Twelve weeks out
Platform selection has the longest lead time; start there.
- Shortlist and demo three platforms
- Confirm payment processing arrangement and rates in writing
- Confirm business associate agreement availability
- Agree the implementation timeline with the chosen vendor
Six weeks out
Configuration, not shopping.
- Build the service menu with durations by provider
- Configure consent forms and note templates
- Set deposit and cancellation rules
- Order payment terminals and test them on site
- Confirm business-grade connectivity with a backup path
Go-live week
Reduce bookings, staff the front desk above normal levels, and run a full rehearsal appointment from booking to charted checkout before opening the doors.
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