Booker Software Helps You Schedule Your Spa and Salon Appointments

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By Wes Schaeffer and The Sales Whisperer®. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

http://www.thesaleswhisperer.com/blog/sharpspring-crm

http://ReferWes.com

http://BestCRMForMe.com

  • 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

37 episodes