Concepts & glossary

The shared vocabulary used in the Lilo dashboard, the mobile app, these docs, and Lilo AI. Skim this once and most of the rest of the docs read cleanly.

Organization, location, and team

Organization is your business account. An organization contains one or more locations, a team, services, clients, and billing.

Location is a physical place where you provide services — a salon, spa, clinic, or studio. Pro accounts can have unlimited locations; Booth Renter accounts have one.

Team member is anyone with access to your dashboard — owners, admins, location managers, front desk, and service providers. Each team member has a role that determines what they can see and do. See Roles.

Clients

Clients are the people you serve. Each client has a profile with contact info, visit history, preferences, intake forms, photos, and notes. Clients can also be linked to a household account so a parent can book for a child or a spouse.

Services and the catalog

Service — something a client books and pays for. Each service has a duration, price, and a list of providers who can perform it.

Bundle — a group of services performed in one appointment at a discounted price (for example, “Cut + Color + Style”). Bundles are atomic: a client buys the whole bundle, not individual services from inside it.

Package — a prepaid series of visits redeemable over time (for example, “6 facials, use within 12 months”). Different from a bundle, which is one appointment.

Membership — a recurring subscription that gives clients perks like discounts, included services, loyalty multipliers, or product savings.

Inventory and resources

Inventory — physical products you sell at checkout (retail, take-home items). Lilo tracks stock and surfaces low-stock alerts.

Resource — a bookable thing that isn't a person: a treatment room, station, chair, or piece of equipment. Resources have capacity limits so you can't double-book them.

Providers and schedules

Provider (also “service provider”) — a team member who performs services. Providers have their own calendar, their own schedule, and the services they're qualified for.

Schedule — a provider's working hours. Providers can request time off, call in sick, request schedule changes, and pick up open shifts from the dashboard.

Marketing and engagement

Audience — a saved segment of your client base (for example, “haven't booked in 60 days” or “membership holders”). Used as the target for campaigns.

Campaign — a one-off or scheduled email/SMS to an audience. Lilo AI can build campaigns end-to-end and pick the audience for you.

Marketing automation — a recurring campaign triggered by events (welcome new clients, win back lapsed clients, post-visit follow-up).

Loyalty — a points program. Clients earn points on every visit and redeem them for discounts, services, or perks.

Referrals — rewards for clients who bring new clients. Configure both sides of the reward independently.

AI credits and message allowances

AI credits — the budget for Lilo AI usage. Booth Renter includes 5,000 credits/mo; Pro includes $10/mo. Credits are used by AI replies, campaign generation, insights, and forecasting.

Email and SMS allowances — outbound messages included in your plan. Booth Renter: 1,500 emails/mo, no included SMS. Pro: 3,000 emails/mo, 1,000 SMS/mo.

Plans and lifecycle

Trial — every new account starts with a 30-day free trial. At the end, you pick Booth Renter or Pro.

Subscription status — separate from your plan tier. Determines whether new bookings are paused or active. See Billing & account.