Work
Treatments, courses and packages
Each treatment is work with a client, therapist, room, duration, products consumed and the package it redeems against.
Why it matters here The treatment is where capacity, product cost and package liability all meet.
In practice Four hundred and eighty-six treatments delivered against a liability of twelve hundred and forty still owed.
Workflows
Package liability, expiry and refunds
Package sale, redemption, expiry, extension and refund move through defined steps with recorded decisions.
Why it matters here Prepaid balances are an obligation, and expiry decisions carry both a financial and a reputational cost.
In practice Three hundred and ten treatments expiring within ninety days, with booking prompts raised.
Workforce
Rooms, therapists and utilisation
Room and therapist availability is recorded with qualifications, bookings and delivered time.
Why it matters here Capacity is fixed and skill-constrained, so a free room is not always a bookable slot.
In practice Fifty-eight percent utilisation concealing full weekends and empty weekdays.
Inventory
Oils, creams, disposables and retail
Stock is held with supplier, cost and standard consumption per treatment, deducted as treatments are delivered.
Why it matters here Product is a real per-treatment cost that moves with supplier prices and with therapist practice.
In practice Product cost per treatment up twenty percent, traced to three treatments consuming above standard.
Relationships
Clients, members and gift recipients
Clients are records with their treatment history, preferences, sensitivities, package balances, membership and visit pattern.
Why it matters here Spa business is repeat and referral-driven, and a lapsing client is the most recoverable loss available.
In practice Ninety-six members who have not visited in sixty days with renewals due this quarter.
People
Therapists and front desk
Staff are modelled once with qualifications, and every treatment, product use and sale carries who delivered it.
Why it matters here Retention, rebooking and product consumption all vary by therapist.
In practice Rebooking rate and product consumption against standard by therapist.
Records
Treatment protocols and client notes
Protocols, standard quantities, contraindications and client notes attach to the treatment or client they concern.
Why it matters here Sensitivities and preferences must be visible to whoever delivers the next treatment.
In practice A recorded contraindication visible to the therapist before the treatment begins.
Reports and analytics
Liability, utilisation and consumption reporting
Package liability and expiry profile, utilisation by room, therapist and time band, consumption against standard, retention and membership renewal come from the operational records.
Why it matters here A prepaid business needs liability reporting, and most spas report revenue instead.
In practice Liability by expiry month against the capacity available to deliver it.
Verity AI
Ask the spa a question
Verity AI answers from your own treatment, package, stock and client records, respects permissions, and can create assigned follow-ups.
Why it matters here The important questions are about obligations coming due and clients quietly lapsing.
In practice "Which package balances expire within ninety days?" returns three hundred and ten with booking calls assigned.
Communication
Client notes and contact recorded
Notes, reminders and contact attach to the client or package they concern.
Why it matters here A booking prompt is only useful if the last conversation is visible.
In practice A client who deferred until after travel, so the reminder is timed accordingly.
Control
Who can discount, extend and refund
One permission model and one audit trail across every record.
Why it matters here Package extensions and refunds are the decisions that determine whether liability closes cleanly.
In practice An extension recorded as an approval with its effect on the liability.
Locations
Rooms, floors and sites
Locations roll into the business, with rooms, stock and reporting following the same structure.
Why it matters here Room-level utilisation is the capacity constraint, and multi-site spas need it comparable.
In practice Utilisation and liability by site and by room.