Manager console
Monitor conversion, adherence, and coaching opportunities across locations.
Follow-Up
Protect the first-appointment opportunity when the client does not buy today.
The follow-up queue keeps high-intent membership conversations from disappearing after checkout. Demo records use safe IDs, not real customer names.
Task queue
Follow-up inbox
Houston
Today 11:30 AM
New facial client
Liked the plan but paused at price
Next best action
Send same-day recap with membership value and next recommended visit
Austin
Today 1:15 PM
Package consult
Asked to compare package options
Next best action
Summarize plan cadence, expected result path, and next appointment
Dallas
Today 3:00 PM
Returning non-member
Has returned twice without joining
Next best action
Connect repeat visits to consistency and simpler maintenance
Scottsdale
Tomorrow 9:00 AM
New facial client
Did not respond to initial recap
Next best action
Send two-touch recovery path with soft invitation
Tucson
Tomorrow 10:45 AM
First appointment
Missed consult after paid demand
Next best action
Recover appointment and prepare brief for new date