Service menu & suitability
Present service descriptions, duration, prices supplied by your business, and useful preparation information. Confirm who maintains changes and approves any health-related claims.
Bring your service menu, appointment journey, front desk, and marketing into a coordinated plan.
A clear customer experience starts before the appointment.
Present service descriptions, duration, prices supplied by your business, and useful preparation information. Confirm who maintains changes and approves any health-related claims.
Review staff calendars, availability, booking confirmation, reminders, and cancellation rules on the selected platform. Deposits and rescheduling should be tested as part of the complete journey.
Consider compact checkout or portable devices, tips where appropriate, receipts, refunds, and any product sales. Verify the booking-to-payment connection rather than assuming a shared customer record.
Plan rebooking prompts, review requests, and consent-aware communications. Customer preferences and sensitive records should be handled in tools appropriate to the information involved.
Your website and marketing should reflect what the team can consistently deliver.
Introduce the services, team, location, opening hours, and a prominent booking route. Use supplied, permission-cleared photography and clear policies approved by your business.
Plan educational and service content, seasonal availability, and team stories. Before-and-after imagery or customer examples require appropriate permission and truthful presentation.
Review stock tracking for retail products, discounts, packages, memberships, and gift cards. Each capability needs confirmation on the selected software plan.
Define who can manage bookings, issue refunds, view sales, and change customer information. Choose reports that help with capacity, popular services, and day-to-day management.
A solo practitioner, a salon with several staff, and a multi-location business have different requirements.
Tell us the number of staff, rooms, locations, and checkout points, plus whether people manage their own calendars or share reception.
Bring the names of your booking, payment, website, and customer communication systems. Explain where staff currently enter the same information more than once.
Identify deposits, no-show policies, refunds, tips, package balances, and any special data-handling needs before configuration begins.
Yes, through a suitable booking integration or linked booking experience. The exact implementation depends on your platform and requirements.
Only after assessing export access, import support, permissions, and the sensitivity of the information. The public Business HQ preview must not be used for real client records.
Compare handheld, countertop, and workstation formats.
Read more EXPLORE THE GUIDEUnderstand pricing models and compare your own numbers.
Read more EXPLORE THE GUIDEA nine-step path through preparation, training, and go-live.
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