Customers
| Merge | Name | Phone | Vehicle | Last visit | Upcoming visit | Follow-up |
|---|
| Name | Last visit |
|---|
Select a customer from the list to see their profile.
Tasks
Status:
Select a task to see the full profile.
Employees
| Name | Type | Can work | Schedule | Time Off |
|---|
Services
| Service | Type | Duration | Price |
|---|
Drag the ⠿ handle to reorder — this is the order services appear when booking.
Text Templates
Ready-made texts you can drop into any text box (customer profiles, the Texts screen and campaigns). Merge fields like {first name} fill in with that customer's details.
Customer Statuses
Follow-Up Schedules
Build a sequence of timed calls/texts/emails/to-dos that runs automatically when a chosen event happens (appointment booked, completed, or canceled), or when a customer is placed into a custom status. You can also assign any schedule to a customer manually from their profile.
| Name | Trigger | Steps | Status |
|---|
Texts
Show:
Select a conversation to see the customer and the texts.
Campaigns
Website Bookings
Paid bookings from alistdetailing.com. Reach out to confirm the date, then Schedule it (on the requested date or another one), mark it TBD if you can't reach them, or Cancel & refund if you can't accommodate them.