New to WESS

Hi beginner of WESS, welcome to WESS, nice to meet you!

Are you new to WESS and didn't know how to start? Like importing all your data into the system? Or like how to add your staff name into system? Or like even how to set username to your staff and like limit their access right?

Here with WESS, we will guide you step by step from the beginning of setting up to the stage that you can operate the system smoothly by yourself and your team. Let's check it out!

Before start to using WESS system, the most important step is to import all your data into WESS . So you may click here to download the template and fill in all the template. After fill in, you may sent the data to our support for import.

Let start our tutorial now!

Full Guide: https://wesshelp.wessconnect.com/2025/01/20/how-to-add-a-new-user/

Step 1: Click “Admin” . 

Step 2: Click “User” .

Step 3: Click “NEW” .

Step 4: Create a “Username” .

Step 5: Create a “Password” .
[!] The password must contain at least the following:

a. 8 characters 
b. one uppercase letter [A-Z]
c. one lowercase letter [a-z]
d. one number [1-0]
e. one special character [exp: ‘@’ , ‘#’  , ‘_’ or etc]

Step 6: Repeat the password here for confirmation.

Step 7: Enter a validemail.

Step 8: Select a phone number format and enter the phone number.

Step 9: Select a “role” for the new user.
[!] The role can determine which access this user has.

Step 10: Select a “Preferred Language” every time the user logs in to WESS.

Step 11: Make sure the “Published” has been set to “Yes“.

Step 12: Make sure “Allow External Access” is set to “No“.
[!] This setting allows the user to log in to WESS from a network other than the outlet.

Step 13: [Optional] Click on “Employee” to select the employee.
[!] Select an employee to become an admin.

Step 14: Click on “APPLY” or other disk icons to save.

Step 15: Make sure the new user has been saved.

Last Updated: August 2025

Full Guide: https://wesshelp.wessconnect.com/2021/06/17/how-to-edit-role-access-right/

Step 1: Click “ADMIN”

Step 2: Click “ROLE”

Step 3: Select any role you want to edit/make changes on

Step 4: Click “EDIT”

Step 5: Make any edits/changes that you wanted to do

Step 6: Click “SAVE”

Last update: August 2025

Full Guide: https://wesshelp.wessconnect.com/2021/06/08/how-to-add-new-employee/

Step 1: Click “STAFF”

Step 2: Click “EMPLOYEE”

Step 3: Click “NEW”

Step 4: Fill in employee details
[!] The legal name under the Payroll Tab must be filled as well to be able to save.

Step 5: Click “SAVE”

Last update: August 2025

Full Guide: https://wesshelp.wessconnect.com/2021/06/15/how-to-add-new-customer/

Step 1: Click “CUSTOMER”

Step 2: Click “CUSTOMER”

Step 3: Click “NEW”

Step 4: Fill in customer details

Step 5: Click “SAVE”

Last update: August 2025

Full Guide: https://wesshelp.wessconnect.com/2021/06/17/how-to-add-appointment/

Step 1: Click on “APPOINTMENT BOOK”

Step 2: Select the date

Step 3: Select the time that customer want to booking

Step 4: Click and select an employee

Step 5: Click and select a programme

Step 6: Enter the customer name

Step 7: [Optional] Click “+” button if said customer is new and doesn’t exist in the record

Step 8: [Optional] Fill in the blanks with information of said new customer

Step 9: [Optional] Click “ADD”

Step 10: Click “ADD”

Last Updated: July 2025

Full Guide: https://wesshelp.wessconnect.com/2021/06/17/how-to-add-new-sale-ticket/

Step 1: Click “Sales & Appointment”

Step 2: Click “SALE TICKET”

Step 3: Click “NEW”

Step 4: Click “EMPLOYEE”

Step 5: Choose any employee you want then click “SET”

Step 6: Enter the customer name / code / phone number to search the customer you wanted

Step 7: Select the product / service / package / coupon that you wanted to choose

Step 8: Click “PAY”

Step 9: Select the payment method and enter the amount paid by the customer.
[!] Full: Automatically sets the value to the total SGD amount

Step 10: Click “CHECK OUT” 

Last update: August 2025

Full Guide: https://wesshelp.wessconnect.com/2021/06/17/how-to-deduct-customer-session-package/

Step 1: Click “Sales & Appointment”

Step 2: Click “SALE TICKET”

Step 3: Click “NEW”

Step 4: Click “EMPLOYEE”

Step 5: Choose any employee you want then click “SET”

Step 6: Enter the customer name / code / phone number to search

Step 7: Click “USE PREPAID”

Step 8: Select any sesion package you want then enter the quantity desired before clicking “ADD & CLOSE”

Step 9: Click “Checkout”

Last update: August 2025

Full Guide: https://wesshelp.wessconnect.com/2021/06/16/how-to-do-stock-take/

Step 1: Click “INVENTORY”

 

Step 2: Click “STOCK TAKE”

Step 3: Click “NEW”

Step 4: Click “GENERATE”

Step 5: Click and select the employee you want to choose

 

Step 6: You can count the stock quantity and fill in remark to record

 

Step 7: Click “APPROVE”

Last update: August 2025

Still need help? Don't worry, we're here to help

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