These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Salon + Booking + CRM + Inventory
- Who it's for
- Beauty treatment studios
Beauty treatment studios
A beauty treatment studio may need a dedicated room and shared equipment for an appointment. Front Desk plans those resources while Payment Reviewer checks the provider evidence required for confirmation. Salon Manager uses the booking context when reviewing later service use or a change to the remaining scope.
How Salon + Booking + CRM + Inventory is set up for you
Room eligibility
Maintain a recognizable resource code and eligibility note for the treatment space. Agree the capacity basis and preparation allowances used in the reservation plan.
Confirmation material
Keep consent files and provider events linked to the intended booking. Use a clear evidence convention so the reviewer can identify the required file and deposit basis.
Explained changes
Record the reason when authorized work changes. Preserve completed treatment evidence while the supported correction action addresses the unexecuted scope.
A beauty treatment studio may need a dedicated room and shared equipment for an appointment. Front Desk plans those resources while Payment Reviewer checks the provider evidence required for confirmation. Salon Manager uses the booking context when reviewing later service use or a change to the remaining scope.
Begin with a treatment whose room preparation and required evidence are well understood. Prepare the booking and resource lines, then hold the eligible interval. Compare a provider authorization with a capture event and agree which outcome satisfies the deposit policy before running confirmation.
Include a case where the required consent is absent so the team can inspect the confirmation response. For a successful appointment, follow actual service use through submission, review and approved completion. Ask another team member to locate the evidence without relying on the person who entered it.
Use [Resource Holds](/salon-booking-crm-inventory/modules/resource-holds) and [Consent and Payment Evidence](/salon-booking-crm-inventory/modules/consent-and-payment-evidence) to prepare the rehearsal. Add more treatment types after the resource and evidence conventions are clear and each close-out quantity has a unit basis the reviewer can explain.
Features to start with
Appointments and Customer Context
Keep the customer name, appointment interval and accountable team member together through the booking lifecycle.
Resource Holds
Plan the chairs, rooms and equipment attached to a booking before holding its eligible interval.
Consent and Payment Evidence
Locate the consent and provider evidence required before a held booking becomes confirmed.
Roles on the team
- Admin
- Maintains salon organization settings, user identities and the team-to-account mapping.
- Front Desk
- Prepares customer bookings, plans resource use and runs authorized booking actions.
- Salon Manager
- Owns resource eligibility, independent decisions and authorized scope corrections.
- Service Professional
- Records actual service and product use for the bookings assigned to them.
- Payment Reviewer
- Reviews provider evidence and the payment context needed for booking confirmation and reconciliation.
- Auditor
- Reads booking decisions, service use and operation evidence without changing the underlying records.
Set up Salon + Booking + CRM + Inventory your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.