Goldie

Goldie is designed for a rapid and simple implementation process, making setup quick and easy for solo providers and small salons. Here’s what to expect:

1. Account Creation & App Download

• Get Started: Download the Goldie app from the App Store or Google Play, or access it on desktop. Account setup takes only a few minutes.
• No Technical Setup: There’s no complicated installation—users can start right away.

2. Business Profile Setup

• Add Services & Availability: Enter business info, list services (with durations and prices), and set business hours. Most users can finish this step in under an hour if they have their service details ready.
• Branding: Set up your customized online booking page, which can be done quickly using built-in tools.

3. Importing Clients (Optional)

• Client Data Transfer: For those switching software, Goldie offers free client data transfer. This can happen almost instantly or take a few hours, depending on how much data you have.
• Manual Entry: If you're adding clients by hand, expect a speedy process thanks to Goldie's user-friendly interface.

4. Payment Integration (Optional)

• Payments & Deposits: It only takes a few minutes to connect your payment processor and set up deposit requirements as part of onboarding.

5. Communication & Reminders Setup

• Automated Text Reminders: Set up appointment confirmations and reminders with customizable templates—often completed in less than 30 minutes.
• Marketing Messages: You can enable features for sending promotional or targeted messages to clients as well.

6. Go Live

• Start Accepting Bookings: As soon as services and availability are set, clients can book online instantly. Most users can accept bookings the same day they sign up.

Typical Implementation Timeline:

• Solo Providers: Most are ready to take bookings in under an hour, with many fully operational the same day.

• Small Salons: Adding multiple staff might extend setup to a few hours, but it remains a fast, straightforward process.

• Data Transfer from Other Software: Using Goldie’s free import service may add a few hours (up to one day) depending on the size and accessibility of your previous data.

Goldie offers several customization features to fit a wide range of business needs in the salon, beauty, and wellness industries:

• Customizable Online Booking Site: Businesses can brand their booking site, upload their logo, add business descriptions, and update hours, locations, and service photos to reflect their unique identity.

• Service Customization: Users can set up their own services, define pricing, durations, and availability, and personalize offerings with colors or images.

• Custom Intake Forms: Goldie allows the creation of custom client intake forms to collect specific information during the online booking process.

• Personalized Communication: Automated and manual message templates can be edited to match your desired tone and details, including appointment confirmations, reminders, and promotional messages.

• Reporting and Analytics: The Pro and Team plans offer advanced reporting and the ability to track performance by service, staff, or location.

• Multi-Location and Multi-User Support: Higher tiers (Team/Pro Plus) allow management of multiple staff profiles, calendars, and locations, along with user permissions.

• Marketing Tools: Customizable marketing campaigns such as rebooking reminders and mass messaging are available to reach specific client groups.

• Appointment & Schedule Control: You can adjust schedule types, set recurring or group appointments, and integrate with your preferred calendar app for custom workflows.

• Product Sales & Inventory: Options to track and sell products, manage inventory directly within the app, and create tailored offers.

• Custom Policies: Ability to set cancellation policies, take deposits, and define no-show protection rules.

• Setup Fees: There are no setup fees. Goldie is designed for self-service implementation and does not charge to get started.

• Maintenance Fees: Maintenance and software updates are included in your subscription at no extra cost.

• Support Charges: Basic customer support is included in all plans. Priority support comes with Pro and Team plans, with no added charge beyond the monthly subscription.

• Subscription Plans:
  • Starter: Free, with a cap on appointments per month and basic features.
  • Pro: Around $19.99/month, includes unlimited appointments, additional automation, customization, and marketing features.

  • Team/Pro Plus: Around $39.99/month, offers team management and multi-user access.

• Transaction Fees: When using Goldie’s payment processing, standard Stripe rates apply (typically around 2.6% + $0.30 per transaction in the US/Canada, variable by region).

• Other Fees:
  • If you experience a payment dispute, a dispute fee (from the payment processor) may apply, which is refunded if the dispute is resolved in your favor.
  • Upgrading to higher plans unlocks additional features but is optional and transparent in pricing.

• User-Friendly Design: Goldie is designed for intuitive use, making it easy for solo professionals or teams to get started. Most users can navigate the software without needing extensive formal training thanks to its simple, guided setup process.

• Onboarding Resources: Users receive step-by-step setup guides to help them configure their business profile, services, hours, and online booking site. In-app tips also provide helpful instructions as you set things up.

• Customer Support: All users, even those on the free plan, have access to basic customer support for assistance with setup, features, and troubleshooting. Priority support with faster response times is available to those on Pro and Team plans. Detailed help documentation is also available within the app and online.

• Data Import Assistance: Goldie offers free data import for new users coming from other platforms, making it easy to transfer client lists and appointment histories.

Goldie prioritizes the protection of user information using several robust security measures:

• SSL Encryption: All data transmitted through Goldie is encrypted using SSL, ensuring secure online bookings and payment processing.

• Hashed Passwords: User passwords are never stored in plain text. Instead, they are secured with one-way hashing algorithms.

• Access Controls: Access to user data is strictly limited to authorized Goldie staff and select contractors, all of whom are required to follow confidentiality protocols.

• Data Minimization and Retention: Goldie retains personal information only as long as it is needed. Users have control to export or delete their data, and any unnecessary or outdated data is removed or anonymized.

• Regulatory Compliance: Goldie is compliant with major data protection regulations, including the EU’s GDPR, providing users with clear rights to access, correct, export, or delete their information.

• Secure Vendor Relationships: Goldie ensures that any third-party service providers involved (such as hosting or messaging services) also adhere to strict security and privacy standards.

• Ongoing Audits: Regular internal reviews help maintain high data protection standards and regularly update security practices.

• Frequent Improvements: Goldie releases new features, enhancements, and security updates frequently—sometimes several times each month. Both major and minor updates are a regular part of their commitment to keeping the platform modern.

• Feature Additions: Updates typically bring usability enhancements, expanded booking and payment capabilities, improved reporting functions, and new business tools such as inventory management and AI-powered features.

• Automatic Delivery: As a cloud-based solution, all updates are applied automatically—there is no need for users to manually install new versions.

• Transparent Communication: Goldie publishes release notes detailing each update, so users can see what’s new or improved.

• Prompt Security Fixes: Any critical security or bug fixes are given top priority for swift deployment.

• Data Ownership: You fully own all personal and business data you enter into Goldie. The platform is built to ensure that you—not the company—retain control and ownership of your information at all times.

• Data Access: You may view, update, and correct your information directly within your Goldie account whenever you wish.

• Data Export (Portability): Goldie makes it easy to export a complete copy of your data, including clients, appointments, services, and related records. This can be done from your account dashboard, typically in just a few steps, and the data export will be securely sent to your email for you to keep or move to another platform if you choose.

• Data Deletion: You have the right to permanently delete your account and all associated data if you wish. This process can be managed by request or directly within the platform.

• Regulatory Rights: Goldie’s privacy policy adheres to major data protection regulations, ensuring that you have the right to access, correct, export, or delete your data as needed.

• Flexible Subscription Plans: Goldie offers multiple subscription levels to suit different business sizes, from solo professionals to larger salons with multiple staff members.

• Easy Plan Adjustment: You can upgrade or downgrade your plan at any time to align with changing business needs. The process is simple and can be handled from your account settings via the website or app.

• Billing and Cancellations: Any changes to your plan typically take effect with your next billing cycle. There are no long-term contracts, so you can cancel your subscription whenever you need to. When canceling, you maintain access to paid features until the current billing period ends, and recurring payments are stopped.

• Transparent Pricing: Goldie practices straightforward billing—there are no hidden fees when you scale your business up or down. You only pay for the features and team size that you select.

• Team Growth Support: For expanding teams, Goldie makes it easy to add or remove staff members, set permissions, and manage operations as your business grows or contracts.

Subscription Renewals:

• For subscriptions purchased via Apple App Store or Google Play, renewal is automatic unless you cancel at least 24 hours before the current period ends.

• Your Apple ID or Google Play account will be charged for renewal within 24 hours prior to the end of your subscription period.

• You can manage your subscription from your Apple ID or Google account settings after purchase.

• Goldie may charge different prices depending on your location; all fees are listed in the app and are exclusive of applicable taxes or duties.

Cancellations:

• You are solely responsible for canceling your subscription. For App Store subscriptions, you must manually cancel through Apple; for Google Play, downgrading to the “Starter” plan in the app will also cancel your paid subscription.

• Emailing or phoning Goldie is not considered a valid method for cancellation—managing your subscription must be done within your store account or the Goldie app.

• Deleting the Goldie app or your Goldie account does not automatically cancel your subscription.

• There are no refunds or credits for partial months of service, or for downgrades mid-cycle.

• After canceling, you continue to have access to your subscription features until the end of the current billing period; recurring payments will not be processed after that period.

• Goldie reserves the right to terminate accounts at its discretion, and in most cases will provide a timely explanation. Refunds are limited to the value of undelivered services, except in cases where termination is due to a breach of terms, in which case no refund is due.

• Any SMS service (such as text reminders) can be canceled at any time by texting “STOP”; after this, you will receive a confirmation and no longer get SMS messages from Goldie.

• GDPR Compliance: Goldie is fully compliant with the European Union’s General Data Protection Regulation (GDPR), ensuring users have control over their personal data. This includes rights to access, export, delete, or correct personal data.

• Goldie maintains a Data Protection Officer to oversee data handling and compliance.

• The platform requires user consent for marketing communications and limits internal access to user data strictly to authorized personnel.

• Goldie ensures that third-party service providers it uses (such as messaging or payment processors) are also GDPR compliant.

• The company maintains a regularly updated privacy policy and gives users the option to export or permanently delete their data at any time.