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Who it's for
Hair salons
A hair salon needs Front Desk and Service Professional to recognize the same appointment and understand the planned work. The booking keeps the customer name, intended interval and resource context together. Salon Manager reviews the actual service and product use before the approved close-out is completed.
How Salon + Booking + CRM + Inventory is set up for you
Clear appointment context
Use a meaningful booking subject and an identifiable owner. Keep the intended start and end current when the customer's planned service changes.
Chair and equipment planning
Attach the resources required for the appointment and agree how setup and cleanup allowances affect the planning discussion. Review eligibility before placing the interval on hold.
Actual product use
Record the service, product lot and consumed units under an agreed convention. The reviewer should be able to understand the quantity without relying on a private note from the person who performed the work.
A hair salon needs Front Desk and Service Professional to recognize the same appointment and understand the planned work. The booking keeps the customer name, intended interval and resource context together. Salon Manager reviews the actual service and product use before the approved close-out is completed.
Choose a familiar appointment that uses a chair and a shared equipment item. Front Desk prepares the booking and resource lines, then follows the hold and confirmation actions. Include the consent and deposit evidence required by the salon's policy before treating the appointment as confirmed.
After the service, have Service Professional record actual use and submit the current version. Salon Manager reviews it and an approved record is completed through the close-out action. Repeat the successful action using the same operation identity to check that it does not post the use again.
Use [Appointments and Customer Context](/salon-booking-crm-inventory/modules/appointments-and-customer-context) and [Service use to reviewed close-out](/salon-booking-crm-inventory/processes/service-use-to-reviewed-close-out) for the first cycle. Expand once the team can explain the appointment's plan and actual-use evidence from the linked records.
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.
Service and Product Use
Review the actual service, product lot and consumed units before completing the service close-out.
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.