Beauty centre: one record from the consultation to the last session

In a beauty centre a client can walk out on day one without paying in full: there is a consultation, a plan is discussed, perhaps a deposit is taken. The real work happens over the following weeks. So the centre’s most fragile point is not the moment of sale but the three months between the sale and the last session. When the record breaks, two things follow: either a session is given away or an uncollected balance is forgotten.

In HMS Spa that chain sits on one record. The package row shows the price, the amount paid and the balance next to the sessions used out of the total; each session is deducted from the appointment and the remainder updates instantly. On an instalment sale the balance falls as the amount paid rises, so the answer to “how much has she paid” lives in one place and stays current.

An uncollected balance lands on the current accounts tab of the finance screen. Because the till, current accounts and expense categories are kept on separate tabs, revenue and receivables do not get mixed up at month end. Income, expenses and the net figure filter by branch and date range, with service, package and retail income shown separately.

On the capacity side appointments sit in the weekly calendar with their room and practitioner; for long treatments, hours outside opening times show as closed. Retail is added to the same check: a home-care product is sold by barcode or stock code, and the account closes under the room name. Practitioners see their own day in the mobile app, and the owner watches the till and the reports from outside.