Salon + Booking + CRM + Inventory organizes salon work around an appointment booking. Front Desk records the customer name, subject, quoted amount and intended start and end, with an accountable team member and a resource counterparty.
Bookings in one list
Salon Manager independently approves the current service-use submission before the guarded close-out action completes it.
Every feature works on the same records. Pick one to see the screen your team works in.
Keep the customer name, appointment interval and accountable team member together through the booking lifecycle.
Confirmed waits for the front desk
| Record number | Customer name | Starts at | Ends at | Counterparty | Quoted amount USD | |
|---|---|---|---|---|---|---|
| BKN-90836 | Mina Park, cut and color | 31 Oct | 05 Nov | Wash basin 2 | 340 | |
| BKN-17642 | Sofia Reyes, balayage consultation | 24 Oct | 29 Oct | Styling chair 1 | 880 | |
| BKN-50352 | Amara Okafor, curl treatment | 16 Oct | 18 Oct | Styling chair 1 | 610 | |
| BKN-57227 | Lila Shah, bridal trial | 15 Oct | 24 Oct | Bridal suite | 630 | |
| BKN-46434 | Noah Bennett, classic haircut | 15 Oct | 20 Oct | Styling chair 1 | 240 |
Plan the chairs, rooms and equipment attached to a booking before holding its eligible interval.
Booking resources
| Parent | Line number | Resource | Resource name | Capacity | Reserved units | |
|---|---|---|---|---|---|---|
| Elena Cruz, blowout | 950 | Wash basin 1 | Mina Park, color station A | 610 | 430 | |
| Elena Cruz, blowout | 670 | Color station A | Sofia Reyes, color station B | 260 | 750 | |
| Sofia Reyes, balayage consultation | 30 | Color station B | Amara Okafor, wash basin 1 | 910 | 870 | |
| Lila Shah, bridal trial | 550 | Color station A | Lila Shah, bridal suite | 300 | 760 | |
| Mina Park, cut and color | 550 | Color station A | Noah Bennett, styling chair 1 | 910 | 570 |
Locate the consent and provider evidence required before a held booking becomes confirmed.
Payment evidence
| Provider event ID | Parent | Type | Amount USD | Occurred at | Verified | |
|---|---|---|---|---|---|---|
| pay_evt_261015_01 | Mina Park, cut and color | Authorization | 940 | 20 Oct | ||
| pay_evt_261015_02 | Elena Cruz, blowout | Capture | 890 | 27 Oct | ||
| pay_evt_261015_03 | Noah Bennett, classic haircut | Refund | 640 | 25 Oct | ||
| pay_evt_261014_04 | Lila Shah, bridal trial | Void | 120 | 11 Oct | ||
| pay_evt_261014_05 | Elena Cruz, blowout | Authorization | 320 | 18 Oct |
Review the actual service, product lot and consumed units before completing the service close-out.
Approval conditions
| Id | Parent | Service | Product lot | Consumed units | Organization | |
|---|---|---|---|---|---|---|
| SC-2026-0412 | Sofia Reyes, balayage consultation | Cut and color | Color cream lot CL-2610 | 330 | Marigold Studio | |
| SC-2026-0413 | Sofia Reyes, balayage consultation | Balayage consultation | Gloss toner lot GT-2608 | 190 | Riverbend Styling Co. | |
| SC-2026-0414 | Noah Bennett, classic haircut | Curl treatment | Curl mask lot CM-2607 | 280 | Coastline Hair House | |
| SC-2026-0415 | Yara Haddad, scalp treatment | Bridal styling trial | Scalp serum lot SS-2609 | 30 | Fernlight Hair Studio | |
| SC-2026-0416 | Elena Cruz, blowout | Classic haircut | Heat protectant lot HP-2611 | 330 | Riverbend Styling Co. |
Keep the reason and source revision visible when a booking decision or authorized scope changes.
Review decisions
| Parent | Source revision | Decision | Reviewer | Decided at | Reason | |
|---|---|---|---|---|---|---|
| Noah Bennett, classic haircut | 470 | Approve | Priya Kapoor | 12 Oct | Consent is signed and dated | |
| Noah Bennett, classic haircut | 800 | Return | Amara Okafor | 18 Oct | Deposit matches booking amount | |
| Mina Park, cut and color | 30 | Approve | Lila Shah | 18 Oct | Patch test is still required | |
| Lila Shah, bridal trial | 470 | Return | Theo Martin | 17 Oct | Stylist confirmed product use | |
| Mina Park, cut and color | 310 | Approve | Elena Cruz | 25 Oct | Photo release was declined |
Read each operation's outcome and reconcile the booking with its linked service and evidence records.
Operation receipts
| Parent | Action | Operation key | Expected revision | Result state | Occurred at | |
|---|---|---|---|---|---|---|
| Amara Okafor, curl treatment | Confirm appointment | booking:0412:confirm | 600 | Pending | 25 Oct | |
| Mina Park, cut and color | Capture deposit | booking:0413:deposit | 880 | Completed | 04 Nov | |
| Noah Bennett, classic haircut | Reserve styling chair | booking:0414:consume | 250 | Failed | 31 Oct | |
| Sofia Reyes, balayage consultation | Record product use | booking:0415:review | 780 | Needs review | 25 Oct | |
| Hana Mori, gloss and trim | Complete service | booking:0416:complete | 80 | Pending | 02 Nov |
From appointment request to reconciled service ships ready to use. One step needs a named approval before the work moves on: Approve service close-out (Salon Manager).
Record the customer context, intended interval and accountable owner before planning the appointment.
Check the current booking revision and place its eligible interval on hold with a recorded outcome.
Confirm the held appointment after the required consent and deposit evidence is available.
Salon Manager reviews the submitted actual service and product use before approving completion.
Complete approved service use with the accepted revision preserved and no duplicate posting.
Read the booking and linked effects, then inspect the reconciliation outcome.
Open any booking to see its booking resources, the roles that work on it, its process stages and its approvals on one page.
Subject, Starts at, Ends at and Owner.
Each line is linked to this booking.
Admin, Front Desk and Salon Manager, each with their own permissions.
Prepare booking and Hold eligible interval, with the role that acts.
Approve service close-out, with who decides.
Mina Park, cut and color · Requested
| Parent | Line number | Resource |
|---|---|---|
| Elena Cruz, blowout | 950 | Wash basin 1 |
| Elena Cruz, blowout | 670 | Color station A |
| Sofia Reyes, balayage consultation | 30 | Color station B |
Signed in as Salon Manager
| Decision | Approver | |
|---|---|---|
| Approve service close-outSalon Manager reviews the submitted actual service and product use before approving completion. | Salon Manager | |
| Approve Bookings, service consumption | Salon Manager |
Everyone opens Salon + Booking + CRM + Inventory to the work that is theirs. Pick a role to see what it starts with.
Maintains salon organization settings, user identities and the team-to-account mapping.
Prepares customer bookings, plans resource use and runs authorized booking actions.
This is the first screen this role sees.
Bookings · Front Desk
Owns resource eligibility, independent decisions and authorized scope corrections.
This is the first screen this role sees.
Service consumption · Salon Manager
| Id | Parent | Service | Product lot | Consumed units | Organization | |
|---|---|---|---|---|---|---|
| SC-2026-0412 | Sofia Reyes, balayage consultation | Cut and color | Color cream lot CL-2610 | 330 | Marigold Studio | |
| SC-2026-0413 | Sofia Reyes, balayage consultation | Balayage consultation | Gloss toner lot GT-2608 | 190 | Riverbend Styling Co. | |
| SC-2026-0414 | Noah Bennett, classic haircut | Curl treatment | Curl mask lot CM-2607 | 280 | Coastline Hair House | |
| SC-2026-0415 | Yara Haddad, scalp treatment | Bridal styling trial | Scalp serum lot SS-2609 | 30 | Fernlight Hair Studio | |
| SC-2026-0416 | Elena Cruz, blowout | Classic haircut | Heat protectant lot HP-2611 | 330 | Riverbend Styling Co. |
Records actual service and product use for the bookings assigned to them.
This is the first screen this role sees.
Service consumption · Service Professional
| Id | Parent | Service | Product lot | Consumed units | Organization | |
|---|---|---|---|---|---|---|
| SC-2026-0412 | Sofia Reyes, balayage consultation | Cut and color | Color cream lot CL-2610 | 330 | Marigold Studio | |
| SC-2026-0413 | Sofia Reyes, balayage consultation | Balayage consultation | Gloss toner lot GT-2608 | 190 | Riverbend Styling Co. | |
| SC-2026-0414 | Noah Bennett, classic haircut | Curl treatment | Curl mask lot CM-2607 | 280 | Coastline Hair House | |
| SC-2026-0415 | Yara Haddad, scalp treatment | Bridal styling trial | Scalp serum lot SS-2609 | 30 | Fernlight Hair Studio | |
| SC-2026-0416 | Elena Cruz, blowout | Classic haircut | Heat protectant lot HP-2611 | 330 | Riverbend Styling Co. |
Reviews provider evidence and the payment context needed for booking confirmation and reconciliation.
This is the first screen this role sees.
Bookings · Payment Reviewer
Reads booking decisions, service use and operation evidence without changing the underlying records.
This is the first screen this role sees.
Service consumption · Auditor
| Id | Parent | Service | Product lot | Consumed units | Organization | |
|---|---|---|---|---|---|---|
| SC-2026-0412 | Sofia Reyes, balayage consultation | Cut and color | Color cream lot CL-2610 | 330 | Marigold Studio | |
| SC-2026-0413 | Sofia Reyes, balayage consultation | Balayage consultation | Gloss toner lot GT-2608 | 190 | Riverbend Styling Co. | |
| SC-2026-0414 | Noah Bennett, classic haircut | Curl treatment | Curl mask lot CM-2607 | 280 | Coastline Hair House | |
| SC-2026-0415 | Yara Haddad, scalp treatment | Bridal styling trial | Scalp serum lot SS-2609 | 30 | Fernlight Hair Studio | |
| SC-2026-0416 | Elena Cruz, blowout | Classic haircut | Heat protectant lot HP-2611 | 330 | Riverbend Styling Co. |
Review appointment progress, reserved resources and the evidence behind actual service use.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Requested | 30 | ||
| Held | 5 | 17% | |
| Confirmed | 2 | 40% | |
| In progress | 1 | 50% |
Sample totals per stage
Which appointments are confirmed and which have completed under the selected organization, owner and period?
Which booking lines reserve each resource, and what setup and cleanup allowances accompany that plan?
What completed use has been recorded for comparable service and product lot conventions?
Which bookings need follow-up after cancellation or a recorded no-show?
Which provider events support the payment discussion for the booking, and what does each event type represent?
Who decided the source revision and what reason explains that outcome?
Which actions failed or need review, and which expected version and reason identify the next investigation?
Which supporting files belong to the appointment and who supplied them?
See how Salon + Booking + CRM + Inventory fits your kind of team.
Coordinate appointment context, chair use and the actual product recorded at service close-out.
Bring room planning and confirmation evidence into the same review as the booked treatment.
Apply consistent booking and close-out responsibilities while preserving each organization's local context.
Each stage, from appointment request to reconciled service, names the role that acts and the status it records, so a change is never anonymous.
Each stage, the role that acts and the status it records
Use Proto to prepare appointment reviews and locate the evidence behind service close-out.
Set up connections through ERP.AI and Proto workflows, with every change logged.
Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.
Browse all 12 tablesStart with one team and one process, then add the rest once the basics are running.
Select a familiar service and the organization where the first cycle will run. Identify Front Desk, Service Professional and Salon Manager, with Payment Reviewer and Auditor for the evidence handoffs.
Admin maps staff to their platform accounts and confirms the local timezone. Salon Manager reviews resource codes and eligibility notes. Agree reserved units and the treatment of setup and cleanup allowances.
Establish the consent convention and provider-evidence connection. Agree the deposit rule, including the event type and amount that satisfy it for the chosen booking.
Prepare the appointment, hold its eligible interval and confirm it after evidence review. Test an older revision and a case missing required evidence, then inspect the actual operation outcome.
Record actual service and product use, submit the current version and obtain an independent decision. Complete an approved case and repeat the successful operation to check protection against duplicate posting.
$0per user
The base account and everyday work in the ERP.AI app are free, for every user.
| Usage | Per $1 |
|---|---|
| Record reads (list, filter, get) | 20,000 |
| Search or aggregate queries | 4,000 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| Workflow runs | 2,000 |
| AI agent runs | 2,000 |
| Scheduled jobs or webhooks | 20,000 |
| File uploads (MB) | 2,000 |
| CSV or PDF exports | 100 |
Scope, rollout and pricing for Salon + Booking + CRM + Inventory.
All questionsClick Get started, then use Proto to configure Salon + Booking + CRM + Inventory for your business. Start with a familiar appointment, its resource requirements and the consent and deposit evidence needed for confirmation. Follow its actual service use through review and completion.
The booking carries the customer name, subject and quoted amount alongside its interval and owner. Supporting files and provider events link to that specific booking, so staff can locate the context for the appointment under discussion.
Attach the required resources through booking reservation lines. Record reserved units and the capacity basis, then agree how setup and cleanup allowances affect eligibility during configuration.
An eligible held booking needs the consent and deposit evidence required by the configured policy. Front Desk locates the consent material and Payment Reviewer checks the relevant verified provider events before the confirmation action runs.
Keep Authorization, Capture, Refund and Void distinct when reviewing the amount and provider reference. Agree which event types satisfy the deposit policy instead of treating every provider event as captured payment.
Service Professional records the service, product lot text and consumed units against the booking. Agree the lot naming and unit convention so Salon Manager can understand the submission before approving close-out.
Salon Manager independently reviews the submitted version through the configured decision path. Approved service use can then be completed by the guarded close-out action, which preserves the accepted revision and avoids double posting.
The supported cancellation or no-show action checks timing and eligibility and records its outcome while preserving completed service. Review any provider payment consequence through its actual evidence and configured process.
Salon Manager uses a reasoned correction action for the current scope. Unexecuted scope can be cancelled where applicable, while original executed records remain available with successor evidence explaining the change.
Inspect the outcome of the reconciliation action and the linked effects it reviewed. A Completed receipt must be read with its action; use the actual reconciliation result when explaining verified completion.
Start free, then use Proto to change fields, steps and approvals before your team goes live.