Trigger · 1 of 7Booking confirmed
A customer picks a service and a time on the shop's website and confirms.
- Tool
- Shopify
- Hands on
- The service, the time and the customer
Step · 2 of 7Match the service
The chosen service is matched to the exact one the shop offers today, so the price and the time it takes are current.
- Tool
- Shopmonkey
- Hands on
- The shop's current service
Step · 3 of 7Estimate and appointment
A real estimate is created and the appointment held, the two linked on the calendar. A note goes on the ticket with customer messages switched off.
- Tool
- Shopmonkey
- Hands on
- A linked estimate and appointment
Step · 4 of 7Send it to approve
The customer gets the shop's confirmation and reminder, and the estimate by email and text to approve before the visit.
- Tool
- Shopmonkey
- Hands on
- An estimate ready to approve
Decision · 5 of 7Anything unclear?
A booking that is ambiguous in any way, or whose estimate could not be sent, is not taken as it is.
- Tool
- Postgres
- Hands on
- A clean booking, or one to check
- Ways out
- All clear: Tell the team · Unclear: Held for review
Step · 6 of 7Held for review
The booking is kept as a review booking, so a person checks it before the customer arrives.
- Tool
- Postgres
- Hands on
- A booking for the team to check
End · 7 of 7Tell the team
The team is emailed about the booking, and an eligible booking is reported to Google Ads on its own, so one never holds up the other.
- Tool
- Resend
- Leaves
- A team alert and an ads conversion