Appointments and Customer Context

Front Desk prepares a booking with the customer name and a subject that explains the intended service. The planned start and end give the team a period to review, while the quoted amount records the commercial context. An owner and resource counterparty make the booking recognizable to the people coordinating the appointment.

The booking remains the parent for later service use, payment evidence and supporting files. When Salon Manager reviews a question about confirmation or completion, those links provide the context for the decision. The team can follow the same booking instead of reconstructing the appointment from separate notes held by different people.

• Appointment preparation. Front Desk confirms the customer name, intended period and resource context. Use a meaningful subject so Service Professional can recognize the planned work when opening the booking.
• Lifecycle review. Requested, Held and Confirmed describe different stages of preparation. The team checks the current state and revision before running the next supported action, especially when the appointment has recently changed.
• Customer context. Supporting files and provider evidence stay linked to the booking. The name helps staff recognize the appointment, while the booking number identifies the specific record being discussed.

Agree who owns a booking at each operating stage and how that ownership relates to the person performing the service. Use the organization’s local time convention when preparing appointments. Confirm how an end is determined for the selected service before relying on the interval during resource review.

Set a consistent approach to booking subjects and quoted amounts. The team should know which record to open when a customer asks about a changed appointment or an earlier quote. If customer details arrive from another system, agree the connection and the identifiers used to match the intended booking. Keep the booking number available whenever a common customer name could be ambiguous.

For a rehearsal, prepare separate bookings bearing the same customer name: a haircut from 10:00 to 10:45 and a color service from 14:00 to 15:30. Front Desk records a distinct booking number, subject, owner and resource context for each. Service Professional opens the afternoon appointment and identifies the planned work from its own details.

Attach the confirmation material to the afternoon booking and ask another team member to locate it by booking number. They should be able to distinguish its quote and resource plan from the morning appointment without relying on the customer name alone. Follow that specific booking into its hold and confirmation steps. The handoff is ready when the team can identify the correct appointment, its full interval and the evidence belonging to it.

• Appointment Schedule — Review active bookings with their planned start, end and accountable owner.
• My Bookings — Locate bookings owned by the signed-in team member.
• Booking Board — Follow requested, held, confirmed and in-progress work by current state.

Continue with Booking request to confirmation and use Resource Holds to review the appointment’s resource requirements.