Before dissolving a chain
- Determine whether the business being separated from the chain is the main salon or a side-salon!
- Are there shared registers, and what do they want to do with them?
- If there's only one salon left in the chain, delete the chain after other necessary steps.
- Get written consent for changes. Especially when dealing with customer registers.
If registers are shared and a side-salon is leaving the chain
Only relevant if salon is not deleted
- The side-salon loses all gift cards and vouchers, and every reservation gets kicked out
- Giftcards are always left with the main salon, and we don't import giftcards.
- Choose from 2 options regarding the customer register:
- The side-salon retains as customers in their register everyone who has reservations at that salon
- Chain's entire customer register is duplicated to the side-salon
- Customer register IDs are lost if customer support does removal from chain (customer will show not correctly) > dev can work magic and reset the IDs or something (check with Heikki to get exact steps, and add here)
- After you've retained customer register
- Tell dev / heikki. I removed this salon (salon id) from chain. Can you update the client IDs?
If it's a side-salon and is not sharing any register
- Remove from chain
- Normal salon removal process if needed
If registers are shared and the main salon is leaving the chain
- Ask the customer which salon will become the new main salon
- Ask a dev whether the new incoming main salon's registers are empty (there may be duplicates with the main register). Tell dev to delete if register not empty.
- If side-salon becoming new main salon has had shared register from beginning, no need to involve dev
- Check audit log when salon was created. If connected to chain at same date, then won't have own customers with 99% certainity
- If you're unsure whether there are own customers in side-salon check with dev!
- "Hey can you check whether this "salon ID" has own customers in their customer register?"
- From the old side-salon (the new main salon), start a group
- Other side-salons from old chain need to join new group (Join or change group) ADD PICTURE
- Old main salon "leave the group"
- The old main salon joins the new chain with "Move to main salon's register" for gift cards and vouchers. ADD PICTURE
- After old main salon has joined the new chain like this
- Remove from chain
- Normal removal process if needed
Removing a salon from a chain
- Ensure that you know what to do with customer and giftcard registers. See instructions above.
- Customer group
- Main settings - change - leave the group
- (Add pictures)
NB: Don't ask Mikael about chains, he knows nothing about them.
- Ask cuha_international if you still have questions
Definitions:
Register - Customer register and giftcard register (not product register)
Related articles
How to create a new main salon for a chain (To be written)
How to remove a salon (To be written)
Missing Info
- Retaining Customer register IDs steps