1. GENERAL INFORMATION
Project objective:
Development of a unified management system, including:
● Online booking,
● Chat Bot,
● Catalog of services and goods,
● Analytics and management tools,
● Integration with social networks and messengers.
Platform:
● WIX
2. MAIN MODULES
2.1. Booking module
● Search and filter services.
● Select a specialist, date, time.
● Online payment (Stripe, Square, Interac, one of them).
● Confirmation of appointment, notifications, reminders.
● Cancellation policy (up to X hours - free, later - penalty).
●No-show fee — withholding the full amount/part or an invoice for payment.
2.2. Chatbot
● Chatbot could be used to check the availability of specialists, and to book, update, and cancel the appointments.
2.3. Client's personal account
● History of visits.
● Status of payments and fines.
● Balance of bonuses and gifts.
● Manage appointments and cancellations.
● Joining the referral program.
● Personal offers and congratulations.
2.4. Admin panel
● Manage your schedule, craftsmen, services.
● Adding/editing clients.
● Working with cancellation, prepayment, and penalty policies. ● Mass mailing (email/SMS).
● Setting up a bonus and referral system.
● Managing reviews.
● Product management.
2.5. Product catalog
● Categories, description, photo, price, remaining stock. ● Linking to procedures (recommendations).
● Sale with a visit or separately.
● Online payment and adding to cart.
● Purchase history.
2.6. Loyalty program
● Points for visits and purchases.
● Write-offs for discounts.
● Statuses (Silver/Gold/VIP).
● Referral system (bonus for a friend).
2.7. Reports and analytics
● Finance: by days, weeks, months, masters, services.
● Customer behavior: frequency, amounts, cancellations. ● Work of the masters: loading, ratings, skips.
● Sales: popular services and products, average bill.
● Reports in Excel/PDF, automatic summaries to email.
2.8. Integrations
● Google: Map, booking, reviews, calendar.
● Instagram & Facebook: Sign Up Button, Auto-Replies, Advertising. ● Telegram: Client bot (recording, reminders), master bot.
● WhatsApp Business (optional): Notifications, support.
● Firebase + Twilio: SMS, Push, email newsletters.
3. UI/UX requirements
● English support (further - the ability to add languages).
4. ROLES AND ACCESSES
1. Client - access to personal account, application.
2. Master - access to schedule, notifications.
3. Admin - access to the entire system.
4. Marketer (optional) - access to reports and newsletters.
5. SPECIAL ATTENTION
● All client actions are logged.
● Prepayments are automatically displayed in the admin panel.
● Notifications are fully customizable (templates, triggers).
● Support for notifications when masters are overloaded or cancellations increase. ● Possibility of "blacklisting" clients (optional).
6. Roles and access levels in the system
6.1 Admin Panel - Full Access
Administrator / Manager has full control over all modules and settings:
6.1.1. General system settings:
● Working hours, schedules, holidays, breaks.
● Setting up cancellation, penalty and prepayment policies.
● Setting up a bonus program (points, levels, write-off conditions). ● Setting up promotions, discounts, promo codes.
● Setting up a referral program.
● Connecting payment gateways and choosing currencies.
● Customization of email/SMS templates, logo, interface color.
6.1.2. Users and employees:
● Adding/editing specialists.
● Assigning roles and access rights.
● Managing schedules, vacations, and workloads.
● View activity, reviews, statistics.
6.1.3. Finance and Analytics:
● Access to all reports: income, no-show, cancellations, sales. ● Financial reports by days/weeks/months.
● Reports on masters, services, clients.
● Setting salary rules or % of revenue (optional).
6.1.4. Content:
● Management of services and goods (adding, editing, deleting). ● Categories of procedures and products.
● Photo, description, display order.
6.2. Specialist Panel (limited access)
For masters/employees , access is limited only to their area of responsibility.
6.2.1. Master access includes:
● View your schedule (day/week/month).
● Mark "came" / "didn't come" / "cancelled".
● Keeping brief notes on the client (for yourself only).
● Application for vacation/time off.
● Receive notifications (new entry, cancellation, rescheduling).
● View reviews about yourself and your statistics.
● View personal sales of products (if working with them).
● Access to training materials (optional).
6.2.2. What the master does NOT see:
● Finances of other masters.
● Statistics and income of the clinic.
● Other people's clients or records.
● System settings.
● Notifications and mailings.
6.3. Possible additional roles:
● Marketer: access to newsletters, promotions, templates, reviews.
● Reception Manager: access to all clients' bookings, payments, on-site bookings, client base.
● Warehouse manager: access to product balances, internal write-offs, acceptance of new batches.
6.4. Security and Accounting of Actions
● Every action in the panel is logged.
● 2FA (two-factor authentication) support for admins.
● Ability to temporarily disable employee accounts.
● Activity log: who did what, when, from what IP.
