Client Return

A thoughtful
return.

Find clients who may be ready for another visit. Review the records, prepare a message and hand it over to your team.

Your CSV stays in this browser.
Nothing is uploaded or sent. Clear the page when finished; downloaded files stay on your device.

1. Bring in your records.

Use a fresh export from the salon’s records. Permission must apply to the selected channel and this kind of message. Unknown status stays unresolved.

Choose a local CSV

No client data loaded. UTF-8 CSV, up to 5 MB and 10,000 rows.

What the source export needs

A stable client ID, first name, contact for the chosen channel, last completed visit (YYYY-MM-DD), last service, future appointment status, channel permission and opt-out status. A future appointment date is optional.

Use yes / no for appointment and opt-out status, and granted / denied for permission. Other or missing values are held as unknown. A past service date must represent a completed visit, not a cancelled booking.

This tool has one permission field for the channel selected below. If your export mixes email and SMS permission, map the appropriate channel’s column. Correct unresolved records in your original system and reimport a fresh CSV.

3. Review who to contact.

0Eligible for review

0Excluded

0Unresolved

0Exact duplicate rows removed

0 selected. Nothing will be sent.

Select	Client ID / name	Service / last visit	Days	Why eligible

Excluded records

Client ID	Source rows	Reason

Unresolved records

Correct these in the source and reimport. The tool never guesses which conflicting row is right.

Client ID	Source rows	Reason

4. Prepare the handoff.

The export contains reviewed message drafts, marked not_sent, for the selected clients. Check the actual inbox and booking diary again before sending in your existing tool.

Salon name

Named person reviewing and sending

Reviewed booking link, optional

Exact opt-out instruction for this channel

Message draftFields: {first_name}, {brand}, {service}, {booking_link}, {opt_out}. Keep {opt_out} in the message. The sender adds the required business identity, address and unsubscribe mechanism in the existing sending tool.

I reviewed every selected message, recipient, channel permission and current appointment status. The named person will recheck opt-outs and the diary before any manual send.

Provider-neutral CSV. Formula-like cell values are prefixed with an apostrophe for spreadsheet safety. This is not a direct importer or an automated sending integration.

Record what actually happened.

After the team sends manually and checks the inbox or diary, import referenced outcomes for the client IDs in the latest export. Actual sends, responses and appointments are counted separately, with repeated events deduplicated. These counts do not establish attribution.

Outcome report dateChoose the date you checked the actual sending log, inbox and diary. This can be later than the original list review.

Choose outcomes CSV

Columns: client_id, outcome (sent / response / appointment / cancelled), event_id, event_date (YYYY-MM-DD), source_reference. Use an actual sending-log, inbox or booking reference. Reconcile conflicting or cancelled events in the source before importing.

How the review and handoff work

The handoff is the product.

The salon owner chooses the service intervals and permitted use. A named team member reviews the list, checks the actual diary and inbox, then sends manually through the existing approved process.

Winflow prepares the review and message structure. The source salon system remains the record of client details, permission and appointments.

Pause when the evidence is unclear.

Unknown permission, unknown appointment status, duplicate conflicts and shared contact details remain unresolved. Fix the source, export a fresh file and review again.

If somebody opts out or already booked, remove them before sending. A stale export is a prompt to check, never evidence of current permission or availability.

A thoughtful
return.

1. Bring in your records.

2. Set the timing and match the fields.

3. Review who to contact.

4. Prepare the handoff.

Exact messages for the selected clients

Record what actually happened.

The handoff is the product.

Pause when the evidence is unclear.

A thoughtfulreturn.

1. Bring in your records.

2. Set the timing and match the fields.

3. Review who to contact.

4. Prepare the handoff.

Exact messages for the selected clients

Record what actually happened.

The handoff is the product.

Pause when the evidence is unclear.

A thoughtful
return.