Salon snapshot mini-course

Six short visual lessons. Follow along in your own GoHighLevel account and you’ll be live by lesson 6.

Lesson 1 of 6

Install and brand the salon snapshot

Get the snapshot into the salon's sub-account and branded with its name, offers and hours.

Import the snapshot link, then go to Account Snapshots > Imported Snapshots and push it to the salon's sub-account.
Open Settings > Business Profile and add the salon name, logo, address and time zone.
Go to Settings > Custom Values and fill in owner name, phone, booking link and service area.
Confirm the new-client, referral, returning-client and birthday offers with the owner.
Update Business Hours so clients know when to expect a reply.

Agency → Snapshots → Load

Lesson 2 of 6

Make sure every inquiry and missed call gets an instant response with the new-client offer.

Go to Sites > Forms > Builder and update the service list and stylist names.
Embed the form on the website and add the link to the Instagram bio.
Open Automation > Workflows > 02 and confirm the missed-call text-back is published.
Open workflow 01 and set the new-lead alert to the front desk.
Submit a test inquiry and check Conversations for the instant text and email.

Workflow 02 · Missed Call Text-Back

Lesson 3 of 6

Set up the calendar, cancellation policy and deposits so no-shows stop costing the salon.

Go to Calendars > Calendar Settings and edit New Client Appointment.
Assign stylists, set service durations and add buffers for color services.
Connect Stripe under Payments > Integrations and turn on deposits if the salon uses them.
Open workflow 04 and confirm the 24-hour policy wording matches the salon's rules.
Open workflow 05 and review the no-show and deposit follow-up.

Calendars

Lesson 4 of 6

Use the Sales Pipeline to get every new client to book a second visit.

Go to Opportunities > Pipelines and walk through First Visit Booked, First Visit Completed and Rebook Offered.
Train the front desk to move a card to First Visit Completed after checkout.
Review workflows 06 and 07 so the rebooking suggestion matches the service.
Move cards to Won when the client books their next visit.
Use workflow 18 alerts to catch new clients nobody has followed up with.

Opportunities → Pipelines

Lesson 5 of 6

Turn happy clients into reviews and referrals and bring lapsed clients back.

Go to Settings > Integrations and connect the Google Business Profile.
Confirm the review link in Reputation > Settings and the review_link custom value.
Open workflow 11 and assign who receives private feedback from unhappy clients.
Export clients with no visit in 90+ days, import them under Contacts and tag them 'start reactivation'.
Book replies from the Reactivation pipeline and Conversations.

Workflow 11 · Review or Recovery

Lesson 6 of 6

Keep the book full every week and track the numbers that matter to the owner.

Build a smart list of clients past their Rebook Interval and tag them 'service due'.
Each Monday, check the week's openings and tag flexible clients 'niche campaign' to trigger workflow 21.
Schedule the holiday campaign in workflow 20 for early November.
Review the Dashboard monthly for rebook rate, no-shows, midweek fill and new reviews.
Adjust rebook intervals and the midweek perk based on what fills the book.

Contacts

One-time $397. Includes the snapshot, both PDFs, the walkthrough and the mini-course. Or get all 20 niches for $1,997.