This Salon CRM app is a appointment booking platform, structured as a Django and REST API application. This application explores using Django admin features and SQLite engine to create a fully functional application which could be used by an independent hairdresser.

• This prototype allows the user to firstly set up their various services in the system
  • e.g. a "Cut and Blowdry", how much it costs and how long it takes.
• Customers can be added in the system with personal details, prior to scheduling an appointment
• Booking an appointment allows the user to select multiple services requested
• Once this in confirmed, a quote can be provided to the customer
• An appointment summary report provides a breakdown on number of appointments, income and free timeslots per day.

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Salon CRM Project Set-Up

• Module pre-requisites are in requirements.txt
• Opening the project in PyCharm should prompt for modules from the requirements.txt to be installed
• Alternatively, use the following command within the same directory as the requirements.txt file:
  • python -m pip install -r requirements.txt
• Should there be any problems upgrading pip in the venv (e.g. to ver. 19.03.3) try:
  • python -m pip install -U --force-reinstall pip

Perform migrations

• Migrating django models is neccessary prior to accessing the CRM system in the browser(src\salon_crm_project\salon_crm_base hyperlink)
• This enables initial tables in a SQLite database are created e.g. for auth_user and user defined models: Customer, Appointment and Service
• In the terminal, under src/salon_crm_project where the django manage.py file is based, type:
  • python manage.py makemigrations
  • python manage.py migrate
• The first migration shoud look similar to below:

• Now initial tables have been created admin login credentials can be set up with the following:
  • python manage.py createsuperuser
• Simply follow steps for setting up your credentials

Accessing the Salon CRM system in the browser

• Type the following:

  • python manage.py runserver

• The CRM system would be available via the admin

Application Overview Pdf: User Journeys

A Salon CRM app overview is available in pdf on GitHub to provide guidance on using the application, in terms of basic user journeys.

Know Issues

• Additional Features for development:
  • Appointment Detail View to provide warning to end user if appointment start time conflicts with another appointment
  • Appointment Summary Report to provide filter to view appointments e.g. by date