Questions, answered

Click 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.