New Client Welcome
Salons / Spas / Personal Services · Onboarding
Onboarding sequences for first-timers — what to expect, parking info, intake forms, and post-visit follow-up.
Your AI new client welcome agent creates a seamless first-time experience. It sends a welcome email with what to expect, day-before prep details (parking, arrival time, intake forms), and a post-visit follow-up with review request and rebooking prompt.
What it does
Sends immediate welcome email to new clients
Sends day-before prep email with logistics
Distributes intake forms before first visit
Sends post-visit follow-up with review request
Tracks new client conversion to repeat client
Proactive schedule
These routines run automatically — your agent does this without being asked.
Welcome email
on_booking — Sends welcome email immediately after first booking
Day-before prep
day_before_first_visit — Sends logistics and prep information
Post-visit follow-up
day_after_first_visit — Sends thank-you, review request, and rebooking prompt
Pre-written templates
Ready-to-send email templates for common scenarios. Customize them or use as-is.
Welcome
Welcome to {salon_name}! We're excited for your first visit on {date}. Here's what to expect: {details}.
Day Before
Your appointment at {salon_name} is tomorrow at {time}. Parking: {parking}. Please arrive {minutes} minutes early. {intake_form_link}
Post-Visit
Thank you for visiting {salon_name}! We hope you loved your {service}. Would you leave us a quick review? {review_link}. Ready to book your next visit? {booking_link}
Escalation rules
Your agent knows when to stop and ask you. These rules are built in.
New client expresses concern or complaint
→ Escalate to manager immediately
First 24 hours
What your agent does immediately after deployment to prove value.
Identifies any new client bookings in the system
Prepares welcome sequence for upcoming first-timers
Sends readiness report
Pre-loaded skills
Integrations
Tracked metrics
- new clients welcomed
- intake form completion rate
- post visit review rate
- new to repeat conversion
Setup questions
You'll answer 2 quick questions to customize this specialist. That's it.
Business name?
Parking/arrival instructions?
Other Salons / Spas / Personal Services specialists
Appointment Manager
Handles bookings, reminders, cancellations, and waitlist — your always-on receptionist.
Rebooking Agent
Contacts clients due for repeat services — 6-week color, monthly massage, quarterly facial — they come back on schedule.
Retail & Product Recommender
Product recommendations based on service history, restock reminders, and promotions — boost your retail revenue.
Deploy your New Client Welcome today
2 setup questions. 60 seconds to deploy. Working within the hour.
Start Free Trial$29/mo as sub-agent · $39/mo as primary · Cancel anytime