Click Sally in the dashboard sidebar. This is where your assistant's work lands — drafts waiting on you, what's already gone out, the enquiries that didn't turn into bookings, and the settings that shape how Sally talks.
The tabs
- Ask Sally — ask her about your own business. On Pro; see Ask Sally.
- To review — drafts Sally has written, waiting for your approval. This is the main event.
- Sent — what actually went out: who, which channel, when, and the message itself.
- Customers — how Sally talks to people: tone, reply length, and her booking behaviour.
- Teach — facts you want Sally to know that aren't in your services or hours.
- Settings — which follow-ups Sally is allowed to draft in the first place.
To review — drafts you approve
A draft appears when:
- You flag a chat for review — your assistant drafts a warm follow-up to that customer.
- A callback lead goes quiet — when someone left their details but hasn't heard back, a gentle nudge is drafted so they don't fall through the cracks.
- A regular is due to rebook — with rebooking nudges on, Sally drafts a "time for your next visit" email when someone hits their usual rhythm.
- A client has drifted away — with win-back on, lapsed clients get a drafted "we'd love to see you again" note.
- Tomorrow's bookings need confirming — with confirm-tomorrow on, one shared draft for everyone booked tomorrow lands here each afternoon.
Whatever the source, the rule is the same: drafts wait in the queue and nothing goes out until you approve it.
Read the draft
Each card shows who it's for, why it was suggested, and the drafted message.
Edit if you like
Tweak the wording to sound exactly like you before it goes out.
Approve & send — or dismiss
Happy with it? Click Approve & send. Not needed? Dismiss it. Either way, you're in charge.
When there's nothing waiting, the page simply tells you you're all caught up.
What each plan can do
Everyone sees the work Sally did. What differs is what you can do with it.
- Free & Starter — read the drafts Sally wrote. Sending is not included, and the drafts stay put; nothing is lost if you upgrade later.
- Growth — approve and send drafts one at a time, and ask Sally to rewrite a draft you don't love.
- Pro — everything in Growth, plus approving a whole batch in one action instead of one by one.
Chats that didn't book
Not every conversation ends in a booking. Someone asks the price of balayage and doesn't reply. Someone wants a Sunday you don't open. Someone asks for a service you don't list. Until now those simply vanished.
Near the bottom of the To review tab you'll find a quiet, collapsed panel of recent conversations that produced no booking and no callback. It's review material, not a to-do list — it's there so you can spot the pattern.
- Covers the last 14 days of conversations.
- Leaves out anything that already converted — bookings and captured leads land elsewhere, so this is only the ones you never saw.
- Worth reading for patterns — three people asking for the same missing service is a product decision, not a lost chat.
Customers — how Sally talks
The Customers tab holds Sally's manner: her tone and reply length, and how forward she is about offering a booking. If you've looked for these under Settings before, this is where they live now.
Teach — facts Sally should know
Your services, prices and hours are already in Sally's head. Teach is for the rest: parking round the back, the patch-test rule, which brands you stock, whether you take EFTPOS. Add a note and Sally can use it the next time a customer asks.
Keep notes short and factual. Anything you write here can be repeated to a customer, so treat it as public.
Settings — what Sally may draft
The Settings tab is the on/off switches: which kinds of follow-up Sally is allowed to draft at all. Turn off what you don't want and it stops appearing in the queue.