Visit delivery

Step by step

1. Start visit Property Manager

   The Property Manager identifies the confirmed appointment and moves it to in progress as service begins. The selected station moves to In Use. The team should use the same appointment for every related service entry.

   • Moves Confirmed to in progress and Available to In Use
   • Updates Appointments, Stations

2. Capture treatment Front Desk Agent

   The Front Desk Agent records each Nail Service or Spa Treatment booking with its name, start and client count against the appointment. A second treatment during the visit stays connected to the same reservation.

   • Links nail or spa work to the visit
   • Updates Treatment bookings, Appointments

3. Record studio work Front Desk Agent

   The Front Desk Agent creates service tasks for client service, cleaning or maintenance as needed, linking the station, appointment and assigned team member. The task state and due time show whether work is still outstanding.

   • Assigns due work to a person and space
   • Updates Service tasks, Team members, Stations

4. Prepare charges Finance Officer

   The Finance Officer records service or treatment charges for the visit and reviews their Draft state before posting. A payment can be recorded against the appointment, but its status is reviewed separately.

   • Records visit amounts and receipt state
   • Updates Service charges, Treatment charges, Payments

Property Manager

, Front Desk Agent, Finance Officer and Admin.