Public, non-technical step-by-step guides for every WellnessHub role and feature flow.
Audience: non-programmers and real operations users.
Goal: validate all implemented flows end-to-end without missing any major feature area.
Notes: notifications in this release are in-app + email; push is intentionally not part of the current test scope.
From account creation to operational setup.
Owner sign-up, email verification, and onboarding
Validate first-time owner registration and workspace bootstrap flow.
Route: /sign-up -> /verify-email -> /console
Role: Business Owner
Invite staff/admin and validate role-locked registration
Test invitation lifecycle where invited role is pre-assigned and not editable.
Route: /console/settings -> invite link -> /sign-up
Role: Business Owner
Branch profile and business hours setup
Configure branch profile, weekly schedule, and special days.
Route: /console/settings
Role: Business Owner
Service catalog, categories, and add-ons
Create complete service catalog structure for bookable operations.
Route: /console/services
Role: Business Owner
Staff, schedules, time-off, and rooms
Set staffing and room capacity so booking conflicts are enforceable.
Route: /console/staff and /console/rooms
Role: Business Owner
Bookings, payments, packages, reports, and marketplace visibility.
Dashboard KPIs and trend validation
Confirm dashboard metrics, comparisons, and upcoming data blocks.
Route: /console
Role: Business Owner
Complete booking lifecycle with recurrence
Test create, edit, reschedule, cancel, and recurring booking behavior.
Route: /console/bookings
Role: Business Owner
POS transactions, payments, refunds, and reconciliation
Validate core ledger operations including multi-payment and reconciliation.
Route: /console/transactions and /console/reports
Role: Business Owner
Packages and gift cards end-to-end
Validate lifecycle for package credits, payment due dates, and gift card ledger.
Route: /console/packages and /console/gift-cards
Role: Business Owner
Promotions and review lifecycle
Test discount setup plus review moderation and business responses.
Route: /console/promotions and /console/reviews
Role: Business Owner
Notification preferences and email template control
Validate in-app + email notifications and template governance.
Route: /console/notifications and /console/settings
Role: Business Owner
Analytics reports and CSV/PDF exports
Test report filters, report families, and export download flow.
Route: /console/reports
Role: Business Owner
Marketplace listing and public booking funnel
Verify public discovery to booking conversion path.
Route: /discover, /business/{businessSlug}, /book/{branchSlug}
Role: Business Owner
Walk-ins, bookings, checkout, customer support, and close-out.
Walk-in intake to completed booking
Run full frontdesk flow for a non-registered walk-in customer.
Route: /console/customers -> /console/bookings
Role: Frontdesk / Manager
Reschedule, cancel, and waitlist offer handling
Validate frontdesk slot changes and waitlist lifecycle behavior.
Route: /console/bookings and /console/waitlist
Role: Frontdesk / Manager
Checkout with mixed payments and gift card tender
Validate desk checkout patterns including gift-card payment path.
Route: /console/transactions
Role: Frontdesk / Manager
Customer CRM updates, communication log, and QR lookup
Test profile updates, communication entries, duplicate merge, and QR scan flow.
Route: /console/customers
Role: Frontdesk / Manager
Package receivables, reminders, and expiration checks
Validate unpaid package monitoring and expiry operations.
Route: /console/packages and /console/reports
Role: Frontdesk / Manager
End-of-day close report workflow
Run daily operational review for bookings, sales, and discrepancies.
Route: /console/reports and /console/transactions
Role: Frontdesk / Manager
Service, room, and staff setup adjustments.
Service and promotion configuration updates
Validate manager-level updates to catalog and discounts.
Route: /console/services and /console/promotions
Role: Frontdesk / Manager
Staff schedule, time-off, and room controls
Validate manager controls for capacity and staffing windows.
Route: /console/staff and /console/rooms
Role: Frontdesk / Manager
Daily appointment execution and customer care actions.
Staff appointment execution and completion
Validate service staff flow from assigned booking to completion.
Route: /console/bookings
Role: Staff
No-show and cancellation handling
Validate staff-side handling for missed appointments and cancellations.
Route: /console/bookings
Role: Staff
Customer notes and review request readiness
Confirm service notes and post-service feedback path support.
Route: /console/customers and /console/reviews
Role: Staff
Personal schedule and time-off handling.
Sign-up, booking, updates, notifications, and feedback.
Customer sign-up, verification, discovery, and booking
Test full public funnel from account creation to first booking.
Route: /sign-up -> /verify-email -> /discover -> /book/{branchSlug}
Role: Customer
Customer booking changes (reschedule and cancel)
Validate customer self-service booking changes in portal.
Route: /customer/bookings
Role: Customer
Customer notification preference behavior
Validate in-app and email preference controls for customer events.
Route: /customer/notifications
Role: Customer
Customer reviews and history visibility
Validate customer feedback flow and history views.
Route: /customer/reviews and /customer/bookings
Role: Customer
Credits, balances, and redemption behavior.
Global operations, support tooling, moderation, and audit.
Platform overview and rollout flags
Validate platform-level overview metrics and feature rollout controls.
Route: /platform
Role: Platform Admin
Platform account directory and diagnostics
Validate business account listing and diagnostic drill-down tools.
Route: /platform/accounts
Role: Platform Admin
Platform moderation and audit workflows
Validate moderation queues and audit visibility at platform level.
Route: /platform/moderation and /platform/audit
Role: Platform Admin