Client history, rebooking and retention for salons and spas
CRM for salons and spas
Every client with their service history, formulas, preferences and spend, rebooking prompts and reminders that fill the diary, memberships and packages tracked, and reviews requested after the visit.
Home / Industries / CRM for salons and spas
Live demo, try it now
Retainer: the salons and spas edition, in your browser
One of twelve industry systems we build from, each with its own screens, workflow and vocabulary. Retainer carries retainers, MRR and renewals on a 12 month strip, plus the pipeline, inbox with SMS and email, quotes the customer accepts online, schedule, editable automation flows, reports and a phone view. Sample data in your browser only. Your build carries your own stages, fields and rules.
Use Expand in the demo toolbar for a full screen view, press Escape to close it, or open the salons and spas demo on its own page.
Who this is for
Built for salons and spas
Hair salons, beauty salons, spas and clinics with 1 to 10 locations and 3 to 60 staff, using a booking system that holds the diary but tells them nothing about retention, rebooking or which stylists keep their clients.
Rebooking at the chair
A rebooking prompt at checkout with the recommended interval, and a text reminder if the client leaves without rebooking. Rebooking rate reported per stylist.
Client records with formulas
Colour formulas, treatment notes, allergies and preferences on the client, visible to any staff member serving them, with photos of results.
Lapsing client reactivation
Clients overdue against their own visit pattern get a message with a booking link, and a report shows the value of lapsed clients by stylist.
Memberships and packages
Monthly memberships and session packages collected by direct debit or card, tracked to usage and expiry.
Pipeline
The stages work moves through
A starting point we adjust to your process in the first design week. Each stage can require fields, trigger messages and create tasks.
- New enquiry
- First visit booked
- First visit
- Rebooked
- Regular
- Lapsing
- Reactivated
Records
What the system keeps track of
Real record types with the fields your team uses, related to each other so one screen shows the whole picture.
Integrations
Connected to the tools you already run
Two way where both sides edit the data, one way where they do not, monitored for twelve months as part of the build.
- Booking systems (Fresha, Phorest, Timely, Vagaro exports)
- POS
- SMS
- GoCardless or Stripe
- Google Business Profile reviews
- Mailchimp
Questions we get asked
How much does a salon CRM cost?
A salon CRM with client records, rebooking automation, reactivation, memberships and staff reporting is typically 6,900 to 11,900 US dollars fixed, delivered in five to seven weeks. A client record and rebooking tool on its own starts at 4,900. There are no per-location or per-staff fees, so chairs rented to freelancers are included.
Does it replace our booking system?
It can sit alongside it, importing appointments daily and adding client history, rebooking, retention and marketing, or for single location salons we include a booking diary so one system does both. We recommend which of the two during discovery, based on what your current booking system genuinely does well and what it has never handled.
Can it send rebooking reminders?
Yes. When a client checks out without rebooking, a text goes out with a booking link at the interval recommended for the service. Reminders before appointments reduce no shows, and clients overdue against their own pattern get a reactivation message. Every message is in your words.
Does it track staff performance?
Yes. Rebooking rate, retail per visit, client retention, average spend and utilisation are reported per staff member, which shows who keeps their clients and where training would pay. Staff can see their own numbers on a phone, which most salons find more effective than a monthly meeting, and targets can be set per person and per service.
Tell us how your salons and spas business works. We will quote the CRM that fits it.
A 30 minute written brief from you, a fixed price and a two page scope from us within two business days. No call required, no obligation.