Track
The client experience
Everything the owner sees and receives, in the order they meet it. Worth running once from their side before you decide the messages are fine.
5 lessons
In order
- 1The client's side, from sign-up to cancellingYou cannot see the screen a stuck client is on, which is most of the problem. Simulate puts their booking form and their profile in front of you, against your own live settings.4 min read · Owner or front desk
- 2Notifications: what the client gets, what you get, and whenMessages do not have a switch each. They follow a handful of switches, and the row tells you which one. The timing is yours to set; the wording of the reminder is not.3 min read · Owner
- 3Notes, alerts and report cards: what the owner seesA booking carries three separate note boxes and only one of them reaches the owner. The report card is built from that one, and from the photos attached to it.3 min read · Owner or front desk
- 4Terms and waivers: upload them, collect them, prove who signedAn agreement is stored on the client's account against the exact document they read, which is why replacing that document asks everybody again.2 min read · Owner
- 5Intake forms, from the first question to the answer you neededWhere a form is attached decides who gets it. Where the answer lands decides whether anyone ever reads it.4 min read · Owner or manager