Spa & Wellness Management

Features

Industries

Reference

More

Start now
  1. Spa & Wellness Management
  2. Use Proto with this system
Reference

Put an AI agent to work in Spa & Wellness Management

Prepare the day's bookings, therapists and rooms with Proto.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 5 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Front Desk Coordinator: List tomorrow's confirmed bookings without a therapist and room allocated.
  • Therapist: Show my allocations today with room and start time.
  • Spa Manager: Show rooms in maintenance and the bookings allocated to them this week.
  • Accounts Clerk: List payments still pending from yesterday with their bookings.

What stays with a person

  • The front desk confirms bookings, therapists check guests in and the accounts clerk confirms payments and refunds.
  • Proto prepares lists and drafts for them; it does not confirm, check in or refund on its own, and it works with the permissions of the person or service account it runs as.

The front desk confirms bookings, therapists check guests in and the accounts clerk confirms payments and refunds. Proto prepares lists and drafts for them; it does not confirm, check in or refund on its own, and it works with the permissions of the person or service account it runs as.

Set up Spa & Wellness Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started