Customers
| Merge | Name | Phone | Vehicle | Last visit | Upcoming visit | Follow-up |
|---|
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.
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.
Website Bookings
Paid bookings from alistdetailing.com. Confirm the requested date with the customer, then add it to the schedule.