Take a booking

Book a client at the desk, record a deposit, and handle consultations.

Start a booking

Open /dashboard/platform/appointments/new. Pick the service, stylist, and location.

Choose a time

Select a slot from the picker. If the day is full, add the client to the waitlist.

Choose or create the client

Search by name, email, or phone, or enter a new client.

Confirm

Save. The appointment starts as pending. Open it and move it to confirmed.

Collect the deposit

If the service needs one, record it on the appointment page with a payment method. It is credited at checkout.

Consultation

For services needing a consultation, ask the client to complete the form at /account. Staff with canManageCareRecords review it at /dashboard/platform/consultations and set accepted_for_service.

On the day: move the appointment to in_progress at arrival, mark service steps started and completed, then go to checkout. A client who does not arrive is marked no_show once the start time has passed.

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