Salon and clinic
Weekly diary check
Sunday evening. Find next week problems while there is still time.
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The steps
Show me next week day by day with the gaps.
For any day under half full, list the clients due a rebooking.
Draft a message to each of them for me to approve.
Tell me which appointments have not been confirmed yet.
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 "Weekly diary check" 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.
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.