Beauty & Wellness Business

Bookings, walk-ins, billing & client care for wellness studios

Clients request their next session in a package or walk in for a consultation. After each treatment you invoice from your service catalog, then follow up for renewals, reminders, or reviews.

Session requestsWalk-in intakeService catalog billingClient follow-ups

How it works

Request

Walk-in

Service

Invoice

Communicate

Day-in-the-life example

Example: Wellness package at your studio

Booking request through treatment, billing, and follow-up

  1. Day 1

    Client requests next session

    Priya requests session 3 of her aromatherapy package through your booking link.

  2. Same day

    Walk-in consultation

    A new client walks in—front desk captures details on the intake form and books their first session.

  3. After session

    Treatment completed

    Therapist marks the visit done. Session count and notes updated on the client project.

  4. Checkout

    Service invoiced

    Line items pulled from your catalog with correct tax rates. Payment recorded at counter.

  5. Follow-up

    Communicate with clients

    Message Priya about renewing her package, send a session reminder, or ask for a review.

Request → service → bill → follow up

Customers request a booking or walk in. You deliver the service, create invoices, then use Communications for reminders, review asks, and payment follow-ups.

Booking requests

Accept session requests for packages and single treatments across branches.

Walk-in intake

Register new clients at the counter and link them to projects and packages.

Products & invoicing

Bill from your service catalog with correct tax rates after each visit.

Communications

Send booking reminders, ask for reviews, and follow up on payments—when you choose, using your WhatsApp templates.

Ready to run your business on Surveai?

14-day free trial · GST invoicing · WhatsApp messaging · No credit card required