Crown & Co. Studio
Phoenix, AZ
Today board

Jordan's Dashboard

Mon · Jun 8
Arrivals
18
6 before noon
Open Money
$380
3 invoices pending
SMS Used
348
of 750 segments
Bookings

Chair & class lanes

18 arrivals 2 gaps 3 alerts
9 AM1011121 PM23
TashaStylist6 today
9:00
Confirmed
Maya JohnsonSilk press
10:30
Deposit due
Janelle PriceColor consult
MarcusBarber5 today
11:00
SMS reminder
Andre MillsCut + beard
12:45
Ready
Dion CarterLineup
CoreFitStudio2 classes
1:30
Class lane
Strength Circuit11 members checked in
Messages

Signal routing

43 ready
Welcome campaign · no SMS
SMS urgent
4 queued
Appointments only
Growth
12 asks
Post-visit email
Staff

Team lanes

Tasha
6 bookings · 1 gap
Marcus
5 bookings · SMS queued
CoreFit Coach
2 classes · 18 members
Payments

Money movement

Today collected$1,240
Member revenue$4,724
Needs follow-up$380
Reports

Business pulse

Revenue$8.4K+12%
Retention68%repeat
Bookings143MTD
Marketing

Growth loops

Review ask
12 ready
Email after completed visits.
27 inactive
Send a friendly rebooking offer.
Birthday list
8 this month
Email-first promotion.

More Apps

Suite launcher

Growth plan
ClientBook Profiles, notes, tags, and consent Included
ScheduleDesk Bookings, classes, staff lanes Included
MemberPass Client subscriberships and renewals Included
InsightPanel Advanced trends and owner reports Pro upgrade
CampaignFlow Email-first promotions and win-back lists Add-on
ReceiptDesk Invoices, deposits, and payment status Add-on

ClientBook

Client command center

Profiles, notes, tags, consent, and follow-ups.
Included
Total clients64243 added this month
Needs follow-up28Email recommended
SMS consent71%Appointment notices only

Client list

Maya JohnsonSilk press · VIP · email ok
Andre MillsCut + beard · SMS reminder ok
Janelle PriceColor consult · deposit due

ScheduleDesk

Booking operations

Calendar, staff lanes, class capacity, and reminders.
Included

Today lanes

9:00TashaMaya · Silk press
10:30MarcusAndre · Cut + beard
12:00CoreFitStrength Circuit · 11 checked in

MemberPass

Subscriberships

Recurring client packages, memberships, perks, and renewal health.
Included
Active members8632 + 21 + 33 members
Monthly member revenue$4,724$1,568 + $1,869 + $1,287

Plan board

Barber Monthly$49 x 32 members = $1,568/mo
Salon Glow$89 x 21 members = $1,869/mo
Gym Core$39 x 33 members = $1,287/mo
Total member revenue$4,724/mo

InsightPanel

Owner intelligence

Revenue, retention, staff performance, and business trends.
Pro upgrade
Revenue$8.4K+12% this month
Retention68%Repeat clients
No-shows4.1%Down 1.2%

Upgrade preview

Growth users can preview the layout. Pro unlocks deeper comparisons, exportable reports, and owner alerts.

CampaignFlow

Client growth campaigns

Email-first marketing, win-back offers, and birthday lists.
Add-on

Campaign queue

Win-back 3027 inactive clients · email only
Birthday glow8 this month · offer draft ready
Review request19 completed visits · send tomorrow

ReceiptDesk

Money desk

Invoices, deposits, receipts, and open payment follow-up.
Add-on
Open money$380$80 + $45 + $255
Today collected$1,240$825 + $235 + $180

Payment queue

Janelle Price$80 deposit due · color consult
Dion Carter$45 invoice open · lineup
CoreFit Drop-in$255 class receipts ready
Open total$380

Collected today

Cards$825 settled
Cash$235 logged
Paid deposits$180 collected
Collected total$1,240

Quick action

New booking

Fast create
Client Service Time Confirm
1

Find or add client

2

Service lane

3

Date and time

Thu, Jun 4 10:30 AM - 11:45 AM
4

Confirmation

Client intake

Import clients

Email-first setup
Upload Map Clean Invite

Upload clients

Use a spreadsheet or phone contacts file. Review before import is always on.

Expected file: CSV or Excel No file selected
Import source

Pick the file type

CSV is best for clean business lists exported from another system.
Map fields
Full NameClient name
MobilePhone number
EmailEmail address
BirthdayBirthday rewards
Review first

Approve contacts

Welcome

Send first touch

Email is enabled by default. SMS is reserved for urgent appointment notices.

Client intake

QR sign-up

Walk-in ready
Build Consent Place Welcome
Negodi intake
Crown & Co. Studio

Scan, consent, and book faster.

Client form

Choose what the client enters

Consent

Keep communication clean

Placement

Use it where clients are

First touch

Route every scan into onboarding

New contacts enter ClientBook, receive a welcome email, and can be tagged by location or campaign. SMS stays limited to urgent appointment notices.

Message Center

Welcome campaign

43 ready
Audience

New and imported clients

Clients imported from CSV and QR sign-up enter this list before their first email touch.

Channel

Email default

Welcome campaigns use email so SMS segments stay reserved for urgent appointment notices.

Send

Preview and queue

Messages

Message Center

Email-first
Routing

Communication traffic

All customer communication routes through email by default, with SMS reserved for urgent appointment notices.

Welcome campaign43 clients ready · email
Appointment reminders4 urgent SMS segments queued
Review asks12 completed visits ready
Templates

Approved copy

Use short templates for urgent SMS and richer templates for email.

Usage

Segment control

Monitor SMS usage against the plan allowance before sending.

Urgent notices

SMS appointment queue

4 segments
Queue

Appointment-only SMS

Andre MillsCut + beard reminder · send 2 hours before
Janelle PriceDeposit due before color consult
Dion CarterLineup confirmation
Guardrail

No marketing SMS

SMS is limited to urgent schedule, cancellation, and appointment-specific notices.

Template

Short segments

Use approved templates to keep messages concise and segment usage predictable.

Growth loop

Review asks

12 ready
Completed visits

Email after the appointment

Send a friendly review ask to clients whose visits are complete and paid.

Maya JohnsonSilk press complete · email ready
CoreFit class6 attendees eligible for review request
Template

Review request

Short email, business link, no SMS usage.

Result

Track lift

Review clicks and replies flow into CampaignFlow reporting.

Growth loop

Win-back list

27 inactive
Audience

Inactive clients

Clients with no completed booking in 45+ days are grouped for an email-first rebooking offer.

Offer

Friendly rebook

Suggested: limited-time service credit or class pass.

Send

Queue email

Growth loop

Birthday list

8 this month
Audience

Monthly birthdays

Clients with birthdays this month can receive an email-first promotion or perk.

Jada S.June 8 · Salon Glow member
Marcus B.June 19 · Barber Monthly
Perk

Choose reward

Discount, free add-on, class pass, or member-only perk.

Channel

Email-first

Birthday offers should avoid SMS unless explicitly requested by the client.

Staff

Team lane detail

Today
Coverage

Schedule and gaps

9:00TashaSilk press · confirmed
11:30MarcusOpen gap · rebooking opportunity
12:00CoreFitStrength Circuit · 18 members
Action

Protect the day

Fill gaps, move staff breaks, and watch reminder status.

Open

ScheduleDesk

Payments

Payment follow-up

$380 open
Open money

Invoices and deposits

Janelle Price$80 deposit due · color consult
Dion Carter$45 invoice open · lineup
CoreFit Drop-in$255 receipts ready
$80 + $45 + $255$380 open
Channel

Email invoice first

SMS only when payment blocks a same-day appointment.

Open

ReceiptDesk

Marketing

New offer

CampaignFlow
Build

Choose audience and offer

Channel

Email campaign

Default to email and keep SMS for urgent notices.

Open

CampaignFlow