Where it usually breaks
And how to keep it from happening.
- The same therapist is given two overlapping bookings.
- A booking is put in a room that is in maintenance.
- A swap overwrites the original, and nobody can tell who was planned.
- Spa & Wellness Management
- Process
- Therapist and room allocation
Therapist and room allocation
From a confirmed booking to a staffed, ready room.
Step by step
-
Pick the therapist and room Front Desk Coordinator
The front desk chooses a qualified therapist and a suitable room for the confirmed booking.
- Choice made
- Updates People, Treatment rooms, Bookings
-
Record the allocation Front Desk Coordinator
The allocation records booking, therapist, room, start and end, attributed to the person who made it.
- Allocation saved
- Updates Therapist allocations
-
Review changes Spa Manager
The spa manager reviews allocations and swaps on the day.
- Reviewed
- Updates Therapist allocations
-
Correct by adding Spa Manager
A therapist swap or room move is a new allocation; the original remains in the history.
- Successor allocation added
- Updates Therapist allocations
Who does what
Roles and permissions- Front Desk Coordinator
- , Spa Manager, Therapist.
Set up Spa & Wellness Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.