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Area 1

Run the day

Today, the Diary, bookings, checkout and the waitlist. Written for everyone who works a shift.

9 guides · Everyone

Guides in this area

  1. Today: your floor at a glanceToday shows who is in, who is next and who needs checking out, so nobody has to ask.Everyone
  2. Check a client in with the QR codeClients scan a code as they arrive and their booking moves to Arrived without anyone touching the desk.Everyone
  3. Read and use the DiaryThe Diary is every booking by day, week or month, one column per person, plus a list view when you want to search.Everyone
  4. Make a booking for a phone or walk-in clientService, team member, time and client in three screens.Everyone
  5. Move a bookingDrag a booking to a new time, or park it in the hold tray and come back to it.Everyone
  6. Follow a booking from pending to completedEvery booking shows one clear next step at each stage of the visit, so the right button is always the obvious one.Everyone
  7. Check out and take paymentThe checkout queue lists every booking ready to be settled.Everyone
  8. Approve a price above the quoteWhen the final price is higher than the client was told, a manager agrees it or turns it down, with a reason.Managers and above
  9. Cancel, no-show and the waitlistCancel or mark a no-show from the bookings list, and fill the gap from the waitlist.Everyone

Coming soon in this area

  • Text messages to waitlisted clients when a slot opens. For now the waitlist sends an email.