Back office

Your team and your menu, set up once.

Checkout, payroll and inventory all depend on two lists: who works here, and what you sell. Set them up once and every other screen follows.

  • Dr. PatelServices 30% · Retail 10%Own login
  • Mia R.Services 40% · Retail 10%Own login
  • Front deskRings out, never credited for a serviceShared login
Who sees the day's bookingsEveryoneOnly their own
  • Neurotoxin, 20 unitsDr. Patel · back bar $96$260
  • HydraFacialMia R. · back bar $38$199
  • Laser hair removalLeah K. · back bar $12$160
Example screen. Names and figures are made up.
In short

Staff and services is where you keep your team and your menu. Each person has commission rates and a login. Each service has a price, the provider who performs it and the product it uses. Checkout, payroll and inventory all read from here.

Included when Bella runs your book Part of the back office, opened from the portal.
In detail

How it works, part by part.

Your team

Add each provider and set her numbers before the first sale.

  • A commission rate for services and one for retail.
  • A reminder if rates haven't been set, so nobody's work is recorded at zero.
  • Someone who leaves is made inactive, and her past tickets stay intact.

Logins

People sign in as themselves.

  • Create a login for a provider and you get a set-password link to send her. She chooses her own password.
  • Revoke a login at any time.
  • A shared front-desk login can ring people out but never appears as the person who did a service, so the counter is never credited with a provider's work.

Who sees which bookings

Choose one of two settings for the whole clinic.

  • Everyone: any provider sees the full day, and whoever is free rings out the next client. The ticket still carries the name of the person who did the work.
  • Only their own: a provider sees just the bookings on her own calendar.

Your service menu

The same menu Bella books from.

  • Each service with its name, its price and who performs it.
  • Services with no price are pointed out until you set one.
  • Import the list from a spreadsheet exported from your old system.

Product cost per service

For each service, record what it uses up: either one amount, or the actual products and quantities. That figure feeds the commission formula in payroll, and the products come out of inventory each time the service is rung out.

How it's used

Setting up, in order

  1. Add your team

    Name and commission rates for each person.

  2. Create logins

    Send each provider her set-password link.

  3. Import your services

    Then check the prices.

  4. Say who does what

    Pick the provider for each service.

  5. Add product cost

    What each service uses up.

Plain definitions

Staff and service terms, defined

Service commission rate
The percentage of a service's price a provider earns.
Retail commission rate
The percentage of a product's price paid to whoever sold it.
Set-password link
A link you send a team member so she can choose her own password.
Shared front-desk login
A login that rings people out but is never credited for a service.
Appointment visibility
Whether providers see the whole day or only their own bookings.
Product cost per service
What a service uses up in product, as an amount or as a list of products.
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What it doesn't do

This screen doesn't hold working hours or time off. Availability lives in your appointment calendar. It is not an HR file or a time clock.

Questions about staff and services

Can each provider have her own login?

Yes. You create it and send her a link to set her own password. You can revoke it at any time.

Can the front desk ring out without affecting commission?

Yes. The shared front-desk login can open and close tickets, but it never appears as the person who performed a service.

Can providers see each other's bookings?

That is your choice. Set visibility to everyone, or to only their own.

What happens to old tickets if I change a rate or a price?

Nothing. A ticket keeps the price and the rate it was closed with. Changes apply from then on.

Is this included if I keep my booking software?

No. The back office is built on the appointment book, so it comes with the build where Bella runs your book. If you keep your own booking software, you get the owner portal and your current tools stay as they are.

See it on your own clinic.

Book a meeting and we'll open this screen with your menu and your team as the example.

Interview Bella

Interview Bella for the job.

1-844-792-3552

Interview her like you would a front desk hire. Ask how she'd handle a late-night caller, a price question or a reschedule. She answers 24/7 and will book you a time with our team.

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