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💇 GoHighLevel snapshot · Salons & Barbershops

Salon snapshot walkthrough

A guided tour of every pipeline, form and automation, with the actual messages your client’s customers will receive.

OverviewSetup guideWalkthroughMini-coursePDF guide ↓
1 · The big picture

How a lead flows through the system

  1. Capture: the quote form, a missed call or an imported list starts a workflow.
  2. Respond in seconds: SMS and email go out instantly and the team gets an alert.
  3. Book: the New Client Appointment calendar confirms and reminds automatically.
  4. Close: estimates and proposals get a 13-day follow-up so nothing slips.
  5. Deliver and delight: the Customer Journey pipeline handles feedback, reviews and referrals.
  6. Reactivate: past customers come back through service-due, seasonal and niche campaigns.
  Dashboard
Dashboard
2 · Pipelines

Three pipelines, named for salon

Sales Pipeline

Every new inquiry from first touch to signed job.

New LeadContactedFirst Visit BookedFirst Visit CompletedRebook OfferedWonLostLong-Term Nurture

Customer Journey

Delivery, feedback, reviews and referrals after the sale.

Next Visit BookedRegular ClientVisit CompletedFeedback Requested5-Star ReviewedReferral Partner

Reactivation

Turns your old list into booked work with the reactivation campaign.

Campaign SentReplied - InterestedBookedNot Interested
  Opportunities → Pipelines
Opportunities → Pipelines
3 · Forms & fields

Capture the right details the first time

01 · Request a Quote / Booking Request

Main lead form for the website, funnels, ads and QR codes. Starts workflow 01.

02 · Customer Feedback

Private 1-5 rating. Happy customers get the review link; unhappy ones trigger service recovery.

03 · Refer a Friend

Captures referrals and alerts the team to call the new lead the same day.

Salon fields included

  • Preferred Stylist
  • Usual Service (Cut, Color, Cut and color, Beard / shave, Blowout)
  • Rebook Interval (2 weeks, 3 weeks, 4 weeks, 6 weeks, 8 weeks)
  • Last Visit Date
  • Preferred Day (Weekday morning, Weekday afternoon, Weekday evening, Saturday, Flexible)
  • Deposit Required (No, Yes - new client, Yes - after no-show, Yes - long service)
  • Formula / Service Notes

Plus 13 core fields: timeline, budget, preferred contact method, feedback rating, referral details and service dates.

  Sites → Forms
Sites → Forms
4 · Automations

All 21 workflows, step by step

Open any workflow to see its trigger, every step and a sample message. Each one is installed and fully written.

01 · New Lead → Speed-to-Lead + 7-Day Follow-Up

Sends new inquiries the new-client offer by text and email instantly and follows up for 7 days until they book.

Trigger

Form 01 submitted, or tag 'start lead nurture' added

Steps
  1. Tag new lead
  2. Create opportunity in Sales Pipeline → New Lead
  3. Instant SMS reply with booking link
  4. Instant email: what happens next
  5. Text + email alert to the team
  6. Day 1 SMS follow-up
  7. Day 2 email: why customers choose you
  8. Day 4 SMS: quick question
  9. Day 7 email: close the loop
  10. Move to Long-Term Nurture

Stops when the lead replies

Sample text message:
Hi first name, thanks for reaching out to business name! As a new client you get lead offer. Grab a time here: booking link or reply with what you're looking for. Reply STOP to opt out.
02 · Missed Call → Instant Text-Back

Texts callers back within seconds when everyone is mid-appointment and can't answer.

Trigger

Inbound call is busy, no-answer or voicemail

Steps
  1. Text-back within seconds
  2. Create opportunity → New Lead (source: missed call)
  3. Text alert to the team

Runs every time

Sample text message:
Hi, it's business name. Sorry we missed your call! We're probably mid-appointment. Reply here and we'll get right back to you, or book online anytime: booking link Reply STOP to opt out.
03 · Customer Replied → Hot Lead Alert

Alerts the front desk when a client replies so booking requests get answered fast.

Trigger

Customer replies (SMS, email, chat)

Steps
  1. Tag hot lead
  2. Text the team the reply so nobody waits

Runs every time

04 · Appointment Booked → Confirm + Reminders

Confirms the appointment, states the 24-hour cancellation policy, and sends day-before and 2-hour reminders.

Trigger

Customer books on the calendar

Steps
  1. Tag appointment booked
  2. Move deal → Appointment Booked
  3. Confirmation SMS + email with reschedule link
  4. Team alert
  5. 24-hour reminder SMS
  6. 2-hour reminder SMS

Runs for every booking

Sample text message:
You're booked, first name! Your appointment type at business name is start time. Need to change it? Please give us 24 hours' notice: reschedule link
05 · No-Show → Reschedule Recovery

Follows up with clients who no-show, rebooks them, and explains the deposit policy for future bookings.

Trigger

Appointment status changes to No-show

Steps
  1. Tag no-show
  2. Sorry-we-missed-you SMS + email with booking link
  3. Team alert
  4. Day 1 rebook SMS
  5. Day 3 final SMS

Stops when they reply

Sample text message:
Hi first name, we missed you at business name today. Hope everything's okay! Want to grab a new time? booking link
06 · Appointment Completed → Proposal Prep

Thanks first-time clients after their visit and suggests the right time for their next one.

Trigger

Appointment status changes to Showed

Steps
  1. Move deal → Appointment Completed
  2. Thank-you SMS
  3. Team alert: send the proposal within 24 hours

Runs every time

Sample text message:
Thanks for coming in today, first name! We loved having you. To keep your look fresh, we'd suggest your next visit in about 4 to 6 weeks. Want us to save a spot? Just reply. - business name
07 · Proposal Sent → Follow-Up Sequence

Nudges new clients to lock in their second visit before their stylist's calendar fills.

Trigger

Deal moves to Proposal Sent

Steps
  1. Day 1 SMS check-in
  2. Day 3 email: questions?
  3. Day 6 SMS: hold your spot
  4. Day 13 final email
  5. Team alert if still no answer

Stops when they reply

Sample text message:
Hi first name, how are you loving your new look? Want us to book your next visit now so you get the day and time you want? Just reply with what works.
08 · Deal Won → Welcome + Customer Journey

Welcomes rebooked clients as regulars and explains how to book, move and cancel.

Trigger

Deal moves to Won

Steps
  1. Tag customer, remove lead tags
  2. Create Customer Journey deal → Scheduled
  3. Welcome SMS
  4. Welcome email: what happens next
  5. Team alert

Runs every time

Sample text message:
Welcome to the business name family, first name! Save this number so you can text us to book, move or ask about an appointment anytime.
09 · Deal Lost → 30/60/90-Day Nurture

Keeps in touch with clients who didn't rebook, with a returning-client offer at 90 days.

Trigger

Deal moves to Lost

Steps
  1. Tag lost
  2. Day 30 check-in email
  3. Day 60 SMS
  4. Day 90 email with comeback offer
  5. Move to Long-Term Nurture

Stops when they reply

10 · Job Completed → Feedback Request

Asks clients how their visit went right after their service.

Trigger

Customer Journey deal moves to Completed

Steps
  1. Move → Feedback Requested
  2. Tag review requested
  3. SMS + email asking for a private rating
  4. Day 2 reminder SMS

Runs every time

Sample text message:
Hi first name, thanks for visiting business name! How did we do? It takes about 20 seconds: feedback link
11 · Feedback Submitted → Review Ask or Service Recovery

Sends happy clients to your Google review link and routes unhappy feedback privately to the owner for a fix.

Trigger

Form 02 submitted

Steps
  1. If rating is 4-5: tag promoter, send Google review link, move → 5-Star Reviewed
  2. If rating is 1-3: tag detractor, apology message, urgent team alert to fix it privately

Runs every time

12 · Happy Customer → Referral Request

Invites happy clients to refer friends and rewards them when the friend visits.

Trigger

Tag promoter added

Steps
  1. Wait 3 days
  2. Referral SMS with reward
  3. Referral email with reward

Once per contact

Sample text message:
Hi first name, thank you for the kind words! Know someone who'd love business name? Send them our way and you'll get referral reward: referral link
13 · Referral Received → Thank You + Team Alert

Thanks the client for the referral and alerts the front desk to reach out the same day.

Trigger

Form 03 submitted

Steps
  1. Move referrer → Referral Partner
  2. Tag referral partner
  3. Thank-you SMS
  4. Team alert with the friend's name and phone

Runs every time

14 · Database Reactivation Campaign

Invites lapsed clients back with a friendly check-in and a returning-client offer.

Trigger

Tag 'start reactivation' added (bulk-tag an imported list)

Steps
  1. Create Reactivation deal → Campaign Sent
  2. SMS 1: still looking for help?
  3. Day 2 SMS: past-customer offer
  4. Day 5 email offer
  5. Day 10 last-call SMS
  6. Remove the campaign tag

Stops when they reply

Sample text message:
Hi first name, it's owner name from business name. It's been a while and we miss you! Ready for a fresh cut or color? Reply STOP to opt out.
15 · Invoice Sent → Payment Reminders

Sends polite reminders for unpaid balances, package payments or forfeited deposits.

Trigger

Invoice sent

Steps
  1. Wait 3 days
  2. Friendly SMS reminder
  3. Day 6 email reminder
  4. Day 10 team alert for a personal call

Payments workflow (16) stops it when the invoice is paid

16 · Payment Received → Thank You

Confirms payments with a quick thank-you text.

Trigger

Payment received

Steps
  1. Tag customer, remove past-due tag
  2. Thank-you SMS
  3. Team alert

Runs every time

17 · Birthday → Gift Offer

Celebrates client birthdays with a birthday-month discount.

Trigger

Contact's birthday (date of birth on file)

Steps
  1. Birthday SMS with gift offer
  2. Birthday email

Yearly

18 · Stale Deal Alert (7 Days No Movement)

Flags new clients who haven't rebooked or been followed up with in a week.

Trigger

Sales Pipeline deal idle 7+ days

Steps
  1. Text + email alert to the team

Runs every time

19 · Service Due → Rebook Reminder

Reminds clients when they're due based on their usual rebooking interval.

Trigger

Tag 'service due' added

Steps
  1. Service-due SMS with offer
  2. Day 3 email
  3. Day 7 final SMS
  4. Remove the tag

Stops when they reply

In salon: The client's rebooking interval: typically every 3 to 6 weeks for cuts and fades and 6 to 8 weeks for color. Tag clients 'service due' from a smart list based on Last Visit Date and Rebook Interval, ideally a few days before they're due.

Sample text message:
Hi first name, it's business name. You're due for your next visit! Book now for service due offer: booking link Reply STOP to opt out.
20 · Seasonal Promo Campaign

Runs the holiday-ready campaign that fills December, reusable for prom and wedding season.

Trigger

Tag 'seasonal promo' added

Steps
  1. Offer SMS
  2. Day 2 email
  3. Day 5 last-call SMS
  4. Remove the tag

Stops when they reply

In salon: Holiday-ready campaign with a free add-on treatment, launched in early November to fill December. Reuse it in March and April for prom and wedding season, and in August for back-to-school.

Sample text message:
Hi first name, business name here. Holiday appointments go fast! Book now and get seasonal offer. Reply YES or book: booking link Reply STOP to opt out.
21 · Slow-Day Fill-Up → Midweek Openings

Fills quiet midweek chairs by giving flexible and nearly-due clients first pick of open times.

Trigger

Tag 'niche campaign' added

Steps
  1. Niche SMS
  2. Day 2 email
  3. Day 5 follow-up SMS
  4. Remove the tag

Stops when they reply

In salon: Fills empty midweek chairs without discounting the whole menu. Whenever the book shows gaps for the coming week, tag a segment of flexible or nearly-due clients 'niche campaign'; they get a first-pick invitation to the quiet days and the sequence stops when they reply. Add a small perk in the copy if the owner wants extra pull.

Sample text message:
Hi first name, it's business name. We have a few open chairs this week on our quieter weekdays. Want first pick? Book here: booking link Reply STOP to opt out.
  Workflow 01 · Speed-to-Lead
Workflow 01 · Speed-to-Lead
Workflow 01 in the builder
  Workflow 14 · Reactivation
Workflow 14 · Reactivation
Workflow 14 · reactivation campaign

Launch your next salon client this week

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