Effective workflow management is critical in any service-based business like clinics, spas, and salons. It's not just about keeping tasks organized; it's about ensuring smooth and efficient operations that result in an excellent client experience. Our SaaS CRM software provides a comprehensive Workflow feature designed to help you streamline processes, reduce bottlenecks, and enhance productivity.

Why is the Workflow feature essential for your business?

  1. Improved Efficiency: A well-defined workflow helps streamline your business operations, minimizing errors and redundancies, and improving overall efficiency.
  2. Enhanced Collaboration: The Workflow feature facilitates better coordination among team members, fostering teamwork, and improving service delivery.
  3. Increased Productivity: By automating routine tasks and processes, your team can focus more on delivering exceptional client service, enhancing overall productivity.
  4. Clear Task Management: The Workflow feature provides a clear understanding of tasks, responsibilities, and progress, ensuring that everyone is on the same page.
  5. Reduced Errors: A well-structured workflow reduces the chances of errors and oversights, ensuring the smooth running of your business operations.
  6. Superior Client Experience: An efficient workflow ensures timely and high-quality services, leading to enhanced client satisfaction and loyalty.
  7. Data-Driven Improvements: Analyzing your workflows can offer insights into operational bottlenecks and areas for improvement, helping you continually optimize your processes.

Our Workflow feature in our SaaS CRM software is not just a tool; it's a vital component for operational excellence in your clinic, spa, or salon. By implementing and managing effective workflows, you ensure that your business runs like a well-oiled machine, with every task accomplished efficiently and every client attended to with the utmost care. Empower your business with our Workflow feature and unlock new heights of productivity and client satisfaction.

It's now easier than ever to personalize your workflow consent forms.




A Workflow Form is a sequence of tasks that processes a set of data. Workflows occur across every kind of business and industry. Anytime data is passed between humans and/or systems, a workflow is created. Workflows are the paths that describe how something goes from being undone to done, or raw to processed.




In human-centric workflows, most of the tasks are assigned to humans. These might require approving data, creating something new, or double-checking information.



Workflow Forms has many other benefits including:

- Eliminating redundant tasks

- Improving efficiency

- Simplifying delegation of tasks

- Reducing processing time

- Giving greater visibility

- Establishing accountability



This is an example of a workflow using the paperless consent forms and custom steps:

The workflow will open and you will see all the personal information of your client.You can type notes from the client consultation.




The system will give you the capability to take pictures before the treatment.




With a simple touch, you can add an injection of or any other procedure to a client’s treatment programme.

You can also draw the wrinkles and lines on the face and body to record their position and track their progress.



You can type the price of your treatment

In order to generate tasks for your receptionist




Sign the form before saving.

Mandatory signatures of both, the client and the staff member.



Unlimited workflow forms for your business.