Anna Lewis
Mon
1
Finances
Changing currency: amounts are not converted
The salon’s currency is changed in the CRM: Workspace → General → Currency. Amounts are not converted: every price and booking will show in the new currency with the same numbers.
2 min read
In this article
The salon’s currency is changed in the CRM: Workspace → General → Currency. Amounts are not converted: every price and booking will show in the new currency with the same numbers.
Who can do it
The currency is changed by the owner and by staff with “Full access”. A salon has one currency for everything: service prices, bookings, Finance and the online booking widget.
How to do it
- In the CRM, open Workspace → General.
- In Currency, choose the new currency.
- Read the warning and click “Save and switch to …” — the dots stand for the currency code, EUR for example.
On a phone the path is the same: Workspace → General.
What happens to the amounts
The warning before you save says exactly that: “Amounts are not converted: every price and booking total already in the CRM will be shown in EUR instead of UAH, with the same numbers.” Bookly has no exchange rates: a price of 500 in hryvnias becomes a price of 500 in euros.
- The new currency shows everywhere: in service prices, in every booking including cancelled ones, in Finance and in the booking widget.
- If your prices should be different, change them in your services yourself.
- The currency change appears in the finance Change log as “Currency changed”. The whole salon’s Change log is only in the professional mode, on Pro and Team.
- Switch back to the previous currency and everything shows in it again.
Available currencies: UAH (the default), USD, EUR, GBP, PLN, CZK, RON, BGN, HUF, MDL, GEL, KZT, TRY, CHF, SEK, NOK, DKK, CAD, AUD, AED.
If something doesn’t work
“Could not save the settings.”
Check your internet connection and save again. If it says “Could not save “Currency” — the server rejected the value.”, choose the currency from the list again.
I changed the currency in Settings, but the CRM still shows the old one
Your account Settings have a separate Currency: “Bookly prices — plans, SMS packages and invoices — are shown in this currency. It does not affect your own service prices in CRM.” The salon’s currency is changed only in the CRM → Workspace → General.
Didn’t find your case? Contact support. Write any time — we reply during working hours.
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