Tracking Contractor Insurance
Add a booth renter, suite renter, or commission stylist, then keep their Certificate of Insurance on file.
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Go to Salon, then Insurance
Insurance tracks the COI status of every booth renter, suite renter, and commission stylist on your team — separate from your W-2 employees.
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Click “Add Contractor”
This is how anyone who isn’t a W-2 employee — booth renters, suite renters, commission stylists — gets added so you can track their coverage.
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Fill in their details, then click “Add Contractor”
Name and contractor type are required; role and phone are optional. They’ll show up right away with a “Missing” COI status.
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Click “Upload COI” on their card
A new contractor starts out “Missing” until you upload their Certificate of Insurance — the same button reads “Replace COI” once one is on file.
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Choose the file, fill in the policy details, then click “Upload”
PDF, PNG, JPEG, and HEIC are all accepted. Insurer name, policy number, and both dates are required — coverage type is optional.
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Their card updates immediately
Status flips to “Active,” and the compliance summary at the top of the page recalculates right away. You can download or replace the COI from this same card at any time.