Nail Salon Software for Salons & Mobile Nail Technicians

Nail Salon Software

Nail Salon Scheduling Software

Run a more organised nail salon business with smarter nail salon scheduling, faster client communication, less admin, and stronger cash flow from first enquiry to final payment.

OctopusPro helps nail salons, nail studios, nail bars, beauty salons, mobile nail technicians, bridal nail teams, and nail service providers manage the complete booking workflow in one connected system. Schedule manicures, pedicures, gel polish appointments, acrylic nails, BIAB, SNS and dip powder services, nail art bookings, nail repairs, removals, nail refills, nail infills, private nail appointments, bridal and event nail packages, mobile nail appointments, fixed salon bookings, online nail consultations, recurring appointments, same-day nail booking requests, and last-minute nail booking enquiries without relying on spreadsheets or disconnected calendars.

Manage nail technician availability, client profiles, appointment locations and event venues, online nail consultation links, intake notes, nail preference and treatment history, service add-ons, forms, checklists, signatures, proof of completed service, invoices, payments, and completion records from enquiry through to final payment. OctopusPro also supports Remote & Online Nail Consultation Management for online nail enquiries and consultation requests, online nail consultations, intake calls, and remote follow-up workflows.

Manicures & PedicuresGel, Acrylic, BIAB & SNSNail Art & RepairsBridal Party NailsMobile Nail AppointmentsLast-Minute Bookings

Manage every nail salon workflow from one place

  • Schedule nail technicians and salon assistants, manicures, pedicures, gel nails, acrylics, BIAB, SNS, nail art, nail stations, salon chairs, mobile nail appointments, bridal nail bookings, group bookings, and online consultation appointments.
  • Store client details, client appointment records, booking notes, and nail preference and treatment history.
  • Automate confirmations, reminders, follow-ups, invoices, and payments.
  • Track enquiries, quotes, recurring nail maintenance plans, attendance, and completion records.

Drive Revenue and Profitability with Better Nail Salon Booking Management

Increase revenue, improve technician utilisation and appointment capacity, and run a more profitable nail salon operation with better control over bookings from enquiry to completion. OctopusPro helps you convert more leads into booked work, nail service quotes and nail service packages through approval faster, improve schedule efficiency, and reduce administrative waste as your nail salon business grows.

Nail Technician Scheduling and Roster Management

Keep your nail technicians and salon assistants fully utilised, reduce scheduling chaos, and run bookings, mobile nail appointments, nail design consultations, and nail maintenance appointments from one organised calendar. Stay organised and improve nail salon operations efficiency by managing multiple nail technicians’ schedules and bookings from one calendar. Coordinate appointments, nail appointments, and nail follow-up visits while keeping clients informed and your team fully prepared.

Scheduling and Dispatch Board for Nail Technicians, Assistants, Nail Appointments, and Event Bookings

Use OctopusPro’s scheduling and dispatch board to manage appointments, unassigned work, and nail salon team workloads from one live calendar. Drag and drop bookings, scan bookings in list view, match work to the right nail technician, and keep the day running without juggling spreadsheets, whiteboards, or disconnected calendars. See Calendar – Scheduling & Dispatch, Calendar List View, and Find Availability.

Daily, Weekly, and Monthly Calendar Views

Daily, Weekly, and Monthly Booking Schedule Views

Get better visibility of workload, capacity, and bottlenecks so you can plan ahead instead of reacting at the last minute. Use flexible calendar views to plan appointments by day, week, or month. This makes it easier to manage workload, monitor nail technician and appointment capacity, avoid scheduling conflicts, and keep your operation running on time.

Flexible Calendar Setup for Your Workflow

Flexible Calendar Setup for Your Nail Technician Workflow

Schedule work more efficiently, improve visibility, and organise bookings around the way your business operates. OctopusPro’s flexible calendar setup adapts to nail salon operations, bookings, nail appointments, group nail bookings and nail appointments, and nail technician rosters, with calendar filters, live availability, nail service areas, and assignment rules that help you manage work clearly and effectively.

Google and Outlook Calendar Integrations

Reduce double booking, save admin time, and keep your nail salon team aligned with Google Calendar integration and Outlook Calendar integration. OctopusPro keeps appointments, availability, and schedule updates in sync, improving visibility across your team and making day-to-day scheduling easier to manage.

Make Sure Every Nail Booking Request Is Handled Quickly and Professionally

Reduce delays, improve response times, and route every nail appointment request to the right nail technician more efficiently with structured nail technician assignment and dispatch workflows. OctopusPro helps your office, nail salon operations, and nail technicians and salon assistants coordinate work through manual and automatic assignment options, real-time progress tracking, and clearer visibility from request through to completion. This gives your nail salon team better control over dispatch, reduces scheduling conflicts, and helps appointments move more smoothly through the workflow.

Let Nail Technicians and Salon Assistants Accept or Decline Booking Requests

Reduce response delays, give nail technicians and salon assistants more flexibility, and keep bookings progressing without losing control over dispatch. With OctopusPro’s accept and decline appointment request workflows, nail technician appointment request management tools, and settings to allow nail technicians and salon assistants to accept or decline appointment requests, nail technicians and salon assistants can review new assignments, accept suitable work, decline appointments that do not fit their availability or nail service area, provide decline reasons, and suggest alternative times when enabled. Your nail salon team can notify nail technicians and salon assistants by push, SMS, or email and quickly reassign declined work so bookings keep progressing smoothly from dispatch to completion.

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Start a free trial, compare pricing, or book support to see how OctopusPro can organise nail technician schedules, nail design consultations, nail consultations, quotes, invoices, and payments from one connected platform.

Nail Technician schedulingClient profiles and appointment recordsBooking reminders

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Free trial for nail salon teams

Modernise your nail salon workflow without adding more admin.

Replace disconnected calendars, spreadsheets, message threads, and manual follow-ups with one organised system for nail appointments, nail consultations, nail design consultations, nail technician schedules, quotes, invoices, payments, and client communication.

Book more appointmentsTurn enquiries into confirmed private nail appointments, nail design consultations, bridal, event, and group nail packages, and mobile nail appointments.
Coordinate nail technicians and salon assistants fasterManage nail technician availability, assignment, service areas, recurring bookings, and last-minute booking requests in one place.
Improve client experienceSend confirmations, reminders, updates, invoices, and follow-ups so clients know what happens next before their appointment or event.
Grow with better visibilityTrack leads, quotes, bookings, deposits, payments, client preferences, and completion records as your business scales.
Nail Technician schedulingOnline bookingQuotes and invoicesRecurring nail refill packages

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Tell us about your nail salon workflow.

Share how you manage nail technicians and salon assistants, appointments, mobile nail appointments, nail service packages, and payments so the OctopusPro team can help you choose the best next step.

Automatically Match the Right Nail Technician to Each Booking

Improve first-appointment fit and service consistency, strengthen service quality, and assign appointments more accurately from the start. OctopusPro helps you match each nail appointment to the right nail technician using a combination of skills, nail service types and appointment types, nail services offered, and eligibility, together with real-time availability, working hours, leave, time blocks, synced calendars, and map-based nail service areas to make smarter scheduling and dispatch decisions. This is especially useful when appointments need to be assigned based on both capability and real service coverage, including specialist work such as client intake calls, nail appointment enquiries, online nail consultation, in-home nail appointments, group nail bookings, nail consultation coordination, multi-location mobile nail appointments, online nail consultation bookings, multi-site nail service programmes.

Nail Technician-Based Scheduling and Service Matching

Make nail technician capabilities easier to deploy, improve appointment accuracy, and define more clearly which nail technicians and salon assistants can perform which types of work. With skills-based nail technician assignment by nail services, appointment types, nail technician experience, and eligibility, configure nail staff profiles around the nail services they offer and the work they are approved to handle. This helps you assign bookings based on appointment type, appointment format, nail service type, location requirements, nail technician capability, and internal requirements, and can be extended with profile data and custom fields to record things like appointment formats, nail technician team sizes, appointment resource options, access requirements, or other nail-specific criteria.

Real-Time Technician Availability

Real-Time Nail Technician Availability

Avoid double bookings, schedule with greater confidence, and give your nail salon team a clearer view of who is genuinely available for new appointments. With real-time nail technician availability, OctopusPro checks each nail technician’s working hours and live calendar availability, including unavailable periods and breaks, so appointment time slots reflect actual appointment capacity. When enabled, it only shows clients available time slots where at least one matching nail technician is available, helping you make better dispatch decisions, reduce scheduling conflicts, and keep the day running more smoothly.

Map-Based Nail Technician Service Areas and Coverage Control

Prevent out-of-area bookings, reduce wasted travel for mobile nail technicians, and assign appointments based on real nail technician service coverage. With map-based nail technician service areas and coverage rules, OctopusPro lets you define precise territories, multiple service regions, and overlapping coverage where needed. This helps you match appointments to the right nail technicians and salon assistants based on actual coverage, apply a default travel radius when required, and avoid bookings outside the areas you support.

Fieldworker availability finder

Flexible Booking Location Types for Nail Salons and Studios, Mobile Nail Technicians, Event Venues, and Online Consultations

OctopusPro helps nail salon businesses manage every appointment format from one connected system, including nail salon or nail studio appointments, salon appointments, mobile or on-site nail services, venue-based bookings, multi-location mobile nail appointments, and online nail consultations for planning, quote review, and pre-event preparation. With configurable booking location types, each service can be assigned to the delivery methods it supports, so clients only see relevant booking options online. This helps reduce booking errors and ensures every appointment includes the right nail technician, location details, client instructions and, where required, online nail consultation details.

  • Mobile or On-Site Nail Services — ideal for in-home nail appointments, school formal nail appointments, event-based services, bridal party nail bookings, nail service add-on services, and event bookings, multi-site nail service programmes and other appointments where the nail technician travels to the client.
  • Nail Salon or Nail Studio, Salon, or Branch Locations — ideal for nail salons and studios, salon rooms, nail stations and salon chairs, shared beauty rooms and multi-branch nail salons and studios where clients arrive at a fixed nail salon, nail studio, nail bar, or branch location.
  • Online Nail Consultations — ideal for online nail consultations, online nail design planning calls, online nail quote reviews, pre-appointment nail planning calls, follow-up consultations, and client nail planning sessions delivered through Zoom, Google Meet, Microsoft Teams, or another online platform.

Whether your nail salon business operates from a nail salon or nail studio, visits clients on-site, supports organisations in the multi-site, or delivers appointments online, OctopusPro keeps scheduling, client communication, reminders, calendar invites, nail technician access and client records organised in one place.

Makeup Artist Services Scheduling Software Locations

Convert more enquiries

Turn more nail technician leads into confirmed bookings.

Capture nail service enquiries, respond faster, send clearer quotes, and move clients from first contact to confirmed appointment without losing details across inboxes, calendars, and spreadsheets.

Lead captureQuote-to-bookingFollow-up reminders

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Optimise Your Nail Salon Management Software

OctopusPro is built for nail salons and studios, beauty salons, freelance nail technicians, mobile nail technicians, bridal nail service teams, event nail service providers, and appointment-based nail service businesses that need better visibility, faster scheduling, stronger documentation, and a smoother client journey. Whether you operate from a nail salon or nail salon or nail studio, offer mobile appointments, provide mobile nail services, or run a hybrid in-person and online model, OctopusPro helps you manage the full service workflow in one connected platform instead of spreadsheets, paper nail treatment notes, consultation sheets, and disconnected apps. Manage bookings, estimates, nail salon scheduling and assignment, client records, nail preference and treatment history, communication, billing, invoicing, payments, and follow-up more efficiently while supporting recurring appointments, client intake calls, nail consultations, nail consultation bookings, multi-location mobile nail appointments, group nail bookings, online nail consultations, in-home nail service requests, and repeat nail booking workflows.

Client Profiles with Structured Nail Booking Intake

Collect the right booking details upfront so your team can prepare nail service quotes faster, understand client requirements, client details, and nail goals more accurately, and deliver more consistent repeat service. OctopusPro stores structured client profiles with details such as client name, appointment type, nail service type, appointment preferences, preferred appointment format, nail preference and treatment history, nail treatment notes, and custom fields, helping your team identify appointments faster and manage nail appointment records more efficiently. See Client Profiles, Appointment Locations, and Related Records and Custom Fields.

Nail Preference and Treatment History and Client Record Management

Understand client needs faster, deliver more consistent service, and build client trust with a complete record of every appointment. With nail preference and treatment history and record management, OctopusPro keeps previous appointments, notes, attachments, invoices, and communication records in one place, helping your team track past work, support future appointment recommendations, and provide a more transparent client service experience.

Saved Service Locations and Required Site Selection for Repeat Customers

Saved Client Addresses, Studio Locations, Event Venues, and Appointment Details for Repeat Clients

Speed up repeat bookings and reduce address errors with Saved Online and In-Person Appointment Locations for bridal clients, event organisers, beauty partners, corporate clients, event and bridal clients, and repeat client accounts and required appointment location selection during online nail booking. OctopusPro lets you store multiple client locations, home addresses, hotel addresses, wedding venues, event venues, event locations, online consultation links, nail salons and studios, salon locations, and other client-linked records in the client profile, then require the client to choose the correct location, appointment, or venue before submitting a nail booking. This is ideal for bridal parties, corporate clients, event organisers, event and bridal clients, multi-location bookings, and repeat clients who book work across multiple venues.

Saving Customer Job Sites On Profile

Digital Nail Intake Forms, Technician Checklists, Client Records, and Proof of Completed Service

Standardise client intake calls, nail reviews, and post-appointment follow-ups, reduce missed steps, and maintain a more professional, accountable service process with digital forms and checklists. OctopusPro helps nail salons, nail studios, and beauty salons manage client intake forms, nail treatment notes, service summaries, internal checklists, nail service reports, follow-up records, nail appointment enquiries, nail technician handover notes, and appointment completion records in one structured workflow. Capture customised checklists, optional photos, nail treatment notes, client approvals, signatures, and proof of completed service or appointment completion in a consistent format that can be completed online or offline. This helps your nail salon operations improve accountability, reduce mistakes, keep a clear audit trail, and stay consistent across appointment checks, internal process records, appointment approvals, and client sign-off. See Forms & Checklists Overview, Using Forms & Checklists, and Digital Signatures.

Unified Nail Appointment Management

Reduce admin, improve team coordination, and keep bookings progressing more efficiently with one connected nail appointment management system. OctopusPro brings together nail service enquiries, quotes, bookings, nail technician schedules, invoices, and payments in one place, so your team can manage each appointment more smoothly from intake to completion.

Custom Booking Statuses for Your Repair Workflow

Custom Booking Statuses for Your Appointment Workflow

Give your team clearer workflow control, better visibility, and stronger automation across every appointment. With custom nail appointment statuses for nail salon workflows, OctopusPro lets you create stages such as Awaiting Approval, Awaiting Nail Technician Confirmation, Client Intake Complete, Ready for Appointment, On Hold, or Follow-Up Required, so each appointment can be tracked and managed in a way that fits your process.

Nail Products, Service Packages, Equipment, and Stock Control

Reduce delays, improve pricing accuracy, and keep profitable bookings progressing with tighter control over nail polish, gel polish, acrylic products, BIAB supplies, SNS and dip powder products, nail tips, files, buffers, cuticle oils, nail art supplies, salon consumables, equipment, and stock. OctopusPro helps you track stock levels, organise nail products, client notes, and equipment, then add products directly to quotes, bookings, and invoices, so appointments are priced more accurately and less likely to be delayed by missing or mismanaged items. See the Products & Inventory guide.

Service Packages, Add-Ons, and Product-Linked Job Management

Nail Service Packages, Client Notes, Nail Products, and Add-On Service Management

Create clear nail service packages for manicures, pedicures, gel polish, acrylic nails, BIAB, SNS and dip powder, nail refills, nail infills, nail repairs, removals, nail art add-ons, bridal nail services, wedding parties, event nails, mobile appointments, extra nail technician support, travel fees, and nail design consultations, then link the right products, pricing rules, and service options to each appointment. OctopusPro helps you organise nail service lines and nail products in a structured way so your team can prepare nail service quotes faster, upsell more accurately, and keep nail salon workflows consistent. See Create a New Service and Products & Inventory.

Assign the right nail salon team

Match every nail booking request to the right nail technician.

Use nail technician availability, service areas, nail service types, appointment capacity, and booking notes to coordinate private nail appointments, mobile nail appointments, nail design consultations, bridal, event, and group nail appointments, and nail services requests with confidence.

Nail technician matchingMobile nail technician visitsAppointment capacity

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Nail Service Quote-to-Booking and Service Package Workflow

Create professional nail service estimates faster, improve quote accuracy for nail service packages, and convert approved quotes into booked work without duplicate data entry. OctopusPro keeps pricing, notes, attachments, custom fields, approvals, and follow-up activity connected in one workflow from quoting through to scheduling, invoicing, and payment. See Nail Service Quote & Estimate Management, View & Manage Quotes, Accept or Decline Quotes, and Custom Fields.

Follow-Ups & Reminder Automation

Follow-Ups & Reminder Automation

Improve nail service quote conversion, reduce missed opportunities, and keep your pipeline active with more consistent follow-up. OctopusPro helps you manage manual follow-up tasks and automate reminder messages, so your team can stay on top of open quotes more efficiently.

Set a follow-up date for each nail service quote, view due and overdue follow-ups in one place, and automate reminders by email, SMS, and WhatsApp where enabled. Expiry dates can help create urgency, while reminders stop automatically when a nail service quote is accepted, declined, cancelled, deleted, or converted into a nail appointment. Communication logs also give your team clear visibility into what has been sent and what still needs action. See the Nail Service Quote Follow-Up Reminder Automation guide.

Simplify operations

Modern nail salon workflows without the admin overload.

Keep bookings, recurring nail maintenance plans, client records, client communication, invoices, payments, and follow-ups moving smoothly as your nail salon business grows.

Recurring nail refill packagesNail recordsClient communication

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Improve Nail Technician Enquiry Conversion and Booking Rates

Turn more nail service enquiries into paying work, respond faster, and convert more leads into confirmed bookings with a more organised sales workflow. With nail service enquiry management, lead tracking, and nail service enquiry-to-nail appointment conversion, OctopusPro helps your team review new opportunities sooner, send quotes promptly, and keep every lead nail appointment efficiently from first contact to confirmed appointment.

Website Inquiry Widget and Customer Portal Contact Us Lead Funnel

Website Enquiry Widget and Customer Portal Contact Us Lead Funnel

Capture more quote requests, reduce missed opportunities, and give your team a faster path from enquiry to nail service quote or nail appointment. With the embedded lead capture form for your website and the Customer Portal Contact Us nail service enquiry form, OctopusPro lets prospects submit service details, addresses, photos, and timing questions when they are not ready to book yet. Each submission automatically creates a nail service enquiry your team can qualify, follow up, and convert into a nail service quote or nail appointment without re-entering details. This is especially valuable for client intake calls, nail appointment enquiries, complex nail appointment programmes, commercial nail service appointment and nail service enquiries, and other “nail service quote first” appointments.

Automated Lead Recovery and Booking Follow-Up

Recover lost revenue, reduce manual chasing, and stop leads from going cold with more consistent follow-up. OctopusPro helps you re-engage incomplete bookings and missed opportunities using automated nail service enquiry contact-attempt notifications and abandoned cart follow-up messages, along with lead follow-up reminders. This helps your team stay on top of open opportunities, respond more consistently, and convert more leads into booked work.

New Inquiry Notifications and Full Inquiry Review Workflow

New Enquiry Notifications and Full Nail Service Enquiry Review Workflow

Help your nail salon team respond sooner, qualify leads faster, and make sure promising appointments do not sit unanswered. With web and mobile nail service enquiry notifications in OctopusPro’s notifications centre and a full nail service enquiry details view for lead qualification, follow-up, and conversion, your team can review service details, addresses, photos, communication history, follow-up reminders, lead source data, and conversion options from one screen as soon as a new nail service enquiry is submitted. This helps you respond faster, stay organised, and convert more nail service enquiries into quotes and confirmed appointments.

Inquiry Discussions, Internal Notes, and Customer Updates

Enquiry Discussions, Internal Notes, and Client Updates

Keep every pre-nail appointment conversation in context, help your team collaborate more effectively, and follow up with greater confidence. With threaded nail service enquiry discussions, internal notes, and visibility controls and email, SMS, and calling directly from nail service enquiries, OctopusPro lets your team collaborate internally, attach files, share client-visible updates when needed, and maintain a complete communication trail linked to the nail service enquiry instead of scattered across inboxes, text messages, and personal notes.

Grow profitably

Make scheduling, quoting, and payments easier to manage.

Give your team a cleaner way to handle nail service packages, same-day nail booking requests, recurring appointments, reminders, approvals, invoicing, and payment collection from one system.

PaymentsInvoicesSame-day Nail Requests

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Website booking channel

Integrate your website and start accepting nail bookings online

Turn your website into a 24/7 booking channel that generates more manicure, pedicure, gel nail, acrylic nail, BIAB, SNS, nail art, refill, mobile nail service, bridal nail, event nail, and consultation requests without adding extra admin

OctopusPro helps nail salons, nail studios, beauty salons, and mobile nail teams handle last-minute requests, give clients clearer booking options, and make sure your team has enough time to prepare, assign nail technicians, and travel to the appointment, home, hotel, studio, salon, or venue.

Customer Online Booking and Self Service

Self-Service Online Booking for Nail Appointments

Make nail appointment easier for clients, reduce admin, and manage scheduling, dispatch, and appointment progress from one connected system. With online nail consultation quote, nail appointment, appointment management, OctopusPro helps your team manage work from anywhere while clients can request quotes and book nail services through your website. Customise the nail appointment experience to match your brand, present your nail services clearly, and use it as part of your website or as a standalone nail appointment site.

Online Booking and Job Management

Client Self-Service Booking Rescheduling

Reduce admin, improve convenience, and give clients more flexibility with client self-service booking rescheduling. OctopusPro lets clients reschedule bookings through the customer portal or directly from booking confirmation and reminder emails, while your business keeps control with minimum notice rules for booking changes. This helps your team cut back on calls and back-and-forth messages, reduce scheduling conflicts, and make it easier for clients to update their nail appointment without leaving your system.

Controls for Exact Times, Time Windows, and Advance Notice

Offer clearer nail appointment choices to clients while keeping tighter control over availability and scheduling. With exact booking start times and client time-window settings and minimum notice time rules for new online nail consultation bookings, OctopusPro lets you choose whether clients book a precise time or an available time window, while controlling how much notice is required. This helps create a smoother online nail enquiry or consultation request experience and reduce last-minute scheduling pressure.

Compatible with all website builders, regardless of the platform

Add online booking and lead capture to your existing site without rebuilding your website or changing platforms

Automated Service Reminder Notifications

Automated Appointment Reminder Notifications

Bring clients back at the right time, improve retention, and generate more repeat revenue with automated nail appointment reminders, manicure reminders, pedicure reminders, gel polish renewal reminders, acrylic refill reminders, BIAB refill reminders, SNS maintenance reminders, and nail infill reminders. OctopusPro helps you send recurring and follow-up reminders for nail services such as nail maintenance check-ins, nail maintenance plan renewals, nail follow-up visits, appointment reminders, and recurring nail service programmes, repeat nail services, group nail bookings, multi-location mobile nail appointments, and recurring nail maintenance work, and planned nail follow-up visits and recurring nail maintenance programmes, making repeat booking easier and helping you stay top of mind. See Automate Recurring Service Reminders for Clients.

Recurring and Repeat Maintenance Bookings

Recurring and Repeat Nail Appointments

Lock in future work, reduce rebooking admin, and create more predictable recurring revenue with repeat recurring nail appointment scheduling. OctopusPro lets you create repeat and recurring bookings for nail services such as manicures, pedicures, gel polish refreshes, acrylic refills, BIAB refills, SNS maintenance, nail infills, nail repairs, group bookings, multi-location mobile nail appointments, recurring nail consultations, client intake calls, planned reviews, and repeat nail services, while also letting you offer recurring online nail enquiry or consultation request for clients.

Voucher Codes, Promotions, and Nail Campaigns

Create more demand, win new clients, and bring existing clients back with targeted offers and seasonal campaigns. OctopusPro helps you drive more bookings using discount voucher code management and customer portal promotions and homepage banners, making it easy to launch first-visit discounts, time-sensitive offers, and seasonal campaigns that attract new business and encourage repeat bookings.

Support your team

Give nail technicians and salon assistants clearer schedules and better appointment details.

Help nail technicians and salon assistants arrive prepared with client details, client appointment records, appointment notes, appointment locations and event venues, forms, and booking updates available from the office or the mobile app.

Mobile appAppointment notesLocation details

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Multi-Address Bookings

Online, In-Studio, Mobile, Venue-Based, and Multi-Location Nail Appointments

Reduce confusion, price travel more accurately, and handle complex online and in-person appointment scheduling and multi-location call-outs with greater control. OctopusPro supports multi-address bookings for home, hotel, event venue, nail salon, nail studio, multi-site, and multi-location nail appointments, making it easier to manage last-minute nail booking requests, in-home nail appointments, hotel, event, and on-site nail appointments, nail salon or nail studio appointments, online nail consultation links, and other multi-location nail salon workflows. You can also use distance-based travel fees to calculate travel between in-person, multi-site, nail salon or nail studio, and multi-site locations where needed, helping you recover nail technician travel time more fairly while keeping pricing clearer for clients.

Exact GPS Coordinates, Shared Pin Links, and Google Maps URLs

Exact Appointment Locations, Shared Pin Links, and Google Maps URLs

Improve location accuracy, speed up dispatch, reduce location errors, and help nail technicians and salon assistants reach the exact appointment location faster for mobile, in-home, studio-based, and online nail consultation bookings, and hard-to-access appointments. With Google Maps URL and shared pin capture during nail appointment and mobile nail appointment location tools for precise in-person, studio-based, in-home, and mobile appointment locations and event venues, your team can paste a client’s dropped pin or Google Maps share link into the nail appointment location prompt, confirm the exact appointment location on the map, and use precise GPS pin locations for last-minute in-home, studio-based, and mobile appointment requests and hard-to-find appointment locations and event venues.

Assign Nail Technicians and Salon Assistants Faster with Real-Time Nail Technician Tracking

Improve response times, reduce unnecessary travel, and make faster dispatch decisions with real-time nail technician tracking. OctopusPro helps your team view active nail technicians and salon assistants on a live map, identify the closest available nail technician for last-minute bookings, and schedule work more efficiently based on real-time location. See how it works in our real-time nail technician location tracking software guide.

Real Time Fieldworker Location Tracking Summary

ETA Updates and Geofenced Mobile Appointment Progress

Improve punctuality, reduce “where is my nail technician?” calls, and give dispatchers clearer appointment progress visibility with real-time tracking and automated updates. OctopusPro combines real-time GPS tracking and live appointment status updates with live ETA updates, GPS booking tracking, and running-late alerts, plus geofenced arrival and automatic nail technician check-out. This helps your team monitor nail technician travel, arrival, and departure more accurately and keep scheduled appointments running on time.

Live Technician Tracking for Customers

Live Nail Technician Tracking for Clients

Set clearer arrival expectations, improve client confidence, and reduce unnecessary calls to your office with live nail technician tracking for clients. OctopusPro lets clients follow their assigned nail technician while they are on the way, helping create a more transparent service experience and making arrival times easier to understand.

Fieldworker Address Privacy Until On the Way

Address Privacy Until the Nail Technician Is On the Way

Protect client privacy, control when sensitive address details are revealed, and keep visibility aligned with your dispatch workflow. With address masking until the nail technician taps On the Way and nail technician permissions that control what mobile nail technicians can view in the app, OctopusPro helps prevent premature access to sensitive locations and supports stronger privacy controls based on nail technician travel status.

Nearby Bookings and Proximity-Based Dispatch

Nearby Appointments and Proximity-Based Nail Technician Assignment

Reduce travel time, improve response times, and fit more profitable work into each day with Nearby Bookings and proximity-based scheduling for nail technicians and salon assistants. OctopusPro helps dispatchers and nail technicians and salon assistants view appointments by geographic proximity, identify the closest qualified nail technician, and cluster work more efficiently across online nail consultations, in-home nail appointments, hotel, event, and on-site nail appointments, and last-minute nail booking requests. This supports smarter route planning and helps your team complete more appointments without sacrificing service quality. In simple terms, Nearby Bookings proximity-based scheduling helps you plan around a nail appointment by showing nearby appointments, travel distance, and available time slots so you can cluster appointments and optimise routes. In contrast, Real-Time Fieldworker Location Tracking software shows the live location of active nail technicians and salon assistants, helping dispatchers identify who is closest right now for faster nail technician assignment and real-time dispatch decisions.

Client experience

Create a smoother booking journey for clients.

Let clients request bookings online, receive confirmations and reminders, update appointments where allowed, and stay informed before and after each nail appointment.

Online bookingConfirmationsRescheduling

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Client Profile, Appointment Record, and Relationship Management

OctopusPro’s built-in CRM tools bring together client details, service addresses, client records, quotes, bookings, invoices, complaints, and a complete communication history in one organised system. You can also manage client profile custom fields, labels, internal notes, properties or assets linked to the client, account statements, and billing details from one profile, while giving clients a secure self-service space through customer portal profile management to keep their details up to date. This helps your team respond faster, personalise service more easily, and maintain a clearer client record across the full relationship lifecycle.

CRM Management Features

Automated Nail Appointment Reminders and Confirmations

Reduce no-shows, protect nail technician time, reduce cancellations, and keep clients and nail technicians and salon assistants better informed without extra manual follow-up. With automated email, SMS, and app reminders and confirmations, OctopusPro can send reminders before scheduled appointments and confirmations with the necessary nail appointment information for upcoming, booked, rescheduled, changed, or cancelled appointments. You can also customise your reminder and confirmation messages to match your workflow and branding, helping keep every appointment on track and everyone informed every step of the way.

Automate Client and Staff Communication

Automate Client and Staff Communication

Save hours of admin, reply faster, keep your front-desk staff, nail technicians, and assistants aligned, and present a more professional and consistent image at every stage of the appointment. With email and SMS automations for client updates, reminders, and internal staff communication, plus canned responses and reusable message templates, you can send status updates, on-the-way notifications, rescheduling alerts, quotes, invoices, payment reminders, follow-ups, internal prompts to staff, and consistent replies to common nail service enquiries, nail appointment questions, updates, approvals, and follow-ups without rewriting the same messages every time.

Two-Way Customer and Technician Communication

Two-Way Client and Nail Technician Communication

Keep everyone aligned, make communication easier to track, and reduce delays caused by scattered messages. With two-way nail appointment communication and direct messaging with nail technicians and salon assistants through OctopusPro, your team can contact clients, contact nail technicians and salon assistants, send updates, request approvals, answer questions, and keep chat, SMS, calls, and communication history linked to the relevant nail appointment record instead of scattered across personal devices.

WhatsApp Integration

Reach clients and nail technicians and salon assistants faster, reduce communication delays, and manage WhatsApp messaging from one central system with WhatsApp Business integration through Meta. OctopusPro lets you use approved Meta templates for confirmations, reminders, status updates, follow-ups, first-contact auto-responses, and targeted bulk WhatsApp campaigns to mailing lists. It also helps you track template status, message appointment location, read rates, failures, and overall account activity, giving your team better visibility and control over day-to-day service communication and outreach.

Digital phone system, missed-call workflows, and call logging

Deliver a more professional calling experience, keep every call linked to the right client record, and manage phone communication more efficiently from one system. OctopusPro lets your team handle business calls, SMS, voicemails, call routing, and call logs in one connected workflow, with in-app calling, branch-based number routing, missed-call workflows, and communication history tied to the right records. This helps your team stay organised and responsive without relying on personal mobiles. See the Digital Phone System guide.

Unified Notifications Hub Across Web and Mobile

Unified Notifications Hub Across Web and Mobile

Help your team respond faster, stay organised, and keep time-critical communication from being missed with one central notifications hub across web and mobile. OctopusPro brings calls, voicemails, SMS, discussions, leads, and operational updates into a notifications centre for web and nail technicians and salon assistants, supported by a live dashboard with nail service enquiries, SMS, and discussion widgets. This gives front-desk and admin staff and dispatchers a clear view of what needs attention next, helping them react faster to new leads, missed calls, internal updates, and time-sensitive service communication.

Share Photos, Forms, and Appointment Notes with Nail Technicians and Salon Assistants

Give nail technicians and salon assistants the context they need before they start, reduce back-and-forth, and help appointments get completed more accurately with better field collaboration and documentation. With nail appointment attachments, OctopusPro lets your team attach estimates, photos, site consultation images, instructions, invoices, and other appointment-related files, while also allowing nail technicians and salon assistants to upload before-and-after photos and other field images as the work progresses. This keeps front-desk staff, nail technicians, and assistants aligned, improves communication, and creates clearer proof of completed service and completion throughout the appointment.

Secure Cloud Storage for Photos, Documents, and Service Records

Secure Cloud Storage for Documents, Forms, and Appointment Records

Keep critical appointment information secure, accessible, and easy to find throughout the full service lifecycle. OctopusPro securely stores your business data in the cloud, giving your team reliable long-term access to the records, attachments, and documentation connected to each appointment. Whether your staff are in the nail salon or nail studio, on-site, or working remotely, they can quickly find the information they need to quote, schedule, deliver appointments, invoice, and follow up with confidence. This helps maintain continuity across every stage of the service process without relying on paper files or scattered files or systems.

Get Paid Faster and Keep Cash Flow Under Control

Shorten the time between completing work and collecting payment while keeping invoicing and payment records easier to manage. OctopusPro helps nail salons and studios manage invoicing, payments, deposits, and refunds more efficiently. Generate invoices quickly, collect payments through supported gateways, track balances, automate reminders, and maintain clear financial records for every appointment. This reduces admin work and creates a smoother payment experience for both clients and staff.

Saved Cards, Card on File, and Flexible Deposit Terms

Saved Cards, Card on File, and Flexible Deposit Terms

Reduce payment friction, make it easier for clients to approve work, and support more flexible nail appointment and payment workflows. With service payment terms for deposits, card-on-file, and pay-later bookings and saved payment methods in the customer portal, OctopusPro lets you collect deposits, securely store cards for later charging, and help returning clients pay faster without re-entering their details. This is especially useful for client intake calls, nail appointment enquiries, approval-based appointments, last-minute mobile nail call-outs, recurring maintenance, and balance-after-service workflows.

Card-present, mobile, and online payments in one workflow

Card-present, mobile, and online payments in one workflow

Get paid faster, reduce admin, and give clients more ways to pay with one connected payment workflow. OctopusPro supports online deposits and secure payment methods, mobile payment collection, card-present payments at the nail salon operations, and secure payment links sent with quotes and invoices. It integrates with multiple payment gateways, including Stripe, PayPal, Authorize.Net, Square, Checkout.com, eWAY, WePay, and Tap, so you can collect deposits, balances, and on-site payments more efficiently while keeping quoting, invoicing, and payment collection connected in one system.

Ad-Hoc Services and On-Site Charge Adjustments

Ad-Hoc Nail Services and On-Site Charge Adjustments

Capture extra labour, nail products, and one-off charges immediately so changing appointment scope does not lead to missed revenue. With custom nail services and non-catalogue line items added from the mobile app, nail technicians and salon assistants can record unexpected labour, appointment consultation time, additional nail products, salon consumables, and other additional appointment items directly in quotes, bookings, and invoices from the field.

Integrate with industry-leading payment gateways

In-App Invoicing and Payment Collection for Mobile Appointments

Close out appointments faster, invoice sooner, get paid closer to appointment completion, and make payment collection easier while the nail technician is still on-site. With instant invoicing and in-app invoicing and payment collection, OctopusPro lets nail technicians and salon assistants create invoices and take payment as soon as the appointment is completed, helping reduce delays, improve transparency, shorten the gap between finishing the appointment and collecting payment, and keep cash flow improving.

Invoice Labels, Tracking, and Audit Trail

Stay organised, resolve disputes faster, and give your team clearer visibility over invoice progress with invoice labels and tags plus a detailed invoice history log and audit trail. Categorise invoices by workflow stage, track key actions such as sent, edited, paid, or voided, and quickly review what changed, when it changed, and who made the update. This makes it easier to manage finance workflows, investigate billing questions, and keep invoice records clearer and more accountable as your operation grows.

Digital Signature Capture

Approve work faster, reduce paperwork, and create a more reliable sign-off process with digital signature capture. Collect client approval and sign-off for quotes, bookings, and invoices electronically, whether the client signs through any browser on their own phone or device using a secure link, or signs on-site through the mobile app when the nail technician is with them. This helps you confirm approvals faster, capture proof of service more professionally, and maintain a clearer digital record without paper forms.

Automated Payment Reminders

Improve collections, protect cash flow, reduce overdue invoices, and save your team time with automated payment reminders. Automatically send unpaid and overdue invoice follow-ups by email, SMS, and WhatsApp. It also works well with client billing cycles for consolidated invoicing and custom invoice due dates and billing terms, making it easier to align reminders with agreed payment schedules, recurring billing arrangements, and client-specific billing dates so you can get paid faster and manage accounts more consistently.

Branded Invoice PDFs and Payment Advice

Branded Invoice PDFs and Payment Advice

Look more professional, reduce confusion, and help clients pay faster with clear branded invoice documents. With custom invoice PDF templates, branding, and payment advice, you can add your logo, choose logo alignment, customise the layout, and style your invoices with your preferred font family, font size, font color, and border color to better match your brand. You can also add custom header and footer content, include clear payment instructions, terms, nail treatment notes, or legal disclaimers, and apply different branding for different trading names, helping make invoices easier to understand, more consistent, and more professional to send.

Payment Tracking, Due Dates, and Terms

Payment Tracking, Due Dates, and Terms

Improve cash flow control, set clearer payment expectations, and make balances, deposits, refunds, and due dates easier to manage. OctopusPro gives staff and clients clear visibility of payments, receipts, deposits, and refunds, including paid amounts, outstanding balances, and payment history, while allowing you to apply invoice due dates and payment terms such as pay on completion, nail appointment start, Net terms, or fixed billing dates at invoice, client, service, or company level. This makes it easier to support trade accounts, part-payments, and deposit-based appointments, track overdue invoices more accurately, and align reminders and collections with agreed payment schedules.

Mobile nail technicianerinary

Coordinate mobile nail teams without the guesswork.

Use service areas, travel details, saved locations, map links, and nail technician availability to manage in-home nail, multi-site appointments, venue bookings, and last-minute booking requests more efficiently.

Service areasTravel detailsMap links

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Efficiently Manage Multi-Location Nail Contracts and Repeat Appointment Work

Handle higher appointment volume more efficiently, deliver more consistent service, and keep multi-location mobile nail appointments, group nail bookings, or nail service and contract work organised from one connected system. OctopusPro helps businesses serving commercial nail service portfolios, trade accounts, logistics operators, government appointments, and corporate clients manage multiple appointments, repeated appointments, and long-term service contracts in one place. With nail preference and treatment history tracking, automated communication, and centralized scheduling, it becomes easier to coordinate ongoing work, maintain service quality, and manage contract clients more effectively as your business grows.

Ad-Hoc Services and On-Site Charge Adjustments

Group and Merge Invoices

Reduce billing admin, improve invoice clarity, and present bridal clients, event organisers, beauty partners, corporate clients, event and bridal clients, and repeat client accounts with a more professional view of charges using grouped and merged invoices. This is especially useful for trade accounts, recurring maintenance programs, and businesses managing multiple appointments for the same client, helping you keep billing accurate and easier to manage as your operation grows.

Optimise Billing Cycles for Corporate, Event, Bridal, and Repeat Nail Clients

Reduce billing admin, simplify reconciliation, and manage high-volume commercial nail service invoicing more efficiently with flexible billing cycle management. OctopusPro helps you group multiple completed appointments into scheduled invoices for trade accounts, multi-location mobile nail appointments, group nail bookings, or nail service clients, and other commercial nail service clients, making recurring billing clearer, more organised, and easier to control.

Nail service packages

Sell and manage nail service packages more professionally.

Create clearer nail service quotes, package options, add-on services, follow-up reminders, and recurring appointment workflows so your team can manage sales and delivery in one place.

Nail Service PackagesAdd-on servicesQuote follow-ups

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Configured for Your Automotive Workflow

Configured for Your Nail Technician Workflow

Run your business more efficiently with a system that fits your workflow instead of forcing you into a generic setup. OctopusPro supports mobile, nail salon operations, and hybrid service appointment location workflows, so you can manage the way you work today and adapt more easily as your business grows.

Multi-location workshop and branch management

Multi-location nail salon or nail studio and branch management

Keep growing without losing control by managing multiple branches, mobile service zones, and hybrid operations in one system. OctopusPro helps you assign nail services and nail technicians and salon assistants by location, control which branch handles each nail appointment, filter schedules by area, and keep reporting, payments, and operations organised as your business expands. See Multi-Location POS, Booking Location Types, and Fieldworker Nail Service Areas.

Distance-Based Travel Fees and Geo-Pricing Zones

Distance-Based Travel Fees and Geo-Pricing Zones

Protect margin on mobile work and charge more accurately for travel, distance, and nail service area pricing. With distance-based travel fees for mobile nail appointment call-outs and geo-pricing zones for field nail service areas, OctopusPro can automatically apply free travel thresholds, per-kilometre or per-mile charges, and different pricing by suburb, postcode, or service zone, so the right travel fee is added without manual calculation.

Team Jobs with Lead Mechanics and Assistants

Team Appointments with Lead Nail Technicians and Salon Assistants and Support Staff

Complete larger appointments more efficiently, define team roles more clearly, and keep accountability and payroll organised when multiple nail technicians and salon assistants are needed on-site. OctopusPro lets you assign multiple nail technicians and salon assistants to one nail appointment and manage support team accounts for lead nail technicians and salon assistants for bigger appointments, online and in-person appointment scheduling work, multi-location mobile nail appointments, group nail bookings, or nail service, and specialist support.

Real-Time Technician Activity Log

Real-Time Nail Technician Activity Log

Improve accountability, resolve disputes faster, and give managers clearer visibility with a real-time activity log and audit trail. OctopusPro records nail technician actions, status changes, and appointment updates as they happen, making performance easier to monitor and issues easier to investigate.

Nail technician time tracking, attendance, and timesheets

Track labour more accurately, improve payroll confidence, and get clearer visibility into nail technician productivity. OctopusPro records attendance, check-in and check-out activity, travel, appointment progress, and working hours in real time, helping you reduce reliance on manual timesheets and improve accountability, payroll accuracy, and reporting. See Fieldworker Check-In / Check-Out Tracking and Nail Technicians and Salon Assistants, Sub-nail technicians and salon assistants & Payroll.

Scale with confidence

Built for solo nail technicians and salon assistants, growing nail salon teams, and nail service businesses.

Whether you manage one nail technician or a multi-nail technician operation, OctopusPro helps keep scheduling, dispatch, records, communication, billing, and reporting organised as demand increases.

Solo nail technicians and salon assistantsMulti-nail salon teamsnail salon operations

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Nail Technician Payroll and Commission Management

Improve payroll accuracy, reduce admin, and manage nail technician commissions and mixed pay models with more confidence. OctopusPro helps you calculate earnings, commissions, and payouts more reliably for employee nail technicians and salon assistants, subcontractors, and mixed pay structures, helping reduce manual work and payroll disputes. See Fieldworker Payroll Management & Reconciliation.

Reduce missed work

Stop bookings, follow-ups, and payments slipping through the cracks.

Use reminders, statuses, notifications, client records, quote follow-ups, and payment workflows to keep every nail job moving from enquiry to completion.

StatusesNotificationsPayment workflows

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Reduce Complaints and Deliver a Better Client Experience

Resolve issues faster, protect your reputation, improve client satisfaction, and give clients more confidence with a clearer, more reliable complaint handling process. OctopusPro helps you manage complaints and service issues, handle payment issues and service questions, keep clients updated, track progress, and maintain complete client communication records with a full history of actions taken. With issue and complaint management for service businesses, your team gets clearer workflows, better visibility, and stronger accountability so problems are handled properly, resolved faster, and nothing slips through the cracks.

Client Feedback and Review Management

Client Feedback and Review Management

Build a stronger reputation, improve service quality, gain clearer client insights, and add more trusted social proof with client feedback, ratings, and reviews for service businesses. OctopusPro helps you collect internal feedback, monitor client sentiment, and improve service appointment location. You can also use Google Reviews integration and automated review requests to display public Google Reviews, send clients to your Google review page, and automate review requests by email and SMS.

Automated review requests and client reactivation marketing

Automated review requests and client reactivation marketing

Save time, re-engage past clients, and promote future nail services more effectively with automated follow-up and targeted outreach. OctopusPro helps you request feedback after completed appointments using Client Feedback, Ratings & Reviews, automate follow-up workflows through Workflow Automations, and use Mailing Lists plus Mailchimp Integration to re-engage clients, market seasonal or recurring nail services such as intake calls, post-appointment follow-ups, client check-ins, group nail bookings, multi-location mobile nail appointments, and recurring nail maintenance work, and keep your business in front of the right audience with less manual effort.

Mailing Lists and Client Marketing

Mailing Lists and Client Marketing

Grow repeat business, improve campaign targeting, and keep your marketing organised with built-in mailing list management software for service businesses. Create client and staff mailing lists using filters like location, nail preference and treatment history, labels, and nail appointment status, then use them for promotions, reminders, updates, and reactivation campaigns. You can also integrate OctopusPro mailing lists with Mailchimp for email marketing, automation, and reporting, and learn how to manage campaigns more effectively in the mailing lists marketing guide.

Professional setup

A better system for nail salons and studios ready to grow.

Review plans, start a trial, or book support to plan how OctopusPro can fit your services, nail technicians and salon assistants, locations, nail service packages, customer portal, and reporting workflows.

Pricing optionsSetup supportClient portal

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Accounting Integration with Xero and QuickBooks

Accounting Integration with Xero and QuickBooks

Save admin time, reduce double entry, improve accuracy, and make reconciliation easier by connecting OctopusPro with Xero and QuickBooks accounting integration. OctopusPro helps nail salons, nail studios, and beauty salons sync clients, invoices, payments, and service items between their operational and financial systems, so nail salon operations, mobile nail appointments, multi-location mobile nail appointments, group nail bookings, and nail service billing records stay aligned. This makes it easier to automate invoice creation from quotes, bookings, and completed appointments, track deposits and part-payments, keep overdue balances visible, issue receipts and payment confirmations, and give your bookkeeper or accountant cleaner, more up-to-date records for reporting, reconciliation, and tax time.

Open API, Webhooks & Third-Party Integrations

Open API, Webhooks & Third-Party Integrations

Reduce manual work, connect your systems more effectively, and keep data flowing smoothly across your business with API access, webhooks, and third-party integrations. OctopusPro can connect with Mailchimp, Google Maps API, Google Reviews, Facebook Page & Messenger, and external CRM, ERP, accounting, and reporting platforms. With the Open API and webhooks, you can sync clients, nail service enquiries, quotes, bookings, invoices, and payments, build custom portals or apps, create dashboards in Power BI, Looker, and Tableau, and trigger real-time actions such as Slack or Teams alerts when quotes change, payments are approved, or missed calls need follow-up.

Secure, Searchable Reporting for Your Entire Operation

Make better decisions faster, track performance more accurately, and keep a reliable record of your business activity with secure, searchable reporting. With real-time reporting across bookings, nail technicians and salon assistants, clients, invoices, payments, sales, and operational activity, you can quickly find the data you need, monitor trends, export reports when required, and maintain clear visibility across your entire operation.

Keep Working Online or Offline

Reduce delays, keep bookings progressing, and give your team more reliable access to the information they need, even when internet coverage is weak or temporarily unavailable. OctopusPro lets front-desk staff, nail technicians, and assistants manage bookings, client details, appointment information, and nail technician tasks from anywhere, whether they are in the nail salon or nail studio, on the road, or on-site. With offline capability, nail technicians and salon assistants can continue working in the app and update booking details without interruption, then sync their changes once the connection is restored. This helps maintain productivity in the field, supports uninterrupted service, and reduces the risk of delays caused by poor connectivity.

Offer a Branded App Experience for Your Business

Strengthen your brand, make your business look more professional and established to nail technicians and salon assistants, and give repeat clients an easier way to remember, access, and stay connected with your business. With your own branded service industry app, you can publish the OctopusPro app under your company name and business identity, helping your business appear more professional and consistent. For clients, this is especially valuable if you offer repeat or recurring nail services, as they can access your business more easily and receive push notifications through your branded app, helping build stronger familiarity, trust, and long-term loyalty.

Available Wherever Your Team Works

Keep front-desk staff, nail technicians, and assistants productive from the nail salon or nail studio, the road, or the client site with one connected system available on iOS, Android, and the web. With mobile app access and mobile appointment management, your team can stay connected and manage work from anywhere.

Reliable Cloud-Based Data Security

Protect sensitive business data while maintaining stronger access control, accountability, and operational control across your team. OctopusPro supports role-based user permissions and secure staff access control, helping reduce risk while ensuring the right team members can securely access the records and information they need from anywhere.

Nail Salon Software Videos and User Guides

Help your team get up to speed faster and make better use of the platform with the OctopusPro User Guide, webinars, onboarding resources, and nail technician software videos and product walkthroughs. Find step-by-step setup guides, tutorials, and real workflow examples to support onboarding, daily operations, and ongoing improvement across your office and field teams.

Implementation support

Launch your nail salon workflow with expert support.

Get help planning your setup, organising nail technicians and salon assistants, services, booking forms, customer portal options, pricing, reminders, and reporting workflows so your nail salon business can move from enquiry to paid booking with less friction.

Setup guidanceWorkflow planningTeam onboarding

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