Manage bookings, treatment packages, and grow repeat customers with automation
Your Stack
3 layers that work together · start from any one
Zoho Bigin + Zoho Campaigns · bookings + package tracking + re-visit campaigns
Zoho Bigin + package tracking + re-visit reminders + birthday/anniversary campaigns
PDF + Video guide · self-setup spa CRM + package tracking
Pain Points
Appointments taken via LINE / phone · no central system · double bookings happen
Client buys 10 sessions · tracked on paper · records lost · client disputes
Client gone a month · nobody knows · nobody follows up
No one requests reviews · Google rating lower than competitors
Use Case
A 2-branch wellness spa · 600 active customers · 5/10/20-session packages · receptionist took bookings via LINE/phone · sessions tracked on paper · frequent disputes over count · no re-visit automation · 45 Google reviews. After implementing Zoho Bigin + Campaigns: custom fields for package session tracking · workflow rule reminder when 2 sessions remain · Zoho Campaigns birthday + anniversary emails · re-visit email after 30/60 days · LINE OA option as phase 2. Results in 90 days: package re-purchase rate 42% → 71%, session count disputes dropped to 0, Google reviews 45 → 110, average revenue per customer +28%.
Features
Custom fields in Zoho Bigin: sessions purchased / used / remaining / expiry · update via mobile app per visit (native)
Native Zoho Bigin tasks + custom module bookings · staff see schedule per therapist + room · re-assign supported (native)
Workflow rule triggers 30/60 days after last visit → Zoho Campaigns sends special offer email (native automation)
Zoho Campaigns sends email + voucher annually · native email tracking
Native territory per branch · packages usable cross-branch · combined and per-branch reports · franchise-ready
Native dashboard: package re-purchase rate · top customers · top therapists · revenue per customer
Timeline
Set up Zoho Bigin custom fields for packages · workflow rule + email templates · territory per branch · staff role design
Booking module + Zoho Campaigns email cadence · re-visit + birthday + anniversary flows · train staff to update sessions via mobile
Migrate 600 customer + package records · go-live + monitoring · monthly business review · LINE integration optional phase 2
FAQ
Related Industries
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Manage memberships, reduce churn, and boost renewal rates on autopilot
Track regulars, run a loyalty program, and connect LINE OA — all in one place
Manage the full guest journey from pre-arrival to post-stay — boost repeat and direct bookings
Resources
30-min free consult — automate package tracking + re-visit reminders together