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- Salon Management System
- Features
- Booking and Arrival
Booking and Arrival
Prepare the customer's visit, hold the intended interval and confirm the evidence needed before arrival.
OverviewHeld Bookings×
Salon Management System · Booking and Arrival
New
Held Bookings
Approval conditions
| Record number | Customer name | Starts at | Ends at | Counterparty | Quoted amount USD | |
|---|---|---|---|---|---|---|
| BKN-32622 | Customer 941 | 06 Oct | 12 Oct | RSR-8787 | 570 | |
| BKN-16958 | Customer 396 | 19 Oct | 28 Oct | RSR-7203 | 660 | |
| BKN-84893 | Customer 383 | 26 Oct | 30 Oct | RSR-5441 | 710 | |
| BKN-69801 | Customer 881 | 06 Oct | 14 Oct | RSR-7534 | 370 | |
| BKN-31472 | Customer 127 | 23 Oct | 31 Oct | RSR-8397 | 100 |
6 of 6 records
Customer 941Bookings · BKN-32622
HeldStarts at06 Oct
Ends at12 Oct
CounterpartyRSR-8787
Quoted amount USD570
Revision60
What you can do
Give the front desk a booking it can act on
Booking Coordinator records the customer name, appointment subject and scheduled start and end. The booking also identifies its owner, salon organization and main resource, along with the quoted amount. This gives the front desk a defined visit to prepare before confirming it with the customer.
Consider a customer requesting a color service followed by a treatment. The appointment needs an interval the salon can support and the appropriate station or room. Booking Coordinator checks the resource claims and supporting evidence before moving the booking from Requested to Held and then Confirmed under the salon’s agreed policy.
How the work is organized
- Visit identity. Use the booking number and customer name to identify the request. The subject explains the visit, while the assigned owner gives staff a person to contact when preparation is incomplete.
- Scheduled interval. Record the intended start and end, then examine the linked resource reservations. Setup and cleanup requirements belong in that preparation rather than being discovered when the next customer arrives.
- Confirmation evidence. Confirm a held booking only after the agreed consent and deposit evidence has been checked. A quote describes the offered amount; payment evidence establishes what the provider actually recorded.
What to agree during setup
Agree how reception staff identify a booking when a customer calls to change it. Customer names can repeat, so the booking number and scheduled visit should be part of the conversation. Decide who owns the record when another member of staff takes over the appointment.
Define the consent and deposit policy for the services in the pilot. Identify the evidence that supports confirmation and how staff deal with an external result that has not been verified. Also agree the salon time zone and how the scheduled interval is displayed to staff. The person confirming the visit should understand exactly which appointment and evidence are being acted on.
Check the handoff on an actual case
Create a requested color appointment with its customer, owner and scheduled interval. Booking Coordinator identifies the main resource and reviews the reservation lines before requesting a hold. Attach the supporting consent material and examine the relevant payment-provider event under the agreed deposit policy.
Complete the agreed stylist review, then confirm the booking when the consent and deposit evidence supports the decision. Repeat the rehearsal with an unverified external event. The operation should identify the need for review rather than presenting the appointment as successfully confirmed without support.
Then have the assigned Stylist locate the confirmed visit on arrival. The stylist should be able to identify the customer and planned work without asking reception to reconstruct the booking from messages. A different booking owner or an outdated revision should be resolved through the agreed handoff before the service action proceeds.
What your team sees
- Requested Bookings — New appointment requests with the customer, interval and responsible owner visible.
- Booking Schedule — Held, confirmed and active visits arranged around their scheduled start and end.
- Held Bookings — Visits awaiting the evidence needed for confirmation.
Follow the work through
Rehearse request to confirmation, then continue through arrival and service completion.
What it keeps track of
Data model- Bookings
- Salon appointment bookings with lifecycle, schedule and quoted amount
- Booking resources
- Resource reservations and capacity claims attached to a booking
- Resources
- Bookable salon resources such as chairs, stations and treatment rooms
- Team members
- Salon staff and their platform identity and role scope
- Organizations
- Salon organizations and locations operating in the system
- Record attachments
- Uploaded evidence files attached to a booking
- Payment evidence
- Provider payment events reconciled against a booking
Who uses it
Permissions- Booking Coordinator
- Prepares and confirms the visit.
- Booking Supervisor
- Resolves review questions.
- Stylist
- Receives the assigned appointment at arrival.
Set up Salon Management System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.