Booker Training Test
make-up eyes
$30 -makeup application for eyes only -IN BAR
dry style
$35
makeup full face
$50 full face makeup WITHOUT lashes in bar
makeup full face w/lashes
$65 full face with lashes in bar
blo out w/head massage
-$55 -wash with 10 minute massage -blow dry with hot tool style
how do you complete an early cancellation?
-click on cancel appt -click on early cancel
what is a request appointment, and how do you set up a requested appointment? List ALL steps
-click on time and stylist -enter first/last name -enter a phone number -enter service -enter payment info -click on the lock box -save and book appt
how do you delete a product/service from the order?
-hover over the item line and click the red X button
what is the add to group link, and how do you group the appts together?
-right click -go to add to group -create new group -write new group name -go to other appts, right click add to group and choose the existing group name you created
when closing out a day, list the order in which these tasks need to be completed numbering them from 1-4, #1 being first and #2 being last?
1. confirm all clients for the next day and confirm the appts on booker by right clicking the appt and click confirm 2. call opening staff to confirm morning appts 3. call opening reception to confirm morning appts 4. count register
How do you begin a product order for a customer, and what do you click to begin the process?
Click walk in customer and insert the client's name
How do you filter a search for product, and where do you type in the info for the filtered search?
Type in the product in the "filter by product" section
What is the difference between voiding and refunding an order or service? Why would you void an order/service instead of refunding?
You would void an order because the refund was requested within the same day of purchase/service
what is a duplicate client profile?
-a duplicate client profile is when a customer is entered into the system more than once
what is lock to staff?
when you lock the appt to the stylist (requested appt)
when splitting a payment, how many types of payment methods can you add to the order? and name ALL of the methods
you can add credit, cash, gift card & series
braid ADD ON to blow out
$10 or 15
makeup on the go
$100 full face makeup WITHOUT lashes -outside bar
makeup lashes
$15 eyelash application only in bar
braids (EACH BRAID)
$25
blo on the go
-$100 -blowout, hot tool style on location -NO WASH
makeup bridal (MOTG)
-$125 -full face makeup w/lashes out of salon
blo bridal BOTG
-$150 -blow dry +hot tool style +updo on the go -OUTSIDE OF THE BAR
blo girl (10 and under)
-$32 -regular wash, blow dry, hot tool style for girls 10 and younger
blo girl updo a la carte (10 and under)
-$50 -wash, blow dry, hot tool +updo for girls 10 and younger
blo out w/ root touch-up
-$50 -wash, blow dry, hot tools with root touch up powder applied at the end of service
wig styling
-$55 -wash, blow dry, hot tools either wig is on the clients head or the client leaves the wig to be styled and picks it up after the service is done
bridal makeup consultation (in-bar)
-$60 -full face makeup with lashes in bar service before the day of the event
blo out w/ clip in extensions installation
-$60 -wash, blow dry, hot tool and clip in extensions installation
blo out w/ extensions
-$60 -blow dry, hot tools for clients with extensions
blo out w/deep conditioning treatment
-$60 -wash with deep conditioner, blow dry, hot tool style
bridal makeup day of (in bar)
-$75 -full face makeup w/lashes day of event (in bar)
blo bridal consultation
-$75 -in bar consultation including a full wash, blow dry, hot tool style +up do for future date
updo a la carte
-$75 -wash, blow dry, hot tool style, updo
blo bridal day of (in bar)
-$95 -in bar wash, blow dry, hot tool + updo
blo out
-45$ -a regular wash, blow dry, and hot tool style
when managing a client profile what is the difference between a booking alert, check-in alert + a checkout alert?
-a booking alert pops up when the reservation is complete giving the receptionist alert about the client -a check in alert pops up once the client checks in giving special instructions regarding how the customer likes to be greeted -a checkout alert pops up once the reception takes payment that can notify how the client likes to complete their purchase
if a client is paying with one form of payment (card) and wants to add the tip on the same card as they are using to pay, how do you complete this process?
-add payment to order -click continue -click add tips =>percentage or dollar amount -write tip amount in -make sure credit card is highlighted as payment method -place order
what is the difference between a no show client, an early cancellation and late cancellation? what happens when a no show or late cancellation happens, and what is the monetary consequences the client will endure?
-an early cancellation is done 12-24 hrs before the appt -a late cancellation is done between an hour and 5 minutes before their appt -this means the client will be charged the full service fee of their appt -you then press charge now -a NO show is when the client doesn't call to cancel or doesn't show up
what blo tabs do we sell and how much are they?
-blo tab $45 for 8: $315 -blo tab w/extensions $60 for 8: $420
what is the difference between checking in a client and checking in a service?
-checking in the client is when the client arrives -checking in the service is when the client has begun their service with the stylist/makeup artist
if a client is paying with a blo tab and wants to add a tip using their credit card, how do you do so without leaving the current checkout page? List ALL steps
-click add items -click tips -enter tip amount -select stylist -add to order -add the credit card to the current order -complete the entire order by first clicking the blo tab -click the credit card for the tip charge -click on continue -click place order
FIRST WAY if a client has a blo tab and it is not showing up under payments on file, how can you find the blo series?
-click add payment -click gift certificate/card -click type -click _______,series -click look up GC number -add to payment
How do you issue a refund? List ALL steps in completing in process
-click client -input client info -go to recent orders, find the order that needs to be refunded -click action button -choose refund payment -submit refund
If I want my receipt emailed to me how do you complete the action? List ALL steps
-click email receipt -add/confirm the email is correct -click update client info -click send
how do you set up a repeat appt? List ALL steps
-click on a time and stylist -enter first/last name -enter a phone number -enter service -enter payment info -click on more -click on repeat, choose how often the app will repeat and when it will end -save and book appointment
how do you set up an appt? List ALL steps
-click on a time and stylist -enter first/last name -enter a phone number -enter service -enter payment info -save and book appt
how do you add multiple services to an appt? List ALL steps
-click on add another service -click on a time and stylist/make-up artist -enter first/last name -enter service -enter payment info -save and book appt
how do you complete a late cancellation, and how much do we charge for a late cancellation?
-click on cancel appt -click on late cancel charge now -complete payment on checkout page -we charge the full service amount for the service they have requested
THIRD WAY if a client has a blo tab and it is not showing up under payments on file, how can you find the blo series?
-click on client's name -click on order's tab -find order for the blo tab purchase (you might have to scroll through a few pages to find it) the total would be $315 or higher -click on the order (paper with magnifying glass over it) -the blo series will pop up in the order -copy the 10 digit series number -go back to the order -paste the number in the GC number slot -click the lookup GC number tab -add series to payment
SECOND WAY if a client has a blo tab and it is not showing up under payments on file, how can you find the blo series?
-click on client's name -click on summary -series balance is the first section beside phone number where the number will be listed (10 numbers) copy and paste the series number -go back to order -paste the number in the gc number slot -click the lookup gc number tab -add series to payment
When you need to update or edit the price or quantity of a service/product, how do you complete the action? List all appropriate steps
-click the pencil tab which then unlocks the quantity and price option -edit the quantity or price -choose manager approval for price override -add payment to complete purchase
if you have a gift card with only $10 available for use, but you need to pay $100 total and the client wants to use the $10 from the gift card, 40$ in cash, $50 on a credit card, how do you complete the order? List ALL steps
-first swipe the $10 Gift card -click the cash tab and add the amount of cash needed -click the credit card tab and edit the price and swipe the card -complete purchase
if someone calls or comes in to find out how many tabs/appts they have left on their tab how do you locate this?
-go to client profile -under summary it is the first information
how do you merge duplicate client profiles? List ALL steps. HINT if the first or last name is spelled incorrectly, search from either name that is spelled correctly?
-go to client tab -click find duplicate -enter client first name, last name, and phone number -click search -select all profiles that pop up -click merge selected customers -then select the correct info you want to keep by clicking the circle next to the info -click merge
a customer may have one or more credit cards on file. this will come in handy when a no show happens and the first card that pops up on file doesn't go through and shows declined. How do you find the rest of the cards saved on file to try and run a card that will go through?
-go to the customer's profile -click billing -highlight green a different card on file under the section "default" on the left of the payment methods on file -click save -go back to appt to chase late fee if card doesn't work, repeat steps with the other payments on file
how do you move an appt around the schedule on the same day, if the appt isn't locked to a staff member? If the appt is locked to staff member can you instantly move the appt to a new time slot in their schedule?
-hover the mouse over the green area -click and drag + drop across the schedule to an available time slot -yes you can move an appt when it is locked but only to the staff it is locked to, to an open time slot
what is the confirm tab, and what does it do?
-it confirms the appointment
when you are dragging an appt to another staff member and you see the staff columns turn red, what does it mean?
-it means that, that certain staff member does not perform the service needed to complete the appt
what is the take payment tab, and what does it do?
-it prompts you to the checkout page
how do you edit the staff tips if the client tells you to allot certain dollars to specific stylist/makeup artists that performed the service for them?
-on the final action page enter the full tip amount -then click split staff tips -edit the tip amount -place order to close
How do you sell a series? List ALL Steps
-orders -walk in client -add items -gift certificate/card/series -add series -select designated series -add to order -add payment to check out
How do you sell a gift card? List ALL Steps
-orders -walk-in client -add items -gift card tab -add to -add from -add message -add sku # on the back of the gift card -add gift amount -click add to order -add payment and complete purchase
when rescheduling an appt with the "move to clipboard" option, how do you make sure the blocked time slot disappears for the initial appt? List ALL steps
-right click -click move to clipboard -hover over the calendar to find the new date and time -click to drag and drop appt from clipboard to the new time slot
if a client wants to purchase a blo tab after their service is rendered and wants to pay their appt with the new blo tab, how do you complete this entire purchase, including using an appt in the new series to check out the order without leaving the checkout page?
-take payment/checkout -add items -gift certificate/series -series -select the appropriate series they want to buy -click add to order -hover over the line item that is the series you just added to the order -hover over the blue arrow and click (this applies the first series service to the order) -add appropriate payment method below -click continue -add tip if wanted -place order
when you right click the edit link what can you do with the option? how do you override a price when you are in the edit option?
-the edit link allows for you to edit the appt, time, name, and personal info -to override the payment click the payment tab -click override payment info -edit the price -select manager approval -then click update
what is our cancellation policy?
12-24 hours or late charge will be applied. This applies 7 days a week
How do you bring up the "items page" after you input the client's info?
Click add items
How do you complete the product order, navigate to the checkout page, and take payment?
Click add to order, click close, and add payment
how do you check out an entire group? how do you check out a single client that is grouped together?
checking out group: -right click on one of the grouped members and click on check out "entire group" and proceed to checkout checking out single client? -right click on the specific member wanting to be checked out separately -click client only -proceed to checkout
