Salon and clinic
Rebook before they leave
The single highest-value habit in the business.
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The steps
At the end of each appointment, remind me to book the next one while they are still here.
If they book, create the appointment and confirm it by message.
If they do not, set a reminder for the interval their treatment needs.
When that reminder fires, message them with two suggested times.
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 "Rebook before they leave" 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
New client books
From the first message to the chair.
No-show recovery
Run it the same day. A no-show contacted that day usually rebooks.
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.