01Map the Salon's Booking and Grooming RulesDocument services, appointment lengths, groomer capabilities, equipment constraints, required forms and escalation contacts. Decide which actions may run automatically and which require reception, manager or groomer approval.
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02Choose Records and Confirm Data AccessIdentify the booking calendar, pet records, forms, message channels and stock records involved. Verify available access and permissions before designing connections; where direct access is unavailable, define an approved export or staff-assisted handoff.
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03Test Routine Visits and Difficult ExceptionsTest new-pet bookings, incomplete records, cancellations, changed coat condition, late arrivals and interrupted grooms. Check that messages use the correct pet and owner details and that welfare concerns reach a responsible person without delay.
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04Launch with Approval Queues and ReviewStart with a limited set of workflows and visible activity logs. Review outstanding tasks, message errors, booking conflicts and client preferences, then adjust rules using staff feedback and recorded operational measures.