Callpad onboarding guide
Onboarding guide

Meet Callpad.

Callers are simply speaking to your booking calendar with their voice. This guide gets you live in four steps.

01 · Welcome

Meet Callpad

Welcome aboard. From today, when your team can't get to the phone, callers are simply speaking to your booking calendar with their voice.

And if a caller doesn't fancy a chat? They can just leave a message, exactly like voicemail, and a human rings them back. Nobody is ever forced to book. Think of Callpad as a fancy voicemail that can actually book.

What that means day to day
Picks up when your team can't. Busy Saturdays, lunch breaks, after hours.
Books straight into your calendar. Real appointments, correct durations, the right stylist.
Emails you anything that needs a human. With a summary, so you ring back knowing what they wanted.
1 in 4

callers leave a message on ordinary voicemail

3 in 4

complete their call with Callpad

9 in 10

at the top performing salons

02 · Start to finish

How Callpad works

1

A client rings your salon number, as they always have.

2

Nobody's free after about 4 rings. Your team always gets first chance to pick up.

3

The call diverts to your Callpad number and Callpad answers.

4

It books, reschedules or takes a message, whatever the caller needs.

5

The booking lands in your calendar. Anything else lands in your inbox.

Mirrors your online booking

Services, stylists, durations, paired services, processing gaps and skin test rules all come straight from your booking software settings.

Knows your regulars

Callers are recognised by phone number, with their history pulled instantly. New callers just give their name.

Privacy built in

Callpad only discusses what's linked to the caller's own number. Nobody can browse your client list. GDPR compliant by design.

If something looks off, it's usually a setting in your booking software, not Callpad.
03 · Getting set up

Your 4-step checklist

Four things, in order. Most salons finish the lot within a couple of days.

1
Fill in the onboarding form

Under 10 minutes. It captures what isn't in your booking software: parking, age restrictions, your deposit policy, your most common FAQs.

2
Test call your Callpad number

We send you a dedicated number where Callpad lives. Ring it, book, reschedule, ask awkward questions. Tip: skip the speakerphone and the noisy salon, Callpad hears everything, including the telly.

3
Send your notes and confirm you're happy

Email anything you'd like changed and we'll apply it within 24 hours. When you're ready, we send your payment link. Card or BACS, monthly rolling, pause any time by email.

4
Set your call divert and go live

Forward unanswered calls to your Callpad number after 4 rings. The moment it's saved, you're live. The next section walks you through it.

Treat the first two weeks like training a new team member. Most salons work beautifully out of the box. Your notes just add the nuances that make Callpad sound like it's been on your front desk for years.
04 · The number one setup question

Call forwarding, step by step

We give you the number. Your phone provider points calls at it. That's the whole arrangement.

The recommended setting: divert on unanswered calls after 4 rings, so your team always gets first chance to pick up. It works whether you're open or closed.

Where to set it, by provider
ProviderTypical path
BT BusinessPortal or app: call features, divert when unanswered, enter your Callpad number, save.
XLNMy Account: call divert, divert on no answer, enter your Callpad number, save.
VoIP systemsAdmin console: call routing, no-answer destination, your Callpad number, ring time to about 4 rings.
ResellersOne email to your account manager: "Divert unanswered calls to this number after 4 rings, please."

Costs: usually free on business plans. A few providers charge a few pounds a month for diverts, worth a quick check with them.

Bonus idea: your Callpad number is yours. Some salons publish it on their website as a 24/7 booking line.
05 · On the call

What Callpad handles

Bookings

Multiple services in one call, a cut plus colour with the right gap, stylist requests, and closest-available matching when their favourite is fully booked.

Reschedules and cancellations

The old slot is freed so you're not chasing ghosts, and a rebook is always offered first. Inside your policy window, Callpad reads out your policy and gets verbal agreement, or hands to your team.

Deposits

Your deposit policy, followed through your booking software's payment flow, or via a secure booking link by text. You choose the policy and can change it any time.

Messages and callbacks

"Can I speak to someone?" gets a friendly "everyone's busy, I can take a message". You get an email with a summary and how far the booking got.

Recommendations and upsells

Set your house rules, "always offer a toner with colour", and Callpad offers them on every call it suits.

Spam calls

The gas-and-electric sales calls get politely absorbed, so your team doesn't have to.

06 · Keeping an eye on things

Your dashboard and emails

You can run everything from email. Anything needing attention arrives in your inbox with a summary and a link straight to the call. No new tab to babysit.

Every call, in full. Transcripts and audio playback, jump straight to the moment.
A Needs Review queue with a Resolve button. Your team clears it as they ring people back.
Tagged in your calendar. Callpad's bookings are colour-marked, so everyone can see which appointments it made.
As many logins as you like. We recommend one shared front-desk login kept open at reception, plus the owner.
CallpadCalls
24 hours7 days30 days
Bookings made14
Calls handled31
After hours9
Needs review2
09:42
Sophie M
Cut and blow dry with Katie, Thursday 2:00pm
Booked
11:05
New caller
Wants a balayage consultation, asked for a callback
Message
13:18
Withheld number
Asked about a patch test before Saturday's colour
Needs reviewResolve

The dashboard on desktop. The same view works on your phone. This is how you'll see Callpad paying for itself.

07 · The two-week training period

Fine-tuning Callpad

Email us your notes and we translate them into how Callpad answers, usually within 24 hours. No new software to learn.

What great notes look like
Colloquial names

"Clients say fringe trim. They can just drop in for that, no booking needed."

Stylist nuances

"Katie's best for balayage. Recommend her when someone asks for it."

Not on online booking

"If someone asks for Sally, take a message and offer a callback."

Standing offers

"Always offer a treatment with every colour."

The golden rule for anything odd: send the client's name, number and what happened. That's all we need to trace it.
Worth a quick check in your booking software
Are all your stylists switched on for online booking?
Are processing times and skin test settings filled in?
After a manual reschedule, is the old slot cancelled?
08 · Your clients

Telling your clients

Announce it

A quick email, a social post or a till-side sign: "We've replaced voicemail with a booking assistant." Setting expectations removes almost all pushback.

The key reassurance

Nobody has to book with Callpad. They can leave a message exactly as they would on voicemail, and a human rings them back.

Honest, and yours to shape

Asked if it's a real person, Callpad is upfront. And you can customise the greeting: the name, the intro line, how it introduces itself.

The reality check

Some clients will love it. A few won't. What matters is the maths:

With voicemail3 in 4

hang up without leaving anything

With Callpad3 in 4

complete their call

09 · The questions owners actually ask

FAQ

How long does setup take?

Under 10 minutes for the form, then a couple of days of test calls and notes. Most salons are live within the week.

Do I set up call forwarding through you or my phone provider?

Your phone provider. We give you the number, they point unanswered calls at it. Section 04 walks you through it.

What happens when a caller wants a human?

Callpad takes a message and you get an email with a summary and how far the booking got. You ring back knowing exactly what they wanted.

Does Callpad tell people it's not a real person?

Yes, if asked, it's upfront. You can also customise the greeting and how it introduces itself.

What if a new client calls?

They just give their name and Callpad creates a profile in your booking software, same as your front desk would.

What if someone calls from a withheld or different number?

Callpad treats them as a new caller and asks for their name. Nothing is ever shared without a matching number.

Can Callpad book a colour and cut together with the right gap?

Yes. Paired services and processing gaps come straight from your booking software settings.

Can Callpad take deposits over the phone?

Yes, through your booking software's payment flow, or by texting a secure booking link.

What happens with cancellations inside my cancellation window?

Callpad reads out your policy and gets verbal agreement, or hands the call to your team. Your choice.

Can I pause or stop the service?

Yes. Month to month, and one email is all it takes.

Do I have to monitor another dashboard all day?

No. Email is enough. Anything needing attention lands in your inbox with a link to the call.

Who do I contact when something's off, and how fast do you reply?

Email us directly with the client's name, number and what happened. We reply within 24 hours.

What about clients who can't speak on the phone?

Text and WhatsApp options are available. Ask us to switch them on.

Can Callpad manage a standby or waiting list?

Not yet, it's on the roadmap. Today it offers the closest available slot and takes a message for your team.

10 · We're here

Support and contact

One place, one promise

Email us anything, any time. We reply within 24 hours.

[email protected]

No question is too small. Your questions are how Callpad gets better.

CallpadWe look forward to getting you started.