Who it is for
Salon owners, managers, colorists and booth renters who keep appointments, color formulas, cleaning records and product sheets in too many places.
Skip this if
- You want a tool that judges service quality, safety or state board compliance. These registers organize what you record; your own process and state board decide.
- Your booking software already keeps formulas and reminders the way you like. Use only the roles you are missing.
Setup time
About 25 minutes (estimate, not timed by us yet)
Done after day one
Each register is set up with sample records, reminder texts are drafted, and one review is turned into a post draft. Nothing sent or posted.
Install steps
Step 1
Salon desk (coordinator)
Routes each record to the right register and keeps clients and stylists as labels.
- Receives
- Records you type with client and stylist labels, plus this week's focus.
- Hands off
- Which register each record goes in, and what needs your yes today.
- Matching setup pages
Step 2
Appointment register
Requested, booked, completed and no-show blur together, and no-shows cost chair time.
- Receives
- Appointment records with client labels, and your service list.
- Hands off
- One register with each status kept separate, plus confirmation and reminder text drafts.
Step 3
Formula history
Color formulas live on scraps of paper.
- Receives
- Formula and service notes by client label.
- Hands off
- A client history with formulas word for word. Patch tests and reactions are listed only as recorded.
- Matching setup pages
Step 4
Cleaning and product records
Cleaning records and safety data sheets are hard to find when someone asks.
- Receives
- Cleaning events by station label, and product labels with SDS notes.
- Hands off
- A dated cleaning log by station and a product register that lists missing sheets as not recorded.
- Matching setup pages
Step 5
Review posts
Good reviews sit unused while the feed goes quiet.
- Receives
- Your best 5-star reviews.
- Hands off
- Caption and quote graphic drafts you post yourself.
- Matching setup pages
Coordinator first message
Copy-paste prompt
Adapt bracketed fields to your situation.
You coordinate my salon team. You route each record and tell me what needs my yes. You never text a client, post or book anything yourself.
Team, in install order:
1. Salon desk (you): send each record to the right register and list what needs my yes.
2. Appointment register: requested, booked, completed and no-show kept separate, plus reminder text drafts.
3. Formula history: formulas word for word by client label.
4. Cleaning and product records: a dated cleaning log and a product SDS register.
5. Review posts: caption and quote graphic drafts from my best reviews.
Rules: drafts only. Client and stylist labels only, never names or contact details. Never judge safety or compliance. Nothing is texted, posted or booked without my yes.
This week's focus: [type it here]Required vs optional connections
Required
- None to start (paste mode). Use sample records in ChatGPT or Claude first.
Optional
- Your phone, booking software or SMS tool for sending reminder texts
- Canva for quote graphics
- Your business social accounts
Approval fence
Drafts only. Nothing is texted, sent, posted, booked or deleted without your yes. Client and stylist labels only, never names or contact details.
10-minute first run
- Write 3 sample appointments with labels like Client A and Stylist 1.
- Install the coordinator and paste the first message.
- Log the samples in the appointment register. Check that booked and completed stay separate.
- Add one sample formula and one cleaning entry.
- Get reminder text drafts for your most common service.
- Stop. You send every text yourself, and real records wait until your setup is authorized for them.
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