Calendar
Upcoming appointments — next 7 days
Today's appointments
| Time | Client | Service | Team member | Price |
|---|
Service menu
My work & earnings
Ticket history — every service you've done, newest first
| Date | Time | Client | Service | Amount | Tip |
|---|
Current sale
Subtotal$0
Discount ($)
Tax$0
Tip
$0
Total$0
Today's sales
| Time | Client | Items | Paid | Total |
|---|
Tech Turn
Next available tech is highlighted. Tap Assign walk-in to give the next one in line, or assign a specific tech below. Taking a walk-in sends that tech to the back of the line. Resets each day.
Clients list
| Name | Phone | Visits | Annual spend | Last visit |
|---|
| Name | Phone | Visits | Annual spend | Last visit |
|---|
Team members
| Name | Access | Contact | Today | Last active |
|---|
Scheduled shifts
Each team member's recurring weekly hours. Click a cell to edit. Blank days are days off.
Salons
| Salon | Owner | Status | Team | Appointments | Actions |
|---|
Administrators
| Name | Actions |
|---|
Documents
Keep the paperwork you need to find fast — lease, licences, insurance, tax forms, vendor contracts. Up to 15 MB per file.
Website traffic bt-coai.com
Visitors per day
Salon usage who's actively using the app
| Salon | Status | Last active | Actions 7d | Actions 30d | Appts 30d | Online 30d | Sales 30d | Team |
|---|
"Actions" counts staff activity in the app (bookings, checkouts, sales, settings changes) — a proxy for how heavily each salon uses it. "Online" counts client self-bookings. Idle = no staff activity in 30+ days.
My account
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Change password
Profile
Weekly work schedule
Online booking only offers this person inside these hours. Unchecked days are days off.
Blocked time & days off
Calendar sync
Subscribe to this private link in Google Calendar or Apple Calendar to see appointments on your phone. Updates automatically.
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Google Calendar → Settings → Add calendar → From URL → paste. Apple Calendar → File → New Calendar Subscription → paste.
Reports
⬇ Export CSV:
| Team member | Appointments | Revenue |
|---|
| Top services | Booked | Revenue |
|---|
Payroll — income + tips, commission applied
Tech ticket detail — every register line with tip shares
Busiest hours (appointments by start time)
⭐ Client reviews
Send a campaign
Reach your clients with a one-off text or email — a win-back nudge, a birthday offer, or a promo. Use {name} to greet each client by first name.
Texts need Twilio connected (Settings → Appointment reminders). Email campaigns need email (SMTP) set up. Every text ends with “Reply STOP to opt out,” and opted-out clients are skipped.
Recent campaigns
| When | Channel | Who | Sent |
|---|
🤖 Marketing autopilot
Messages that send themselves — as a text when texting is connected, otherwise by email. Each client gets at most one autopilot message per day, never twice for the same reason. Use {name}, {salon} and {link} (your online booking link) in the message.
Send
weeks after a visit if nothing is booked yet
Sends on each client's birthday (add birthdays on the client's profile).
Send after
weeks without a visit
⭐ Google review boost
When a client leaves a 4★ or 5★ review on your review page, they're shown a one-tap button to post it publicly too. Unhappy reviews stay private — you see them in Reports, Google never does.
💬 Two-way texting inbox
When a client texts back — to your reminder, a campaign, or any message — their reply lands in a new Inbox page here in the app, and you can answer right from the front desk. Needs texting connected (Settings → Appointment reminders).
Inbox — client texts land here; replies send from your salon number
Pick a conversation
Business details
Opening hours — uncheck a day to mark it closed
External links
Online booking
Share this link with your clients — they can book on their phone, with or without creating an account.
Bookings appear on your calendar instantly.
"New link" replaces the address — the old one stops working (use it if the link gets spread where you don't want it).
Booking policies
Review requests are off by default. Turn this on to ask every new client, or enable it per client on their profile.
Client check-in
Clients open this link on their phone (or a tablet at your front desk), enter their phone number, and tap "I'm here." Checked-in clients show a green dot on your calendar and in the appointment.
Tip: turn this link into a QR code (any free QR generator) and print it for your front desk so clients can scan and check themselves in.
Staff can also tap “Staff clock-in” on this same screen to add themselves to today’s Tech Turn list.
Tech Turn display
Open this link on a TV, tablet, or spare monitor on your floor for a live, read-only “Up Next” board — it shows the rotation, who’s clocked in, and turn counts, and refreshes on its own. Managers still control the order from the Tech Turn screen.
Point of sale
Credit card machine
Connect the payment provider behind your card machine. The secret key is stored on the server only and never shown again.
Appointment reminders
Automatically sends a reminder text before each appointment. Every message ends with "Reply STOP to opt out," and clients who reply STOP are never texted again. Requires a Twilio account (a phone number ~$1/mo + about $0.01 per text).
In Twilio, set your number's incoming-message webhook to: https://app.bt-coai.com/sms/incoming so opt-outs sync here.
Twilio connection
Morning summary
Every morning around 8am you get one message: yesterday's sales and no-shows, plus how many appointments are booked today and when the first one starts. Sends as a text to your phone number on file (or by email if texting isn't connected).
No-show deposits
New appointments show a required deposit. Collect it by Venmo / Zelle / cash / your card terminal and mark it collected — it's automatically credited at checkout, or kept as income if the client no-shows. Connect Stripe or Square (Settings → card machine) to auto-charge deposits later.
Loyalty points
Clients automatically earn points on what they spend, and can redeem them for a discount at the register. Points are tracked per client.
VIP clients
Mark your best clients with a 👑 badge and a one-tap filter on the Clients list. Spending is measured over the last 12 months.
A client becomes VIP when they meet either cutoff. Set a box to 0 to ignore it.
New clients
Tag clients who joined recently with a 🆕 badge and a one-tap filter on the Clients list. Pick how far back still counts as “new.”
Memberships & packages
When on, you can create membership tiers and prepaid packages in the Point of sale screen, sell/enroll clients, and discounts apply automatically at the register.
Theme
Set how the app looks — accent color, appointment colors and text size.
Security
When on, you'll confirm your password before opening Settings (and it stays unlocked for 10 minutes). Turn it off to open Settings without a prompt.
Staff access
Off by default, staff (techs) see only their own appointments. Turn these on to give them more visibility — they stay view-only (editing clients and team stays with you and your managers).
Staff can open the Clients list and view client details.
Staff can view the Team page and see the whole-shop calendar (everyone's appointments), instead of just their own.
Team members
| Team member | Contact | Access | Actions |
|---|
Danger zone
Erase data
Choose what to clear and how far back. Payroll is the tech earnings & tips calculated from checkout sales, so erasing it removes those sales too. Team members, services and your account are always kept. This cannot be undone.
Accent color
The app's main color — buttons, highlights, links and the today marker.
Appointment colors
Choose how appointments are colored on your calendar.
Today's appointments
Upcoming appointments (future dates)
Standing appointments (repeating 🔁)
Text size
Make everything in the app larger or smaller.