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Playbook · Hair salons and barbershops

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.

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.

Steps
16
Client fills in
4
Accounts
3
Starts
From a form, within seconds

Uses

Every step, in order

Branches show each arm; a step indented under one runs only on that arm. The words are the template’s own, and the client’s fields fill them in.

Why this workflow

Most small businesses lose leads in the first hour, not the first week: the enquiry lands while the owner is on a job, and by the time anyone calls back the customer has booked someone else. An instant reply buys time, an alert gets the urgent ones answered, and a check an hour later catches the leads that slipped.

  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

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.

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)

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)

What it does not do

  • Red flags come first. An enquiry that mentions “allergic reaction”, “swelling”, “burning scalp”, “blisters”, “difficulty breathing” goes straight to a person and is never sent a booking link or an automatic answer: for hair salons and barbershops on Square these are signs the right answer is emergency or professional care, not an appointment.

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