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Getting started with SaloneSign up, start your 14-day free trial and find your way around: the menu, the Board, the Dashboard and where everything lives.
Set up your showroomA 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.

Create a new orderAdd a new order for a client, fill in the job, spec and pricing, then add the suppliers on the order page.
Order statuses and the BoardWhat the eight order statuses are for, how to move an order on the Board or the order page, and what each status changes in Salone.
The order pageA tour of the order page: the header buttons, the status bar, the Overview, Spec, Suppliers, Files and Activity tabs, and how to edit or delete an order.
Add-on ordersTrack small follow-up jobs, like a replacement door or an extra pullout, as add-on orders linked to the original order.
Aida, your order assistantTell Aida what changed on an order in your own words. It prepares the edits, you approve each one, and you can undo them later.

Multiple suppliers on one orderAdd every supplier on a job, each with its own order number, delivery date and cost, then record payments and see deliveries on the calendar.
Profit, payments and financeHow Salone works out income, expenses, profit, margin and what you still owe suppliers on each job, and how to read the Finance page.

Add and manage custom fieldsAdd your own fields to the order and client forms, choose what clients may see on a quote, and hide fields you don't use.
Manage your dropdown listsAdd, rename and delete the designers, installers, suppliers, materials and cabinet types your team picks from on orders.

Add and manage clientsAdd a client, avoid duplicates, find clients fast, and see every order and task for a client in one place.
Send a quote for client approvalSend the client a quote they can open on any device and approve with their name. Your costs and profit are never shown.
Ask clients for Google reviews automaticallySet up automatic Google review emails, and see exactly when each email is sent, what stops the reminders, and how unsubscribing works.

Use the calendar and schedule meetingsSee deliveries, installations and meetings on one monthly calendar, and book meetings with your clients.
Assign and track tasksAdd to-dos to an order or a client, assign them to someone on your team, and find your own tasks on the dashboard.

Add users and set their rolesGive your team their own logins, choose who is an admin, reset passwords and remove people who leave.
Your account, trial and billingChange your password, understand the 14-day free trial and the two plans, and manage your card, plan and invoices.
Troubleshooting and common questionsQuick answers when a quote or review email didn't arrive, a menu item is missing, a field is wrong, or you can't sign in.