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Pack · Hair salons and barbershops

Booth-rental stylist pack

Each stylist rents a chair and keeps their own book of clients, often on their own booking account.

Use this templateBrowse the library

Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.

Workflows
4
Steps
39
Client fills in
8
Starts
From a form, within seconds

Uses

The workflows in this pack

Built for hair salons and barbershops on Square.

  1. 01

    Lead rescue for hair salons and barbershops on Square

    Answer every new lead within a minute, get the owner on the emergencies, and chase anyone nobody has called back within the hour.

    1. Starts whenA form is sent
    2. BranchA red flag?
    3. IfIf red flag
    4. TextText the owner: a person must reply
    5. TextTell them a person will call
    6. StopStop: handed to a person
    7. IfIf otherwise
    8. TextInstant reply
    9. EmailEmail acknowledgement
    10. Web requestSend to CRM or sheet
    11. BranchEmergency?
    12. IfIf urgent
    13. TextText the owner now
    14. Wait · 10 minGive the owner 10 minutes
    15. BranchOwner acknowledged?
    16. IfIf not yet
    17. TextEscalate
    18. IfIf acknowledged
    19. IfIf otherwise
    20. Wait · 1 hourWait an hour
    21. BranchHas anyone contacted them?
    22. IfIf not yet
    23. TextThe rescue
    24. NotifyTell the owner
    25. IfIf contacted

  2. 02

    Quiet lead follow-up for hair salons and barbershops on Square

    Follow up a lead nobody has reached on day one, day three and day seven, then stop and hand it back to the owner.

    1. Starts whenA form is sent
    2. BranchA red flag?
    3. IfIf red flag
    4. TextText the owner: a person must reply
    5. TextTell them a person will call
    6. StopStop: handed to a person
    7. IfIf otherwise
    8. Wait · 1 dayWait a day
    9. BranchHas anyone reached them?
    10. IfIf not yet
    11. TextFirst follow-up
    12. Wait · 2 daysWait two more days
    13. BranchReached them yet?
    14. IfIf not yet
    15. EmailSecond follow-up
    16. Wait · 4 daysWait four more days
    17. BranchReached them yet?
    18. IfIf not yet
    19. TextLast message
    20. NotifyTell the owner
    21. IfIf contacted
    22. IfIf contacted
    23. IfIf contacted

  3. 03

    Review request for hair salons and barbershops on Square

    Two hours after every job, ask the customer for a review; a week later, ask who else they know.

    1. Starts whenA form is sent
    2. Wait · 2 hoursLet the job settle
    3. TextAsk for a review
    4. Wait · 7 daysWait a week
    5. EmailAsk who else they know

  4. 04

    Feedback routing for hair salons and barbershops on Square

    When a customer scores the service, a low score reaches the owner’s phone the same day and the customer hears a person will call; every score is thanked and logged.

    1. Starts whenA form is sent
    2. BranchUnhappy?
    3. IfIf unhappy
    4. TextText the owner
    5. EmailTell them a person will call
    6. IfIf otherwise
    7. EmailThank them
    8. App stepLog the score

What each client fills in

Business name
How the texts and emails sign off.
Owner’s mobile
Rung for emergencies. Add a second number after a comma and the escalation goes there.
Owner’s email
Gets one line for every lead the workflow rescues.
Booking or quote link
Sent to a lead nobody has contacted after an hour.
Review link
The page where a customer leaves a public review.
Low score
This score or lower counts as unhappy: 6 on a 0–10 scale, 3 on 1–5.
Who calls back
The name the unhappy customer is told will call.
Feedback sheet ID
The Google Sheet the scores are logged to.

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

  • Webhook URL (CRM or sheet)

  • Google Sheets

    In your own Google Cloud project: enable the Google Sheets API, then IAM & Admin → Service accounts → Create → Keys → Add key → JSON, and paste the file here. Then share each client sheet with the service account’s email (…@….iam.gserviceaccount.com) as an Editor. The account is yours; no Google review is needed.

After you install it

It lands switched off. The client’s checklist holds exactly this:

  1. Pick the client’s form that starts it
  2. Connect the client’s Twilio (SMS), for “Text the owner: a person must reply”, “Tell them a person will call”, “Instant reply”, “Text the owner now”, “Escalate” and “The rescue”
  3. Connect the client’s Resend (email), for “Email acknowledgement” and “Tell the owner”
  4. Connect the client’s Webhook URL (CRM or sheet) (optional: the step can be turned off instead), for “Send to CRM or sheet”
  5. Fill in Owner’s mobile (Rung for emergencies. Add a second number after a comma and the escalation goes there)
  6. Fill in Business name (How the texts and emails sign off)
  7. Fill in Booking or quote link (Sent to a lead nobody has contacted after an hour)
  8. Fill in Owner’s email (Gets one line for every lead the workflow rescues)
  9. Connect the client’s Twilio (SMS), for “Text the owner: a person must reply”, “Tell them a person will call”, “First follow-up” and “Last message”
  10. Connect the client’s Resend (email), for “Second follow-up” and “Tell the owner”
  11. Fill in Owner’s mobile (Texted at once when an enquiry names a red flag)
  12. Fill in Business name (How messages sign off)
  13. Fill in Booking link (Where a customer picks a time)
  14. Fill in Owner’s email (Gets the summaries and the cases a person must handle)
  15. Connect the client’s Twilio (SMS), for “Ask for a review”
  16. Connect the client’s Resend (email), for “Ask who else they know”
  17. Fill in Review link (The page where a customer leaves a public review)
  18. Connect the client’s Twilio (SMS), for “Text the owner”
  19. Connect the client’s Resend (email), for “Tell them a person will call” and “Thank them”
  20. Connect the client’s Google Sheets, for “Log the score”
  21. Fill in Low score (This score or lower counts as unhappy: 6 on a 0–10 scale, 3 on 1–5)
  22. Fill in Owner’s mobile (Texted when something needs a person now)
  23. Fill in Who calls back (The name the unhappy customer is told will call)
  24. Fill in Feedback sheet ID (The Google Sheet the scores are logged to)

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