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B2B SaaS · Beauty-tech2024 — NowUnder NDA

A messaging SaaS
salons actually pay for

Eighteen months as the lead designer of the client account: payments, message templates, broadcasts, an AI assistant and analytics for salon chains — on a subscription platform that automates how beauty businesses talk to their clients.

RoleSenior Product / UI-UX Designer
TeamPM, frontend team, CPO review
Cadence≈1 release a month
ScopeResearch → UI → hand-off → metrics
New template wizard with live chat preview — recreated 1:1Logo, names and data hidden under NDA
The product

Where I came in

A B2B subscription platform for beauty salons that automates client communication: broadcasts, message templates, notifications, referral programmes and an AI assistant for writing texts. The team’s focus — active audience, conversion to payment, and features that bring a salon tangible value.

When I joined, the account had a list of UX problems that all hit conversion, retention and revenue:

Payment was confusing — people couldn’t work out how to buy add-ons
Templates — a core feature — had an outdated, illogical interface
Connecting broadcast channels was tangled and error-prone
Salon chains had no analytics across branches
No tools to write, format or improve message texts
An overloaded home screen that didn’t help read the data

Impact overview

Measured on funnels, heatmaps and support tickets after each release.
+22–28%conversion to paid add-ons after the payment redesign
x1.7growth in template usage; creation time −40%
60%+of active users tried the AI assistant in month one
−50%time to find data in the new network analytics
+25–30%successful broadcasts with the channel cascade
x1.5broadcast usage after segmentation filters
−45%navigation time with the new home dashboard
+20–30%faster development on the refreshed design system
01 — Payments

A payment page without guesswork

Options were hard to find, the subscription logic was unclear and the error rate was high. I ran research, built a payment CJM, simplified the flow into logical steps, put the main CTA first, clarified subscription statuses and added hints, automatic checks and safe fallbacks.

Customer profile
Anna, 38Salon owner · 5+ years in business

“I want to see the final amount before I pay — and not pay for things I don’t need.”

GoalAutomate client messaging, stop losing clients, simplify booking and communication
PainsComplex plans and autopay; extra charges for bonus days on add-ons; fear of overpaying
Matters mostTransparent cost, simple setup of plan and add-ons, freedom to switch plans
Drop-off pointsUnclear autopay, inflated total, too little info about connected services

Customer journey map

Scroll →
StageRealising the needExploringChoosing plan & add-onsPayingSetting up the botUsing & renewing
GoalFind a tool to automate client messagingUnderstand how the product works and what it offersPick the right plan and add-onsPay for the subscriptionSet up the bot and launch itJudge the value, adjust, renew
ChannelsColleagues, ads, search, websiteWebsite, reviews, supportAccount, pricing pageAccount, payment pageProduct UI, guides, supportAccount, email notifications
Thinks“I lose clients because I can’t reply in time”“Which features do I really need?”“I don’t want to pay for extras”“Did I get the total right? Hope there are no hidden fees”“Is everything set up correctly?”“Is it worth continuing?”
PainsNo time for every booking; missed messages; admin overloadUnclear what each plan includes; fear of overpayingComplex plans; unclear bonus weeks; confusing channel add-onsAutopay charges monthly even on a long plan; total hard to calculate; hidden feesLong setup; unclear messenger integration stepsNo expiry reminders; weak analytics; awkward plan changes
OpportunityShow the product as the easy way to automatePlain-language plans, a cost calculatorSimpler plan selectionTransparent breakdown, autopay optionsStep-by-step guide, video tutorialsRenewal reminders, flexible plan settings
New payment user flow
Expired / first visit→ Billing page→ Has an active plan?→ Renew or change plan→ Pick add-ons→ Live total→ Paid

Every branch — trial, renewal, plan change, add-ons only, failed autopay — leads to one screen with a persistent summary.

+22–28%conversion to paid add-ons
−35%payment errors
−30%support requests about payments
02 — Message templates

The core feature, rebuilt

Templates were rarely used: creating one was hard and the list had no structure. I introduced categories, filters and statuses, turned creation into a step-by-step wizard with a live chat preview, reworked the editor and added AI text improvements — fixing errors, translating, rephrasing.

Victoria, 42 — owner & manager15 years in beauty. Can’t always remind clients in time, so last-minute cancellations happen. Needs ready-made templates that are easy to personalise — and promos for regulars.
Olga, 28 — salon administratorFields repetitive questions about bookings all day. Needs quick access to popular templates and to see exactly how a message will look before it’s sent.
Before
After
Before → After · click to compare

The cardinal changes, screen by screen

Pick a screen, then switch between the old interface and the redesign. Every “after” screen is the shipped design; “before” is the version users had when I joined.

AFTER
Before

After

Iteration 3 — what I shipped next

One endless form became a 4-step wizard

After launch, analytics showed people abandoning the long creation form halfway. I split it into four focused steps — send mode, recipients, message, advanced — each validated before moving on, and added a live block-risk score that explains how to make a text safer before it’s sent.

1Send modeWhen to send
2RecipientsWho receives it
3MessageText, keys, AI
4AdvancedRules & options
app / templates
templates — step 1, send mode and timingtemplates — step 2, booking and client filterstemplates — step 3, message with a live low-risk scoretemplates — step 4, advanced rules and save
01Steps, not a scroll

Each step shows only what matters now; “Next” unlocks once the step is valid, so broken templates can’t be saved.

02Live block-risk score

Variables, synonyms, links and round send times are checked as you type — with a plain-language tip for every issue.

03Improve with AI

One menu to reduce ban risk, fix errors, translate, shorten or change tone — and restore the original anytime.

04A list you can manage

Filter by block risk, bulk-edit filters, copy templates to other branches — in one pass, not one by one.

app / templates● Walkthrough
Filter by block risk → bulk edit → create a reminder in 4 steps → the score turns green → AI improve → save.
Improve with AI — text formatting

Rewrite a message in one click

Salon owners aren’t copywriters. Right inside the editor, AI can reduce ban risk, fix errors, translate into 13 languages, make the text longer or shorter, or change its tone. The result appears as a preview first — apply it, or keep the original. Ten attempts per template keep costs predictable.

Tones
NeutralFriendlyPremiumBoldBusinessTrendy

One tap changes the voice of a message without touching the keys like {name} or links.

Languages
EnglishEspañolDeutschFrançaisItalianoTürkçePortuguêsالعربية中文日本語한국어Tiếng Việtעברית
States designed
  • Menu on first click and nested menus
  • Loading and preview with attempts left
  • Applied text with an AI outline
  • Restore original — inline or as a toast
  • Limit reached · 360 / 980 / 1920 layouts
−30%manual text edits
+18%conversion of improved broadcasts
68%of new templates use AI at least once
x1.7template usage
−40%time to create a template
−25%errors reported to support
03 — AI assistant · 04 — Network analytics

From writing help to chain-wide data

Owners spent too long writing broadcast texts, and chain owners couldn’t compare branches. I designed a light chat assistant with clear scenarios — generate, reply, improve — plus an in-account landing that sells the AI add-on; and a network dashboard with key metrics, charts, filters and per-branch statuses.

60%+active users tried AI in month one
+18–22%extra revenue from AI subscriptions
−50%time to find data across branches
−40%“I can’t find anything” complaints
05 — AI admin

An AI that answers clients for the salon

Salons lose bookings at night and on busy days, when no one replies in messengers. I designed the AI admin in the account: it answers clients, offers free slots and creates bookings by itself — and the owner tunes its tone, working hours and knowledge base, then sees the effect instantly in a test chat before going live.

SettingsWorking hours, bookings, hand-off

When the AI works, whether it may create or move bookings, how far ahead it searches for slots, a reply delay so clients can finish typing — and how it calls a human into the chat.

InstructionsTone, emoji and knowledge base

Five ready tones or your own, emoji to use, and documents about masters, services and prices — with a storage meter and comments per file.

Exclusions & billingControl and predictable cost

Numbers the AI never answers, a replies counter with top-ups, and a save bar that reminds you to apply test-chat settings to live chats.

Bookings01.01 – 01.06
3 240 · 100%
Bookings created
2 450 · 76%
● Created by AI admin
150 · 5%
● Moved by AI admin
62 · 2%
● Cancelled by AI admin
Automatic mode
3 267 chats · 67% solved without staff
Manual mode
6 177 suggestions · 70% edited, 23% sent as is

Left: suggested reply in manual mode on mobile — staff send or edit it. Right: statistics show how many bookings the AI created, moved or cancelled.

76%of bookings created by the AI admin
67%of chats solved without staff
24/7replies within 20 seconds
06 — Broadcasts & channels

Sending that doesn’t fail

Complex delivery logic across channels caused errors. I built a drag-and-drop channel cascade, simplified adding a channel, added segmentation filters by client status, behaviour and repeat visits — and a scheduling calendar that warns about the daily message limit before you pick a date.

Broadcast wizard 2.0

One broadcast, one channel, four steps

Every channel behaves differently: WhatsApp has daily limits and ban risk, bots have unsubscribes. The wizard starts with the channel, so every hint, limit and metric that follows matches it — and the test send happens before launch, not after.

1Channel1 broadcast = 1 channel
2RecipientsFile or client segment
3MessageKeys, media, tips
4Test & launchLimits, interval, test
app / broadcasts
broadcasts — step 0, choose a delivery channelbroadcasts — step 1, recipients from a file or a segmentbroadcasts — step 2, message with keys and channel tipsbroadcasts — step 3, daily limit, interval and test send
Broadcast statistics with received, read, replied and booked per channel
Statistics: “Received” for every channel, “Read” where the channel supports it, revenue per message.
Launched broadcasts table with a channel badge and status per row
Launched broadcasts: a channel badge on every row, pause, stop and reschedule in place.
+25–30%successful broadcasts
x1.5broadcast usage
+20%repeat broadcasts
07 — Admin Bot · calls & tasks

Tasks that set themselves

Salon admins kept call lists in notebooks: who to remind, who hasn’t come back, which supplier to chase. I designed Admin Bot — rules that create tasks for staff on a schedule or on an event (“client hasn’t visited for 30 days”), delivered to the staff bot with the client card, a checklist and a required report.

app / calls & tasks● Walkthrough
Task list → preview of how staff will see it → a new win-back task in four steps → turned on.
Tasks list with schedules, assignees and contact attempts
Rules at a glance: trigger, assignee, attempts.
Preview modal showing the task card a staff member receives
“How staff will see the task” — before it goes live.
New task wizard, step 1: when to create the task
Step 1 of 4 with a live preview on the right.
x2win-back calls actually made
−45%missed callbacks
3 minto set up a recurring task
08 — Reports to your phone

The salon’s numbers, every morning

Owners wanted the business pulse without opening the CRM. I designed a free add-on that sends scheduled reports to Telegram — revenue, masters, calls and tasks — built from ready-made blocks, plus the in-account landing that drives activation.

Reports to your phone — landing with a sample daily report
DAILY · WEEKLY · MONTHLYArrives on schedule

Yesterday’s results at 9:00, or a weekly digest — whenever suits the owner.

BLOCKSOnly what matters

Salon, masters, admins — tick the metrics, skip the spreadsheets.

RESULT+18% add-on activation

from the in-account landing in the first month.

09 — Chat, dashboard & design system

One system under everything

An in-platform chat with search, statuses, attachments and sorting; a new home dashboard that shows the state of the business on one page; and a purchased design system reworked for the product — responsive layouts, new components, states and tokens.

−30–35%manual admin work with the chat
x2engagement in key actions from the dashboard
+20–30%faster development, fewer UI bugs

How I worked

ResearchIn-depth interviews → insights → user flows → prototypes → testing
MetricsHeatmaps, page funnels and behaviour scenarios
TeamDaily calls with the PM, brainstorms with the team, CPO reviews key decisions before tasks are set
Hand-offFigma, responsive layouts and documentation where needed; releases roughly monthly, major features every 1–2 months
Next project Sellerise ↗Tools for Amazon sellers
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