01Map the Salon's Service RulesDocument service durations, stylist qualifications, processing stages, room or chair constraints, cancellation terms and approval responsibilities. Identify which records are reliable enough to trigger automation and which require staff confirmation.
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02Confirm Data Access and PermissionsAssess available booking, client, stock and accounting data before selecting connections. Agree required fields, access restrictions, communication permissions and retention rules; compatibility depends on each system's available export or connection options.
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03Test Real Salon ExceptionsTrial workflows with scenarios such as a first-time colour client, an overdue test review, a stylist absence and a partially delivered stock order. Check duplicate prevention, booking conflicts, approval gates and the manual fallback before enabling live actions.
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04Launch With Visible Staff ControlStart with agreed workflows and give staff a queue of approvals, exceptions and failed actions. Review booking, response, stock and administration metrics, then adjust rules without allowing automation to make professional safety decisions.