CRM Setup & Automation for spas
Every enquiry, customer and follow-up in one sheet or CRM, with automations that remind you who to call today. Built for spas in India, where the leak we see most is package and availability enquiries.
What is included in the setup
- CRM setup (Google Sheets or Zoho)
- Lead capture from all channels
- Follow-up reminders
- Monthly pipeline report
What you need before the call
- The accounts the setup connects to (WhatsApp, Google or Meta)
- Your services, prices, timings and address
- Who receives alerts and reports
- Approval for the content the setup will send in your name
A sample conversation for spas
Customer: Hi, do you have any packages for a couple's spa session this weekend? Bot: Hi! Thanks for reaching out. We do have a Couple's Wellness Package (90 mins, includes massage + steam). Could you share your preferred date and time so I can check availability and have our team call you back within the hour?
Illustrative exchange from our guide for spas; the live setup answers from your own knowledge card.
A typical week, before and after
| Situation | Before | After |
|---|---|---|
| Sunday evening Instagram enquiry about a facial package | Seen Monday morning, replied Monday afternoon, customer already booked elsewhere | Auto-reply sent within minutes; flagged for callback first thing Monday |
| Walk-in asks about membership but doesn't decide on the spot | Name written on a paper pad, often lost by end of day | Logged with phone number; follow-up reminder set for 2 days later |
| Therapist on leave, appointment needs rescheduling | Front desk calls each affected customer manually, some missed | Affected bookings pulled from the sheet in one view, calls made off a clear list |
| Customer's 10-session package has 1 session left | Nobody notices until they don't come back | Reminder triggers at 2 sessions left, staff calls to schedule the last one and pitch renewal |
| Owner wants to know which marketing channel is working | No real way to tell — guesswork based on "feels busier" | Weekly report shows enquiries and bookings by source (Instagram, WhatsApp, walk-in) |
| Chhutti pe gaya staff member who handled all bookings | Enquiries pile up untouched until they're back | Anyone can open the sheet and see exactly what's pending and for whom |
How it goes
Message us
Business type, city, what is leaking. We reply within a business day with slots.
20-minute call
We fill the knowledge card for your spa & wellness centre. Setup fee is paid before the build starts.
Live within 48 hours
Once your platform access and Meta verification are complete (verification typically takes 3 to 10 business days). We test with you on a sandbox first.
Care plan
Monitoring, fixes, updates, reports. Cancel from any next billing date.
Guides for spas
Same setup, other fitness & beauty business types
Tell us your business and the problem to fix first.
One WhatsApp message. We reply within a business day with the setup that fits, its fees, and call slots.