Where it usually breaks
And how to keep it from happening.
- A failed card payment is treated as paid.
- A refund deletes the payment and the day's takings no longer reconcile.
- A booking confirmed twice raises a second charge.
- Spa & Wellness Management
- Process
- Payment confirmation
Payment confirmation
From a pending charge to a confirmed or refunded payment.
Step by step
-
Charge raised Front Desk Coordinator
Confirming a booking for a guest without an active package raises one pending charge against the member and booking.
- Pending
- Updates Payments, Bookings
-
Confirm payment Accounts Clerk
The accounts clerk confirms the payment once the money is received.
- Pending → Confirmed
- Updates Payments
ApprovalA person approves before the work moves on. -
Refund if needed Accounts Clerk
A refund is recorded as a refunded status with the original amount kept.
- Confirmed → Refunded
- Updates Payments
Who does what
Roles and permissions- Accounts Clerk
- , Front Desk Coordinator.
Set up Spa & Wellness Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.