The system scans your client records on its own schedule, flags everyone with an upcoming or overdue visit, and reaches out by email and SMS before they slip away. Watch the full recall cycle below, from the automatic scan to the one click that resets it.
Nothing in the video is triggered by a member of staff except the last step. The scan runs on its own schedule, the reminders go out on their own, and your team only touches the system once the client is back in the chair.
With automation switched on, the system works through your client list on its own and checks each record against the service interval you set.
Every record gets a verdict: not yet due, upcoming, or overdue. The counters on the dashboard update live as the scan works down the queue.
Each flagged client is messaged on the channel they prefer, with a personalised reminder that lands on their phone within seconds.
When the client turns up, your staff press Complete visit. The record flips to completed, the next recall date is set, and the cycle begins again.
Built for service businesses where repeat visits drive the revenue. Every feature below appears in the walkthrough.
The scan doesn't just catch clients who are already late. It separates the ones coming due from the ones you have lost track of, so you can act before a visit is missed rather than after.
▶ See it at 0:06Both channels fire from the same cycle, and each client is contacted on the channel recorded against their file. No staff member composes or sends a thing.
▶ See it at 0:11A personalised message arrives on the client's phone with the details of their visit and a simple way to confirm, which is what turns a flagged record into a booking.
▶ See it at 0:15Complete visit is the only manual step. One press marks the visit done, schedules the next recall automatically, and updates the completed count on the dashboard.
▶ See it at 0:19Every record carries its own channel preference, plus opt out and pause automation, so a client who asks to be left alone stops being contacted immediately.
▶ See it at 0:06Reminders sent, overdue, upcoming, visits completed and opted out, all updating as the cycle runs, so you can see at a glance what the system did today.
▶ See it at 0:12The system reads the client records you already maintain. No data migration, no second system for your staff to keep up to date, and no ongoing technical maintenance.
The walkthrough uses sample records. Book a demo and we will show you the same cycle running against your real client list and your own service intervals.
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