Online booking
In developmentClients request a time from a team member's online booking page; calendar sync is still being built.
Andiamo SMB · Beauty and wellness
A chair, a room or a table booked again and again by the same people, where the value is in what the record remembers between visits.
How the work runs
Written for Salons, barbershops, nail studios, beauty studios, spas and wellness practices that run on booked appointments rather than one-off projects.
Steps marked for approval wait for a person. Andiamo SMB is not yet offered to customers; the parts each step leans on, and how far along they are, are listed further down.
Menu
Appointment work starts from two lists: the services offered, each with its own length, and the hours each team member works. A booking page reads both, so a client picks a service and a time rather than opening a conversation. Holding those lists as a maintained catalogue that proposals and invoices also draw from is planned, and so is describing a quiet Tuesday or a holiday once instead of declining requests one at a time.
Request
A client choosing from a booking page is choosing a service with a known length against a person with known hours, which is why this work can be booked without anyone replying. The request arrives against the team member who offers it and lands on the client's record rather than in a separate diary. Keeping those bookings in step with the team's calendar is planned.
Confirm
In this trade the deciding conversation is a text message, not an email. A client can confirm or cancel by replying to one, and the booking updates from the reply. The whole thread sits in one timeline on their record, so the next person to open it sees what was already agreed. Automatic replies stay switched off, and replying from the timeline is not built yet.
In the chair
A repeat client's record is the formula, the pressure, the shade, the thing they said they hated last time. That is the part usually kept in a notes app or on paper, and the part that walks out of the door when a team member leaves. A spoken update after the appointment becomes proposed changes to the record that wait for a person to apply or reject them; the review screen for those is not built yet.
Payment
Raising the invoice against the appointment keeps the money and the record of what was done in one place, and the client can pay it by card or see their payment history and any published forms by signing in with an emailed link. Connecting a payment account and emailing invoices are still being built.
Rebook
A colour every six weeks, a massage every month, a fill every three: the revenue is in the return, and the gap between visits is the thing to notice. Preparing appointment confirmations and payment reminders for a person to release, and queueing follow-up drafts for approval, is where this is heading. The drafts exist in development; releasing them is planned.
What the work leaves behind
What this leans on
Each card carries its own status. Parts in development are partly built and exercised in testing; planned parts are designed and not built yet. The full list for Andiamo SMB is on the product page.
Clients request a time from a team member's online booking page; calendar sync is still being built.
A maintained catalog of services and prices that proposals and invoices draw from.
Keep bookings and claimed jobs in step with the team's Google Calendar.
Clients can confirm or cancel a consultation by replying to a text, and the booking updates; automatic replies stay switched off.
See each client's text-message history in one timeline on their record; replying from the timeline is not built yet.
A spoken update is turned into proposed changes to the client record, which wait for a person to apply or reject them; the review screen is not built yet.
Client records with contact details, lifecycle stage and tags, with wedding details such as date, venue and party size stored alongside.
Create invoices and let clients pay them by card through Stripe checkout; connecting a payment account and emailing invoices are still being built.
Clients sign in with an emailed link to see their invoices and payment history, view their contracts and proposals, and fill in forms their provider publishes; online signing is still being built.
An agent prepares client follow-up drafts and queues them for a person to approve or reject; sending approved follow-ups is not built yet.
Agents prepare payment reminders and appointment confirmations for a person to release.
Questions this work asks
What it runs on today
Clients request times out of the hours you publish, with each service's length already known.
The text thread that actually decides whether someone turns up, held outside any record of the visit.
The payment, taken apart from the note of what was done.
The formula, the shade, the pressure, the thing they asked for last time, kept by one team member.
The nudge for the visit that is due, which arrives only if someone remembered to set it.