Where it usually breaks
And how to keep it from happening.
- The ID photo is unreadable and the packet is cleared anyway.
- The appointment time changes after clearance and the old decision is relied on.
- The coordinator clears their own packet.
- Tattoo Studio Management
- Process
- Consent packet to clearance
Consent packet to clearance
Attach the signed consent form and ID check, submit the review packet and have a supervisor clear the appointment.
Step by step
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Attach the forms Booking Coordinator
Booking Coordinator attaches the signed consent form and the ID check to the appointment as Internal files.
- Consent and ID files attached
- Updates Record attachments
-
Submit the packet Booking Coordinator
The coordinator records the artist, appointment time, estimated hours and consent reference and submits the packet. It is checked against the appointment and the attached forms, and the submitted version is frozen.
- Draft → Submitted
- Updates Consent reviews, Bookings
-
Clear or return Booking Supervisor
A Booking Supervisor who did not prepare the packet records Approve, Reject or Return with a reason against the appointment's revision. Approval clears the appointment.
- Submitted → Approved or Rejected with decision at
- Updates Review decisions, Consent reviews
ApprovalA person approves before the work moves on. -
Revise after a return Booking Coordinator
A returned packet goes back to the coordinator, who fixes the gap and resubmits.
- Packet corrected and resubmitted
- Updates Consent reviews, Record attachments
Who does what
Roles and permissions- Booking Coordinator
- , Booking Supervisor, Artist.
Set up Tattoo Studio Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.