Services
Your detailing packages — name, price, how long they take, and what's included.
Add each package with a clear name, a starting price, a realistic duration, and a short description plus what's included. When a customer calls, Connie reads from here to describe your services — and she'll proactively upsell your add-ons (below) once they've picked a package. The more detail you add, the better she sells. This is the single source of truth: what you enter here is what Connie says on calls and what shows on your booking page.
Add-ons
Paid extras customers can tack onto any package — a ceramic coating, pet-hair removal, engine bay, and the like. Connie offers these as upsells on calls; "Extra time" is added to the booking behind the scenes and never shown to the customer.
Bookings
Last 30 days + all upcoming appointments.
Reviews
What your customers said after you marked their job paid.
Connie asks automatically 48 hours after you mark a job paid. This sends the rest now.
Offer Analytics
How your add-on offers convert — broken out by service, add-on, and channel. Read-only.
Win-back Performance
How your win-back messages bring lapsed customers back — return rate by how long they'd been away when contacted. Read-only.
How to read this: Web offers are recorded only for completed bookings; voice offers are recorded when made. Because the two count different populations, web and voice take rates aren't directly comparable. A Low sample tag means fewer than 10 offers — treat those rows as directional only.
Settings
Manage your business profile, hours, and availability.
Required when you call in to update your business. Must be exactly 4 digits.
Which alerts we text to your phone. Turning one off never turns off the others — and you'll still get the email either way.
Customers
All customers who have booked with you.
Promotions
Discount codes customers can redeem — on Connie calls, on your booking page, and in Campaigns.
- Discount — a percentage (e.g. 10% off) or a flat dollar amount (e.g. $15 off).
- Code type — Shared (one code like SUMMER10 that everyone uses) or Unique (a batch of one-time codes, one per customer).
- Limits — cap total uses, and/or restrict to one use per customer.
- Applies to — all services or only the ones you pick.
- Validity — optional start and end dates.
Connie can apply a valid code when a customer mentions one on a call, and you can attach a promotion to a Campaign to win back past customers.
Loyalty Programs
Digital punch cards that bring customers back — "buy X, get one free."
Set up a punch card and every completed, paid booking counts as a punch. When a customer reaches the number of visits you set, they earn the reward automatically. This page has three parts: Loyalty Programs is where you set the rules; Rewards Earned shows who has hit their reward and is waiting to redeem; Redemption History is the running log of rewards you've handed out.
Your active punch cards. Each one sets a service (or all services), how many paid visits earn the reward, and what the reward is.
Rewards Earned
Customers who've hit the visit threshold and are owed their reward. Hit Mark as Given when you deliver it — that resets their punch card so they can start earning again.
Redemption History
A record of every reward you've marked as given — who, which reward, and when.
Campaigns
Win back past customers on autopilot. Connie reaches out for you — by email, text, or an automated phone call — and any new bookings drop straight into your calendar.
Train AI
Review what Connie said on calls and build her knowledge base.
Business Profile
Your agent's source of truth — what Connie knows about your business.
My Website
Your hosted booking page at heyconnie.co/…
We'll turn your story into polished page copy — your headline, your hero line, and your service descriptions. It lands in the fields below, ready for you to tweak before you save.
Uses your answers from Business Profile → Your Story. Not there yet? Add it once and it powers your page and what your agent tells callers.
No website needed. Drop this link in your Instagram bio, a story link sticker, or a text — it opens your booking page so customers can book on the spot.
Want just the booking form with nothing around it? Share this form-only link instead.
Already have a website? Paste this snippet before your closing </body> tag. It adds a Book Now button that opens your booking form in a popup — no coding required.
The button matches your page color automatically — change it above and this button changes too, with nothing to re-paste.
Prefer the booking form embedded inline (no popup)? Paste this where you want it to appear.
Put your customer reviews anywhere on your site — high on the page, with the booking form further down. It stays hidden until you have your first review.