How to Create and Manage Contraindications in Shortcuts

Creating a New Contraindication

1. Access the Setup Menu

   • Navigate to the Setup section (bottom right corner).
   • Select Contraindications.

2. Add a New Contraindication

   • Click New (bottom left corner).
   • Enter the name of the contraindication. For example, "Patch Test."

3. Add Details

   • Description: Provide additional context about the contraindication.
   • Question: Enter a clear question related to the contraindication, e.g., "Did the skin have a reaction to the patch test?".

4. Set Response Options

   • Pass Response: Define the response indicating no issues (e.g., "No").
   • Fail Response: Specify the response indicating a problem (e.g., "Yes").
   • Pending Response: Use this for incomplete actions, such as a patch test not yet performed.

5. Define Validity Period

   • Set a duration for how long the contraindication remains valid (e.g., 365 days).
   • Add a renewal reminder timeframe (e.g., 30 days before expiration).

6. Link to Products or Services

   • Global Application: Tick the box if the contraindication applies to all products and services.
   • Specific Application: Untick the box and manually select relevant products or services.

Configuring Contraindication Actions

Choose how the system responds when a contraindication is triggered:

• Allow: Permits booking or purchase even if the response fails.
• Warning: Displays a warning message but allows the booking.
• Waiver Signoff: Prompts a client waiver before proceeding.
• Deny: Prevents the booking or purchase if the response fails.

Additional Options:

• Display the contraindication on the client’s profile card.
• Require staff sign-off for acknowledgment.

Linking Contraindications to Services or Products

1. Edit the Contraindication

   • Select the contraindication from the list.
   • Link it to specific services or products.

2. Batch Linking

   • To link an entire category (e.g., "Color Services"), select the category and click Add.

3. Save Changes

   • Press Done to save your selections.

Using Contraindications During Bookings

1. Identify Contraindications

   • Services linked to contraindications display an icon during booking.

2. Complete the Contraindication Question

   • Answer the contraindication question (e.g., "No" for no reaction).
   • If required, sign off the response.

3. Proceed with the Booking

   • Upon passing the contraindication, a green tick appears, allowing the booking to proceed.