These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Barbershop Management
- Data model and import order
The tables behind Barbershop Management
Barbershop Management ships with 12 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 12
- Features
- 6, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Appointments and clients
Appointments links Client to Clients and Chair to Chairs. Start date, end date, client count, service rate and Status describe the planned visit.
Chairs and service rates
Chairs holds chair type, Capacity and Status. Service rates records chair type, starts at, ends at, service rate and minimum sessions; chair type is a text match to agree during setup.
Service delivery and tickets
Service tickets references Chair, Appointment and assigned to. Assigned to points to team members, whose User reference points to Users.
Add-on services
Add on bookings and add on charges each reference Appointment. A booking's add on type is Lounge or Treatment. Charges retain Draft, Posted and Voided independently of the booking.
Charges and payments
Service charges and Payments each reference Appointment. Payments retains Pending, Confirmed and Refunded. Aggregate each source independently before comparing appointment totals.
Shop oversight
Appointments supplies the visit population for operational review. Users and team members establish staff identity; exchange rates holds read-only Currency, effective from, Rate and Overridden information.
Every table, by feature
- Appointments and clients4
- Chairs and service rates4
- Service delivery and tickets5
- Add-on services3
- Charges and payments4
- Shop oversight9
- Shared and settings1
- Appointments
Client appointments with start, end, client count and service rate.
Linked to Clients, Chairs - Clients
Barbershop client directory with contact details and linked appointments.
- Chairs
Barber chairs and stations with chair type, capacity and readiness status.
- Service rates
Chair type rate plans with service rate and minimum sessions.
- Chairs
Barber chairs and stations with chair type, capacity and readiness status.
- Service rates
Chair type rate plans with service rate and minimum sessions.
- Appointments
Client appointments with start, end, client count and service rate.
Linked to Clients, Chairs - Service tickets
Sanitizing, maintenance and client-service tickets for a chair.
Linked to Chairs, Team members, Appointments
- Appointments
Client appointments with start, end, client count and service rate.
Linked to Clients, Chairs - Chairs
Barber chairs and stations with chair type, capacity and readiness status.
- Service tickets
Sanitizing, maintenance and client-service tickets for a chair.
Linked to Chairs, Team members, Appointments - Team members
Barbers and shop staff with role title and platform user.
Linked to Users - Users
Users
Linked to Users
- Add on bookings
Add-on bookings at secondary service points within the shop.
Linked to Appointments - Add on charges
Charges captured at add-on service points and linked to an appointment.
Linked to Appointments - Appointments
Client appointments with start, end, client count and service rate.
Linked to Clients, Chairs
- Service charges
Service charges posted against a client appointment.
Linked to Appointments - Add on charges
Charges captured at add-on service points and linked to an appointment.
Linked to Appointments - Payments
Client payments recorded against an appointment.
Linked to Appointments - Appointments
Client appointments with start, end, client count and service rate.
Linked to Clients, Chairs
- Appointments
Client appointments with start, end, client count and service rate.
Linked to Clients, Chairs - Chairs
Barber chairs and stations with chair type, capacity and readiness status.
- Service tickets
Sanitizing, maintenance and client-service tickets for a chair.
Linked to Chairs, Team members, Appointments - Team members
Barbers and shop staff with role title and platform user.
Linked to Users - Users
Users
Linked to Users - Add on bookings
Add-on bookings at secondary service points within the shop.
Linked to Appointments - Add on charges
Charges captured at add-on service points and linked to an appointment.
Linked to Appointments - Payments
Client payments recorded against an appointment.
Linked to Appointments - Service charges
Service charges posted against a client appointment.
Linked to Appointments
Keys and references
Preserve the appointment’s reservation number and its actual reference identity when matching child records. Retain party number for Clients, unit code for Chairs and person code for team members. Payment number identifies the local payment, while Reference carries the external receipt reference used in reconciliation. Do not join clients or chairs by display names alone.
Users.User is a self-reference. Resolve platform user identities before linking team members.User, then map service tickets.assigned to to the intended team members row. Chair type on service rates is text rather than a reference, so agree exact matching and date applicability. Keep exchange rates read-only. Agree the shop’s monetary basis before reconciling imported amounts.
Migration order
- Resolve Users and their User references, then load team members with the correct User links.
- Load Clients and Chairs, agreeing chair type and Capacity, then load dated service rates.
- Load Appointments with their Client and Chair references and complete planned intervals.
- Load add on bookings, add on charges, service charges and Payments against the existing Appointment identities.
- Load service tickets with matching Chair, Appointment and assigned to references. Leave exchange rates outside the business-record import.
- Reconcile posted charges and confirmed payments separately. Check staff identity mappings and chair readiness before opening the pilot.
Set up Barbershop Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.