01
Unified appointment list
Search, filter, create, edit, complete, cancel, or mark no-show - with summary stats including Reservation / Walk-In counts.
StarterGrowthEnterprise
Appointments & CRM
Every channel,
one schedule.
Salon appointment software and CRM in one place: desk Reservation and Walk-In, website, and AI voice bookings share a single calendar, customer directory, and booking source analytics.
- One schedule for desk, website, and voice - no double entry
- Desk Reservation vs Walk-In - log in-salon and forgotten visits without re-running reservation availability
- Website bookings verified with WhatsApp OTP before the appointment is created
Overview
What SalonAssist delivers
Appointments are the heartbeat of your salon. SalonAssist AI replaces paper diaries and scattered messages with one searchable list - whether the client walked in, booked a reservation online at midnight, or called the AI receptionist. Every visit is tagged by source so you know what drives revenue, and desk visits also carry Reservation or Walk-In mode.
The customer directory is your salon's memory: completed visits, spend, payment mode on completed visits, no-show history, memberships, packages, loyalty balance, and full appointment history matched by phone number across all channels. Advanced CRM filters help you find high spenders, frequent no-shows, birthday clients this month, inactive visitors, and clients who saw a specific stylist - then create a WhatsApp list for promotional campaigns when WhatsApp Marketing is enabled.
Challenges
Problems we solve
Double bookings and calendar conflicts
Manual diaries and separate online tools do not check the same availability - leading to awkward apologies at the chair.
No client context before the visit
Front desk cannot quickly see visit history, active membership, package sessions left, or loyalty points.
Channels do not share one schedule
Phone, Instagram DMs, walk-ins, and website bookings live in different places with duplicate data entry.
Forgotten walk-ins never make the book
In-salon visits and past entries get skipped when the system blocks the desk for historical conflicts or closed hours.
Cannot segment clients for outreach
Finding VIPs, lapsed clients, or birthday guests without CRM filters means guessing or rebuilding lists by hand.
Painful migration from another system
Retyping every client when switching software delays go-live and invites typos.
Capabilities
Key features at a glance
Everything in this module - mapped to plan tiers so you know what ships on Starter, Growth, and Enterprise.
02
Desk Reservation vs Walk-In
Reservation uses live slots and conflict checks. Walk-In logs today or past dates only (no start time) with soft staff assign - no appointment WhatsApp.
StarterGrowthEnterprise
03
Public booking website
Custom slug, embed code, real-time slots, offer codes, WhatsApp OTP, and success confirmation (always Reservation).
StarterGrowthEnterprise
04
Booking source tags
Manual (desk), Website, and Voice AI - visible in list and analytics. Desk also shows Reservation or Walk-In mode.
StarterGrowthEnterprise
05
Salon CRM directory
Profiles with tabs: details, memberships, packages, loyalty, appointments - plus no-show counts.
StarterGrowthEnterprise
06
Customer CSV import & export
Template download, import, and full-list export (CSV/Excel) for migration and backup.
StarterGrowthEnterprise
07
Advanced CRM filters
Spend, visits, no-shows, gender, birthday month, staff interacted, active programs, and more.
StarterGrowthEnterprise
08
Create WhatsApp list
From a filtered or selected customer set, build a reusable marketing list when WhatsApp Marketing is enabled.
StarterGrowthEnterprise
09
Multi-service visits
Book multiple services back-to-back with per-service staff on Growth+.
GrowthEnterprise
10
See it working for your salon
Book a short demo - or compare Starter, Growth, and Enterprise plans.
Deep dive
Feature breakdown for salon owners
Every capability below is live in the product today - mapped to what you actually use at the chair, desk, and phone.
01
StarterGrowthEnterprise
Desk, website, and voice - one outcome
Every path ends in the same appointment that can be completed, invoiced, and followed up. Desk chooses Reservation or Walk-In mode; website and voice are always Reservation.
- Desk Reservation: front desk pre-books with live available slots, Find availability on Desk Booking, and conflict checks
- Desk Walk-In: log an in-salon visit now (today’s date only) or Backfill a forgotten past date - soft Best Available staff assign; skips reservation schedule gates; no future calendar day; no start time
- Website: client uses public booking wizard with live availability, then verifies a WhatsApp OTP before the appointment is created (Reservation mode)
- Voice AI: caller books through AI receptionist on your forwarded line (Reservation mode)
- Phone number required on every booking to match records across channels
02
StarterGrowthEnterprise
Tier-adaptive booking wizard
Steps change by plan - irrelevant steps are skipped automatically on Starter and public booking.
- Starter desk/website: Male/Female segment → matching services → date/time → customer details (no branch or stylist picker)
- Growth: segment → services → per-service professional picker filtered by skill (Reservation also checks availability)
- Enterprise: pick branch first, then Male/Female segment, then branch-scoped matching services and stylists
- Walk-In date UX: live today or optional Backfill past entry (date ≤ today only); Find availability not required
- Pricing step: coupon, membership, package, loyalty offer, or instant discount with live preview
- Public website: confirm booking → WhatsApp OTP → appointment created only after verification
- Desk Reservation post-save prompt to send WhatsApp confirmation when messaging is active; Walk-In skips appointment WhatsApp
03
StarterGrowthEnterprise
Customer directory (salon CRM)
Knowing who your clients are - and what they hold - separates a busy salon from a profitable one.
- Auto-create customers from website and voice bookings matched by phone
- Profile: completed visits, spend, last visit, no-show count, services booked, staff interactions
- Visits, spend, and last visit count completed appointments only - cancelled and no-shows excluded
- Completed visit history shows payment mode (Cash / UPI / Card / N/A) when recorded
- Filter by min/max no-shows to spot frequent absentees
- Assign and track memberships (MEM-) and packages (PKG-) from customer profile
- Optional WhatsApp purchase receipt from an active membership or package card (manual; messaging must be active)
- Import and export customers as CSV/Excel - template download; create-only import skips duplicate phones
- Loyalty tab: balance, transaction history, manual adjustments with audit trail
- Filter badge shows count of active advanced filters on mobile-friendly cards
04
StarterGrowthEnterprise
Appointment operations owners use daily
The appointments page is your control center for the day's schedule.
- Summary cards: total, completed, voice AI, website, Reservation / Walk-In, cancelled, and no-show counts
- Filter by customer, status (including no-show), date range, booking mode, branch (Enterprise), staff (Growth+)
- Mark completed: select Cash / UPI / Card / Credit / Mixed when amount is due, then checkout and invoice - offers locked after completion
- Mark as No Show when a client does not arrive - frees the slot and releases reserved offers
- Cancel reverts coupon usage; WhatsApp messages per Reservation appointment when enabled (not sent for no-shows or Walk-In)
- Payment mode tags on completed visits (desktop list and mobile cards)
- Mobile card layout with pull-to-refresh for owners on the move
How it works
Step by step
01
Client chooses channel
Desk Reservation, desk Walk-In, website link, or voice call - all land in one schedule.
02
Select segment, services & people
Choose Male or Female first, then matching services. Flow adapts: auto-assign, stylist per service, or branch first on Enterprise.
03
Pick time or date
Reservation: live slots with staff hours, time off, and conflicts. Walk-In: today’s date or past backfill date only (no start time).
04
Apply offers
Live preview of coupon, membership wallet, package, loyalty, or instant discount.
05
Verify & schedule
Website bookings require WhatsApp OTP before creation; desk Reservation can send optional WhatsApp confirmation; Walk-In skips appointment WhatsApp.
Why SalonAssist
What sets us apart
- ✓One schedule for desk, website, and voice - no double entry
- ✓Desk Reservation vs Walk-In - log in-salon and forgotten visits without re-running reservation availability
- ✓Website bookings verified with WhatsApp OTP before the appointment is created
- ✓Customers matched by phone across every channel automatically
- ✓CRM filters for VIPs, frequent no-shows, lapsed clients, birthdays - owner-driven retention
- ✓Booking source attribution built in for marketing ROI
- ✓Tier-adaptive wizard - simpler on Starter, richer on Growth and Enterprise
Explore related
Continue through the platform
Each module shares one calendar, one client record, and one checkout - pick the next piece of the story.
AI Voice Agent
24/7 AI receptionist that books, reschedules, cancels, and answers service and pricing questions on your live calendar.
Learn moreBilling & Offers
One-click checkout, PDF invoices, and six offer types: coupon, membership, package, loyalty, and more.
Learn moreWhatsApp Marketing
Optional add-on: CRM lists, EN/GU/HI templates, Meta-approved campaigns, capacity checks, and marketing delivery logs.
Learn moreAnalytics
Revenue KPIs, booking sources, staff performance, wallet liability, and voice AI conversion.
Learn moreFrequently asked questions - appointments & crm
It is software that lets salons create, view, edit, and complete appointments in one calendar while checking real-time availability against staff schedules and service duration for reservations. SalonAssist AI adds website and AI voice booking to the same engine, plus desk Walk-In logging for visits that already happened.
Yes. Enable your public booking link with a custom slug. Clients complete a step-by-step wizard with live slots, then verify a WhatsApp OTP before the appointment is created. You can share the link or embed an iframe on your website. WhatsApp messaging must be active for OTP delivery.
After the client chooses Male or Female, picks matching services, time, and details, and confirms the booking, SalonAssist AI sends a one-time code to their WhatsApp number. The appointment is saved only after they enter a valid OTP. This confirms the phone number and reduces fake or mistyped bookings.
The customer directory stores visit history, spend, no-show counts, programs, loyalty, and payment mode on completed visits. Filters identify high spenders, frequent no-shows, inactive clients, and birthdays so you can reach out personally. When WhatsApp Marketing is enabled, create a WhatsApp list from the selection for Meta-approved campaigns. Visits and spend count completed appointments only.
Every appointment is labeled Manual (desk), Website (public booking after OTP verification), or Voice AI (phone agent). Dashboard and detailed analytics show that channel mix. Desk appointments also carry booking mode Reservation or Walk-In for list filters - mode is separate from the lead-source chart.
Coupons and membership/package codes work on public booking. Loyalty offer redemption is available at the desk pricing step only - not on the public booking page today.
On the desk, choose Walk-In mode. Live Walk-In uses today’s date only (no start time); optional Backfill past entry lets you log today or an earlier date. Best Available soft-assigns skilled staff without blocking on historical conflicts or closed hours, while services, Male/Female segment, branch, and explicit staff skills still validate. Walk-In visits use the same checkout, payment mode, CRM record, and WhatsApp appointment notifications after save (visit date only). Website and voice stay Reservation-only with live availability.
Yes. From the Customers page you can export the full client list as CSV/Excel, download an import template, and import new customers (create-only - duplicate phones are skipped). Import covers profile fields such as name, phone, and gender - not visit history, memberships, packages, or loyalty.
Public booking shows readiness errors if services, staff coverage, or branch assignment (Enterprise) is missing - so clients never book into a broken configuration.
Book a free demo today
See how SalonAssist AI automates bookings, clients, and operations. Walk through the product with our team.