit report.
Automations
Settings, roles and agencies
- Your logo and colorsPut your logo and color on your booking page, client portal, website and receipts.
- Roles and permissionsWhat each permission covers, and the three levels: yes, manager PIN, no.
- For agencies: setting up Rowan for a clientInstall, the sidebar, sub-account features, pricing program and payments onboarding.
- When your internet goes downKeep selling during an outage: the offline register, cash sales saved on the device, running cards from a phone hotspot, and offline card sales.
- TroubleshootingTerminal offline, card not approved, no answer from the terminal, printer offline and more.