Workflow packet Packages queue Boulevard + Vagaro, then Fresha feed the packet before anyone starts chasing. Chair ready

The manual reality today

  1. 01

    Too many tabs before packages can move

    package balances, membership status, invoices, payment status, and guest messages each hold part of the answer, so the team burns time piecing together what happened before they can respond.

  2. 02

    Packages can stall until someone notices

    When a package runs low, membership renews, or a payment needs attention, the next step can sit until someone checks the right queue, thread, portal, or spreadsheet.

  3. 03

    The packages history is hard to defend

    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

    Read the packages signals

    Imagine watches package balances, membership status, invoices, payment status, and guest messages for new activity, stale items, and changes that affect the work.

  2. 02

    Separate routine packages work from judgment

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

  3. 03

    Draft the next packages touch

    Imagine drafts a package summary, renewal draft, and payment reminder using your rules, tone, and thresholds, then flags anything that needs judgment.

  4. 04

    Write the packages result back

    After review, approved actions are recorded in the POS and guest profile with the context, approver, and timestamp preserved.

Works with the tools you already run

  • Boulevard
  • Vagaro
  • Fresha
  • Stripe
  • Square
  • QuickBooks Online

What changes

Decisions around packages surface sooner

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

Packages communication feels less random

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

The packages record is easier to explain

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

Frequently asked questions

How does Imagine handle packages?

Imagine watches package balances, membership status, invoices, payment status, and guest messages, spots when a package runs low, membership renews, or a payment needs attention, and prepares a package summary, renewal draft, and payment reminder for review. Approved actions sync back to the POS and guest profile with the supporting context attached.

What parts of packages can stay manual?

You decide what can move automatically and what needs review. Anything outside your rules is routed to the responsible person before the POS and guest profile is updated.

Which tools feed packages?

This workflow can connect to systems such as Boulevard, Vagaro, Fresha, Stripe, Square, QuickBooks Online. Imagine works on top of those tools instead of replacing the system of record.

How does packages feel different?

The team stops rebuilding status by hand. They open a queue that shows what changed, what is ready, and what still needs approval so package follow-up stays polished and timely.

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.

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