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Case Study · Skill Cassette Build Template

Case Study:
Reservation Management System.

A case study building a "reservation management + automated notifications" skill cassette with BALIA OS, for any business that takes bookings — restaurants, salons, physical therapy clinics, medical clinics, and more. We put together notifications to the business (via Discord) about incoming reservations, plus automated arrival reminders and thank-you messages to customers, customizing each piece through a business-specific interview.

Notifications to the business (Discord) and notifications to customers (WhatsApp, SMS, LINE, etc.) go through fundamentally different channels. In this case study, we sort out that distinction during the initial interview stage before moving on to design.

Just Two Tools

ToolRoleThink of it as
Chat Claude (claude.ai)Decides "what to build" through conversation. Handles the design/spec sideA planning session with your architect
Claude Code in VS CodeTakes the finalized design and actually creates the files and writes the codeThe contractor on site

Basic Workflow

  1. Talk with Chat Claude → get a spec for "what to build"
  2. Chat Claude turns that spec into an instruction sheet (TASK.md)
  3. Hand the TASK.md to Claude Code in VS Code → it actually builds it
  4. Report the result back to Chat Claude → get the next instruction sheet
  5. Repeat steps 1–4 until it's complete

Common Things to Manage by Business Type (a Starting Point for the Interview)

The first time you think through a reservation system, deciding on just a "business type" doesn't tell you what you actually need to manage. Based on what existing reservation systems (for restaurants, for salons) actually track, here's a starting point for the interview.

Restaurants, Izakaya, etc. (Table Management Model)

Salons, Physical Therapy Clinics, Medical Clinics, etc. (Staff/Resource Allocation Model)

Common to All Business Types

This is just a reference starting point. What you actually need varies by business and how your shop operates, so in Phase 0 we'll first ask about your business type, then use this as a base to work out the specific items to manage together.

What Changes If You Build a Database (a Concrete Example)

In Phase 1, you'll decide between "building a new dedicated database + reservation site from scratch" or "continuing to use your current Google Calendar as the reservation ledger." As a reference point, here's a comparison using a hypothetical izakaya (20 seats, 4 tables) — what you can and can't do with each option.

Google Calendar Integration Only

Building a Dedicated Database + Reservation Site

Rule of thumb: If your reservation volume is low and you just want to try out notifications first, it's fine to start with calendar integration. If you want to properly use business-specific management items like visit history and allergy tracking, you'll need a dedicated database.

Overall Schedule (Six Phases)

PhaseContentTool UsedDeliverable
Phase 0Requirements interview (business type, reservation granularity, existing tools, notification channels)Chat ClaudeRequirements sheet
Phase 1Deciding the system architecture (new reservation site vs. existing calendar integration, choosing the customer notification channel)Chat ClaudeArchitecture plan
Phase 2Building the cassette (SKILL.md/WORKFLOW.md and a dedicated SPEC/soul.md are all required)Chat ClaudeSKILL.md, WORKFLOW.md, SPEC/soul.md
Phase 3Implementation (iterative)Claude Code in VS CodeA working cassette
Phase 4Testing and verificationBothA verified cassette
Phase 5Polish and documentationChat ClaudeFinished product + usage guide

Since the assumptions vary a lot by business type, there's no ready-made TASK.md that skips the interview. Always start with the Phase 0 requirements interview.

Start Now: the Phase 0 Kickoff Prompt

Just paste this prompt as-is into a new conversation with "Chat Claude" (claude.ai) to kick off the Phase 0 requirements interview.

I want to build a reservation management + automated notification tool (a skill cassette) for a business that takes bookings (restaurant, salon, physical therapy clinic, medical clinic, etc.). I'm new to programming, so I'd like you (Chat Claude) to be my design/spec partner, with Claude Code in VS Code handling the implementation.
🔒

The rest is available in the full guide after purchasing T1.
(Full text including the detailed Phase 0 interview items, notification channel selection logic, and instruction-sheet templates for Phase 1 onward)

Buy T1 to See the Guide →

Disclaimer and Important Notes

If you send automated messages to customers (arrival reminders, thank-you messages, etc.), make sure you obtain their consent at booking time — that "an automated message will arrive once the reservation is confirmed." We recommend designing the system to send only to reservations where consent has been confirmed.

Full Build Guide

The detailed Phase 0 interview items, notification channel selection logic, and instruction-sheet templates for Phase 1 onward — the full write-up is all laid out on the BALIA OS guide site.

See the Full Build Guide →

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