Domain & subdomain
Set up their URL before anything else — everything links back to this
Subdomain on aimadesimple.uk Cloudflare
Decide the subdomain slug
Keep it short and clean. Use salon name, no spaces. e.g. blossomhair, cutstudio, nailsbyamy
https://
.aimadesimple.uk
Full URL: —
Add CNAME record in Cloudflare
Cloudflare DNS → Add record → Type: CNAME → Name: [slug] → Target: your Base44 app domain → Proxied: ON
Log into Cloudflare → aimadesimple.uk → DNS → Add record. Propagates in under 5 minutes with Cloudflare proxy on.
Test the URL resolves and loads correctly
Open in a private/incognito window. Should load with no SSL errors.
If client has their own domain
Client adds CNAME at their registrar pointing to your app
Walk them through it on the call — GoDaddy / Namecheap / 123-reg all differ slightly. Give them this record: Name = app (or salon), Target = your Base44 URL. Takes up to 24hrs if not on Cloudflare.
✓ Domain stage complete
Branding & white-label
Their salon name, colours, and logo — everywhere
App appearance
Upload their logo to app header
PNG with transparent background is ideal. If they sent JPEG with white background, remove it in remove.bg first — takes 10 seconds.
Set primary brand colour in app settings
Use the exact hex from their intake form. Affects buttons, accents, and highlights throughout.
Set app/tab title to salon name
The browser tab and app title should read "Blossom Hair" not "AI Made Simple" or "Salon Suite".
Set email reply-to address to their business email
Any replies to automated emails should land in their inbox, not yours. Set in outbound email settings.
✓ Branding stage complete
SMS & messaging settings
The settings most people forget — and the most client-visible
Sender identity SMS
Set SMS sender name to their salon name
Maximum 11 characters, no spaces, no special characters. Clients see this instead of a number. Removes ability to reply — if two-way SMS needed, use a number instead.
0/11
⚠ If their salon name is over 11 chars, shorten it — e.g. "TheCutStudio" becomes "CutStudio" or "TCStudio". Check they're happy with the shortened version on the call.
Set sending window to their opening hours only
Pull from intake form. A message sent at 7:30am or 9pm looks amateur and can damage the relationship.
to
Confirm opt-out footer is on all SMS sequences
UK law (PECR) requires this. Every outbound marketing SMS must include "Reply STOP to unsubscribe" or equivalent. Check this is appended automatically in the platform settings — don't rely on manually adding it to each template.
⚠ Legal requirement. Do not skip this step.
✓ SMS settings complete
Message templates
Personalise every template with their salon data before saving
Fill these in first — used across all templates below
Salon name
Owner name
Phone number
Booking link
Google review link
Rebook gap (weeks)
Template 1 — Appointment reminder (24hrs before) SMS
Save appointment reminder template
Hi [First name], just a reminder you're booked in at [Salon] tomorrow at [time]. See you then! To rebook or cancel: [Booking link]. Reply STOP to opt out.
Template 2 — Review request (2hrs after appointment) SMS
Save review request template
Hi [First name], hope you're loving your visit! If you've got 30 seconds, we'd really appreciate a Google review 🙏 [Review link]. Thanks, [Owner] at [Salon]. Reply STOP to opt out.
Template 3 — Rebooking reminder SMS
Save rebooking reminder — check gap is set correctly from intake form
Hi [First name], it's been about [Gap] since your last visit to [Salon] — time to book back in? [Booking link]. Reply STOP to opt out.
⚠ Gap timing is unique per client — lash tech = 3 weeks, hair colourist = 8 weeks. Confirm this on the call.
Template 4 — Aftercare (service-specific) SMS
Save aftercare template — customise for their main service
Hi [First name], a few tips to keep your [Service] looking great: [aftercare advice here]. Any questions just call us on [Phone] 😊 — [Salon]. Reply STOP to opt out.
✓ Tailor the aftercare advice per service type — colour clients need sulphate-free shampoo advice, lash clients need to avoid steam for 24hrs etc. Ask them what they currently tell clients verbally.
Template 5 — No-show follow-up SMS
Save no-show follow-up template
Hi [First name], we missed you today at [Salon]! No worries — to rebook just tap here: [Booking link]. Reply STOP to opt out.
✓ All message templates saved
AI receptionist setup
Context it needs to answer enquiries correctly — every field is unique to this client
System prompt / context
Set AI system context with salon-specific details
This is the instruction block the AI reads before every conversation. Must be specific to them — never use a generic placeholder.
Set escalation fallback message
When the AI can't answer, it should offer a human callback — not make something up.
I'll get [Owner name] to give you a call back shortly. In the meantime you can book online here: [Booking link] or call us on [Phone].
Test with 5 standard enquiries before activating
Run these manually and confirm answers are correct and on-brand:
"How much is a cut and blow dry?"
"Do you have any appointments this week?"
"Where are you based?"
"Is there parking nearby?"
"Do you do gift vouchers?"
✓ AI receptionist configured
Review chaser setup
Get their Google review link and configure the sequence rules
Google review link
Get their Google Business Profile short review link
Go to their Google Business Profile manager → "Ask for reviews" → copy the short link. It looks like g.page/r/XXXXXXX/review. If they don't have GBP access, ask them to share screen on the call or add you as a manager temporarily.
⚠ Don't use the long Google Maps URL — it breaks on some phones. Must be the short g.page link from the GBP dashboard.
Configure review sequence rules
Set these three rules to avoid spam complaints or embarrassing sends:
✓
Send trigger: 2 hours after appointment marked as complete
✓
Suppression rule: Don't send if client has reviewed in last 90 days
✓
Exclusion rule: Don't send for cancelled or no-show appointments
Do a test send to your own number
Trigger a test review request manually. Confirm the Google link opens correctly on mobile and goes directly to the review screen (not just their profile).
✓ Review chaser ready
Staff accounts & logins
Set up access — owner gets admin, staff get limited view
Account creation
Create owner / manager account with admin role
Admin role = full access to all settings, billing, sequences, and reports. Send login to their business email.
Create staff accounts if on Pro or DFY tier
Staff role should only see their own clients and messages — never billing, settings, or other staff's data. Check this permission is set correctly in role config before sending credentials.
✓ All accounts created
Final tests & go live
Run every check before activating — this is what the client sees first
Pre-launch checks
Open their subdomain in a private window — check branding, logo, colours all look right
Check on both desktop and mobile. Different font rendering, layout issues with logo on small screens.
Send a test SMS to your own number for each template
Check: sender name shows correctly, no [brackets] left unfilled, opt-out footer present, booking and review links work, character limit not exceeded (160 chars = 1 SMS credit — check cost).
Activate all sequences
Appointment reminder → Review chaser → Rebooking reminder → Aftercare → No-show follow-up. All should show as active, not draft or paused.
Send "You're live" email to client with their dashboard login link
Include: their dashboard URL, login credentials, your WhatsApp/email for support, quick-start guide link. This email is also your chance to confirm the onboarding call date/time.
Subject: Your Salon Suite is live 🎉
Hi [Name],
Everything's set up and ready to go. Here are your login details:
Dashboard: [subdomain.aimadesimple.uk]
Email: [their email]
Password: [temp password]
The following are now active:
✓ Appointment reminders
✓ Review request (fires 2hrs after your appointment)
✓ Rebooking reminder (set to [X weeks])
✓ Aftercare messages
I'll message you separately to book in our 30-min walkthrough call.
Any questions before then, just reply here or WhatsApp me on [your number].
Ian — AI Made Simple
✓ Client is live