Spa / Wellness — Appointment Booking
Inbound spa or wellness booking. Captures service type, therapist preference, and health considerations.
When this runs
classifies this work type when the caller says things like:
How the call goes
4 surface rules tied to missing field definitions. Urgent first.
Ask about health conditions — blood pressure, blood thinners, recent surgery, skin conditions affect which services are safe.
urgent“Do you have any health conditions, injuries, or recent surgeries we should know about?”
Field: Health conditions or injuries
Ask if they're pregnant — not all services are safe during pregnancy, and prenatal massage requires specialized therapists.
urgent“Are you currently pregnant? We want to make sure we match you with the right service and therapist.”
Field: Currently pregnant
Clarify the exact service — 'massage' could mean Swedish, deep tissue, sports, hot stone, prenatal.
important“What type of service are you looking for — Swedish massage, deep tissue, facial, or something else?”
Field: Service type
Ask if they're new — new clients should arrive 15 minutes early for intake forms.
important“Have you been with us before, or will this be your first visit?”
Field: New or returning client
Extracted without a dedicated prompt
extracts these from the transcript in real time. If the caller does not mention them naturally, staff can confirm them during wrap-up.
Guardrail signals
If staff says anything matching one of these examples, an urgent warning surface is created.
Promise therapeutic or medical outcomes from spa services.
Recommend specific services for medical conditions without licensed guidance.
Share other clients' appointment details or preferences.
When the call ends
Before staff can end the call, walks them through a wrap-up checklist, then prepares the captured fields for the work record.
Wrap-up checklist
- Confirm appointment time
- Confirm callback number
- Remind arrive early if new
- Send confirmation
Then creates a appointment encounter with:
- Client name
- Callback number
- Service type
- Duration preference (60 / 90 / 120 min)
- Therapist preference
- New or returning client
- Health conditions or injuries
- Currently pregnant
- Pressure preference (light / medium / firm)
- Preferred date and time
- Couples or group service
- Using a gift certificate
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