Prepare the appointment and resource plan, then confirm an eligible hold against consent and deposit evidence.
Front Desk records the customer name, subject, quoted amount and intended start and end. Confirm the booking owner and resource counterparty so the next person can identify the appointment and its operating context.
Front Desk attaches resource lines with the reserved units and agreed setup and cleanup allowances. Salon Manager reviews resource eligibility and the interval treatment used for the selected service during configuration.
Front Desk runs the hold action against the current booking revision. An eligible Requested booking becomes Held and receives an operation receipt. Inspect the outcome before proceeding to confirmation.
Front Desk locates the consent file under the agreed evidence convention. Payment Reviewer checks the linked provider events and the verified evidence required by the deposit policy, retaining the difference between authorization and capture.
Front Desk runs the confirmation action for the eligible Held booking after the required evidence is present. The booking becomes Confirmed and the operation records its outcome. Follow any failed or review-needed result through the responsible person's correction process.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.