Dashboard
An overview of how your assistant is doing.
While you were closed
After-hours · Sally
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At a glance
Today's appointments
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Booked est.
Value
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Bookings
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After hours (Sally) est.
Sally caught —
this week est.
This week, while you were closed
New clients this week
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See your insights
Sally, today
What she handled while you got on with the day
Get a ping when Sally booksShe works while you're closed — know the moment a booking lands.
Today
Your first booking!
Sally just captured your very first appointment — on her own. This is what she does 24/7, even while you sleep. Here's to many more.
Needs you
A few things worth your attention
All caught up for today.
Set up your booking assistant
The more you fill in, the better your assistant can answer customer questions and take bookings.
Let's get you taking bookings
Four short steps. Sally does the heavy lifting; you confirm what she finds.
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You're 0% readyA few steps to go
Set up with AI
Paste your Google Maps or website link. Sally reads it and drafts your services, hours, address and team, in about twenty seconds.
Nothing goes live until you say so. You review everything first.
Start from scratch
Prefer to type it in yourself? Add your services and hours by hand in the form below.
Business details
The name, phone and email customers see.
Business name
The name customers see first — in chat, emails and on your booking page.
Business phone
Optional — a number customers can reach you on.
Business type
Tailors Sally's language and setup prompts to your trade.
Booking notification email
Where Sally sends a heads-up when a booking comes in.
Logo
Shown in the chat header and on your booking page.
Square image, any common format under 2 MB. Leave blank to use your business initial.
How Sally works
How Sally behaves when she's helping a customer book.
Sally's tone
How Sally comes across to customers in chat. Friendly is her built-in voice.
Reply length
How much Sally says per reply. Shorter answers tend to turn into more bookings.
Off = show only your fixed quick replies below.
Never pushy, never on a reschedule. Set your add-ons per service under Services & team. Off = no upsells.
A clearly-named request still books straight away.
Confirmations
What happens the moment Sally takes a booking.
Accept bookings automatically Recommended
Confirm every booking the instant it's made, or approve each one yourself first.
How it works
On: the customer instantly gets a "You're booked!" email. No action needed — bookings still appear in your Bookings list to manage.
Off: the customer first gets a "request received — we'll confirm shortly" email. They're not told they're booked until you open Bookings and tap Accept — that's what sends their "You're booked!" email. Good for checking availability or deposits first; remember to accept so customers aren't left waiting.
Ask customers to reconfirm the day before
Booking and reminder emails get a "Confirm I'll be there" button. Separate from accepting bookings above.
How it works
This produces the "Unconfirmed by customer — may not show" flags in Sally's follow-ups. A booking can be accepted by you and still be waiting on the customer's tap.
Let AI assistants request bookings
AI assistants that support it (Claude today, more expected) can check availability and ask for a booking on a customer's behalf.
Every request is held until the customer taps to confirm, never booked outright. They show in Bookings marked "via an app".
Services & pricing
Services & pricing
Add your services so Sally can answer “what do you offer?” and “how much is X?” Leave price or duration blank if you’d rather not share them.
No services yet — add your first so Sally can tell customers what you offer.
Your team
Your team
Who customers can book with. Sally keeps each person’s diary separate so nobody is double-booked. Leave empty if it’s just you.
It’s just you for now — add a person when you grow your team.
Team logins (who can sign in to this dashboard) are separate — under Account › User management.
Location & parking
Break it into the bits customers ask for. These show as a tidy "Find us" block on your booking page, and Sally can answer "where do I park?" precisely.
Address
Shows as a "Find us" block on your booking page, and lets Sally give directions.
Getting here
Landmarks, entrance, floor — optional.
0/300
Parking
Where customers can leave the car — optional.
0/200
Social links
Add your website and social links. Sally shares these only when a customer asks where to find you or to see your work.
Website
Sally links here when a customer asks where to find you.
A bare address is fine — we add the https:// for you.
Instagram
Shared when a customer wants to see your work.
Facebook
Your page, shared on request.
TikTok
Shared when a customer wants to see your work.
Chat colours
Light or dark for Sally's chat window on your website.
Colour scheme
Light, dark, or match each visitor's device.
"Auto" follows each visitor's light or dark device setting. Your brand colour is set just below, and on your booking page.
Cancellations & fees
Fill these in so Sally answers cancellation, deposit and payment questions precisely. Leave any blank to skip it.
Cancellation window
How much notice a customer needs to give to cancel without a fee.
Deposits are refunded in full when a customer cancels with at least this much notice.
Late cancellation fee
What you charge when a customer cancels inside the window.
No-show fee
What you charge when a customer doesn't turn up.
Payment methods
How customers can pay you.
Deposit policy
Optional. When and how much you take up front.
Walk-ins
Whether customers can turn up without booking.
Other policy notes
Optional. Anything else a customer might ask before booking.
Notes for Sally
Anything else Sally should know — FAQ answers, special offers, or details that don't fit above.
Notes for Sally
Anything else she should know — FAQ answers, special offers, or details that don't fit above.
Reviews
Automatically email customers the day after their visit asking for a Google review.
Paste your "leave a review" link below. To find it: open your
Google Business Profile,
click Ask for reviews, and copy the short link it gives you.
Review requests
Email each customer the day after their visit and nudge them to leave a Google review.
How it works
You can also send a request anytime — open Bookings and tap Ask for review on any booking.
Your "leave a review" link
The short link customers tap to rate you.
It's in your Google Business Profile under "Ask for reviews" and looks like g.page/r/…/review.
Your Google Maps listing
Optional. Shows your Google star rating and review count on your booking page.
Open your business on Google Maps, tap Share, and paste the link — we'll pull out the ID. No ID in the link? Use the Place ID Finder.
When to send
The day after each visit, NZ time.
Your “Book now” button
Add a button to your website, or just repoint the one you already have. Bookings that arrive through it are counted below.
Fill quiet gaps
The automatic moves that fill quiet gaps in the book, and whether each is on right now. You switch them on or off with the rest of Sally's sending rules in Follow-ups — the link on each takes you straight there. Sally only ever drafts; you review before anything is sent.
Your notifications
What lands in your inbox and on your phone. Customers' reminders are on the Reminders pane.
Your plan
This month's usage
Billing
Your card and GST receipts, ready for your accountant.
Your card
Receipts
GST receipts, ready to downloadAmounts include 15% GST. Billing runs through Stripe, we never see your card number.
Connect your calendar
Two-way — bookings go out, your events block availability
Google Calendar
Not connected
Connect to create calendar events automatically for every new booking.
Outlook / Microsoft 365
Not connected
Sync bookings with your Outlook or Microsoft 365 calendar.
Got a team?
A team member's personal calendar events won't automatically block their bookings yet — that only happens on solo setups. To hold time for one person (a lunch break, an appointment), use Block time. Per-person calendar sync is coming soon.
Subscribe to your bookings
Free · any plan
A read-only feed of every upcoming booking
Works in Apple Calendar, Outlook or Google. No sign-in — subscribe once and it keeps itself updated. Great if you're on iPhone.
On Outlook or Google, use Copy feed URL and add it as a subscribed calendar. Updates roughly hourly. Regenerate makes the old link stop working. Shows service, first name and team member — never phone or email.
Put Sally on your website
One line of code and she greets every visitor, answers questions and takes bookings around the clock.
1
Copy the code
It's already linked to your business — nothing to fill in. Copy it, or email it to whoever runs your site.
It goes at the very bottom of your page (your site builder will call this the footer, or "before </body>"). It loads after your page, so it never slows your site down.
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Paste it into your site builder
Pick yours and follow along. About two minutes, no code to write.
- Go to Settings, then Advanced, then Code Injection (that's just where Squarespace keeps pasted code).
- Paste the code into the Footer box.
- Click Save. Done, no publish step needed.
That screen needs a Squarespace Business plan or higher. On a Personal plan? Use your booking page instead, on the right.
- Open your site editor and go to Settings, then Custom Code (under Advanced).
- Click + Add Custom Code and paste the code.
- Choose All pages and set placement to Body, end.
- Click Apply, then publish your site.
- Add a free plugin called WPCode (it lets you paste code without touching your theme).
- Open it and find the Footer box.
- Paste the code and Save.
Rather not add a plugin? Under Appearance, then Editor, add a "Custom HTML" block to your footer and paste it there.
- In admin, go to Online Store, then Themes and choose Edit code.
- Open the file called theme.liquid and scroll to the very bottom.
- Paste the code on the line above </body> and Save. (Easier: email the code to your web person below.)
- Any site works if you can add custom HTML. Paste the code at the bottom of every page (just before </body>).
- On GoDaddy or Weebly? Add an HTML element and paste it in.
- Using a web person? Email them the code — it is a 30-second job for them.
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Check it worked
We listen for Sally on your site and flip the pill to Live the moment we hear her.
Open your website in a new tabLook for the chat bubble in the bottom-right corner, then say hi.
Or test Sally right here firstChat with her exactly as a customer would.
What your customers see
A preview of the chat button. Tap it.
SallyUsually replies in seconds
Kia ora! 👋 Want to book, or just have a question?
Book nowPricesHours
Tap the bubble, it worksChange colour or icon
Sally trained on your services and hours
Chat styled with your brand colour
Seen live on your website
No website? No problem
Your booking page is already live. Sally works there too, nothing to install.
Instagram bio
Google Business profile
Facebook page
QR on the counter
Live
Your booking page
Edit the name, services, photos, colours and words directly on the page.
Published
Live preview
Live
All changes saved
Style: Website-first — change it on your page.
Pick a colour
Also editable on your booking page (Edit your page). Changing it here changes it there.
Money
Deposits, fees and how you get paid. These flow into Sally, reminders and the booking flow.
Deposits & no-shows
Two ways to protect the book: take money up front, or hold the slot until the customer taps to confirm. Walk-ins you add yourself are never charged.
Get paid up front
Protect your book with a deposit or a hold.
Deposits aren't switched on for your business yet. Once they are, deposits go straight to your bank (via Stripe — free to set up, no commission), and Sally can hold a slot until the customer pays.
Get paid
Deposits go straight to your bank.
Free to set up, no commission. Deposits need somewhere to land before you can switch them on.
Deposit on new bookings
Applies to every booking, unless a service sets its own.
NZ$
It comes off the final bill.
Get paid (above) first — deposits need somewhere to land.
What a customer sees
Hold the slot
A lighter no-show deterrent than a deposit.
hours
The customer gets a one-tap link to keep the slot; it releases on its own if they don't.
Default cleanup buffer
Minutes blocked after each service for turnaround.
min
For cleanup and turnover, unless a service sets its own under Services & team. Customers are still quoted the normal length.
Rules & timing
The guardrails that keep the calendar sane, and what customers can do for themselves.
Opening hours
Turn on the days you're open and set your hours. Sally only offers times inside these, and never books outside them.
Add a second block for a lunch break or a late night. Times are New Zealand time — customers see these on your booking page.
Close on NZ public holidays
Sally won't take bookings on the national public holidays (plus Auckland Anniversary). Trading a specific day? Switch it back to open below.
Dates follow NZ law (Mondayised). Existing bookings on a newly-closed day aren't cancelled — they stay in Bookings for you to handle.
How far ahead can people book?
The furthest out a customer can book. Beyond this, Sally says you're not taking bookings that far ahead yet and offers something closer. Set 0 for no limit.
days
0 = no limit
Closed dates
A break, a team day, or a public holiday you're taking off — Sally won't offer these.
No closed dates yet — add a break or team day below.
Reach & notifications
Where the page lives, how you share it, and how you show up on Google.
.suddenly.co.nz
Letters, numbers and dashes only. Your old link keeps working after you save.
Add a booking button to Google
A quick 3-step walkthrough to add it to your Business Profile — book from Search & Maps.
Open your page in a pop-up instead
Prefer the button above to open your booking page in a pop-up over your site? Copy this code and paste it just before </body> (or send it to your web person).
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Show the whole page inside your site
Puts the booking steps straight into a section of your site — it resizes to fit.
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On Wix or Squarespace?
Copy this version and paste it into an "Embed" or "HTML" block. It works even where those builders block other code.
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Send appointment reminders
Automatically remind customers before their appointment so fewer no-shows.
Add a same-day reminder
A second, shorter reminder about 3 hours before — a strong nudge against no-shows.
On top of the reminder above. Off by default, and it uses your reminder channel above, so extra text messages are charged per message.
Send booking confirmations by
How each new booking is confirmed to the customer.
Same rule as reminders: email is free, text messages are paid per message.
Also send review and rebook asks by text
Send review and "time to rebook" nudges as a text, not just an email.
Goes to customers with a mobile. Only applies when text messages are one of your channels above. Charged per message.
Weekly summary email
A Monday-morning recap of your week. On by default.
Bookings, new vs returning customers, your top service, and the after-hours enquiries Sally caught.
Tips and product updates by email
Occasional emails about getting more from Sally.
Booking and billing emails always arrive.
Invite back clients you haven't seen in a while
Each morning Sally drafts a warm "we'd love to see you again" email for clients who've gone quiet. Drafts wait in Follow-ups — nothing goes out on its own.
Off
Remind regulars they're due
Each morning Sally drafts a gentle "time for your next visit" email for regulars on their usual cycle. Drafts wait in Follow-ups — nothing goes out on its own.
Off
Review, then rebook
The day after a visit Sally drafts a thank-you that asks for a review and offers the next booking. Drafts wait in Follow-ups.
Off
No-shows
After a missed appointment Sally drafts a warm, no-blame nudge that offers a rebook. Drafts wait in Follow-ups.
Off
Add a booking button to Google
Three steps and customers can book straight from your Google listing on Search & Maps.
1
Copy your tagged booking link
The
?src=google tag lets you see which bookings came from Google.…
2
Open your Business Profile
On Google, search your business name → Edit profile → Bookings (or Add a booking link).
3
Paste the link and save
A Book button appears on your listing. It can take Google a little while to show.
Set up in minutes
The things worth doing first. Each opens a step-by-step guide.
Quick answers
Short reads, written for busy owners. Search above to filter.
Your first week with SallyThe setup checklist, from opening hours to your first live booking
Share your booking link everywhereInstagram bio, Google profile, and your page
How deposits and refunds workStripe, cancellations, no-shows
Nothing matches ""
Try "deposit", "calendar" or "widget". Or message us on the right, a real person will sort it.
RS+
Talk to a real person
Rey & the Suddenly team · real people in NZ, not a bot
We reply within one business day, usually much faster.
We’ll reply to your account email.
0 / 4000
Message sent
We’ll reply to your account email within a day.
Real people, not a bot.
Received
Read by the team
Reply to your email
Your recent messages
Anything you send shows here with its status.
Your sent messages will show here.
More ways in
Help CentreEvery feature, explained with screenshots
Email us directlysupport@suddenly.co.nz
Suggest a featureRey reads every idea, upvote others' too
Need a hand? We’re one message away.Help Centre
Big or small, if it saves you five minutes it is worth telling us. Rey reads every one.
You will see it appear below with a status once it is in.
Got it, thanks!
Your idea is with Rey now. You will see it below under Your ideas, and we will let you know the moment it ships.
Ideas from owners like you built this
Deposits to stop no-showsAsked for by owners, shipped and live now.
Block time for sick days & breaksOne owner's Tuesday-morning idea.
Two-way SMS with clientsPlanned, on the bench for a coming release.
Your ideas
The ones you have sent us, and where each stands.
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What others want next
Upvote the ideas you'd like us to build, it genuinely moves things up the list.
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Sally's appearance
How Sally looks and greets customers on your website. Changes preview live on the right.
Her name Pro
What customers call her in the chat header. Blank keeps "Sally".
Customers see this name in the chat header. Leave it blank and she's simply Sally.
A custom name comes with Pro. Everything else here is on every plan.
Her face
Pick what sits on the chat button and in the chat header.
Your brand
Chat button icons
6 more iconsFewer icons
Appearance
Colour, first words, and where the chat button sits on your website.
Accent colour
Your brand colour is edited on your booking page. to change it — it flows through to the chat button, the chat header and your customers' messages.
Opening line
The first message customers see when the chat opens.
0/120 · Keep it short and warm. Emoji are fine here, this is conversation.
Show her face on the chat button
The round button in the corner of your site
Show her face in the chat header
Beside her name once the chat is open
Live previewUPDATES AS YOU EDIT
A
Sally
Online · replies in seconds
Kia ora! 👋 How can I help you today?
Book an appointmentPricesOpening hours
Any spots free this Saturday?
Yes! There's 10:00am or 2:30pm this Saturday. Want me to hold one for you?
Type a message…
Powered by Suddenly Sorted
A
A sample chat styled with your choices. Your real services and hours come from your own setup.
Quick-reply buttons
The tappable buttons shown when the chat opens. Add up to 4. Leave empty to use the defaults.
Your name only
Hide the "Powered by Suddenly Sorted" line in Sally's chat window and on your booking page. Saves with everything else here.
Dashboard avatar
Choose the avatar Sally wears on your dashboard. The living scenes shift with the New Zealand time of day. Saved to this browser.
UserAccessStatus
This is who can sign in to the dashboard. The people customers can book with are under Your business › Services & team.
Your login email
The email you sign in with. Changing it signs you out on every other device.
Signing in as
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Bookings
Requests, callbacks & upcoming visits
Booked value · this view—estimated from service prices
| Ref | Customer | Service | With | When | Captured | Amount | Status | Actions |
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Calendar
See your team's appointments at a glance
Today
Your team’s appointments, laid out.
Add to calendar
You, today
Edit checklists
These seed the board every day you're open.
Who
Due
Sally is drafting your follow-ups…
Two minutes of taps. She writes each one from the client's history, you just say yes.
This month
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rebooked from follow-ups
1 Sally drafts→2 You approve→3 It sends
A follow-up is a short message to a regular who's drifted past their usual gap. Sally writes each one from their visits — nothing sends without your OK.
0 selected
Nothing due today, Sally's watching
When a regular drifts past their usual gap, a draft lands here ready to send.
Clients
Built from every chat, booking and visit
All Clients
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Returning rate
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book again (2+ visits)
Avg lifetime spend
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across returning clients
Columns
ClientAction · always on
| Client | Phone | Visits | Last visit | Next appt | Rebook | Usual staff | Tags | Allergy | Lifetime spend | Status |
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