Jolibiz POS Documentation

Imagine you run an aesthetic salon that uses JoliBiz #

Objective: You want to manage bookings, treatments, client consultations, skincare product sales, staff schedules, stock, memberships, billing, and follow-ups — all without running your entire business through WhatsApp, paper, or guesswork.

Booking and Managing Client Appointments #

Situation:

• You offer facials, body sculpting, laser, injectables, waxing, peels, brows, and skincare consultations. Bookings overlap and clients forget appointments.

Action:

• You capture each appointment in JoliBiz with service type, provider, date, time, and duration.
• Automatic reminders go to clients so they don’t miss sessions.

Benefit:

• Fewer no-shows and a controlled daily schedule.

Saving Client Profiles and Treatment History #

Situation:

• Clients have skin types, contraindications, allergies, medical notes, and previous treatments that must be remembered.

Action:

• JoliBiz stores client profiles, consultations, treatment logs, photos, patch test info, and progress notes.

Benefit:

• Personalised service and compliance without manual record-keeping.

Loyalty Points and Special Rewards #

Situation:

• Clients return for maintenance, touch-ups, skincare products, and seasonal specials — but you want them to stay consistent.

Action:

• JoliBiz gives loyalty points for each treatment or purchase and automates birthday rewards, “treat yourself” reminders, or referral perks.

Benefit:

• Repeat bookings and product sales increase without manual tracking.

Subscription Packages and Treatment Plans #

Situation:

• Clients buy multiple laser sessions, monthly facials, slimming programs, or brow maintenance packages.

Action:

• You create prepaid or membership-based packages in JoliBiz and the system tracks visits, credits, and expiry dates.

Benefit:

• Guaranteed repeat income and better client commitment.

Service Staff Management and Commissions #

Situation:

• You manage therapists, skin specialists, technicians, or injectors with different commission structures and bookings.

Action:

• Each staff member logs in with a PIN. JoliBiz logs treatments done, product upsells, and tips — then calculates commissions automatically.

Benefit:

• Less admin, motivated staff, and accurate payouts.

Supplier Management and Purchase Orders #

Situation:

• Retail and professional products, serums, disposables, gloves, sheets, needles, and equipment come from multiple suppliers.

Action:

• JoliBiz manages supplier profiles, purchase orders, and expenses with every restock.

Benefit:

• Clean cost tracking and no lost invoices.

Inventory Management and Low Stock Alerts #

Situation:

• Skincare products, consumables, and treatment supplies finish quickly and stock-outs interrupt services.

Action:

• JoliBiz deducts items used in each treatment and alerts you when stock is low before you run out.

Benefit:

• No emergency runs, no cancelled appointments, and full stock control.

Service Staff Task Dashboard #

Situation:

• Treatments involve prepping rooms, sterilising tools, mixing products, setting up machines, and aftercare follow-ups.

Action:

• Tasks are assigned in JoliBiz and staff update statuses in real time so everyone knows their role.

Benefit:

• Well-coordinated shifts and no overlooked steps.

Financial Management and Client Credit #

Situation:

• Some clients pay deposits, others split payments or need invoices for medical aid or aesthetic plans.

Action:

• JoliBiz manages deposits, balances, invoices, credit terms, reminders, and overdue follow-ups automatically.

Benefit:

• No chasing money or mixing up who owes what.

Document Management #

Situation:

• Consent forms, photos, consultation notes, training certificates, and medical records must be stored securely.

Action:

• You upload documents in JoliBiz and link them to clients, services, or staff profiles.

Benefit:

• Quick access, compliance, and paperless records.

Production and Inventory Deduction #

Situation:

• Each treatment uses consumables — gels, needles, masks, serums, aftercare kits — and waste affects profits.

Action:

• When a treatment is completed, JoliBiz deducts linked products and calculates real costs automatically.

Benefit:

• Pricing stays profitable and stock stays accurate.

Sales Return Management #

Situation:

• Clients sometimes change treatment types, request package swaps, or return unopened products.

Action:

• JoliBiz updates services, billing, and inventory instantly when changes occur.

Benefit:

• Adjustments happen seamlessly without admin struggles.

Shipping Orders and Client Collection #

Situation:

• Clients order homecare products, aftercare kits, or branded items that need delivery or pickup.

Action: