Industry package
Keep the chair full and the regulars coming back
Salon revenue is repeat revenue. This package records what each client had, who did it and when they are due again, so retention is a scheduled action rather than a hope.
A complete salon workspace: clients with memberships, appointment requests, a booking pipeline, a service menu, staff and revenue/retention dashboards.
What gets in the way
Regulars lapse without anyone noticing
A client who came every five weeks and has not been seen for four months looks identical to a client who came last week, unless the visit history is recorded.
Staff performance and service mix are guessed
Which stylist retains clients, which services actually fill the calendar, and which price points move are all decided on instinct without recorded bookings.
Preferences are personal and easily lost
Colour formula, allergies and preferred stylist are exactly the details that make a client feel known - and exactly what leaves when a staff member does.
How the package handles it
- Client preferences and service history become fields on the record, so they belong to the salon rather than to whoever happened to remember them.
- The booking pipeline tracks each appointment through confirmation and reminders to completion, including no-shows, so gaps in the day are explainable.
- Revenue and retention reporting arrives configured, so staff performance and repeat rate are visible without building a spreadsheet.
What installing it configures
Every number below is what this package actually provisions in your workspace.
Your workspace speaks your industry
The package renames the generic CRM objects so screens, reports and permissions read the way your team already talks.
The pipeline your work already follows
Booking Pipeline
AI that knows your industry
The assistant is briefed with this vertical's context, so its suggestions use your terms rather than generic CRM language.
This workspace is a beauty salon / spa. Contacts are clients with a preferred service, stylist and membership; leads are appointment requests; products are the service menu; deals are bookings on a booking pipeline.
Start with Beauty Salon configured from day one
Create a workspace, install the package, and the fields, pipeline, reports and dashboards described here are in place before you add your first record.