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AppointmentsConfirmations and controlGuide 212

Instant confirmation or manual approval for bookings?

Instant confirmation fills the diary while you sleep. Manual approval protects you from the wrong bookings. Both have a cost, and you can choose service by service.

Target keywordinstant confirmation or approval bookings
Page goalChoose the mode and lead to Saloria

What you gain and what you lose

With instant confirmation the client leaves the flow with a certain appointment. It's the configuration with the highest conversion, because it leaves nobody waiting for an answer, and it works well on everything predictable: cut, blow-dry, retouch on a known client.

With approval the salon sees the request before committing. That's needed on services whose duration depends on what you find: a bleach on an unknown base booked for two hours can take four, and those two extra hours are paid for by the appointments that follow.

The cost of approval is response time. A request left pending a whole day loses part of the benefit, because the person may have booked elsewhere meanwhile. So approval only makes sense if somebody looks at it at least once a day.

Important: a pending request must hold the slot and expire by itself. If it doesn't hold it, two people can book the same time.
Effects

Conversion and control

The chart is qualitative and compares the two main effects of the two modes.

Conversion with instant confirmation88
Control with approval86
Bookings lost while pending62
Surprises in the diary with no filter58

Which mode for which service

The table assigns the mode to the type of service.

ServiceModeWhy
Cut and blow-dry Instant confirmation Predictable duration
Retouch on a known client Instant confirmation The base is on record
Bleach or major change Approval Duration depends on the base
First visit with consultation Instant confirmation It is the filter, it needs none
Operational method

How to configure it

01

List the predictable services

They go to instant confirmation.

02

Isolate the variable ones

They go to approval.

03

Set an expiry

Unapproved requests must lapse.

04

Fix a check time

At least once a day.

How to decide

  • Confirm the predictable instantly.
  • Filter what can change duration.
  • Look at pending requests at least once a day.

It isn't a binary choice for the whole salon: it can be made service by service. That's the configuration that works best, because it puts the filter only where it's needed and lets the rest flow.

It's also worth setting an expiry for unapproved requests. With no expiry, a forgotten request blocks a slot for weeks; with a few hours' expiry the slot comes back and the client gets a clear answer instead of silence.

Where Saloria fits

The rule is chosen, and it actually holds

In Saloria the salon decides whether requests are confirmed instantly or need approval, and for how many hours a pending request stays valid. The request holds the slot while it's alive and expires by itself; approval, changes and creation re-check availability in the same transaction, so double bookings don't happen.

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Frequently asked questions

Confirm instantly or approve?

Confirm instantly what has a predictable duration and approve what can change duration, like a bleach on an unknown base.

How long can a request stay pending?

A few hours. Beyond that the client books elsewhere and the slot stays blocked for nothing.

Does a pending request hold the slot?

It must, otherwise two people can book the same time. In Saloria it holds the slot and expires after the limit you set.