CRM for nail salons
Coordinating group events at a nail studio requires structured administrative control over client communications and custom service quotes. Workspace369 runs the whole group booking: client records, group files, detailed service proposals, preparation tasks and deposit invoices. Salons handle group coordination step by step, from the first inquiry until clients arrive at the salon chairs.
Key facts
CRM for nail salons at Workspace369 covers 9 areas, including client records, proposals, projects and tasks.
The workflow runs in 5 steps, from "initiate the group event record" to "issue group deposit invoices".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats, 500 GB of storage, and 120,000 AI tokens per month at $299/mo.
Additional seats cost $10 each and 100 GB of additional storage costs $15; full pricing is public on the Workspace369 pricing page.
The problem
When a nail studio organizes group occasions like bridal parties, event details often get lost across multiple disconnected text threads and paper notes. Salon coordinators struggle to track specific manicures, polish preferences, and scheduling notes for each guest. Without structured client records and dedicated files for the occasion, staff misplace critical party details, causing administrative confusion before the event even begins.
Large group bookings require custom pricing packages and structured service quotes rather than standard single-walk-in menu items. Drafting these specialized agreements manually leads to pricing errors and unrecorded verbal agreements. When proposals are not formally documented and stored alongside client records, nail studios cannot verify which group packages were offered, resulting in payment disputes and administrative friction during final billing.
Preparing for a large group event requires precise internal coordination, from ordering specific gel polishes to arranging staff schedules. Salon managers often fail to assign these administrative tasks clearly to team members, leading to forgotten preparations. Without a clear task tracking system tied directly to the group project, critical event setup steps are skipped, impacting the studio's operational readiness.
Billing a group occasion involves splitting costs or issuing a single comprehensive deposit invoice to the event organizer. Manual invoicing methods frequently omit custom service add-ons or premium nail art upgrades agreed upon during initial conversations. Without integrated invoices linked directly to the group's client records, salon administrators spend hours reconciling payments and correcting billing mistakes manually.
The product
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
Email, SMS, calls, and voicemail land beside the client record — with AI summaries, so anyone on the team can reply with full context.
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
Workflow
The salon coordinator creates a new entry within client records dedicated to the group organizer. All initial event parameters, including guest counts, requested nail art styles, and preferred dates, are written down directly in the brief. This record acts as the anchor for the entire group occasion, so that staff members can access the core event details and files without searching through separate communication channels.
Using the collected event details, the manager builds a custom service proposal outlining the specific manicure packages, nail extensions, and group pricing tiers. This proposal is sent to the client portal for the organizer to review, approve and e-sign. By formalizing the service offerings in writing, the nail studio establishes clear expectations regarding package inclusions and pricing before any physical salon resources are reserved.
Once the organizer approves the proposal, the manager initializes a dedicated project for the group occasion. The administrator creates specific tasks for the salon staff, such as verifying polish inventory, checking technician availability, and preparing the physical space. Each task is assigned to a specific team member with clear deadlines, to help track operational prerequisites systematically before the group arrives.
As the event date approaches, the organizer may request changes to nail designs or guest lists. The salon tracks these updates through conversations and uploads modified design files directly to the project. This keeps updates from being buried in private messages and gives the team a log of all group requirements.
The salon administrator generates and issues structured invoices for the required event deposit through the client portal. This invoice reflects the exact terms agreed upon in the approved proposal. The organizer can pay online by card, and the invoice status shows the salon where the group booking stands before finalizing the scheduling blocks on the calendar.
Product coverage
Loved on the App Store
Finally feels calmBounced between three or four all-in-one tools and always ended up in a mess of tabs. This is the first one that feels calm. Set up my client projects in ten minutes.
Painless team rolloutRolled it out to our eight-person team and adoption was painless — intuitive and polished. I'd love more integrations, but they keep shipping.
Hours back every weekWas juggling separate tools for notes, tasks, docs, and updates. Consolidating into one place has genuinely saved me hours each week. Support is responsive too.
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FAQ
Keep daily walk-in tracking, immediate chair assignments and real-time technician availability in your salon point-of-sale software. Workspace369 runs the client work around it: client records, group events, proposals, projects and invoices.
The client portal allows the group organizer to view custom service proposals, review event timelines, see shared design inspiration files, and pay deposit invoices. This eliminates the need for back-and-forth emails, keeping all group coordination organized in one place for the salon staff to reference.
You can record specific polish brands, gel formulas, and custom color mixes in custom fields or notes on the client record or event brief. Keep detailed health histories in specialist software designed for clinical beauty records.
Keep booth rental fees, commission splits and real-time chair capacity in a dedicated salon management or POS platform. Workspace369 runs the client work alongside it: client records, proposals, projects and invoices.
Ready when you are
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
