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Onboarding Roadmap: From Signup to Success!

Listen (about 2 minutes) or read below.

Here's exactly what happens once you sign up. You'll get a welcome email with a short onboarding form and a link to book your kickoff call.

The form covers your business basics: your business name, website, service areas, hours, services, goals, and who on your team should get alerts. Phone carriers also require your legal business name and EIN to approve business texting, and you'll enter those in the same secure, encrypted form. Please never send your EIN, bank details or passwords by email or text.

To receive payments from your customers, you'll enter your bank details yourself on Stripe's secure page. Our team never sees your full account numbers. You'll also invite us as a manager on your Google Business Profile, website and social accounts. That's safer than sharing passwords, and you can remove our access anytime.

Tiers 1 and 2 take two days. Day 1: your kickoff call, plus account, phone and CRM setup. Day 2: automations, booking and review requests, then your walkthrough and go-live.

Tiers 3 and 4 take three days. Day 1: kickoff and account setup. Day 2: automations, AI and integrations. Day 3: full testing, your walkthrough, and go-live.

You get access to your CRM at go-live, once onboarding is complete and everything has been tested.

From you, we just need replies within one business day, and you on the kickoff and go-live calls.

If you started with the FREE trial, nothing is charged today. There is NO sign-up fee. Your first month is charged on day 15, after your 14-day trial ends. If you cancel before then, you pay nothing at all. And if you chose an annual plan, your full year was charged at signup, with two months FREE.

Questions? Call 1-800-455-5691 or email support@viperconsulting.ai. We're glad you're here.
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LIVE DEMO by Viper Consulting™ · Velvet & Fade Studio is a fictional business
Velvet & Fade Studio · demo

See how a salon keeps every chair booked

This is a live demo of the Viper Consulting™ Salons & Barbershops Build, shown for a fictional salon and barbershop, Velvet & Fade Studio. Book below and watch the system confirm the appointment, cut no-shows and bring the client back on their usual cycle.

FREE audit, $0 today, NO sign-up fee, no contract, cancel anytime

Start my 14-day FREE trialSee the full salon build

Try it: Book an appointment

This form is a simulation for the demo. Nothing you type is sent or saved, so any name works.

What happens next, automatically

  1. Instant replyEvery new client gets a text within seconds with your booking link.
  2. Client pipelineA card appears in the pipeline: New Client, Booked, Seen, Rebook Due, Regular.
  3. Confirmation and reminderEvery appointment is confirmed, with a reminder the day before.
  4. No-show recoveryA missed appointment gets a friendly rebook text and an email the next day.
  5. Rebooking on cycleEach client is reminded on their usual cycle, such as every 4 weeks for a cut.
  6. ReviewsA few hours after every appointment, each client gets the same friendly review request.

Missed-call text back

☎ Missed call
Hi, this is Velvet & Fade Studio. Sorry we missed your call, we're with a client! Book online here: velvetfade.example/book Reply STOP to opt out.
Any openings for a fade tomorrow?
Yes! Tomorrow at 5:30 PM is open. Want it? Reply STOP to opt out.

Your pipeline, updated on its own

Every new lead lands on the board and moves forward as the system replies, books and follows up. Try the form above and watch the new card move.

New Client

Devon A.Web form, just now

Booked

Maria L.Wed 5:30 PM

Seen

Chris T.Seen today

Rebook Due

Kelly S.Due in 4 weeks

Regular

Andre J.Every 3 weeks

Every conversation, handled automatically

Tap a message type to see exactly what your clients receive. Every message is sent for you, on time, and stops as soon as they reply or book.

Sent when: The day before an appointment

Velvet & Fade Studio

Hi Maria, see you tomorrow at 5:30 PM at Velvet & Fade Studio, 9 Market St. Reply C to confirm or R to reschedule. Reply STOP to opt out.
C
Thanks, Maria! See you then. Reply STOP to opt out.

24/7 AI chat and Voice AI Tier 3+

On Tier 3 and up, AI agents trained on your business answer questions and book appointments day and night, by web chat, text and phone. Try the chat, then play a sample call.

AI web chat

Hi! I'm the Velvet & Fade Studio assistant. I can answer questions and book you in, 24/7.

Voice AI answers the phone

A caller reaches Velvet & Fade Studio after hours. The AI agent answers, books the visit and texts a confirmation. Your team sees the full call summary in the CRM.

  1. AI agent: Thanks for calling Velvet and Fade Studio, this is the virtual assistant. How can I help?
  2. Caller: Can I book a beard trim?
  3. AI agent: Of course. I have tomorrow at 5:30 PM or Saturday at 11:00 AM.
  4. Caller: Saturday.
  5. AI agent: You're booked for Saturday at 11:00 AM. I'll text you a confirmation and a reminder the day before.

The workflows behind this demo

Here is everything that runs in the background for a salon. Our team builds, tests and launches every workflow for you, then tailors it to your business.

  1. 1

    Missed-Call Text Back Every plan

    Starts when: A call goes unanswered

    Texts the caller back within seconds with your booking link.

  2. 2

    Booking Confirmation & Reminder Every plan

    Starts when: An appointment is booked

    Confirms the appointment and sends a reminder the day before.

  3. 3

    No-Show Recovery Every plan

    Starts when: An appointment is missed or canceled

    Sends a friendly text to rebook and an email the next day.

  4. 4

    Rebooking Reminder Tier 2+

    Starts when: An appointment is completed

    Reminds the client to rebook on their usual cycle, such as 4 weeks for a cut.

  5. 5

    Birthday Offer Tier 3+

    Starts when: A client's birthday is coming up

    Sends a birthday text with the offer you choose.

  6. 6

    Loyalty & Referral Rewards Tier 3+

    Starts when: A client reaches a visit milestone or refers a friend

    Sends the loyalty perk or referral thank-you you choose.

  7. 7

    Win-Back Campaign Tier 2+

    Starts when: A client hasn't booked in 60 days

    Sends a we-miss-you text and email with your booking link.

  8. 8

    Review Request Every plan

    Starts when: An appointment is completed

    Sends a friendly review request a few hours later and alerts you to any unhappy reply.

Workflows marked “Every plan” are included from Tier 1. Workflows marked “Tier 2+” are included from Tier 2 (Growth & Automation) and up. Workflows marked “Tier 3+” are part of our Rewards, Promotions & Membership Programs, included from Tier 3 (Scale & AI Enterprise) and up, or on Tier 2 with the Rewards Lite add-on. Texting starts once the phone carriers approve your business texting registration.

The plan we recommend

Tier 2: Growth & Automation · $597/month

Tier 2 adds automatic rebooking reminders on each client's cycle, win-back campaigns and social posting for your work. Solo stylists and barbers can start on Tier 1. Choose Tier 3 for birthday offers and loyalty and referral rewards, several locations or 24/7 AI booking, or add Rewards Lite to Tier 2 for $97/month.

Also consider: Tier 1: Starter ($297/month). Every plan starts with a 14-day FREE trial, with NO sign-up fee.

See Tier 2 and start FREE Compare plans

Frequently asked questions

What happens after I sign up? (listen)

Our Onboarding Roadmap, from signup to go-live:

What is this demo?

A working example of the Viper Consulting™ Salons & Barbershops Build for a fictional salon and barbershop. Every text, reminder, pipeline card and AI answer on this page shows what you and your clients would see. Our team tailors the wording, timing and offers to your business.

Is Velvet & Fade Studio a real business?

No. Velvet & Fade Studio is fictional, and the demo form on this page is a simulation: nothing you type is sent or saved.

Can it remind clients when it's time for their next appointment?

Yes. Each client gets a rebooking reminder on their usual cycle, for example every 4 weeks for a cut or 3 weeks for nails, with your booking link.

How does it cut no-shows?

Every appointment gets a confirmation and a reminder the day before. If someone misses, they get a friendly text to rebook.

Can it handle calls while we're with a client?

Yes. Missed calls get a text back within seconds with your booking link, so new clients book instead of calling the next salon.

Do you offer a loyalty or referral program?

Yes on Tier 3, or on Tier 2 with the Rewards Lite add-on ($97/month). Clients can earn a reward you choose, such as money off their next service for referring a friend, plus a birthday offer each year. We never reward reviews, because Google doesn't allow it.

Which plan do most salons choose?

Tier 2 (Growth & Automation). Solo stylists and barbers can start on Tier 1. Choose Tier 3 for loyalty, referral and birthday rewards, several locations or 24/7 AI booking.

What happens to missed calls?

Every missed call gets an automatic text back within seconds on every plan, so the customer keeps talking to you instead of calling the next business.

When can we start texting customers?

Texting starts as soon as the phone carriers approve your business texting registration, usually within 1 to 3 weeks. Calls, email, booking and everything else work from day one.

How long does setup take?

From sign-up to go-live, onboarding takes 2 days on Tiers 1 and 2 and 3 days on Tiers 3 and 4. You get access to your CRM at go-live.

What does it cost?

Tier 1 is $297, Tier 2 is $597, Tier 3 is $997 and Tier 4 is $1,597 a month. Every plan starts with a 14-day FREE trial and NO sign-up fee: $0 today, and your first month is charged on day 15. No contract, cancel anytime. Our plans are for US businesses.

See plans and start FREE   See every live demo   Questions? Call 1-800-455-5691.

Want this running for your salon?

Get a FREE audit of your calls, leads and reviews, or start your 14-day FREE trial today. $0 today, NO sign-up fee, no contract, cancel anytime.

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© 2026 Viper Consulting™ (Epstein Investment Group LLC). This demo, including its design, workflows, text, audio, images and FAQs, is the property of Viper Consulting™. Please don't copy or reuse it without our written permission. See our Terms of Service.