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Batoi Flex · Salon
What this page helps you accomplish
Coordinate the client, service, stylist, date, time, amount, status, and notes for an appointment.
Accountable roleReceptionist
Business taskBooking Management
Completion signalThe booking is complete, assigned, manually checked against existing work, and shows the correct service status.
Scope and authority
Access to the appropriate authenticated workspace through My Batoi Authority for the records, action, or decision involved
Booking Management
Coordinate the client, service, stylist, date, time, amount, status, and notes for an appointment.
Observable business result
The booking is complete, assigned, manually checked against existing work, and shows the correct service status.
Potential issue and recovery
The client, service, stylist, booking time, or status does not agree.
Recommended recovery: Pause the service, verify the request and existing work, correct the authorized booking, communicate the outcome, and preserve the final status.Who should use this article
This article is for receptionists who are authorized to complete or review the task in the intended workspace. The person making a consequential operational, commercial, academic, care, access, or compliance decision remains accountable for the result.
Before you begin
- Access to the appropriate authenticated workspace through My Batoi
- Authority for the records, action, or decision involved
- Use a sanitized demonstration record for practice and confirm the intended workspace, role, scope, and responsible owner before changing operational records.
- Do not place passwords, connection secrets, personal data, regulated information, private documents, or payment details in notes, prompts, screenshots, or exports.
Workflow overview
Read the booking workspace
| Screen area | What to review | Why it matters |
|---|---|---|
| Booking filters | Client, phone, service, stylist, status, and date range. | Search the relevant day and stylist before creating a record so a potential conflict is visible. |
| Booking record | Service, stylist, status, client details, booking date and time, amount, and notes. | These are the fields the current booking screen stores and the team will rely on during service. |
| Status | Scheduled, Confirmed, In Service, Completed, Cancelled, or No Show. | The status should reflect the real service state so the booking list, dashboard, and POS queue agree. |
| Website request link | The canonical website booking request, when the link is available. | Use the linked request instead of copying or recreating the customer’s source record. |
Manual conflict check: The current form does not promise an automated stylist-availability decision. Review the date-filtered booking list and the organization’s approved schedule before confirming the assignment.
Complete the workflow
- Confirm the workspace and responsibility. Enter the authorized workspace through My Batoi. Confirm the workspace name, your current role, the record or review period, and the person accountable for the result.
- Open the current product area. After confirming Salon access, open Bookings. Match the authorized client record or create the minimum necessary context, then select service and timing.
- Check prerequisites and source records. Make sure the required capability, connection, status, relationship, approval, and safe information boundary are ready. Search before creating a new record.
- Perform the task. Choose an active stylist after reviewing existing work, save the booking, confirm it through the approved channel, and update scheduled, confirmed, in-service, completed, cancelled, or no-show status promptly.
- Review the result. Check duplicate booking risk, client context, service, stylist, date, time, amount, notes, current status, and any linked website request.
- Verify and retain the outcome. The booking shows the correct service, stylist, time, current status, and responsible next action. Record every exception and follow-up with an owner and review date.
Verify the result
- The workspace, role, record, period, and Industry Pack still match the intended scope.
- The booking is complete, assigned, manually checked against existing work, and shows the correct service status.
- The visible status, source evidence, owner, exception, and next action agree with the completed work.
- An authorized reviewer can understand the result without relying on hidden assumptions or information outside Flex.
Troubleshooting and recovery
| What you see | What to check | Safe next action |
|---|---|---|
| The client, service, stylist, booking time, or status does not agree. | Workspace, role, linked website request, date-filtered booking list, active records, required fields, and approval evidence. | Pause the service, verify the request and existing work, correct the authorized booking, communicate the outcome, and preserve the final status. |
| The expected page or action is missing. | Current role, team scope, Industry Pack availability, workspace subscription, record state, and prerequisite setup. | Stop and ask an authorized Owner or Admin to review access. Do not use another person’s account or bypass the control. |
| The result conflicts with evidence or another register. | Source ownership, date range, status definitions, duplicate records, latest update, and correction history. | Do not mark the task complete. Return it for correction or escalate it to the accountable owner. |
Safety and governance
Protect restricted information. Collect minimum client information and never publish contact details, preferences, notes, appointment history, or payment information. Use permission-controlled Flex records and the minimum information required for the task.
Do not copy authenticated page addresses, record identifiers, connection details, browser notifications, account information, or unrelated workspace content into public documentation or external communication.
Use Batoi Intelligence safely
Helpful tip: Ask Batoi Intelligence for aggregate booking patterns, never to infer sensitive client traits or make the final client-specific decision.
Next step
Continue with the next verified article in this Product Guide, or return to the Batoi Flex Product Guide.