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The stylist’s manual
This manual is for the person who sells on the floor and books appointments. Read it with the office open in another window: every chapter is one thing you will actually do, walked step by step, with a screenshot of each page you will see — and where a step belongs to someone else, the walk says so.
What you need. A stylist’s sign-in to the office, and a few minutes per chapter. Nothing here changes your records until you press a save button yourself; the walks show where things are and what happens when you act.
The example shop. The screenshots and the figures come from Linden & Vale — a fictional Toronto boutique with a year of trade, born for these pages. Every figure below was read from its own records on 17 October 2026; nothing is typed by hand. Your own shop’s pages will show your own figures in the same places.
1. Ring a sale — with yourself as the commission agent
In the office this is the play Ring a sale — Start the order, place it — the moment a cart becomes a committed sale — take the payment in cash, card or another tender, and hold an order to pick it up later.
The mechanisms in this chapter: Lists — finding things · A record page
What you will do
Start the order, add the lines, place it — the moment a cart becomes a committed sale — and take the payment in cash, card or another tender. A sale rung under your name carries your commission; an order a customer walks away from can be held and resumed when they are back.
The walk
Where it starts: the office’s Orders page.
Step 1. Start the order.
Step 2. Place it — prices, minimums and reservations run fresh; the cart becomes a sale.
Step 3. Take the payment — cash needs an open till; every tender is permanent.
Step 4. Put an open order on hold without losing it, and resume it when the customer is back.
What you see
Last month the example shop’s stylist earned 146 entries · CAD 1066.98 on the sales rung under their name.
Try it
- Open Orders and read today’s sales; open one and find the commission agent on it.
- Start an order with two lines, place it, and take the payment.
- Put an open order on hold, then resume it, and read its page — nothing was lost.
Where to learn more
- The order record and its operations: Order.
- The same walk as the office runs it: Ring a sale.
- The course in the office: on the Playbook, open Learn and the lesson Ring a sale.
2. Give a discount — the member’s points and a welcome coupon
In the office this is the play Give a discount on a sale — coupon, points or staff — Apply a coupon code, redeem a customer’s loyalty points or attach an employee discount to an open order — the order keeps the maths and the who.
The mechanisms in this chapter: Lists — finding things · A record page
What you will do
On an open order, apply a coupon code, redeem the customer’s loyalty points, or attach an employee discount — one employee per order, named in the record. The order keeps the maths and the who; a coupon is re-validated when the order places.
The walk
Where it starts: the office’s Orders page.
Step 1. Apply a coupon code — re-validated when the order places.
Step 2. Redeem the customer’s points against the order.
Step 3. Attach an employee discount — one employee per order, named in the record.
What you see
The example shop’s programme is Vale Circle — 1 point per CAD 1.00 spent; 100 points redeem CAD 5.00; the tiers Insider (from 0 points) · Gold (from 2000 points, ×1.5); the points a member redeems are its, and the order carries the points line.
Try it
- Open an order that is still open and apply a coupon code; read the totals before and after.
- Redeem a member’s points against it and read the points line the order carries.
- Attach a staff discount to a colleague’s own purchase and read who the order names.
Where to learn more
- The order record and its operations: Order; the members: Loyalty member.
- The same walk as the office runs it: Give a discount on a sale — coupon, points or staff.
- The course in the office: on the Playbook, open Learn and the lesson Give a discount on a sale — coupon, points or staff.
3. Add a shopper and record their consent
In the office this is the play Add a shopper and record their consent — Create the shopper identity the portals use, keep its details current, record the consent they actually gave and the withdrawal the moment it comes — consent records are legal facts.
The mechanisms in this chapter: Lists — finding things · A record page
What you will do
Create the shopper’s profile — the identity the portals and the loyalty programme use — keep its details current, and record the consent they actually gave, and the withdrawal the moment it comes. Consent records are legal facts: only what was given, never assumed.
The walk
Where it starts: the office’s Consumers page.
Step 1. Create the shopper profile. Open Consumers.
Step 2. Edit the profile — the change takes effect immediately and writes a revision.
Step 3. Record the consent the shopper gave — only what was actually given — and a withdrawal the moment it comes. Open Consent records.
Step 4. Read the decisions as they stand — one row per shopper per purpose.
What you see
The shoppers of Linden & Vale are one record each; a consent given at the counter is written here, and a withdrawal the moment it comes.
Try it
- Open Consumers and create a shopper with their name and email.
- Edit the profile and read the revision the change wrote.
- Open Consent records, record the consent they gave, and read the decisions as they stand.
Where to learn more
- The shopper record and its operations: Consumer; the consent records: Consent record.
- The same walk as the office runs it: Add a shopper and record their consent.
- The course in the office: on the Playbook, open Learn and the lesson Add a shopper and record their consent.
4. Book an alteration with the tailor
In the office this is the play Offer appointments on a bookable resource — Add the resource appointments book against — a person, a station, a chair — take the request, confirm it so the slot is reserved, and complete it when it happens.
The mechanisms in this chapter: Lists — finding things · A record page
What you will do
Take the customer’s request for an alteration on the tailor’s calendar, confirm it so the slot is reserved, and complete it when it happens. The calendar’s resource — the tailor as a bookable person — is set up by the manager; the bookings on it are yours.
The walk
Where it starts: the office’s Schedulable resources page.
Step 1. Not yours — Add the bookable resource at a location is a manager’s step.
Step 2. Take the request — no capacity is held yet. Open Appointments.
Step 3. Confirm it — the capacity check runs and the slot is reserved.
Step 4. Complete it — immutable history; the slot frees.
What you see
The example shop is Linden & Vale; the resources page lists what can be booked — a person, a station, a chair — and the appointments page the bookings against them.
Try it
- Open Schedulable resources and read the tailor’s calendar and its working hours.
- Open Appointments and take a request for a hem on Thursday afternoon; confirm it and read the slot it reserved.
- Complete an appointment that has happened and read its page — the slot is free again.
Where to learn more
- The appointment record and its operations: Appointment; the resources: Schedulable resource.
- The same walk as the office runs it: Offer appointments on a bookable resource.
- Your course lists the tasks you can do end to end; this one is walked here as your part.
5. Handle a customer case
In the office this is the play Handle a customer case from first message to close — Open the case, reply to the customer or leave staff-only notes, and move it through its life — take it, resolve it, close it.
The mechanisms in this chapter: Lists — finding things · A record page
What you will do
Open the case, reply to the customer or leave a staff-only note — messages are permanent — and move it through its life: take it, resolve it, close it.
The walk
Where it starts: the office’s Cases page.
Step 1. Open the case.
Step 2. Reply — visible to the customer, or a staff-only note; messages are permanent.
Step 3. Move the case on — take it, resolve it, close it.
What you see
A case often starts with a question about an order, or about points under Vale Circle — 1 point per CAD 1.00 spent; 100 points redeem CAD 5.00; the tiers Insider (from 0 points) · Gold (from 2000 points, ×1.5); every message stays on the case, in order.
Try it
- Open Cases and read the open ones; open one and read its messages in order.
- Reply to the customer, then leave a staff-only note, and read which of the two the customer sees.
- Take the case, resolve it, and close it; read its page once more.
Where to learn more
- The case record and its operations: Customer-support case.
- The same walk as the office runs it: Handle a customer case from first message to close.
- The course in the office: on the Playbook, open Learn and the lesson Handle a customer case from first message to close.
6. Build a gift registry for a shopper
In the office this is the play Build a gift registry for a shopper — Create the registry, add the products the shopper wants with their quantities, and record each purchase against it so others do not double-buy.
The mechanisms in this chapter: Lists — finding things · A record page
What you will do
Create the registry for the occasion, add the products the shopper wants with their quantities, and record each purchase against it so nobody buys the same thing twice.
The walk
Where it starts: the office’s Gift registries page.
Step 1. Create the shopper’s registry.
Step 2. Add a product with the wanted quantity.
Step 3. Record that an item was bought — the registry shows it covered.
What you see
The example shop, Linden & Vale, keeps one registry per occasion; a purchase recorded against it shows the item covered. The registry’s page lists every product with the quantity wanted and the quantity bought, so whoever is at the counter next sees at once what is still open.
Try it
- Open Gift registries and create one for a shopper’s occasion.
- Add two products with the quantities they want.
- Record that one was bought and read the registry — the item shows covered.
Where to learn more
- The gift registry record and its operations: Gift registry.
- The same walk as the office runs it: Build a gift registry for a shopper.
- The course in the office: on the Playbook, open Learn and the lesson Build a gift registry for a shopper.
With your assistant
Connect Claude or ChatGPT on the office page Connect your AI assistant.
Ask first: where am I, and what is next? The assistant calls whats_next and answers who you are, what needs your attention and what is yours to do.
The ready-made questions: Start my day · What needs my attention · Show me a report · Walk me through a play · Teach me.
Over your own records only: Till sessions and drawer reconciliation — the Z report · Commissions · Sales by associate.
The plays you can run whole, by shelf: Customers (3) · Selling (2) · Payments & fulfillment (1) · Work (3) · Insights (1) · Integrations (1) · Manage (1).
A change is shown as a rehearsal first. It happens only when the person says yes, as them, within their access.
People, devices, card payments and new organizations stay in the office.