Salon and clinic
New client books
From the first message to the chair.
CRMTasksCalendarDocsNotesBudgetReportsAutomationsBookingsAI Notetaker
TrustScore 4.4 out of 511 reviews on Trustpilot
The steps
Create the contact, with how they found us in the notes.
Create the appointment.
Send them a confirmation with the time, the address and how long to allow.
Send a reminder the day before and ask them to reply to confirm.
Tell me the morning of if they did not confirm.
These are instructions for the assistant, carried out one at a time against your real records. Each one still goes through the same checks as if you had asked for it yourself.
Install it in your account
Once you have an account, ask for "New client books" and it is added as your own recipe. From then on it runs on your records, not on an example.
- It becomes yours: rename it, edit any step, delete it.
- Anything that sends or deletes still asks you first.
- Works from the app, WhatsApp or Slack, in your own language.
More Salon and clinic playbooks
No-show recovery
Run it the same day. A no-show contacted that day usually rebooks.
Rebook before they leave
The single highest-value habit in the business.
First visit follow-up
Two days after a first appointment, which is when they decide if you are their place.
Lapsed client win-back
Monthly. Everyone who has not been in for twice their usual interval.
Fill a cancelled slot
A cancellation an hour before is money unless this runs immediately.
Course of treatment
For anything sold as a block of sessions.