Beauty & wellness
Turn service questions into appointments and thoughtful follow-up.
Spas & wellness demo
Hear the conversation. Watch the customer record take shape.
Can I ask about booking a relaxation session on Sunday morning?
- Phone
- —
- Contact permission
- Not yet confirmed
- Customer request
- Waiting for the conversation
- Requested information
- —
Created after the request is captured
To Contact & permission required
The update is prepared after the conversation.
Illustrative workflow
The answer is only the beginning.
The question, useful details, and next action stay together. Your team confirms the commitments.
Customer
Which service should I book, and is Saturday afternoon open?
- AI phone
- Messaging
Appointments & care
Turn service questions into appointments and thoughtful follow-up.
A client asks which service to discuss and whether a preferred time or specialist is available.
Saleringo
I can capture your preferred time and contact details. The care team will confirm availability and share approved visit information. Clinical questions go to a person.
Prepare an appointment request using approved service information.
Never judges suitability, contraindications, or treatment outcomes.
Wellness appointment request
- Client profile
- Casey Rivera
- Service interest
- Consultation + service
- Preferred time
- Saturday afternoon
- Staff preference
- No preference
Sample details for this example. No customer record is created.
Assigned team
Studio reception
Awaiting staff reviewAsk a specialist to answer suitability questions before confirming.
A prepared request is not a confirmed booking, price, or decision.
Assigned team
Studio reception
Ask a specialist to answer suitability questions before confirming.
After approval
Share the confirmed visit details and approved care reminders.
A prepared request is not a confirmed booking, price, or decision.
- Capture service and staff preference
- Prepare a consultation request
- Send approved visit reminders
Conversation and work details
Conversation history
- First question answered
The request and preferred contact were captured in one customer record.
First contact - Business details added
Prepare an appointment request using approved service information.
Same journey - Follow-up preference confirmed
Share the confirmed visit details and approved care reminders.
Latest update - Wellness appointment request prepared
Ask a specialist to answer suitability questions before confirming.
Now
Next actions
- Prepare an appointment request using approved service information.
Saleringo · Prepared now
- Ask a specialist to answer suitability questions before confirming.
Studio reception · Next review
- Share the confirmed visit details and approved care reminders.
Saleringo · After approval
- Keep the result on the same customer history
Studio reception · At completion
Prepared in CRM
- Client profile
- Casey RiveraSource: Phone
- Service interest
- Consultation + serviceSource: Phone
- Preferred time
- Saturday afternoonSource: Web chat
- Staff preference
- No preferenceSource: Web chat
- Business detail
- Suitability questionSource: Messenger
- Contact preference
- MessengerSource: Messenger
Approval controls
- Approved answers
Answer only from business-approved information.
- Commitments
A person approves availability, price, or other commitments.
- Sensitive questions
Stop automation and send the full context to authorized staff.
- Customer access
Only assigned studio reception roles can open contact details.
Customer follow-up
We have your wellness appointment request. Studio reception has the details and will confirm the next step in this conversation.
Sends only after studio reception confirms the next step.See the workflow for your team.
Use this example as a starting point, then confirm the real questions, fields, approvals, and connected systems for your business.