A requested visit becomes a chair commitment only after the booking checks succeed. Property Manager owns appointment changes, while Front Desk Agent follows the schedule and passes corrections to the person who can make them. Keep the selected client and chair visible throughout that handoff.
Property Manager selects the existing client or records the new client's contact details. Check similar names before linking the appointment. Reception can review the contact information and flag corrections before the booking is confirmed.
Property Manager saves the requested chair, planned start and end, client count and service rate. Requested keeps the visit available for checking without representing it as a confirmed slot. Review the applicable chair type and dated rate plan while preparing the request.
Property Manager submits confirmation using the permitted staff identity. The process validates the interval and capacity, locks the chair and rechecks overlapping appointments before changing Requested to Confirmed. A rejected request needs corrected details before another confirmation attempt.
Front Desk Agent reviews the confirmed visit on the schedule. Check chair readiness when the client arrives. The scheduled end of a previous appointment does not establish that its sanitizing inspection has passed.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.