Where it usually breaks
And how to keep it from happening.
- A failed card payment is treated as paid.
- A booking confirmed twice creates a second payment.
- A refund deletes the payment and the day's takings no longer reconcile.
- Tanning Salon Management
- Process
- Payment confirmation
Payment confirmation
From a recorded payment to a confirmed or refunded one.
Step by step
-
Pending payment created Front Desk Coordinator
Confirming a booking creates exactly one pending payment against the member and booking.
- Payment pending
- Updates Payments, Bookings
-
Confirm payment Accounts Clerk
The accounts clerk confirms the payment once it is received.
- Payment 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.
- Payment refunded
- Updates Payments
Who does what
Roles and permissions- Accounts Clerk
- , Front Desk Coordinator.
Set up Tanning Salon Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.