Where it usually breaks
And how to keep it from happening.
- An appointment is confirmed before the deposit is verified.
- A repeated payment message is recorded as a second deposit.
- The client leaves without an aftercare sheet on record.
Record the deposit, confirm the cleared appointment, run the session and attach the aftercare sheet.
Studio Manager records the provider's authorization or capture for the deposit with its event identifier, amount and reference, and verifies it.
Booking Coordinator confirms the cleared appointment on verified payment. The station's reserved time is confirmed.
The appointment moves In Progress when the session starts and Completed with its completion time when it ends. The balance is captured.
The artist attaches the aftercare sheet as a Shared file for the client.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.