If you have connected your salon software to your SalonInteractive account, your client data and appointment information may automatically sync on the mobile app. This connectivity makes sending Product Recommendations to clients even easier.
You can send a Product Recommendation directly to a client in your appointments list from the home page. Your five most recent appointments are listed, but you can click View all to find all appointments over the previous month. You can also click Create on the home page to send a Product Recommendation.
Either way, you can access the date appointment filter, which allows you to filter clients based on when you saw them or their name.
Once you’ve selected a client, search for the product(s) you wish to recommend by name, through bundles or by brand. When done, click Next. To return to this recommendation later, click Save and exit. Otherwise, select the products you want to recommend and click Next.
Review your recommendation. Make sure you have selected the correct client and products you wish to recommend. To delete a product, swipe left on the chosen product and click the trash icon.
To return to this recommendation later, click Save and exit.
When done, click Send.
How do I create a product bundle on the SalonInteractive mobile app?
How do I edit bundles on the mobile app?
Choose whether to deliver your recommendation by SMS (text) or email.
Note: If your list only has a client’s email or mobile number (rather than both), the app will recognize which one is available and automatically prompt that delivery method. If you have both email addresses and mobile numbers, you can choose which way to send your Product Recommendation.
To send a text, click the send icon next to the text and link.
Note: If you are not already a contact on your client’s phone, they will need to save you as a contact; otherwise, the link in your text will not open.
For email, click Send now, and your email will automatically go out.
Congratulations! You’ve just sent a Product Recommendation from the SalonInteractive app.
Resources:
How do I add clients to the SalonInteractive mobile app manually?
How do I add clients to the SalonInteractive mobile app from my device?
How do I create a product bundle on the SalonInteractive mobile app?
How do I edit bundles on the mobile app?
How do I view Product Recommendations through the mobile app?
How do I resend a Product Recommendation through the mobile app?
Where can I view my Product Recommendations stats on the mobile app?
How do I manage my mobile app notifications?
If you need help, our support team is here for you. Give us a call at 312-300-0553 or open a case at support@saloninteractive.com.