Chase Phorest clients overdue for their next visit
Every Monday, WebRun opens Phorest, finds clients who have passed their usual rebooking interval without a new appointment, creates a Trello card per stylist listing their overdue clients, and drafts a friendly WhatsApp rebooking message for each client, ready for you to review and send.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I follow up with Phorest clients overdue to rebook?
WebRun checks Phorest every Monday for clients who have passed their usual rebooking interval, organizes them by stylist in Trello, and drafts a friendly WhatsApp rebooking message for each one. Every message waits for your approval before it sends, so client outreach stays personal while overdue clients no longer slip through unnoticed.
- Overdue clients are surfaced by stylist every Monday
- Rebooking messages are drafted and ready, never sent without review
- Fewer clients quietly lapse without a rebooking attempt
Built for salons · spas · barbershops · beauty businesses
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
phorest.comin a real browser with your saved login - no setup, no API keys. -
1
Phorest - find clients overdue to rebook
phorest.com
WebRun opens Phorest to find clients overdue to rebook. - Open Phorest and check each client's last visit against their usual rebooking interval
- List clients who have passed that interval with no new appointment
- Note the stylist each client normally sees
Done when Every client overdue for rebooking is identified with their stylist.
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2
Trello - list overdue clients per stylist
trello.com How to Automate Trello
WebRun opens Trello to list overdue clients per stylist. - Create a card on each stylist's list with their overdue clients
- Include the client name, last visit date, and usual service
- Update existing cards rather than duplicating them
Done when Every stylist has an up to date card of their overdue clients.
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3
WhatsApp - draft a rebooking message
whatsapp.com How to Automate WhatsApp
WebRun opens WhatsApp to draft a rebooking message. - Draft a short, friendly rebooking message for each overdue client
- Reference their usual service and stylist
- Leave every draft unsent for your review
Done when A rebooking draft is ready in WhatsApp for every overdue client.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it message clients without me?
No. WebRun only drafts the WhatsApp message and queues it for your approval. A human sends every rebooking message, WebRun never sends one on its own.
How is overdue defined?
It compares each client's last visit date against their own typical rebooking interval as recorded in Phorest, so the list reflects that client's real pattern, not a fixed rule for everyone.
What happens once a client rebooks?
It checks Phorest's live appointment data each Monday, so anyone who has already rebooked is left off the next list automatically.
Related templates
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