WellnessHub

Walk-in intake to completed booking

Run full frontdesk flow for a non-registered walk-in customer.

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Frontdesk / ManagerDaily Frontdesk Work12 min
Guide scope
Use this to prepare before starting execution.

Primary route: /console/customers -> /console/bookings

Prerequisites

  • Frontdesk role account exists with booking/customer permissions.
Step-by-step test instructions
Follow in exact order. Do not skip steps.
  1. 1. Create a walk-in customer from Customer CRM.
  2. 2. Open bookings and create a booking for that customer.
  3. 3. Assign staff and room, then confirm booking.
  4. 4. Update status through check-in and completion steps.
Pass criteria
Guide is complete only when all checks below are true.
  • Walk-in source is saved on customer profile.
  • Booking can be completed without customer self-signup.
  • Customer appears in CRM with linked booking history.
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