Booking workflow
Check how appointments are created, moved, cancelled and confirmed. If clients must book themselves, test the public journey from a phone rather than assuming “online booking” means the same thing on every platform.
- Calendar by day and staff member
- Service duration and price
- Breaks, time off and overlap handling
- Customer self-booking if required
- Confirmation and reminder options
Clients and data migration
Confirm how client records connect to appointments, what can be imported and what can be exported later. Ask whether imports are previewed before data is written.
- Contact details and visit history
- Notes and duplicate handling
- CSV or spreadsheet import
- Export format and cancellation access
Staff and security
Each team member should use an appropriate account rather than sharing the owner password. Review roles, offboarding and access to sensitive salon information.
- Separate staff logins
- Owner and admin controls
- Secure password reset
- Salon workspace separation
Price and commercial terms
Calculate fixed and variable cost using the salon’s own numbers. Confirm VAT, contract length, cancellation, commission, payment processing and the price of additional users or locations.
Trial and support
Run a representative working day and ask a real support question. Record how long setup takes, whether staff understand the calendar and what remains manual after the trial.