Till guide

How to Create and Confirm Courses in Salon Manager

Convert a service on a client bill into a course, set the number of sessions, total price and expiry date, then confirm the course sale.

Video walkthrough: creating and confirming a course from a service on the Salon Manager Till.

Quick answer

Convert a service into a course and confirm the details

Open the client’s bill in the Till, select Create Course, enable Convert to course, set the course price, number of sessions and expiry date, then select Confirm.

Before you start

Have these details ready

Access to Salon Manager
Permission to use the till
A client bill open in the Till
A service already added to the bill
Course price, sessions and expiry date decided

Step-by-step instructions

How to create and confirm a course

Follow these steps to convert a service into a course sale.

1Open Salon ManagerSign in and open the main Salon Manager application.
2Go to the TillOpen the Till screen from the main navigation.
3Select the client billChoose the client’s bill from the In Salon Clients list.
4Select Create CourseUse Create Course on the right-hand side of the Till.
5Open the course windowThe Create Course window will display the available service.
6Choose the serviceSelect the service that should be converted into a course.
7Enable course conversionTurn on the Convert to course slider.
8Set the service priceEnter the Price for each service where required.
9Set the number of sessionsEnter the required Number in course.
10Set the total course priceEnter the Total price of course, including any agreed discount.
11Choose the expiry dateSelect the Course expiry date or use the default expiry.
12Review the settingsCheck the pricing, sessions and expiry date before continuing.
13Select ConfirmClick Confirm to create the course.
14Check the updated billConfirm that the service has been converted into a course sale on the bill.

Useful tips

Check the pricing and expiry date carefully

You can create a course from any eligible service already on the client’s bill.
A discounted total course price can encourage clients to purchase sessions upfront.
Review the expiry date, especially when it differs from your default setting.
Double-check the number of sessions and total price before confirming.

Troubleshooting

Common issues and what to check

The Create Course button is not visible

Make sure the selected client bill contains at least one service.

The service is not available to convert

Only services already added to the bill can be converted into a course.

The course settings did not save

Review all course details and select Confirm to complete the conversion.

The course did not appear on the bill

Check that Convert to course was enabled before confirming.

Frequently asked questions

Course creation questions

Can I create a course from a service on a bill?

Select the client bill, choose Create Course, enable Convert to course, configure the details and select Confirm.

Where is the Create Course button?

It is on the right-hand side of the Till when a client bill is selected.

Can I change the price of the course?

You can set both the individual service price and the total course price.

Can I set an expiry date for the course?

Choose a specific expiry date or use the salon’s default course expiry setting.

What happens after I select Confirm?

The service is converted into a course sale and the bill updates automatically.

Offline reference

Download this guide as a PDF

Keep a printable copy for reception teams or use it during staff training.

Download PDF Guide

Last reviewed: 14 July 2026.

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