Set up your showroom
A first-day checklist: fill your dropdown lists, adjust the order form, add your team, set up review emails, then create your first client and order.
Use this checklist on your first day to get Salone ready for real work. Each step takes a few minutes and links to a full article.
The checklist
Check your company name and logo
Your company name and logo were set when you signed up. They show at the top of the left-hand menu and your company name appears on quotes and emails to clients.
Fill your dropdown lists
A new account starts with empty lists. Click Settings and add entries under each tab: Designers, Installers, Suppliers, Materials and Cabinet Types. Type a name in Name * and click Add.
These lists fill the dropdowns on every order. Start with Designers and Suppliers: designers appear on every order and in the Finance report, and suppliers are what you pick when you add a supplier to an order. Details in Dropdown lists.
Make the order form fit how you work
Every account starts with a standard kitchen order form (job details, milestones, cabinet spec, options, pricing, installation, notes). Under Custom Fields in Settings you can add your own fields, and remove the ones you never use. See Custom fields.
Add your team
Click Users and create a login for each person. Choose User for most staff and Admin for anyone who should see profit, Finance, Settings and Billing. Salone does not send an invitation email, so give each person their email and password yourself. See Add users and roles.
Set up Google review requests (optional)
Salone can email clients to ask for a Google review a few days after an order is marked Complete. Set it up under Google Reviews in Settings. See Google review requests.
Add your first client
Click Clients, then + New Client. Fill in Client Name, Contact Person, Phone and Email, then click Create client. The email matters: quotes and review requests are sent there. See Manage clients.
Create your first order
On the client's page, click + New Order, fill in what you know and click Create order. Then add the job's suppliers on the order page. See Create a new order and Multiple suppliers on one order.
Good to know
- Regular users can pick from the dropdown lists but cannot add to them. Admins also get a small + button next to each dropdown on the order form to add an entry on the spot.
- Order statuses are the same for every account and cannot be changed. See Order statuses and the Board.
- On the Studio plan you can have up to 3 users. For more, switch to Showroom under Billing. See Your account and billing.