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Prototype · Provider Plan Builder

Build & send in under two minutes

The business-app side of the treatment-plan product. A template-driven builder a stylist uses between clients — confirm, pick a template, tweak three blocks, send. Jump to any screen below, or follow the flow with the buttons.

Screens
9:41
Maren & Hale · Sofia
Today
Good morning, Sofia
Here's how your plans are working — last 90 days vs. before.
Rebooking rate
68%
+14 pts
was 54% before plans
Retail attach
31%
+9 pts
was 22% before plans
What's driving rebookings
Plan-originated bookings are credited to the app; checkout bookings to you.
61% from the plan
39% at checkout
Recent plans
EM
Elena Marquez
Balayage + gloss · sent 2 days ago
Rebooked
JT
Jordan Tao
Color refresh · sent yesterday
Opened
PR
Priya Rao
Cut + treatment · sent this morning
Sent
EM
Elena Marquez
Pulled from Mindbody
Service just done
Full balayage + gloss
Last visit
April 6 · 8 weeks ago
History
5 visits · color client since 2024
Quick start
Client is already identified — you just confirm.
All
Color
Cut
Treatment
Lash
Your saved templates
Balayage maintenance · yours
8-wk gloss cadence, bond care, 3 products
Used 23 times · your most-sent
Starter templates
Color & gloss maintenance
Keep tone fresh between full color appointments
Hair · 3 visits mapped · 4 home-care steps
Cut & shape upkeep
Regular trims to hold a shape between restyles
Hair · 3 visits mapped · 3 home-care steps
Bond & repair treatment plan
Rebuild strength after lightening, then maintain
Hair · 4 visits mapped · 4 home-care steps
Blank
Start from blank
Build a plan from scratch
Color & gloss maintenance
A plan for Elena
Pre-filled from the template. Tweak anything by tapping — or send it as-is.
Visit cadence
Come back every 8 weeks
8
Reminders fire on this cadence — not a generic interval.
1
Gloss refresh
~8 weeks · revive tone & shine
2
Balayage touch-up
~16 weeks · blend regrowth
Home-care routine
tap to edit
Color-safe shampoo, 2–3× a week
Washing less keeps the tone true for longer.
Weekly bond-building mask
Ten minutes on damp hair to keep strands strong.
Purple toning mask, every other week
Your at-home way to keep brassiness in check.
Recommended products
add a reason
No.4
Bond Repair Shampoo & Mask
Keeps your bond strong between visits — the one I'd never skip.
CS
Color-Safe Daily Shampoo
Gentle enough to protect the balayage so it lasts longer.
Save my edits as a template
Surface it first next time you build.
What Elena will see
Maren & Hale
A plan for Elena
Your next visit
Gloss refresh · about 8 weeks out
Rebook with Sofia
3 home-care steps
2 recommended products with your notes
Roadmap of upcoming visits
Send via
Text message (SMS)
No install needed · opens the branded web view
App push
Elena has the app · gets a notification too
Email
Optional secondary copy
Nothing sends until you tap — you're in control.

Plan sent to Elena

She'll get it before she leaves the chair. You'll see when she opens it on your dashboard.

Text message
Delivered
App push
Delivered

Add from your catalog

Maren & Hale retail · tap to add with a neutral note you can edit.
PM
Purple Toning Mask
Toning · keeps brass in check
+
HP
Heat Protect Mist
Styling · thermal shield
+
LD
Leave-In Detangler
Daily care · softness
+
SS
Scalp Balance Serum
Scalp · balance
+