• Store detailed client information, including multiple postal addresses, e-mail address, credit card information, source of business, and more.
• Create preferences and assign health restrictions that are used during the reservation process.
• Assign client types to determine pricing and automatic discounts.
• View upcoming and historical reservations directly from the clients record.
• Merge duplicate client records into a single client.

Reservation Management

• Move reservations to a different time, date, technician, or room.
• Move all reservations from a technician in a single process for call-outs.
• Change the client or service item associated with a reservation.
• Mark selected reservations as confirmed.
• Check in one or all of a clients reservations in a single process.
• Apply discounts and store discount reasons.
• Define business rules for cancellations and no shows that determine whether and how much a guest is charged.
• Reinstate cancelled or no showed reservations.

• Set up a single employee record with different system privileges and schedules based on revenue center.
• Store detailed contact and other information about each employee.
• Define technician schedules for any time range.
• Assign technicians to a specific room.
• Qualify technicians for individual services.
• Limit the number of long services a technician can perform in a day.
• Calculate commissions by percentage, fixed amount, or sliding scale.
• Adjust a technicians daily schedule while working within a graphical view of schedules and reservations.

• Set up both single and multi-day packages.
• Set up dynamic package pricing by season, day of the week, hour of the day, or client type.
• Set up predefined package components, with the ability to change the booking order as needed.

• Creates single or multiple reservations, for the same date or a range of dates, at the same time.
• Creates reservations for a single revenue center, across revenue centers, or across properties, at the same time.
• Displays a sales script for each service, enabling the reservationist to inform the guest about service details.
• Assigns technicians automatically using a rotation system, or allows the reservationist to accommodate gender-specific or other technician requests during the reservation process.
• Checks availability based on technician, room, additional equipment requirements, health restrictions, existing reservation conflicts, and any service prerequisites.
• Suggests Closest Available when no match is found during the availability search.
• Allows the reservationist to add reservations to a wait list when necessary.
• Enforces business rules that eliminate small gaps between appointments in a technicians schedule.
• Displays a customized data entry window for selected services. These custom forms are used to gather information specific to a particular service, or prompt the reservationist to inform the client about special rules such as a cancellation policy.
• Allows the reservationist to add reservation notes.
• Sends e-mail confirmations automatically at the end of the reservation process.

• Build dynamic pricing by season, day of the week, hour of the day, client type, or technician.
• Define any length of time for prep and cleanup.
• Assign multiple clients, technicians, or rooms to an individual service.
• Identify other services that are prerequisites to a particular service.
• Define service conflict rules that prevent an inappropriate booking sequence, such as a waxing treatment followed by a salt scrub.
• Assign additional equipment to a service.
• Assign codes for reporting benefits.
• Enter a sales script or other service details. This text can be made visible during the reservation process, enabling the reservationist to accurately inform the client about a particular service.
• Assign custom forms to the service. These forms prompt the reservationist to gather or provide specific information about the service during the reservation process.

• Build dynamic pricing by season, day of the week, hour of the day, client type, or instructor.
• Define any length of time for prep and cleanup.
• Define a specific start and end time for the class.
• Assign instructors to particular locations.
• Manage class size through settings that control maximum availability and overbooking percentages.
• Identify other classes that are prerequisites to a particular class.
• Assign additional equipment to the class.
• Assign codes for reporting benefits.
• Enter a sales script or other class details. This text can be made visible during the reservation process, enabling the reservationist to accurately inform the client about a particular class.
• Assign custom forms to the class. These forms prompt the reservationist to gather or provide specific information about the class during the reservation process.

• Build dynamic pricing by season, day of the week, hour of the day, or client type.
• Set a specific duration for each rental.
• Assign codes for reporting benefits.
• Enter a sales script or other rental details. This text can be made visible during the reservation process, enabling the reservationist to accurately inform the client about a particular rental.
• Assign custom forms to the rental. These forms prompt the reservationist to gather or provide specific information about the rental during the reservation process.

• Use a Report Writer tool to generate custom reports.
• Create report shortcuts for commonly-used reports, such as arrival lists and client itineraries. Shortcuts can differ for each workstation.