Learning path
Path: Aesthetics and spa
Client records, session packages, reminders and treatments that repeat every week.
8 steps
- Step 1: Register your business (step-by-step wizard) A single 8-step wizard that gets your business ready to take bookings: country, plan, category, business, hours, services, team, and your account.
- Step 2: Create your first service: name, duration, and price Set up a service with all its details: what it's called, how long it lasts, how much it costs, and who can provide it.
- Step 3: Client records: allergies, health and a treatment log of every visit The client alert, their health record and a treatment log of every visit with private files, and what each person on the team sees.
- Step 4: Prepaid session packages How to build a package, assign it to a client, and watch sessions come off by themselves. Expiry, corrections and what the reports mean.
- Step 5: Deposits and advance payments How to charge a deposit or the full amount at booking time with tpago, what the customer sees, and what stays on you.
- Step 6: Recurring bookings: the same appointment, repeated Book every Friday at 3pm in one go: the conflict report, what to do with clashing dates, extending the series, and changing one appointment alone.
- Step 7: WhatsApp notifications: credits vs. your own account What Citauno actually sends over WhatsApp, how your plan's credits are consumed, and what changes if you connect your own number.
- Step 8: Checkout and invoicing: from booking to receipt in three taps Charge a booking or a walk-in sale in one step: add products or services, choose how they pay, and the receipt or invoice is issued.