Directory
Services
Services are what you offer (e.g. haircut, facial, massage). Each has a name, price, duration, category, and optional description and images.- Directory → Services: view the catalog, add or edit services, set categories and availability. You can bulk import (e.g. Excel/CSV) if your plan supports it.
- Use services when creating appointments and when agents suggest or book appointments.
Staff
Staff are your team (e.g. stylists, estheticians, receptionists). Each has a profile, role, schedule, and optional specialties and performance data.- Directory → Staff: add staff, set availability and working hours, view performance. Assign staff to appointments.
- AI features may suggest staff matching or schedule optimization depending on your plan.
Clients
Clients are your customers. You store contact info, history (appointments, services), preferences, and notes.- Directory → Clients: view and search clients, add or edit profiles, see history and preferences. Link clients to appointments and conversations.
- AI features may offer client insights, churn hints, or personalization depending on your plan.
Appointments and calendar
Appointments
Appointments are scheduled sessions: client, service(s), staff, date and time, and status (e.g. confirmed, completed, no-show).- Appointments or Calendar in the menu: view by day or week, create appointments, assign staff and service, send reminders.
- Reschedule, cancel, or mark no-show. Use workflows for reminders or follow-ups (e.g. day before, after first visit).
Scheduling flow
- Create an appointment manually or let clients book (if you use a booking channel or agent).
- Vendors/staff can propose times in some flows; in Beauty OS the main flow is often direct booking or staff assignment.
- Notifications (email/SMS) can remind clients and staff when configured.
Workflows
Workflows automate steps (e.g. form submitted → add to leads → send confirmation → create task “Schedule consultation”). You or an agent can run workflows for appointments, leads, or client engagement.- Start workflows from the relevant screen (e.g. new lead, appointment created) or let agents run them from chat. Configure which workflows an agent can run in Agents → Persona → Workflows.
Communication and integrations
- Inbox / messaging — Conversations with clients, linked to client or appointment. Agents can handle booking or support.
- Notifications — Email or SMS for reminders, confirmations, follow-ups (when configured).
- Integrations — Stripe, Slack, calendar, etc. Configured by your admin in Settings or Integrations.
Agents and AI Hub
- Agents — Create chat, phone, or email agents for booking, client support, or daily briefings. See Agents.
- AI Hub — Behaviour, Workflows, and Knowledge base are configured here and used by agents across Beauty OS.