Learn what the Hair Salon Snapshot contains, how to import and install it, what is not transferred, which settings require customization, and how to test the account before launch.

Do not publish pages, activate workflows, send messages, or assign live phone traffic immediately after installation. Review and test every imported asset first. Loading a snapshot is not an account backup or one-click undo process.

The Hair Salon Snapshot is a reusable account template designed to accelerate the setup of sub-accounts for hair salons. It packages selected configuration assets so agencies can begin with a consistent salon-focused structure instead of building every calendar, field, page, template, pipeline, and workflow from scratch.

The current snapshot appears in the agency snapshot library as V2 Industry - Beauty & Fashion - Hair Salon. After installation, each imported asset should be customized to match the salon's services, staff, branding, booking rules, communications, and operating processes.

The snapshot reduces repetitive configuration while giving agencies a consistent foundation that can be adapted to each salon's services and customer journey.

• Faster Account Setup: Begin with prebuilt salon-focused assets instead of creating the complete sub-account manually.
• Consistent Client Onboarding: Use the same structure across multiple salon clients while customizing business-specific details.
• Prebuilt Scheduling Foundation: Start with service calendars and a calendar group that can be assigned to staff and updated for salon services.
• Lead Capture and Follow-Up: Use the included form, funnels, pipelines, templates, and workflows as a starting point for salon lead generation.
• Reusable Marketing Assets: Customize imported email templates, message templates, offer pages, and nurture automation.
• Flexible Deployment: Create a new sub-account from the snapshot or load selected assets into an existing account.

Reviewing the asset inventory before installation helps you understand what will be added and which areas require customization. The current V2 Industry Beauty & Fashion snapshot contains 60 assets across 11 categories.

The Hair Salon Setup Guide provides implementation guidance that goes beyond the assets shown in the snapshot inventory. These resources help configure the imported account but should not be treated as automatically deployed snapshot assets.

• Account Setup Guidance: Business Profile, users, phone, email, domains, social connections, payments, and reputation settings.
• Salon Advertising Example: An advertising mockup and campaign guidance for promoting a salon offer.
• Voice AI Guidance: Prompt suggestions for common salon questions, lead qualification, and appointment booking.
• Quick-Win Recommendations: Mobile app, chat widget, missed-call text-back, payment requests, snippets, and review requests.
• Launch Checklist: Guidance for updating the form, funnel, website, calendars, pipelines, workflows, email templates, and Link-in-Bio page.

Open the Hair Salon Setup Guide

Snapshots transfer reusable configuration assets, not the salon's live customer history or authenticated third-party services. Understanding these exclusions prevents the imported account from being mistaken for a fully connected production account.

• Contacts and imported customer databases
• Conversations, messages, emails, and conversation history
• Appointments and historical calendar activity
• Live reputation data or existing customer reviews
• Stripe connections or other payment-provider authentication
• Phone-number ownership, routing, or carrier registration
• Email-domain authentication and DNS records
• Facebook, Instagram, Google Business Profile, or other external integrations
• Staff login credentials or connected external calendars
• Published website domains or live funnel deployment

Preparing the agency and destination account before installation reduces import errors, duplicate assets, and accidental replacement of existing configuration.

• Confirm you have Agency Admin access or the required Snapshot permissions.
• Decide whether the snapshot will create a new sub-account or be loaded into an existing one.
• Review the snapshot's 60-asset inventory before choosing what to install.
• Review existing assets in the destination sub-account if it is already active.
• Export or document important existing configuration before overriding conflicts.
• Collect the salon's business name, logo, contact details, address, website, time zone, currency, services, staff, pricing, and availability.
• Collect access to required domains, email DNS, phone services, social accounts, Google Business Profile, and payment provider.
• Plan a testing period before imported assets are activated for live customers.

Choose the installation path that matches the destination. Importing a shared snapshot adds it to the agency library, while creating or loading applies its assets to a specific sub-account.

Step 1: Import the Shared Snapshot

Use the Snapshot Share Link to add the Hair Salon Snapshot to the agency-level snapshot library.

1. Sign in to the agency account that should receive the snapshot.
2. Open the Snapshot Share Link below.
3. Review the snapshot information and rename it if needed.
4. Import the snapshot.
5. Go to Agency View → Account Snapshots → Imported Snapshots.
6. Wait until the import completes before loading the snapshot.

Import the Hair Salon Snapshot

Option A: Create a New Sub-Account from the Snapshot

Creating a new account from the snapshot is the cleanest option when the salon does not already have an active sub-account containing important assets.

1. From Agency View, open Account Snapshots.
2. Open My snapshots or Imported snapshots, depending on where the snapshot is stored.
3. Search for V2 Industry - Beauty & Fashion - Hair Salon.
4. Click the blue + icon labeled Create new account.

5. Enter and verify the salon's business information.
6. Create the sub-account.
7. Wait for the snapshot assets to finish loading.
8. Open the new sub-account and begin the customization checklist below.

Option B: Load the Snapshot into an Existing Sub-Account

Loading into an existing account preserves the account's live customer data while adding or updating selected snapshot assets. This path requires careful conflict review.

1. From Agency View, open Sub-Accounts.
2. Locate the destination sub-account.
3. Open the three-dot menu in the Actions column and select Manage Client.

4. From the Manage Client view, click Actions → Load Snapshot.
5. Select the Hair Salon Snapshot.
6. Select all assets or only the categories required for the account.
7. Review every detected conflict.
8. Choose whether each conflicting asset should be skipped or overridden.
9. Confirm the load.
10. Wait for the load to finish before editing imported assets.

Customization converts the imported template into a functioning account for the specific salon. Complete the highest-impact account settings first so downstream pages, calendars, messages, and workflows use accurate information.

Priority 1: Business Profile and Custom Values

• Business and legal names
• Logo and brand identity
• Phone number, email address, physical address, time zone, language, and currency
• Website and branded links
• Promotion name
• Website booking-page URL
• Booking thank-you-page URL

Priority 2: Staff and Calendars

• Create or review user profiles for salon staff.
• Assign staff members to the correct service calendars.
• Update service names, descriptions, duration, pricing, buffers, availability, and booking rules.
• Connect each staff member's supported external calendar.
• Configure linked and conflict calendars to prevent double-booking.
• Test the booking experience on desktop and mobile.

Priority 3: Form, Funnel, Website, and Link-in-Bio Page

• Update salon name, logo, colors, fonts, images, and contact information.
• Replace placeholder services, descriptions, prices, offers, and FAQs.
• Review the claim-offer form and consent language.
• Update every button, navigation item, calendar link, phone link, and social link.
• Review page titles, descriptions, and SEO metadata.
• Connect the intended custom domain.
• Preview each page before publishing.

Priority 4: Pipelines, Templates, and Workflows

• Review both pipelines and update stages to match the salon's process.
• Review all five Email Builder Templates.
• Review both Text & Email Templates.
• Review all seven imported workflows.
• Confirm each trigger, filter, sender, action, link, delay, branch, and internal notification.
• Keep workflows in draft while testing.
• Publish only the workflows the salon is ready to use.

Priority 5: Communications and Integrations

• Purchase or connect the appropriate phone number and configure routing.
• Complete messaging registration where required.
• Set up a dedicated sending domain and branded links.
• Connect Facebook, Instagram, Google Business Profile, and Social Planner as needed.
• Connect Stripe or another supported payment provider before collecting payments.
• Configure review-request destinations and message templates.
• Choose and configure the appropriate chat widget.
• Build and test an optional Voice AI Agent before assigning live phone traffic.

End-to-end testing confirms that the imported assets work together and use the correct salon information before real leads and customers enter the account.

1. Create an internal test contact.
2. Submit the imported salon offer form.
3. Confirm the contact record contains the expected custom-field data.
4. Confirm the correct opportunity is created in the intended pipeline and stage.
5. Book a test appointment through each relevant calendar or Service Menu.
6. Review workflow enrollment and execution history.
7. Verify every email, SMS, internal notification, link, and custom value.
8. Test website, funnel, and Link-in-Bio buttons on desktop and mobile.
9. Confirm the connected domain and published pages resolve correctly.
10. Test payment collection only after the payment provider is configured.
11. Test the chat widget and conversation routing.
12. Test any Voice AI Agent before assigning a live business number.

Most snapshot issues can be traced to permissions, an incomplete import, asset conflicts, missing account-specific configuration, or unpublished assets.

Related Articles

• Snapshots Overview
• Create a New Sub-Account Using Snapshot
• How to Import Snapshots
• Load Snapshots into an Existing Sub-Account
• Business Profile Settings — General Information
• How To Create Service Calendars