EcofyxOperational area
Beauty services scheduling and management
Ready-to-use application by segment
Beauty services scheduling and management
Use a simple schedule for clients, professionals, services, appointments, service records and payments in salons, barbershops and independent beauty businesses.
What this template is designed to organize
Use a simple schedule for clients, professionals, services, appointments, service records and payments in salons, barbershops and independent beauty businesses.
Connected structure
5 forms connected to the same Ecofyx operation and record history.
Template profile
Ready-to-use application by segment
What comes with this template
Add this template to an Ecofyx operation to keep its forms, records and results together.
Customer registration
Key fields:
- Name
- WhatsApp or phone
- Important note
Professional registration
Key fields:
- Professional name
- Services provided
- Working days
- Start of working hours
- End of working hours
Service setup
Key fields:
- Service name
- Duration
- Price
Appointment
Key fields:
- Service
- Professional
- Date
- Time
- Name
- WhatsApp or phone
- Notes
Service ticket and payment
Key fields:
- Add-ons
- Additional amount
- Discount
- Total
- Payment method
How this template organizes the routine
Use a simple schedule for clients, professionals, services, appointments, service records and payments in salons, barbershops and independent beauty businesses. The structure centralizes records, reduces parallel controls and keeps follow-up in the same operational context.
Information capture
Use the included forms to collect the information needed for this routine.
Operational view
Track appointments, clients, services, professionals and payments.
History and results
Review previous records, follow progress and view results in the same operation.
Dashboard and operational follow-up
Review the records, filters and indicators available to follow this routine.
Beauty services scheduling and management
Track appointments, clients, services, professionals and payments.
Available filters
StatusProfessionalClient
Visible dashboard columns
- Date
- Time
- Client
- Service
- Professional
- Status
- Amount
Headline metrics
Use these indicators to follow activity, progress and items that need attention.
Today's appointments
In service
Pending payments
Revenue received this month
Available actions
Open the relevant form or take the next step from the dashboard. Available actions depend on the record and your access.
- New appointment
- Add customer
- Add professional
- Add service
- Customers
- Professionals
- Services and pricing
- Reschedule or edit
- Schedule follow-up
Attention points
Check these alerts to identify records that may need follow-up.
- Pending payment
- Appointment awaiting confirmation
Operational workflow
Review the available statuses and the actions that move a record from one status to another.
Beauty service workflow
Awaiting confirmation→Scheduled→In service→Awaiting payment→Completed→No-show→Cancelled
- Confirm appointmentAwaiting confirmation → Scheduled
- Decline or cancelAwaiting confirmation → Cancelled
- Start serviceScheduled → In service
- Complete and collect paymentIn service → Completed
- Complete and leave payment pendingIn service → Awaiting payment
- Record paymentAwaiting payment → Completed
- Record no-showScheduled → No-show
- Cancel appointmentScheduled → Cancelled
What you can customize
Use the ready structure as a starting point and adjust the elements that are safe to edit for your operation.
Fields and options
Adjust labels, required answers, alternatives and safe extra fields according to the real need.
Identity and access
Configure the operation name, description, team and permissions. Public-page identity can be adjusted when the template includes that resource.
Use and follow-up
Use dashboards, history, filters and exports according to the resources enabled for the template.
Questions about this template
Review the most common questions before using this structure.
What is the Beauty services scheduling and management template for?
Use a simple schedule for clients, professionals, services, appointments, service records and payments in salons, barbershops and independent beauty businesses.
Which forms are included in this template?
Customer registration, Professional registration, Service setup, Appointment, Service ticket and payment.
How are records organized in Ecofyx?
Data is organized in the Beauty services scheduling and management dashboard, with an operational list, history and follow-up tools adapted for desktop and mobile.
Does this template include a public page?
A public page allows automatic booking of available time slots. The planned entry form is “Appointment”. Visitors can track the request by protocol when that feature is enabled.
Can I customize this template for my organization?
Yes. You can install the ready structure and adjust the elements that are safe to edit. Protected templates keep their main fields and rules; the available customization options are listed in their settings.
Start with Beauty services scheduling and management
Ecofyx will take you through the standard flow to choose or create the operation where this template will be used.