Home / Industries / Salons and spas / Documents

Salons and spas

Paperwork typed in for salons and spas

Reads consultation and consent forms, keeps client cards up to date.

PhoneEmailDocumentsWebsiteCalendarCRMBooksYou
Documents at a salons and spa, a sample dayLocal time
  1. 09:02Intake form scanned. 14 fields entered, insurance card flagged as expired.
  2. 11:15Job application received. License, certificate and W-9 filed, one signature missing, applicant texted.
  3. 16:40Twelve vendor invoices from the scanner folder entered, two duplicates caught.

What it does in salons and spas

  • Reads forms, applications, licenses, insurance cards, invoices
  • Types the fields into your system
  • Flags expired documents and missing signatures
  • Files the original with a clean name
  • Warns you 30, 15 and 7 days before something expires

Systems in your office it plugs into

  • Booksy, Square, Vagaro, Fresha, GlossGenius
  • Instagram and website inquiries
  • Gift cards and packages
  • Product and price lists
  • Reminder and no-show rules

Plus email attachments, upload forms, a scanner folder, google drive, onedrive, dropbox, your own server.

Guardrails, set on day one

What the AI may promise, what it hands to a person.

Rule

Unsure fields go to a person, never guessed

Rule

Originals are kept

Rule

Documents never leave your storage

Rule

Pauses itself if the volume looks wrong

Questions

Short answers. Anything else, ask on the contact page and a person replies in a day.

Ask a question
How accurate is it?

Print is read almost perfectly. Unclear handwriting is marked for review.

Where do the files go?

Into the storage you already use, by your folder rules.

Does it know my services and prices?

Yes. It books from your own menu, by stylist, duration and price, and it updates when you change the menu.

Your systems stay yours

Nothing to migrate, nothing new to learn. A person is always one step away.

  • Week 1: audit
  • Weeks 2 and 3: build and test on your cases
  • Week 4: live, watched
  • Every month: tune