Booking Software Checklist & Comparison Template.xlsx

	A	B	C	D	E	H	I	J
1		Complete "Y" or "N" in the assessment System Column
2	Area	Key Functionality	Supporting Notes	Priority (M = mandatory, O = Optional, D= Desired)	Assessment System 1	Assessment System 2	Assessment System 3	Assessment System 4

3	General	Create an URL to allow the calendar to be accessible online via the app or website	This is a link that will take you to the calendar from your app or website	M
4		Set Business Opening Hours	Ensure bookings cannot be accepted on public holidays or when the salon is closed	M
5		Set Public Holidays		M
6		Set Salon Policies	No show, Require and collect a deposits, Patch test requirements	D
7		Text Reminders, Confirmations (appointments & Cancellations)	When a transaction is performed by the client (booking, cancellation or reschedule) a confirmation of that transaction is sent via SMS to their phone	M
8		E-mail Reminders ( if SMS is not available)	When a transaction is performed by the client (booking, cancellation or reschedule) a confirmation of that transaction is sent via e-mail to their phone	M
9		Sell Salon vouchers track and manage their Usage & balance	A system that will track how many vouchers have valid balances and track their usage via reporting	D
10		Administration mobile App for Owner and Team member s	Separate mobile app for managers and staff to view their calendar, enter changes in working hours and update and change profile	M
11		Administration app sends notifications on up-coming appointment and cancellations		D
12		GDPR Compliant	Conform to data security and data retention legislation	M
13		Generate waiver and other forms and keep on client profile record		O
14		Manage memberships and subscriptions	Set up subscription based services paid monthly	O
15		Manage User Profiles	Ability to set what areas of the system individual users can access to change	M
16		Provide a suite of reports on bookings, product sales, Commissions due etc	To view calendars and make changes	O
17	Services	List all services	List all services offered by the Salon	M
18		Allocated Services to an Appropriate Category	Makes it easier for the client to find what they are looking for.	M
19		Allocate a treatment time to a service	Set the service interval so the time consumed is represented on the calendar	M
20		Allocate a Prep time between services.	Prevents clients from waiting while a machine or room is being prepared.	D
21		Allocate special resources like a machine or room to a service	Ensures that key machines are not double booked.	M
22		Allocate a Private Room to perform treatments	Ensure a service is linked to a room requirement where privacy is required.	M
23		Able to have a separate capability to see "courses of service" separately		O
24		Set a different price depending on who the staff member is providing the treatment	Be able to give the room a unique name e.g. Room 1, Room 2 etc	O
25	Staff	Comprehensive capability to configure Staffing working hours - either part-day or part-week.	Particularly important for part-time staff	M
26		Ability to change Staff working hours	To manage Emergencies or sick days	M
27		Ability to configure staff daily breaks	Lunch time etc	M
28		Ability to configure staff breaks that differ each day of the week		O
29		Capability to matched / allocate service elements offerings to staff individual staff skills	Very important to be able to matched a service or treatment to a the members of staff training and capable of delivering it.	M
30		Ability For Staff to enter vacation and leave days.		M
31		Ability to re-allocate / Re-organise appointments	To reorganise work when staff are sick etc	M
32		Manage Staff Commissions on retail Sales	Allocate a commission amount to an individual retail sale can calculate commissions	D
33		Manage Staff Commissions on service Sales		D
34	Booking	Ability for Staff to manually add bookings in salon	To facilitate walk-ins	M
35		Ability for a client to book via website or mobile app (online)		M
36		Ability for clients /customers to select a treatment from a range of available slots	Slots are show according to business opening hours	M
37		Client / Customers can select their preferred Staff member to perform the service	Slots are shown according to staff availability	O
38		Confirmations (appointments & Cancellations) either SMS or e-mail	Which are reflected on the clients calendar as well as the salons	M
39		Set up profiles of teams members (name skills photo) that are accessible to the client at booking		D
40		Ability to only be able to book the service via Phone when selecting from the online calendar options		O
41		Ability to set a booking button or "book Now" in Instagram / Facebook		M
42	Calendar	E-mail Reminders	If there is no SMS capabilitiy	M
43		Take a deposit when booking is made online		D
44		Generate one central calendar with all appointments and range it by date range or by individual		M
45		Generate a calendar by Individual Team Members		M
46		Ability to re-allocate appointments		M
47		Ability to offer out of hours services		O
48		Calender provides client information & history.	Previous products purchases, services special requirements	M
49		Colour code services or staff members to make the calendar more visual and easier to understand		O
50	Client	Create a new account for new clients - capturing key information		M
51		Record all Client Contact Information	Including patch test results and allergies, completed forms	M
52		Record history all Client Appointments		D
53		Record a detail history of all client retail purchases		O
54		Ability to upload and export all client information	import if you are changing systems in the future or want to use mass email applications like mailchimp	M
55		Securely hold client credit card details for payment	seamless payment process for online bookings and salon checkout	M
56		Create a client segment and add clients to them		O
57	Marketing	Ability to send SMS and or Email Campaigns using the client contact information and preferences		D
58		Send Auto - SMS to clients after certain triggers ( birthday, anniversary, first appointment		D
59		Create customer email / SMS campaigns to defined client segments	Subsets of the client data according to defined groupings	D
60		Create and share promotional discount codes		D
61		Introduce Off peak pricing		O
62		Create a specific client loyalty discount		D
63	Retail Sales & Stock	Manage Stock items and levels within the system		O
64		Make & track client retail sales		O
65		Set Staff commission by Product		D
66		Set Staff commission by \|Service		D
67		Set up suppliers and re-order product		O
68	Payment Processing	Ability to provide online payment processing	Request card info for new clients and process saved card information for repeat clients	D
69		Ability to get a payment terminal - POS credit card machine	Usually on application for a monthly fee	D
70		Ability to process split payments cash and Credit / Debit cards		D
71		Ability to process cardless processing charging saved client cards, sending secure payment links via text and sharing QR codes.		D
72	Customer Service	Phone Support	At least same day service required for issue resolution	D
73		Email Support		M
74		Chat		D
75		Rating
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