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Booker Software for Spas and Salon Appointments

Author

Wes Schaeffer
August 01, 2017

Intelligent Prospecting for Modern Sales & Marketing Teams

Stream below or right-click here to download the episode. 

What You’ll Learn In This Episode of The CRM Sushi Podcast…

  • Alexander Lalonde

  • Health, wellness, beauty, spas, tanning, waxing

  • Mobile-friendly booking engine

  • Can be white-labeled via their API

  • Operates like an airline

    • Resource-based

    • Time

    • Employee

    • Price

    • Realtime

    • Tiers / experience level

    • Level 1 PCI compliant

      • Take a deposit

      • Hold credit card

      • Pre-pay

      • Accept cancellation policy

  • 33% of Millennials will never pick up a phone to book a reservation

  • 70%+ of traffic is on mobile

  • “Match or beat” merchant account policy with three partners

    • Clover Mini card-swipe

    • Client-facing terminal (Chip-reader, Apple Pay, Tip, Receipts)

  • Use Booker’s tab for Walk-Ins

  • Same framework as Google Calendar

    • Add manually for call-ins

    • Added to CRM

    • Staff notified based on their preferences

  • Pre-check-in feature

  • Set-it and Forget-it reminders (email and text)

    • Frederick

      • Acquired 18 months ago for 2-way texting

      • Smart marketing / rescue lost customers

      • Setup suggested services

      • Do a drip campaign with discount thresholds

      • Smart AI to learn from the interaction of the customer

      • Full email blasts

      • Feedback and reviews

      • NPS—Net Promoter Scores

  • Side panel for fast check-in and check-out

  • SaaS / Cloud-based

  • Apple and Android apps with branded apps if interested

  • Saves credit cards securely, which streamlines membership subscriptions

  • Full-featured CRM

    • Profile photo

    • Progress notes with date and time stamp

    • Appointments

    • Orders

    • Purchases

    • Segment your list

    • Customizable fields

      • Basic

      • Standard

      • Plus (best if you need intake forms with custom information)

    • Staff

      • Salary structures

      • Schedule

      • Time clock

      • Payroll (access granted to contractors)

    • Products

      • Vendors

      • POs

      • Inventory levels

    • Reports / Business Intelligence

      • Easy, informative dashboards (run on mobile)

      • Customer App

      • Direct interface to Google

      • Yelp

      • Facebook

      • Referrals

      • Groupon

      • Magazine Ads

      • Newspaper Ads

  • Month-to-Month contracts

  • Less than a typical cell phone bill

  • Embrace the change! Get off of pen and paper and get on Booker. 

    • You get the onboarding help you need

Catch Up on Previous Episodes of The CRM Sushi Podcast

Links Mentioned In The CRM Sushi Podcast

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