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Booker Software for Spas and Salon Appointments

Posted by Wes Schaeffer | Aug 1, 2017 4:19:54 AM

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 / exerience level
    • Level 1 PCI compliant
      • Take a deposit
      • Hold credit card
      • Pre-pay
      • Accept cancellation policy
  • 33% of Millenials 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

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Links Mentioned In The CRM Sushi Podcast

What Did You Think About This Podcast?

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What did you think of this episode? Please let me know below. If you need quick help in CRM software programs or business coaching, contact me now!

Topics: CRM, Marketing Automation, CRM Sushi Podcast, Entrepreneur

Written by Wes Schaeffer

Wes and his wife just celebrated their 25th wedding anniversary. They have seven kids, which means Wes is motivated to find what works and help you apply it to grow your sales so he can buy diapers, groceries, braces...and bourbon.

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