Configure the preset
Create an account, open Agents and choose New agent. Select Salon, then enter the business name and the receptionist's name. Replace the example services and prices with your actual menu. Enter your business timezone and opening hours.
Add FAQs for cancellation policy, parking and service preparation. Review every imported website passage before applying it. Save the agent and open Test chat.
Try a complete customer enquiry
Ask for a treatment price. Then request an appointment and provide a synthetic customer name, callback number and preferred time. The response should describe a request that needs team confirmation. End and save the conversation.
Open Leads, check the captured details and add a follow-up note. Create an appointment, select a time and duration and confirm it only when your schedule allows. Try a reschedule and cancellation with your test record.
Connect the channels you plan to use
Enable website chat and copy the iframe into your site. Configure and test phone, SMS and email before routing customer traffic. Connect Stripe if you want to collect deposits through payment links, and Cal.com if you want reviewed bookings sent to that calendar.
The preset is editable configuration, not a salon inventory or staff-roster integration. Your team owns the final appointment commitment.