Everything depends on the desk remembering
Three things fall over on any busy floor, and they are always the same three. Nobody calls the no-show back. Nobody notices the package with two sittings left and four weeks to expiry. Nobody chases the bridal balance that was due after the trial. Each is one person doing one thing on one specific day, and each loses to the day itself, because the woman in the chair is in front of you and the task is not.
The usual answer is a whiteboard or a shared sheet, and it works beautifully for a fortnight. Then the receptionist who kept it goes on leave, and everything she was holding in her head goes with her. The first anyone hears about a lapsed regular is when she appears in someone else's before-and-after post, by which point the tenth message from your salon will not bring her back.
Trigger, condition, action, on your own floor
Each rule is a trigger, a condition and one or more actions, and the actions do more than send. An appointment marked no-show creates a call task on the desk due within the hour and tags the client. A package with sittings unused and thirty days to expiry raises a task for the branch that sold it. A bridal deal that has been at quote sent for seven days with no advance alerts the owner. A client past her service interval creates a task for her own stylist rather than a bulk message. Every action is logged on the record, and each rule has an on-off switch for the annual shutdown.
More on the capability itself: Workflow Automation. More on this industry: CRM for salons and spas.
The three rules worth building in the first week
Start here, not with thirty rules nobody trusts by month two.
- 1No-show recorded: a call task appears on the desk within the hour, and the client is tagged if it is her second in three months.
- 2Chemical service delivered: the aftercare step goes out that evening and the next-visit date is stamped on the record.
- 3Package expiring in thirty days with sittings unused: a task for the branch, named client, sittings left and expiry date on it.
- 4Leave it at three for a month, then add one rule for whichever leak is still visible.
₹899/user/month + GST on annual billing, billed in INR with a GST-compliant invoice. ₹1,099/user/month + GST if you would rather pay month to month. The free plan carries one user and 200 leads and does not expire.
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Questions teams ask
Put your own week through it
Import last month's enquiries and replay them through this workflow. It takes an afternoon and tells you more than a demo will.