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- Pet Grooming Management
- Process
- Member plan setup
Member plan setup
Define plan terms and link a member to a dated enrollment.
Step by step
-
Define the plan Studio Manager
Studio Manager records the plan name, price, session allowance and validity days. The plan is the reusable offer.
- Set price, allowance and validity terms
- Updates Membership plans
-
Enroll the member Studio Manager
Studio Manager connects the member to that plan with start and expiry dates and marks the enrollment Active when it can be used.
- Record dated plan ownership
- Updates Members, Member plans
-
Review standing Booking Coordinator
Booking Coordinator reads both the member standing and the member plan state before discussing plan use for a new booking.
- Check member and enrollment states
- Updates Members, Member plans
-
Use a session Instructor
Instructor's delivery command consumes one plan session when a confirmed booking is checked in and marked Attended.
- Tie delivered attendance to plan use
- Updates Bookings, Attendance, Member plans
Who does what
Roles and permissions- Studio Manager
- Owns plan terms and enrollment; Booking Coordinator checks standing; Instructor records delivered attendance; Admin manages access.
Set up Pet Grooming Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.