Your First 30 Days

The retention tools in Simple Salon are designed to be activated gradually – not all at once. This 30-day plan walks you through the sequence.

Week One: Know Your Number

Start by pulling your Client Retention Report. It shows you exactly what percentage of clients who visited in the last 90 days have rebooked.

That number is your baseline. Write it down. This is what you’re working to improve.

Then review your Client Cards. Check a few of your best clients’ records. Look at their note sections. Does your team add notes? Are there enough details to remember who they are and what they like?

This week is about understanding where you are right now – not about changing anything.

Week Two: Set Up Your Automation

Activate your Rebook Reminder. This is the core of most retention systems – an automated SMS or email sent when clients hit a specific number of days without rebooking (usually 60-75 days depending on your service frequency).

Check your 1-Touch rebook prompt settings. This is the prompt that appears at checkout – “Would you like to rebook your next appointment?” Make sure it’s turned on and the wording feels natural for your salon.

Update your checkout flow to make sure rebook prompts show at every checkout. The more friction-free the rebook process, the more clients will actually do it.

Week Three: Build the Notes Habit

This week, establish a standard for how your team documents client information. What notes should be taken at every appointment? What information matters most?

Get your team together and run a catch-up session where you review a few client cards and talk about what useful notes look like. Make it practical – not every visit needs a full essay, but key details should be captured.

At the midpoint of the week, do a quick check. Are your team members actually adding notes? Are the notes useful?

This is often where retention systems gain or lose momentum. Good notes make client recognition easy. Without them, even an automated system feels generic.

Week Four: Measure, Act, Refine

Run your Client Retention Report again. You may already see movement – especially if the Rebook Reminder is bringing clients back.

If specific service categories or operators have lower retention rates, look at the data and ask why. Is it a service type that naturally has longer cycles? Is it an operator retention issue? Is there a pattern?

Plan one targeted action based on the data. Maybe it’s running a specific win-back campaign for lapsed colour clients. Maybe it’s adjusting reminder frequency based on what’s working.

At the end of the month, you should have a clear picture of what’s working and where to focus next month.

Your retention tools are ready inside Simple Salon. This plan helps you activate them step by step. Access Your Retention Dashboard →