Reception and Finance Officer work from the same appointment when handling an extra service. The booking describes the planned lounge or treatment visit. The charge records the amount for financial review. Operations Reviewer decides whether the submitted evidence supports posting or a later permitted void.
Front Desk Agent or Property Manager opens the intended appointment and checks the client. A client with repeated appointments needs the correct visit selected before an add-on is captured.
Front Desk Agent or Property Manager records Lounge or Treatment, the add-on name, planned start and client count. Submission saves the attributed booking and sends its evidence to the responsible reviewer. The linked appointment detail and add-on page are refreshed after the accepted result.
Finance Officer records the add-on name, charge date and amount against that appointment. Save the financial entry as Draft and check it against the source evidence. The existence of a booking does not itself post a charge.
Operations Reviewer checks the appointment, service and amount before authorizing an eligible move from Draft to Posted. A permitted later void follows the reviewed Posted to Voided path. Keep the original source evidence available for the decision.
Finance Officer includes Posted add-on amounts in the final appointment charge total and excludes Voided entries. Reception checks that the accepted booking remains attached to the correct visit after the page refresh.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.