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- Salon + Booking + CRM + Inventory
- Implementation and first salon cycle
How a Salon + Booking + CRM + Inventory rollout works
Rehearse a familiar appointment through resource planning, confirmation and reviewed actual use.
Choose the operating scope
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.
Prepare identities and resources
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.
Configure confirmation evidence
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.
Rehearse booking actions
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.
Review service close-out
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.
Reconcile and handle change
Run booking reconciliation, investigate an unresolved case and test a reasoned scope correction that preserves executed records. Expand after the team can explain the linked evidence.
What the customer provides
Bring resource identities, local operating conventions and a sample appointment with its intended interval and quote. Provide the consent material and deposit policy used for confirmation. Include a service-use example with a recognizable product lot and quantity basis, plus the people authorized to review and correct the work.
Changing it afterwards
Review changes to resource eligibility, deposit rules or service-use conventions with the person responsible for the resulting decision. Use the supported correction path when authorized booking scope changes, retaining original executed records and successor evidence. Rehearse a successful case and a refusal before applying a new configuration more widely.
Set up Salon + Booking + CRM + Inventory your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.