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Grow Your Hair or Nail Salon with Your CRM

This playbook outlines a clear strategy for expanding your salon business. The goal is to attract new clients, book appointments, gather positive reviews, and encourage repeat business—all managed from your CRM.

Capture More Leads

Start by placing the SMS Webchat Widget on your salon's website. This lets visitors instantly message you with questions or booking requests. You can also integrate your Google Business Profile to enable Google Chat directly from your listing. Additionally, activate the Missed-Call Text-Back feature, which automatically sends a text message to anyone who calls your salon and doesn't get an answer, saying, "Sorry we missed your call - how can we help?"

Nurture Leads into Bookings

Save time by setting up Text Snippets for common phrases and links you frequently send to potential clients. To handle inquiries even when you're busy, activate Conversation AI. This provides a trained, automated assistant that can conversationally answer questions and help convert leads into booked appointments.

Turn Leads into Sales

Make it easy for clients to pay by configuring payment integrations. Your CRM supports Payment Forms, Paid Appointment Calendars, Text-to-Pay, and Tap-to-Pay options, allowing you to securely accept payments in the way that suits your clients best.

Turn Sales into Positive Reviews

Build your salon's reputation by configuring Email and SMS Review Request Templates. With these templates ready, you can quickly and easily ask satisfied clients for a review with just a tap of a button.

Turn Sales into Repeat Customers