Quick Action Editor

Video Walkthrough

What This Page Solves

Edits home quick-action buttons for faster access to frequent workflows.

Entry

• Open this page from its module navigation.
• Related SOPs: /en/docs/02-daily-sop, /en/docs/07-communication-tools
• Module: home

Before You Start

• Decide which actions should be visible in top quick-button slots.
• Remove obsolete buttons tied to retired flows.
• Confirm naming/icons remain understandable for staff.

Steps

1. Open quick-button editor and reorder existing actions.
2. Add or remove buttons according to usage priority.
3. Save configuration and return to home page.
4. Test each visible quick button to ensure routing works.

Acceptance Checklist

• Quick-button set matches current operational priorities.
• All visible buttons navigate correctly.
• Button labels/icons are clear to frontline staff.

FAQ

Why does the update not show immediately?

Check cache/filters, then refresh the page and reopen related detail view.

Why are results different across staff accounts?

Compare salon scope, date filters, and role permissions before further troubleshooting.

Page Metadata

• Module: home
• Route: QuickButtonEdit