Initial Setup

This guide walks through configuring SunMule for a new company. Most configuration lives under Settings and requires the Administrator role.

Before you begin

Gather the following:

• Business name and, for each salon, address, phone number and operating hours
• A list of equipment (vendor, model and serial number of every bed or booth) and your room names and timer IDs
• Your membership plans, retail products, and any coupons you want to offer
• Your liability waiver text
• Names, email addresses, mobile numbers and roles for your staff
• Your WiFi network details, for the Honey Badger device

Step 1: Review company settings

Open Settings > Company.

• Name: Shown in browser tabs and customer emails.
• Billing settings: EFT allocation between salons, home-salon percentage and the frozen membership price. See Membership plans and Payment processing. The EFT billing day (monthly or on each member's anniversary) is read-only; contact SunMule to change it.
• Tanny: Optional AI assistant personality and feature toggles. See Tanny.

Step 2: Configure each salon

Open Settings > Salons and add or edit a salon:

• Name, street, suite, city, state, ZIP and phone
• Review link: An optional link to your review page (must start with https://)
• Franchise: Marks the salon as a franchise location
• Accept cash: On by default
• Operating hours: At least one open day is required

Each salon also needs a connected bank account to receive card payments and EFT payouts. SunMule support connects the account through Stripe, and a salon owner completes Stripe's secure onboarding. See Multi-salon setup.

Step 3: Set up vendors, models and products

• Settings > Vendors: The manufacturers or suppliers you buy from.
• Settings > Models: Equipment models (for example a bed model), each with a vendor, a service, and a maximum session time.
• Settings > Products: Retail products, each with a type and vendor.

Vendors, models and products can be linked to the SunRegistry catalog to pick up standard names, images and specifications. See SunRegistry.

Step 4: Add equipment and rooms

Equipment and rooms are managed per salon from the settings pages:

1. Rooms: Add each room with a name and a Timer ID (1 to 64, unique within the salon).
2. Equipment: Add each bed or booth with its model and a unique serial number, and assign it to a room. A room holds one piece of equipment.
3. Honey Badger: Install and connect the device so room control becomes available. See Equipment control.

Step 5: Create plans, coupons and waivers

• Settings > Plans: Membership plans and one-time plans. See Membership plans.
• Settings > Coupons: Optional discounts. See Coupons and gift cards.
• Settings > Waivers: The waiver customers sign. See Waivers and sign-up.

Step 6: Add staff

Open Employees and add each person with a role and the salons they work at. See Employee management and User roles. New staff receive an email to set their password, and they are asked to set up multi-factor authentication when they first sign in (Account security).

Step 7: Bring in your customers

For new customers, use Customers > Add and send a sign-up link by text, email or QR code. See Waivers and sign-up.

Migrating from another system

SunMule support can migrate your existing customers:

1. Export: We obtain your customer data from your current system.
2. Clean-up: The data is cleaned and standardized, and missing fields are filled in where possible.
3. Import: Customers are loaded into SunMule with home salons assigned and memberships mapped to your SunMule plans.
4. Payment migration: Stored payment methods move to Stripe, which works with your current processor so recurring billing continues.
5. Go-live: Your customers keep their payment methods and membership benefits.

Step 8: Test and go live

Before you open to customers:

• Start a test session on every room
• Run a test sale with each payment method you accept
• Check that each staff member can sign in and sees the right menu
• Have a customer sign up from a phone, sign the waiver and check in
• Confirm your internet connection and backup plan

Start with existing customers or reduced hours if you can, and keep extra staff available during the first week.

For help at any point, see Getting help.