Customers & contacts
Keep approved client contact and relationship information.
Explore Customers & contactsPixie CRM for salons, spas, wellness studios and beauty service groups
CRM for Beauty & Wellness
Clients value being recognised and receiving a useful response when they ask about a service. Pixie can coordinate the administrative relationship, consultation enquiries and agreed follow-up, giving the team a clearer view of the next action. Begin with the practical work around your existing appointment and service systems.
Beauty & Wellness · A connected workflow
Make client enquiries and service follow-up feel connected.
Illustrative process · configured around your team
- 01Welcome the enquiry
- 02Coordinate the appointment
- 03Support the experience
- 04Stay in touch
How Pixie fits your business
Make client enquiries and service follow-up feel connected.
A consultation request can be lost when reception and service teams rely on separate messages. Shared ownership helps the team respond without asking the client to start the conversation again.
For salons, spas, wellness studios and beauty service groups, the value of a CRM is the working context it gives the next person. Start with customer and contact records, then connect the delivery and service activities that matter to your team. An account owner should be able to find the current commitment, the open question and the person taking it forward.
A practical starting point
Walk through one real example from welcome the enquiry to stay in touch. Use your own documents and handovers to decide which fields, roles and modules the first release needs.
The work, step by step
A shared thread from enquiry to the next conversation.
Give each stage a clear owner and an agreed handover. These are example steps for beauty & wellness; the final process should reflect your service model and the systems you already use.
- 01
Welcome the enquiry
Record the service interest and preferred contact route.
- 02
Coordinate the appointment
Assign the administrative next step and approved preparation information.
- 03
Support the experience
Keep service questions and non-clinical follow-up tasks visible.
- 04
Stay in touch
Review feedback and plan appropriate future contact.
Build around the work you do
Relevant modules for beauty & wellness.
Use these capabilities as a focused shortlist. Module availability, configuration and any integration work are confirmed for your proposed setup; you can review the complete module catalogue for additional requirements.
Appointment scheduling
Assess consultation and service scheduling administration.
Explore Appointment schedulingTasks & workflows
Assign reception and follow-up actions.
Explore Tasks & workflowsCustomer surveys & feedback
Gather feedback about the service experience.
Explore Customer surveys & feedbackEmail marketing & newsletters
Plan relevant client communications with consent preferences.
Explore Email marketing & newslettersInvoicing
Review service-fee administration.
Explore InvoicingAcross the workflow, assess staff roles and permissions, automation rules and reporting together. Agree who can act, which reminders are useful and how exceptions will be reviewed.
A considered rollout
Make the first release useful to the people doing the work.
Confirm booking, point-of-sale and any treatment-record requirements separately. Define how sensitive consultation information is collected and who may access it.
Review the integration directory and security information against the scope you actually need. Ask for a demonstration of the handover that currently causes the most friction.
- Map one real journey. Identify the contacts, documents, decisions and exception that make the example representative of your business.
- Agree data ownership. Decide which system owns each record, what moves between systems and who reviews an update that fails.
- Configure and validate. Test roles, field requirements, communication and the billing handover using representative information before a wider rollout.
- Support adoption. Give the workflow an internal owner, provide practical team guidance and review whether the setup helps colleagues complete their next action.
Use the CRM implementation guide and migration checklist to prepare the first discussion.
Specialist workflows to explore
These additional capability pages are available on request. Review their stated scope with Pixie before selecting a configuration or assuming a specialist requirement is covered.
Useful answers
Questions from beauty & wellness teams.
Use these answers to shape the conversation about your proposed configuration.
Can our existing booking system remain in place?
Yes. Identify the administrative information the team needs in CRM and assess a supported connection. Agree which system owns appointment status and how changes are handled.
Which modules should our team start with?
Start with the relationship record and the most important handover in your beauty & wellness process. The module shortlist above explains the role of each suggested capability. Select the smallest useful first scope, then review permissions, data preparation and any specialist connection before rollout.
How do we connect the systems we already use?
List the systems involved in welcome the enquiry and stay in touch. For each connection, agree the record owner, supported interface, matching rules and exception process. The integration planning guide explains what to prepare before a live sync.
How can we review pricing and implementation scope?
Use the current pricing page as your starting point and discuss the modules, users, data and connections your workflow needs. Confirm the proposed configuration and implementation work with the Pixie team before treating an example industry workflow as a complete deployment.
Let’s map your next better working day.
Bring one real beauty & wellness customer journey, your existing tools and the handovers you want to improve. We’ll help define a practical first scope.