Update client record and close payment
How you could use an agent
Use an agent to turn each appointment into a complete client note and payment record. You enter the service done, products used, price, and how the client paid, then the agent drafts the ticket or card-file note so you can file it right after the chair is cleaned up.
Where you stay involved
You check that the service description, fee, and payment match what happened, then you approve the final note or correct anything missing before it goes into the client file.
