Daily KPI Entry
Logging as:
🎯 Your Current Goals — set in your last PDM session
KPI Goal
—
⭐ Personal Goal
—
Guest Counts
Rebooking
Services
Retail
Revenue & Averages
Individual Goals
Department KPIs — auto-pulled from salon data, no entry needed
My KPI Progress
Week
Month
Year
KPI Progress — This Week 🟢 ≥90% 🟡 70–89% 🔴 <70% · auto-calc rows show value only
| KPI | Actual | Goal | Progress | % | Status |
|---|
Weekly Performance
📈 Trend — Last 8 Weeks
Monthly Performance
📈 Trend — Last 12 Months
Year-to-Date
📈 Trend — Month by Month This Year
Manager Overview
All staff · All departments
Day
Week
Month
Year
📋 KPI Entry Status
Drill into:
By Department
By Team
All Staff
🚨 Attention Needed
📈 Trend Analysis
8 Weeks
12 Months
YTD
Staff KPI Board
Dot = status vs goal · grey = auto-calculated (no goal set)
Day
Week
Month
Year
Goal Management
Enter monthly goals per employee — weekly (÷4) and annual (×12) calculate automatically
Goals are individual per staff member · 🟢 ≥90% · 🟡 70–89% · 🔴 <70%
KPI
📅 Monthly Goal
→ Weekly
→ Annual
Manage Staff & Photos
Add, edit, or remove staff · Click ✏️ Edit to upload a profile photo
📷
To upload a profile photo for any staff member, click the ✏️ Edit button next to their name, then use the Upload Photo button at the top of the form. Photos appear on the Staff Board and Leaderboard display.
Add Employee
👤
Profile Photo (optional)
Week A reference date: April 20, 2026
Remove Employee?
Their goal settings will be removed. Daily entry history is preserved.
This employee still has records tied to them (redos/refunds, PDM notes, etc.) and can't be fully removed without losing that history. Mark them inactive instead — history stays intact, but they're hidden from active staff lists and KPI boards.
PINs & Access
Manage staff PINs and manager permissions
⭐ Associate Program
Track associate progress through the 12-week program
🧾 Onboarding
New hire progress and handbook compliance
New Hires
Handbook Compliance
Checklist
New hire checklist — check off items as they're completed
📋 Write-Ups
File and track employee write-ups / plan of action
Needs Signature
All Write-Ups
File Write-Up
Write-Up
Write-Up History
📢 Announcements
These scroll along the bottom of your Leaderboard display screen
🎂
Birthdays
Celebrate your team on their special day
🌟
Shoutouts & Quotes
Motivational messages and team recognition
📌
Reminders
Team meetings, promotions, deadlines
Leaderboard Preview
📢 News
Your announcements will scroll here on the Leaderboard screen.
No announcements yet. Click + Add Message above to get started!
Add Announcement
Max 140 characters
Leave blank to show indefinitely
Export Reports
Download KPI data as CSV — opens in Excel, Google Sheets, etc.
📋
Daily Report
All staff entries for today
📅
Weekly Report
Weekly totals vs goals
📆
Monthly Report
Monthly performance summary
📊
Yearly / YTD Report
Annual totals & goal tracking
CSV Preview
Click an export button above to preview.
My Training
Your modules by track
All
Soft Skills
Hard Skills
STAR Guest
Sales
Product Knowledge
My PDM Notes
Your personal development meeting history
No PDM meetings recorded yet. Your manager will schedule your first session.
🔔 Notifications
Your updates and messages
No new notifications.
PDM & Coaching
Personal development meetings with your team
Filter by Staff
No PDM sessions recorded yet.
PDM Session
Log Redo / Refund
Record a redo or refund for a service provider
New Entry
Type
Date
Staff Member (who the redo/refund is for)
Service
Client Name
Refund Amount ($)
Notes (optional)
Redos & Refunds
Track service issues and identify coaching opportunities
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Training Dashboard
Manage modules by discipline and track
🌿 All Staff
📋 Onboarding
✂️ Hair
💅 Nails
🌸 Esthetician
🤲 Massage
🖥️ Front Desk
Add Training Module
Manager Meetings
Record goals, projects, and action items
No meetings recorded yet.
Manager Meeting
Presentations
Leadership documents and rollout materials
📊
Master App Vision Deck
PowerPoint · 10 slides · Spring 2026
The full slide deck introducing the Master App to leadership and staff. Covers the vision, all 9 modules, benefits, training, PDM coaching, and roadmap.
⬇ Download Deck
Ready to present
📄
Master App Rollout Document
Word Document · 9 pages · Spring 2026
Printable rollout document with all 9 modules, staff & manager benefits, training program, PDM module, roadmap, and leadership call to action.
⬇ Download Doc
Print ready
Staff Member
Week
Month
YTD
Day
📅 Salon Calendar
Salon events and schedule
Month
Week
Agenda
📅 Salon Event
⭐ STAR Guest Training
Special Treatment And Recognition — First-time guest excellence
The Rain Tree Framework
STAR — Special Treatment And Recognition
Every first-time guest deserves a personalized, elevated experience that makes them feel genuinely seen and valued. This is how we convert first-time guests into lifelong clients.
🎯 Goal: Rebook every STAR guest before they leave the building.
S
Special
Personalized Experience
Every guest is unique. Use their name. Reference their intake form. Ask about their life, not just their hair. Make them feel like this visit was designed specifically for them — because it was.
"I noticed you mentioned you have a big event coming up — let's make sure you look amazing for it."
T
Treatment
Elevated Service
Deliver a luxury experience at every touch point. Explain what you're doing and why. Recommend Professional Products that genuinely serve their needs. Go beyond what they expected.
"I'm going to use this treatment because it will help with the dryness you mentioned — you'll feel the difference."
A
And
Connection
Build a genuine human connection. Be present. Show interest in their life. The technical service is the minimum — the connection is what brings them back. Guests return to people they trust.
"Tell me more about your lifestyle — that helps me recommend what will actually work for you at home."
R
Recognition
Guest Feels Seen & Valued
Before they leave, make sure they feel recognized and valued. Rebook their next visit confidently as part of their service plan — not as an afterthought. This is the moment that converts a visitor into a regular.
"I'd love to see you back in 6 weeks — let's lock in your preferred time right now so you always have it."
⭐ The 4-Visit Guest Journey
The Welcome Pack is built around a 4-visit journey that transforms a first-time guest into a loyal client. Each visit has a specific purpose and a clear goal for you as their provider.
Visit 1
The First Impression
STAR welcome, deep consultation, exceed expectations. Goal: rebook before they leave.
Visit 2
Building the Relationship
Follow up on their last visit. Deepen the connection. Introduce a Professional Product recommendation.
Visit 3
Establishing Trust
They're starting to trust you. Present membership options. Ask for a referral. They should feel like a regular.
Visit 4
The Loyal Client
They're now a loyal Rain Tree client. Celebrate their loyalty. They should be telling their friends about you.
📋 Department Consultation Forms
Each department has its own consultation form covering goals, history, lifestyle, home care, and provider plan. These are the foundation of every STAR guest experience.
✂️ Hair
Goals · Color history · Lifestyle · Home care routine · Provider service plan
🌸 Esthetics
Skin goals · Concerns · History · Current products · Lifestyle · Provider facial plan
🤲 Massage
Pressure preference · Injury areas · Goals · Health history · Provider session plan
💅 Nails
Nail health · Goals · Lifestyle · Product preferences · Provider service plan
📌 Phase 2: Digital consultation forms will be built into the app so guests can fill them out before their appointment and providers see the answers automatically.
💡 Language Reminder — It's "Professional Products"
At The Rain Tree, we don't call it "retail" — we call it Professional Products. This language positions what we recommend as an extension of the professional service, not a sales transaction. When you recommend a product, you are completing the service, not selling something extra.
Your STAR Guest Numbers This Month
STAR Guests
—
STAR Rebooks
—
STAR Rebook %
—
Goal: 50%+
🏆 Leaderboard
Live team rankings — opens in full screen for display
🏆
Leaderboard Display
The leaderboard is designed to run on a dedicated display screen in your salon. It shows live rankings for Today, This Week, and This Month across all key KPIs.
💡 Tip: Open the leaderboard link on your display screen TV or monitor and set it to stay on. It auto-refreshes every 30 seconds.
🎓 Recruiting
Track candidates and school visits
🎓
Recruiting Module — Coming Soon
Track school visits, candidate pipelines, and pre-employment assessments. This module is planned for Phase 2.
📢 Advertising & Social Media
Campaign tracking and social content
📢
Advertising & Social Media — Coming Soon
Track ad performance, manage social content calendar, and monitor campaign results. Planned for Phase 2.