1. Yoga / Meditation Studio
  2. Use Proto with this system
Reference

Put an AI agent to work in Yoga / Meditation Studio

Prepare and review the studio's bookings, memberships and credentials with Proto.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md
  2. Give it a role

    Assign the agent its own user and one of the 5 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Studio Manager: List next week's sessions that are less than half full, grouped by service and instructor.
  • Front Desk Coordinator: Show requested bookings for members whose plan is Paused or Expired.
  • Accounts Coordinator: List pending charges for members booked into tomorrow's classes.
  • Instructor: Show my sessions this week with the confirmed bookings for each.

What stays with a person

  • Booking confirmations, refunds and credential approvals stay with the configured people and their permissions.
  • The front desk confirms places, the Studio Manager approves refunds and credentials, and instructors check members in.
  • Proto prepares lists, explanations and configuration for their review, using the signed-in person's access.

Booking confirmations, refunds and credential approvals stay with the configured people and their permissions. The front desk confirms places, the Studio Manager approves refunds and credentials, and instructors check members in. Proto prepares lists, explanations and configuration for their review, using the signed-in person's access.

Set up Yoga / Meditation Studio your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started