Practical guide
Set up salon booking by testing one complete appointment.
Start with a service you understand well and a small, controlled test. The purpose is to check what a client sees and what the team receives before a public launch. This walkthrough describes the Nexis Business OS workflow; exact screen labels may change.
7-day free trial of the full Pro plan with 150 free AI tokens. After the trial, choose Starter at $49.99 USD/month (200 AI tokens a month) or Pro at $149.99 (750 AI tokens a month).
Is this the right workflow for you?
For a salon launching individual online appointments. Use a sample customer and avoid putting unnecessary personal or treatment information in test records.
Follow the setup and decision checklist
- 01Prepare the service information
Write the name, price, duration and a short explanation of the appointment. Decide whether a client needs a consultation before treatment. Prepare a contact route for exceptions rather than forcing every request into the same service.
- 02Configure the schedule and public page
Set the relevant service, opening hours and staff availability. Review the Business Link on a phone: check the business identity, service description and booking route. Keep payment and cancellation arrangements visible through your published process.
- 03Book as a customer and inspect as the team
Open the public booking page, choose the service and available time, then submit a sample booking. In the workspace, verify the appointment, customer record and staff assignment. Check the time and duration instead of stopping at a success screen.
- 04Launch with a clear operating routine
Tell the team how to review new appointments and own follow-up. Share the tested link in your chosen channels. WhatsApp connects to the team inbox by QR code: new customer messages arrive in Chats and you reply from your own number. Booking confirmations and reminders go out automatically on every plan; mailings and follow-up chains are on Pro.
Test the complete journey
See what your team receives after the customer acts.
Use a sample enquiry or appointment in your workspace. Check the customer record, internal schedule and next task. Verify external messages and CRM transfers in the connected service itself.
A proposed workflow change
An operational example to evaluate in your trial, not a customer case study or a promise of results.
Without a connected process
A public link is shared as soon as the page looks complete, before anyone checks the appointment and customer record it creates.
With the Nexis Business OS workflow
The team has followed a sample client journey, reviewed its internal result and agreed how to handle questions, changes and follow-up before sharing the link.
Check before you launch
- Verify service name, price, duration and time on the customer and team sides.
- Check that your contact route works for a client who is unsure which treatment to choose.
- Tell customers how changes, cancellations and payment are handled, and test a deposit if you take payment online.
- Keep a written launch checklist and repeat it after material service or availability changes.
Questions about this workflow
Should I publish all services at once?
Use a representative service first so you can check the full workflow. Add other services once their duration, availability and customer instructions are clear.
Why test from a phone?
Customers may arrive from a social profile or QR code. Checking the public page and booking flow on a phone helps you assess the actual path they use.
Can I test automatic WhatsApp reminders on the trial?
Yes. The 7-day trial includes the full Pro plan. Connect WhatsApp by QR code, make a sample booking with your own number and check the confirmation and reminder messages.
Connect the next part of your customer journey.
Continue reading
Try it with one real workflow.
Start with a sample service and appointment. Check the result with your team before switching your day-to-day process.
7 days free. No payment at signup. Subscription required afterward.
Published by NexisDigital · Product information reviewed .