Workflow packet Regulars queue Squire + Booksy, then Square feed the packet before anyone starts chasing. Next chair

The manual reality today

  1. 01

    The regulars handoff starts cold

    appointment history, barber preferences, service cadence, customer notes, and message replies each hold part of the answer, so the team burns time piecing together what happened before they can respond.

  2. 02

    Small regulars delays become customer-facing

    When a regular customer is due for rebooking or misses their usual cadence, the next step can sit until someone checks the right queue, thread, portal, or spreadsheet.

  3. 03

    Regulars decisions are hard to retrace

    Approvals, notes, and updates end up in side channels, making it hard to tell what was sent, what changed, and who signed off.

How Imagine handles it

  1. 01

    Collect live regulars context

    Imagine watches appointment history, barber preferences, service cadence, customer notes, and message replies for new activity, stale items, and changes that affect the work.

  2. 02

    Group the facts for regulars

    Messages, records, dates, and prior decisions are grouped so the next step starts with the facts already attached.

  3. 03

    Prepare the regulars response

    Imagine drafts a rebooking list, customer-specific message draft, and barber note using your rules, tone, and thresholds, then flags anything that needs judgment.

  4. 04

    Close the loop on regulars

    After review, approved actions are recorded in the CRM and booking tool with the context, approver, and timestamp preserved.

Works with the tools you already run

  • Squire
  • Booksy
  • Square
  • Mailchimp
  • Klaviyo
  • Podium

What changes

The regulars queue starts warm

Prep work and status checks run continuously, so the team sees the few items that actually need a decision.

Regulars follow-up feels consistent

Each next step follows the same rules and cadence, so customers, clients, candidates, and vendors get a reliable experience.

Managers can trust the regulars trail

Source context, approver, and destination update stay together, so the workflow is easier to audit or explain.

Frequently asked questions

How does Imagine handle regulars?

Imagine watches appointment history, barber preferences, service cadence, customer notes, and message replies, spots when a regular customer is due for rebooking or misses their usual cadence, and prepares a rebooking list, customer-specific message draft, and barber note for review. Approved actions sync back to the CRM and booking tool with the supporting context attached.

When does regulars need a person?

You decide what can move automatically and what needs review. Anything outside your rules is routed to the responsible person before the CRM and booking tool is updated.

Can this use our current regulars systems?

This workflow can connect to systems such as Squire, Booksy, Square, Mailchimp, Klaviyo, Podium. Imagine works on top of those tools instead of replacing the system of record.

How does the regulars queue change the day?

The team stops rebuilding status by hand. They open a queue that shows what changed, what is ready, and what still needs approval so regulars feel remembered without generic marketing blasts.

Hand the busywork to a system you can trust.

See how Imagine handles your messiest back-office loops, end to end, with a full audit trail and your team in control.

Get Early Access No access to your systems required to start the conversation.