Built into the code
- •Vertical pack and pipeline
- •Contacts, forms, bookings
- •Website and link pages
- •Products, quotes, invoices
- •Agency and white-label controls
Hue & Halo Salon · Sample business
Hair Salon
Who needs to rebook before the chair goes quiet?
Give the team one client history for consultations, services, sensitivities, favorite products, and the next visit.
The operating promise
Keep formulas, preferences, appointments, and rebooking in one place.
The system calls them
Clients
The work is called
Appointments
Main operating view
Client lifecycle
Suggested client offer
$99/mo
A business you can recognize
Hue & Halo Salon
Hue & Halo SalonSample data
Clients
Client lifecycle
Booking requests
Bookings
Products
Website
Link pages
Client lifecycle
Client Lifecycle
New consult1
Nia Grant
Reference photos received
First visit0
Regular1
Avery Lewis
Color formula saved · week 5 of 6
At-risk1
Camille Price
Rebooking message due
Lapsed0
Reactivated0
The customer journey
One business record from first contact to the next sale.
- 01website
Find
The salon site shows the team, services, work, location, and booking path.
- 02link page
Choose
One mobile page points clients to booking, stylists, reviews, and social profiles.
- 03booking
Book
The request brings the service, preferred time, and client details into the workspace.
- 04crm
Serve
The client record keeps formulas, preferences, sensitivities, and visit history.
- 05storefront
Buy
Services and retail products stay ready for quotes, invoices, and payment links.
- 06phone agent
Return
The salon booking preset collects requests and routes follow-up to the team.
01Customer records
The Client Lifecycle.
The pipeline, client fields, forms, and activity language come from the Salon & Stylist pack. The sample records show the operating rhythm without pretending they are customer data.
Hue & Halo SalonSample data
New consult1
Nia Grant
Reference photos received
First visit0
Regular1
Avery Lewis
Color formula saved · week 5 of 6
At-risk1
Camille Price
Rebooking message due
+ 2 more stages
Client fields
Hair typeLast serviceUsual serviceColor formulaAllergies / sensitivitiesPreferred stylistTypical visit cadence (weeks)
Activity language
Service visitColor formulaRebook SMSProduct soldNo-show
02Booking
The request enters the business once.
The seeded Book an appointment collects the details this operator needs. The submission feeds the same contacts, pipeline, and activities used by the rest of the system.
Book an appointment
Built inHue & Halo Salon
Book an appointment
Tell us what you'd like done. We'll confirm a time within the day.
Name
Email
Phone (for confirmation)
Service requested
Preferred day & time
Anything we should know?
Send request
03Website
The public face belongs to the operator.
The site record, public page, brand, domain, and contact paths live beside the customer system. The mock below shows how the room can present the business, not a generic software dashboard.
White-label website
Built inHue & Halo SalonAboutGet started
Independent stylists, barbershops, and small salons.
Keep formulas, preferences, appointments, and rebooking in one place.
Give the team one client history for consultations, services, sensitivities, favorite products, and the next visit.
Book an appointmentConnected paths
Book an appointment
Choose a stylist
Services and prices
04Link page
One small page keeps the next action obvious.
The link page can carry booking, service, payment, review, and social destinations while recording activity back in the workspace.
Client link page
Built inHue & Halo Salon
Keep formulas, preferences, appointments, and rebooking in one place.
Book an appointment
Choose a stylist
Services and prices
Clicks tracked in CRM Stack
05Selling flow
Products and services become reusable business items.
The built-in catalog feeds quotes and invoices. Payment collection needs the operator's Stripe account or payment link, so the room labels that connection instead of drawing a finished cart that the repo does not ship.
Products, quotes, and payment path
Payment connectionHue & Halo SalonServices
Cut and style
Reusable product or service
Request quote
Color service
Reusable product or service
Add to quote
Hair-care products
Reusable product or service
Add to quote
CRM Stack ships the catalog and quote or invoice record. Connect the operator's Stripe account or Payment Link for collection.
06Phone agent
The first conversation enters the same system.
The Relay intake can match a lead, store the transcript, log the activity, score the opportunity, and create follow-up work. A provider number and runtime still need to be connected by the operator.
Salon booker preset
Vertical preset☎Relay intake
Incoming call
Hue & Halo Salon
“Thanks for calling. Are you looking to book an appointment?”
It takes down
Caller nameCallback numberService typePreferred timeAllergies
Signed Relay events can create or match the contact, store the transcript, log the activity, score the lead, and create follow-up work. The operator still connects the provider number and runtime.
Setup truth
What ships. What gets connected. What stays customizable.
The owner controls the software beneath the room. The operator supplies the business identity and third-party accounts.
Connect during setup
- •Hosting and domain
- •Email delivery
- •Stripe or payment link
- •Phone provider and Relay runtime
- •Brand assets and business details
Shape for the operator
- •Services and prices
- •Forms and custom fields
- •Pipeline stages
- •Phone script
- •Pack feature opportunities
Two different prices: the software license is what the owner or agency pays to own the system. The $99/month figure is the pack's suggested client offer for an agency selling this hair salon system as a managed service.
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