Service business: lead to paid to repeat

Run a service business from the first enquiry to the paid invoice and the next visit: a lead form, a booking page, reminders, Mayar invoices, receipts, review requests and rebooking.

This creates

• A table "Leads" with name, email, phone, message and a status, and a public form on it
• A link "Appointments" with its public link, and a table "Visits" with extra columns for phone, service, price, served, invoice, payment, review and next visit
• Nine workflows, saved as drafts: notify you of a lead, reply to the lead with your booking link, confirm a booking, add each new booking to Visits, remind tomorrow's bookings, invoice served visits through Mayar, record the payment and send a receipt, ask for a review, and invite customers back on their next visit date

Then you

1. Connect Resend and Mayar on the Connections page
2. Choose your Resend connection and a From address in every email step, and add your review link to the review email
3. Publish the workflows and share the form and booking links
4. After each visit, fill in Service, Phone and Price on the visit in the Visits table and tick Served