Questions and answers

Before you start

• Set up services, durations, opening hours and the salon professionals.
• Prepare the price list, the cancellation and deposit rules.
• Import contacts with their communication consents; try the flow with sample data.

How it works step by step

1. 1Prepare the calendar

   In Bookings use Services, Resources and Hours. Only marked services and resources with hours are published online.

2. 2Take the request

   The customer picks the service, professional, day and time at /rezervo. Confirmation is instant or staff-approved, as configured.

3. 3Follow the status

   Hold → confirmed → arrived → completed; rescheduling keeps the history. No-shows are recorded and feed the growth signals.

4. 4Reminders

   In Settings → Automatic messages link the 24 h and 2 h reminders to approved templates. Real delivery needs a connected channel (WhatsApp/SMS); until then the simulator.

5. 5The freed slot

   The waitlist offers the freed slot to one customer at a time; the answer is checked before the next offer.

6. 6Packages and the till

   Session packages and memberships are consumed automatically on booking; the sale closes at the till with a fiscal receipt (easyPos).

For accurate use

• Real WhatsApp/SMS need the owner’s Meta/Twilio connection; until then messages are simulated.
• Real fiscalisation needs the taxpayer’s easyPos token.

Before you start

• Define tables/rooms, capacity, hours and exceptions.
• Assign roles: manager, waiter, kitchen, cashier.
• Load the menu (catalogue) with prices and tax profiles.

How it works step by step

1. 1Resources

   Bookings → Resources: tables and rooms with capacity; Hours for availability and exceptions.

2. 2The request

   Booking or event requests arrive in the Inbox or from /rezervo; staff confirm the resource and the time.

3. 3Floor and kitchen

   On the Floor the table order is opened, lines go to the Kitchen screen (KDS); statuses preparing → ready → served.

4. 4The till

   Bill splitting, cash/card payment, fiscal receipt (easyPos), shift close with cash count.

5. 5Supply

   Inventory with minimum stock and replenishment proposals; recipes consume ingredients.

6. 6Control

   The audit keeps every action; campaigns to regulars require a second person’s approval.

For accurate use

• easyPos in production needs the owner’s taxpayer subject and token; until then sandbox.
• Printers and card terminals connect when the devices are provided (Step 23 Windows POS).

Before you start

• Import the catalogue with barcodes, units and tax profiles.
• Set warehouses and the cashier, warehouse and manager roles.
• Prepare the shop FAQ for AI answers.

How it works step by step

1. 1Catalogue

   Items with variants, barcodes, units and price lists; promotions are deterministic.

2. 2Stock

   Receipts, transfers between warehouses, mobile counts; the minimum raises a replenishment proposal.

3. 3The till

   Barcode scanning, discounts split by largest remainder, split payments, returns, fiscal receipt.

4. 4Purchasing

   Supplier orders, goods receipts, supplier invoices with three-way matching and OCR.

5. 5Customers

   Tags, consents, approved campaigns; the AI answers from the approved FAQ.

6. 6Control

   Team for roles, Audit for actions, Platform Analyst for negative stock and unclosed tills.

For accurate use

• Scales, loyalty points and vouchers come with Step 20.
• Physical scanner/printer connect through the Windows POS (Step 23); on the web keyboard/camera scanning works.

Before you start

• Define dentists, chairs, services and hours.
• Assign clinical roles per person (clinician, reader, reception).
• Set the deposit policy and consents.

How it works step by step

1. 1Resources

   Dentist and chair as booking resources; no overlap.

2. 2The request

   Public booking or reception; confirmation as configured.

3. 3Treatment plan

   A phased quote with fixed prices, online approval by the patient, deposit.

4. 4Clinical record

   Profile, history, visits and medications encrypted; corrections with a reason, “recorded in error”, audit of every open.

5. 5Recall

   The recall date set by the clinician becomes a reception task 14 days before.

6. 6Documents

   Classification, quarantine, deletion hold; patient export with consent.

For accurate use

• In production clinical writes open with the clinical_records.writes flag after the environment is validated.
• The reception AI never sees clinical content and gives no diagnoses.

Before you start

• Define room types, rooms, rates and cancellation policies.
• Prepare the hotel FAQ and approved templates.
• Assign reception, housekeeping and the manager.

How it works step by step

1. 1Rooms and rates

   Room types, rooms with housekeeping, rate plans and a rate calendar.

2. 2The stay

   Reserve → check-in → in-house → check-out; availability by night, instant quote.

3. 3Folio

   Nights, services, restaurant charges to the room; payments and balance; night audit every night.

4. 4OTA channels

   Connections to Booking.com/Airbnb/Expedia through the channel port; availability and reservation sync.

5. 5The guest

   Approved pre-arrival and post-departure messages; profile with preferences.

6. 6Control

   Occupancy and revenue report; Audit; Analytics dashboards.

For accurate use

• Real OTA connections need the owner’s credentials; today the channel simulator.
• Parking and sunbeds as resources come later (C-HOT-09/10).

Before you start

• Register owners and buyers as contacts.
• Configure agents and viewing hours.
• Define the publication mandate rules.

How it works step by step

1. 1Listing

   Reference, address, price, owner; zone, rooms, area; publication mandate with an expiry.

2. 2Deal

   The buyer with requirements (kind, zone, budget, rooms); stages lead → viewing → offer → contract → won/lost.

3. 3Matching

   Only listings on the market with a valid mandate; every match carries the score, reasons and what is missing.

4. 4Viewings

   An agent is never booked into two overlapping viewings (the database guarantees it).

5. 5Commission

   Expected → earned (only a won deal with contractual evidence) → invoiced → paid.

6. 6Control

   The analyst reports expiring mandates, stalled deals and unbilled commissions.

For accurate use

• The public property portal and photos on listings come later.

Before you start

• Define mechanics, service bays and buffer time.
• Prepare the labour and material price list.
• Organise intake photos and documents.

How it works step by step

1. 1Capacity

   Mechanic and bay as resources with duration and buffer.

2. 2Quote

   A versioned quote approved online by the customer before the work.

3. 3The job

   A work order with hours, materials, checklist; every addition through an approved change order.

4. 4Documents

   Intake photos, supplier documents in Documents with role-based access.

5. 5Notification

   An automatic message when the car is ready (connected channel or simulator).

6. 6Invoicing

   Invoice from the completed job; payment at the till; fiscalisation.

For accurate use

• The structured vehicle record (VIN, plate, mileage) and service jobs with parts come with Step 19.

Before you start

• Define professionals, hourly rates and appointment types.
• Prepare document templates and terms.
• Organise consents and role-based document access.

How it works step by step

1. 1Calendar

   Public appointments with staff confirmation.

2. 2Quote

   A versioned quote, client approval with identity and proof.

3. 3Hours

   Hours and expenses recorded on the job; invoicing from the job.

4. 4Retainer

   Recurring agreements with one obligation per period; never duplicated.

5. 5Documents

   Scanning, extracted text, search, restricted access, deletion hold.

6. 6AI

   Answers only from approved sources; professional matters go to the specialist.

For accurate use

• Legal files with deadlines and per-file permissions deepen with Step 19.

Before you start

• Define technicians/crews, durations and hours.
• Prepare the labour and material price list.
• Organise photos and contracts in Documents.

How it works step by step

1. 1Request

   The location and job are clarified in the Inbox; an online estimate visit.

2. 2Quote

   Labour + materials + travel separate; client approval; deposit.

3. 3Crew

   Technician/crew and vehicle as resources; the arrival time communicated.

4. 4The job

   A work order with checklist; additions through an approved change order.

5. 5Materials

   Job photos and contracts in Documents, linked to the job.

6. 6Invoicing

   Invoice from the completed job; payment and fiscal receipt.

For accurate use

• The technicians’ mobile app (offline) comes with Step 22; today the PWA on the phone.
• Route optimisation and location tracking are not included.

Before you start

• Import the catalogue with variants, photos and stock.
• Set the shop policy: shipping, zones, COD, returns.
• Prepare the FAQ for the shopping agent.

How it works step by step

1. 1Public shop

   /dyqani/<slug>: listings with availability, guest cart, OTP before confirmation, order tracking.

2. 2Channels

   Listings per channel (WhatsApp, Instagram, Wolt); channel events are applied exactly once.

3. 3The order

   The shop order is a till order with stock reservation; the last unit is never promised twice.

4. 4Shipping and COD

   Courier shipment; expected COD = pending tender; settled only from the courier statement with a bank reference.

5. 5Shopping agent

   On WhatsApp: search → add → cart → address → COD/online → confirmation with a code; “human” → handoff.

6. 6Merchant agent

   Answers with numbers and proposals (price, promotion, supplier order) approved by someone else.

For accurate use

• Meta (WhatsApp/Instagram), Wolt, the courier and the online payment provider need the owner’s accounts; until then the simulator.

Before you start

• Assign clinical grants (clinician, reader, reception) per person.
• Define doctors and rooms as resources.
• In production: request the environment validation for clinical writes.

How it works step by step

1. 1Profile

   Reception creates the sealed profile with code P-000001; search with hashed tokens.

2. 2History

   The clinician records allergies, conditions, procedures; a missing note is not a missing allergy.

3. 3Visit

   Reason, diagnosis, plan, recall date; the recall becomes a task 14 days before.

4. 4Medications

   Name, dose, frequency, source; no e-prescriptions and no interaction checks.

5. 5Corrections

   With a reason and version; the previous one is kept; “recorded in error” instead of deletion.

6. 6Audit

   Every open and search is recorded (the fact, not the text).

For accurate use

• In production clinical writes open only with the clinical_records.writes flag after validation.
• No clinical or legal certification; the AI does not diagnose.

Before you start

• The category is in development: use the demo business and sample data.
• Prepare the price list in SEK.
• Assign the approver and the technician.

How it works step by step

1. 1Request

   A structured form: customer type, service, area, address.

2. 2Quote

   Labour + materials + travel in SEK from the firm’s price list; today with the Step 7 quotes.

3. 3Approval

   Client approval with identity and proof; BankID comes with Step 21.

4. 4The job

   Technician and schedule without clashes; completion with notes.

5. 5Invoice

   Invoice from the job; RUT/ROT and Fortnox come with Step 21.

6. 6Language

   Swedish as the category language comes with Step 21; today sq/en.

For accurate use

• Fortnox, RUT/ROT, BankID and Swedish voice are Step 21.