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Set up salon services and client plans

Duration, package, practitioner and next review.

01

Describe services

In Beauty & salon, use Services for your offering. Enter the price and appointment duration when that field is shown: an accurate duration helps reserve the right time slot.

02

Create a client plan

Client plans tracks a package or programme beyond a single appointment. It uses the customer record without creating a patient file.

  1. Choose Create client plan.

  2. Select the customer and enter the package or programme.

  3. Add the practitioner, useful preferences and next review.

  4. Set the owner and follow-up tasks, then save.

03

Coordinate plans and appointments

Use Schedule for appointments and Client plans for programme progress. Check the correct customer before each update and mark tasks done after completion.

A plan does not automatically reserve every session in a package. Check the appointments actually recorded and their states.

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