Create the next appointment and push it into the demo workflow.
This intake board turns consultations, full sets, fills, bridal previews, and on-location requests into scheduled client records that can advance into work orders and invoices.
This intake board turns consultations, full sets, fills, bridal previews, and on-location requests into scheduled client records that can advance into work orders and invoices.
New entries here become real client cards in the board below. From there, viewers can advance status, move the appointment forward, or send the client straight into the work order system for staffing, prep, and invoice follow-through.
Consultations, classic sets, volume sets, fills, and concierge bridal requests all start here.
Lead and support artists are assigned right at intake so the workflow stays believable.
The work order page can immediately pick up any client created here.
Advance status, reschedule, or send any client to work orders.
Clients are grouped by date so timing is easy to review at a glance.