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- Salon + Booking + CRM + Inventory
- Who it's for
- Salon groups with shared review practices
Salon groups with shared review practices
A salon group benefits from a common approach to appointment evidence and service close-out. Each operating organization retains its own team, resource context and timezone. Admin maps the staff identities, while Salon Manager agrees how booking changes and actual-use submissions are reviewed within the organization.
How Salon + Booking + CRM + Inventory is set up for you
Local operating context
Keep organization membership and resource references clear. Staff should recognize which location owns the booking before reviewing its interval or attached evidence.
Consistent review language
Use service descriptions, product lot conventions and decision reasons that another reviewer can understand. Preserve the original source revision when explaining an approval or a Return decision.
Visible exceptions
Follow failed and review-needed operations by parent booking and action. Assign the correction to the person who owns the underlying evidence before choosing the next supported attempt.
A salon group benefits from a common approach to appointment evidence and service close-out. Each operating organization retains its own team, resource context and timezone. Admin maps the staff identities, while Salon Manager agrees how booking changes and actual-use submissions are reviewed within the organization.
Choose an organization with a familiar booking cycle and a small set of resources. Map the team accounts and test My Bookings with different owners. Rehearse a successful confirmation and service close-out, then have Auditor explain the related decision and operation evidence.
Before extending the process to another location, verify the organizational access boundaries with actual accounts. Review how the local timezone affects the appointment interval and how quoted and provider amounts in US dollars are used during evidence review. Agree any connected currency conversion separately with the source owner.
Use [Implementation](/salon-booking-crm-inventory/implementation) and [Completion reconciliation](/salon-booking-crm-inventory/processes/completion-reconciliation) to prepare the shared operating practice. Expand after the team can explain both a successful cycle and an unresolved action without confusing records from different organizations or treating a shared customer name as a unique identity.
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.