Getting started with Salone
Sign up, start your 14-day free trial and find your way around: the menu, the Board, the Dashboard and where everything lives.
On this page
Salone keeps your showroom's clients, orders, suppliers and installation dates in one place. This article walks you through signing up and shows you where everything is.
Sign up and start your free trial
Open the signup page
Go to the Salone signup page. It has two short steps: Your showroom and You.
Enter your showroom
Type your Company name. Add a Logo if you have one (PNG, JPG or WebP). Pick a Plan:
| Plan | Price | Users |
|---|---|---|
| Studio | $99/month | Up to 3 |
| Showroom | $139/month | 4 or more |
Click Continue.
Enter your own details
Fill in First name, Last name, Phone, Email and a Password of at least 8 characters. Click Start my free trial.
Add your card
You go to a secure checkout page to add your card. The first 14 days are free. You are charged on day 15 unless you cancel.
Confirm your email
Open the email Salone sends you and click the confirmation link. It signs you in and opens your Dashboard.
The person who signs up becomes the account's Admin. You can add the rest of your team afterwards (see Add users and roles).
The first-time tour
The first time you sign in, a short tour points out the main areas. Click Next to move through it, or Skip tour to close it. Once you close it, it does not come back, so this help center is the place to look things up later.
Find your way around
Everything is in the left-hand menu. On a phone, tap the menu button at the top left to open it.
| Menu item | What it is for | Who sees it |
|---|---|---|
| Dashboard | Order counts per status, follow-ups, installation dates, your tasks | Everyone |
| Board | Every order as a card in a column per status. Drag to change status | Everyone |
| Orders | Searchable list of all orders, and + New Order | Everyone |
| Calendar | Deliveries, supplier deliveries, installations and meetings | Everyone |
| Add-ons | Small follow-up jobs on an existing order | Everyone |
| Clients | Your client list, and + New Client | Everyone |
| Finance | Profit and loss across your jobs | Admins |
| Settings | Dropdown lists and custom fields | Admins |
| Users | Add your team, reset passwords, change roles | Admins |
| Billing | Plan, trial and payment card | Admins |
At the bottom of the menu you will find Help (this help center), your name (opens your account page, where you can change your password) and Sign out.
The Dashboard
The Dashboard is your morning check. It shows:
- A count of orders in each status. Click a count to open those orders.
- Open follow-ups: orders that are not Complete and have something written in Current Tasks (free text) (the first 12).
- Installation dates: orders that have an installation date.
- My Tasks: open tasks assigned to you.
- A banner when an In Progress order's installation date is close or has passed.
The Board
The Board shows every order as a card, in a column per status. Drag a card to another column to change its status. Read more in Order statuses and the Board.
Your first order
A good first step is to add a client, then create their first order.
Add a client
Click Clients, then + New Client. Enter the Client Name and, ideally, an Email (quotes are sent there). Click Create client.
Create the order
On the client's page, click + New Order. Fill in what you know and click Create order. The full walkthrough is in Create a new order.
Good to know
- You get one free trial per company.
- Your team only ever sees your own showroom's data.
- Salone does not send you alerts or notifications. Use the Dashboard and the Board to see what needs attention.
- Next, work through the first-day setup checklist.