Booking Staff, Rooms, and Service Packages
The front desk checks practitioner and resource availability for the service duration. Rescheduling preserves the membership link and the history of agreed appointment times.
Custom Development
CRM for Beauty Salons and Spas
A salon or spa visit may include several services with different practitioners. We’ll build a CRM so the front desk can coordinate the order of services, treatment rooms, and payment or voucher redemption in one booking.
What Makes Multi-Service Visits Hard to Schedule
- Appointments kept in notebooks, messaging apps, and different tools lead to clashes, forgotten clients, and conflicting time slots.
- No-shows leave gaps in practitioners’ schedules and cost the salon revenue.
- Client history is missing, including color formulas, products used, and what the client liked or disliked.
- When a practitioner leaves, clients can go with them because the contacts were kept on their personal phone.
- It’s hard to plan supply purchases and measure service profitability.
Salon Scheduling, Multi-Service Bookings, and Gift Certificates
These modules can be included in the project. We’ll agree on the scope and workflow rules after reviewing your processes.
Tracking Packages and Gift Certificates
The front desk can distinguish the certificate holder, remaining balance, and eligible services. Partial redemptions and refunds follow the agreed balance adjustment rules.
Visit Records and Relevant Reminders
The practitioner keeps notes for a repeat visit under the salon’s access rules. Reminders use the agreed channel and current appointment time.
Additional Features
- Practitioner Substitutions and Preparation Time
- The administrator can set service duration, preparation time, and required resources. If a practitioner drops off a shift, the CRM lists affected bookings. A replacement must have an available room and be authorized to provide the service.
- Cancellations and Waitlists
- After a cancellation, the front desk can offer the opening to waitlisted clients whose timing and practitioner preferences match. A temporary hold applies until confirmation. Rules define when it expires and who gets the next offer.
- Materials and Practitioner Compensation
- The practitioner can confirm materials used, and designated staff reconcile usage against inventory. We’ll agree on how discounts, vouchers, and shared work affect compensation. A service adjustment retains its reason and administrator approval.
CRM Workflow Examples
How teams can divide responsibilities and handle exceptions after rollout.
Booking a Treatment and Styling in One Visit
The administrator finds consecutive slots with two practitioners and checks room availability for the treatment. The client receives one start time and the agreed duration.
Partial Gift Certificate Redemption
After the visit, the administrator deducts only the completed service. The client receives the updated balance and can plan their next booking.
What to Include in the First Release
Choose several popular services and identify which need a room, equipment, or preparation time. The front desk manages bookings, practitioners mark completion, and designated staff reconcile package or voucher usage. Before launch, cover partial voucher redemption and rescheduling one service.
Once we agree on the requirements, we design the screens, build a pilot, and try it against the agreed use cases. We plan the rollout and follow-on modules with your team.
Discuss the First PhaseDevelopment FAQ
Can Clients Book Several Services in One Visit?
Yes. A booking can include consecutive slots, each with its own practitioner and resources. Rescheduling checks availability for the full combination.
How Do We Handle a Gift Certificate Used by Someone Else?
Depending on salon rules, the purchaser, recipient, and certificate code can be stored separately. Payments and redemptions appear in its history.
Can We Keep Upcoming Bookings When Moving to the CRM?
We’ll plan the migration around staff calendars, service durations, and room reservations, and reconcile package and certificate balances separately. Before launch, the administrator checks upcoming visits and reminder delivery to avoid duplicate messages.
What Determines Development Costs for a Salon Chain?
Cost depends on shared or branch-specific calendars, cross-store certificate use, compensation rules, and client history migration. We’ll estimate using a multi-service visit, partial package redemption, and a practitioner substitution.
Let’s Discuss Your CRM
Tell us your industry, describe one process you want to automate, and let us know which tools your team already uses.