Two‑way sync should reserve buffers, handle provider travel time, and respect different rooms and resources. When a slot locks after payment, it should unlock gracefully on refund. Clear colors and conflict alerts keep the day readable, while clients receive updates instantly without another apologetic phone call.
Keep notes in your CRM concise and payment‑relevant, leaving medical or deeply personal details to dedicated systems. Train staff to avoid free‑text card comments. Link files securely, restrict exports, and set timed access. You’ll speed service while respecting privacy laws and human dignity at every interaction.
Track show rate, add‑on uptake, tip averages, and refund frequency by service and provider. Combine numbers with client lifetime value to spotlight offerings that delight and sustain your team. With clear dashboards, scheduling and pricing decisions become calmer, kinder, and surprisingly creative, grounded in evidence and experience.
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