Where it usually breaks
And how to keep it from happening.
- A therapist is booked into two overlapping treatments.
- A cancelled guest is checked in by mistake.
- Prepayment is taken twice for one booking.
- Spa & Wellness Center
- Process
- Booking to treatment
Booking to treatment
Open a therapist session, confirm bookings with clash checks, check guests in, complete the session and confirm payment.
Step by step
-
Open session Spa Manager
Spa Manager schedules the treatment with its therapist, times and capacity and opens it.
- Session Open
- Updates Sessions, Services, People
-
Request booking Front Desk Coordinator
Front Desk Coordinator records the member's request. The booking starts as Requested.
- Booking Requested
- Updates Bookings, Members
-
Confirm booking Front Desk Coordinator
Front Desk Coordinator confirms when the member is active, the session is open, capacity allows and the therapist has no overlapping session. A pending payment is raised when prepayment is required.
- Booking Confirmed, payment Pending
- Updates Bookings, Sessions, Payments
ApprovalA person approves before the work moves on. -
Check in guest Therapist
Therapist or front desk checks the guest in. The booking moves to Attended; no-shows are marked.
- Booking Attended or no show
- Updates Attendance, Bookings
-
Complete session Therapist
When every confirmed booking is Attended or no show, the session is Completed.
- Session Completed
- Updates Sessions, Bookings
-
Confirm payment Accounts Coordinator
Accounts Coordinator records the money received and confirms the payment.
- Payment Confirmed
- Updates Payments
Who does what
Roles and permissions- Spa Manager
- , Front Desk Coordinator, Therapist, Accounts Coordinator.
Set up Spa & Wellness Center your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.