Opening Checklist

Video Walkthrough

What This Page Covers

Run a 5-10 minute opening sweep to clear risky bookings before customers arrive.

Roles and Estimated Time

• Roles: owner / front desk / shift lead
• Time: 5-10 minutes

Entry

Home -> Quick Actions -> Bookings / Calendar

Before You Start

• Confirm correct salon and business date.
• Confirm today’s active technicians and leave changes.
• Confirm network and receipt devices are ready if payments are expected.

Steps

1. Open Booking Overview and prioritize all Pending bookings first.
2. Switch to Booking Calendar and inspect overlaps by technician column.
3. For unavailable windows, tap empty time and choose Block, then save in Block Time.
4. For first-wave arrivals, verify customer, service, technician, time, and notes in Booking Details.
5. Refresh overview again about 10 minutes before opening and confirm no new conflicts.

Acceptance Checklist

• Every Pending booking has a result (confirm/reschedule/cancel).
• Unavailable windows are blocked before doors open.
• First-wave bookings are complete and actionable.

Key Notes

• Always switch to the correct salon before editing bookings.
• Use calendar occupancy as conflict truth, not list view alone.

FAQ

Overview looks clean but calendar still conflicts.

Overview is for triage; collision checks must follow actual slot occupancy in calendar.

New conflict appeared right after opening.

Identify source first (manual create, online booking, or external sync), then reschedule by priority and update notes.