The appointment ends. The customer context scatters.
A message on Instagram, an appointment in a calendar, a payment elsewhere. When the customer returns, your team has to piece her story together. We design a workflow on Odoo Community that brings useful information into reception and follow-up, with a dashboard shaped around the working day in beauty and wellness.
Open the customer record. See what the next step needs.
The record can bring together appointments, services, messages and payments when the data and connections allow it, subject to access rights. Your team sees useful context; professional accounting stays with the specialist.
Not every customer needs the same message.
Follow-up groups are defined from your visit patterns and data; your team then decides who to contact and when.
Came once
A one-time visitor may benefit from suitable follow-up. Your team chooses the timing and message after checking context and permissions.
Gone quiet
A gap in visits can be flagged against the rhythm of your business; your team decides whether follow-up is appropriate.
Regular
History and preferences, when available, help prepare a useful message rather than a generic offer.
Set aside
A customer with an existing booking or open request can be excluded from an unsuitable follow-up under your rules.
Appointments, messages and figures in context.
We connect what your team actually needs and define each connection’s role and limits before building.
Enquiries arrive already filed
Requests from connected sources join a clear workflow. We review matching and duplicate rules before activation.
See the engine in detail →The client record prints
A practical summary of services, appointments and permitted notes can be prepared for the practitioner before the visit.
Open the Odoo demo →The advertising budget comes back down into the record
When channel and visit data allow it, marketing indicators and bookings can be reviewed together, without treating every click as a customer.
See the demo features ←The system reminds. Your team keeps the relationship.
The system can show a follow-up or suggest an action; it cannot decide what suits every customer on its own. Your team sets the rules and exceptions and keeps the decision in sensitive cases.
How often did your team search for the same detail today?
Start with one path: from first message to booking and follow-up. We define what can be connected and its cost before we build.